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BMS Estimating and Engineering

PART II: Estimating: From Concept to Cost

About This Program

This course is part of the CUBE Estimating & Engineering Full Training Program, designed to help you master every stage of the estimation and engineering workflow using the CUBE platform.

The full training consists of four parts. While each part can be taken individually, we highly recommend completing all four to ensure a complete understanding of the platform and unlock the full potential of CUBE.

Each session includes: • Self-paced video resources
• One-on-one coaching with a CUBE Expert Coach
• Hands-on practice using your own projects or sample files

Start with the part that fits your current needs—or follow the full program from beginning to end for the most impactful learning experience.

Course Curriculum

Session 3 – Using the Library Estimate

Code: CGEN-03

• What is a Library Estimate and Why Use It?
• Loading and Navigating a Library Estimate 
• Creating Systems from the Library
• Accessing and Using the CUBE Market

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Session 4 – Creating a New Estimate

Code: CGEN-04

• Navigating Estimate List Page
• Creating a New Estimate
• Creating a Scope of Work (SOW)
• Adding Scope of Performance (SOP) (if applicable)
• Attaching Supporting Documents
• Generating Quote Letters

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Session 5 – Integration with Bluebeam

Code: CGEN-05

• Understanding the Relationship Between Bluebeam and CUBE
• Setting Up Bluebeam Toolchest
• Exporting a Takeoff from Bluebeam
• Creating a New Estimate by Importing Bluebeam Takeoff

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Session 6 – Price Summary & Reporting

Code: CGEN-06

• Understanding the Price Summary Section
• Editing and Updating Line Items
• Exporting Reports and Summaries
• BOM Management and Cost Evaluation
• Using Find and Replace
• Working with the BI Tool
• Material Summary Page
• Labor Summary Page

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Session 7 – Working with Schedules

Code: CGEN-07

• Creating and Modifying VAV Schedules
• Network Schedules: Setup & Application
• Linking Schedules to Estimate

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Session 8 – Finalizing Estimates

Code: CGEN-08

• Exporting Material to Material Request
• Exporting Labor to Schedule
• Estimate Document Review
• Turnover Sheet
• RFI Page & Response Tracking
• Part Reference Sheets
• Working with Schedule of Values (SOV)

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Session 9 – Estimate Creation Workshop

Code: CGEN-09

• Creating a Sample Area
• Adding Components & Systems
• Building BOM from Scratch
• Price Evaluation and Variance Analysis
• Live Q&A

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