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BMS Estimating and Engineering

PART II: Estimating: From Concept to Cost

Session 7: Working with Schedules

Course Code: CENG-07
Goal: Use schedules to standardize system design, streamline estimate development, and enhance coordination between engineering and estimating teams.

Session Overview

Duration: 1 Hour
Format: Instructor-led (Microsoft Teams or in-person)
Level: Intermediate
Resources Provided:

  • Schedules Training.
  • VAV Schedule Template.
  • Network Schedule Sample.
  • Schedule-to-Estimate Mapping Guide.

Learning Objectives

By the end of this session, participants will be able to:

  • Create and modify VAV schedules for consistent system setup.
  • Build and apply network schedules to support control system design.
  • Link schedules directly to estimates for accurate scope, quantity, and cost alignment.
  • Understand how schedule-driven estimating supports engineering, field deployment, and BOM accuracy

Session Agenda

7.1 Creating and Modifying VAV Schedules

  • Overview of VAV (Variable Air Volume) schedules and their role in system standardization.
  • Creating VAV schedules from scratch or using a template.
  • Editing device types, quantities, zones, and control logic.
  • Applying naming conventions for consistency across projects.
  • Reviewing common use cases: VAV zones, terminal units, and airflow control devices

7.2 Network Schedules: Setup & Application

  • Purpose of network schedules in automation and control system planning.
  • Structuring a network schedule: controllers, panels, trunks, and device groupings.
  • Linking devices to control panels and identifying communication routes.
  • Planning for network segmentation, redundancy, and scalability.
  • Reviewing sample network schedules and applying them to mock projects.

7.3 Linking Schedules to Estimates

  • Associating schedule entries (e.g., VAV boxes, sensors, controllers) with estimate systems.

  • Automatically populating system quantities based on the schedule.

  • Updating estimates dynamically as schedules change.

  • Ensuring alignment between schedules, BOM, and system-level pricing.

  • Exporting schedule data for coordination with engineering and field teams

Hands-On Exercises

Participants will:

  • Create a basic VAV schedule using a provided template.
  • Modify quantities and apply custom naming to reflect a project layout.
  • Build a network schedule with two controller levels and associated devices.
  • Link schedule components to an existing estimate and verify system updates.
  • Export a finalized schedule for review and coordination

Post-Session Action Items

To reinforce training, participants are encouraged to:

  • Create VAV and network schedules for an upcoming or active project.
  • Review current estimates to ensure schedule alignment.
  • Develop internal templates for frequently used VAV or network configurations.
  • Collaborate with engineering to standardize how schedule data feeds into estimates

Note: When scheduling, make sure to include this session code: CENG-07.

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