Course Code: CENG-09
Goal: Apply estimation skills in a guided, hands-on workshop designed to simulate real-world estimating scenarios using CUBE.

Session Overview

Duration: 1 Hour
Format: Live, instructor-led workshop (Microsoft Teams or in-person)
Level: Intermediate
Resources Provided:

• Workshop Checklist.
• Sample Project Scenario.
• BOM Template (Blank).
• System Configuration Reference Guide.
• Price Summary Review Guide
  

Learning Objectives

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

• Independently create and configure a complete estimate in CUBE.
• Build out a new area and apply appropriate systems and components.
• Assemble a Bill of Materials (BOM) from scratch using manual and library inputs.
• Analyze total estimate pricing, review component-level variance, and make real-time adjustments.
• Engage in open Q&A to resolve real-use challenges and reinforce key workflows
  

Session Agenda

9.1 Create a Sample Area

• Set up a new project or estimate area using best practices.
• Apply standard naming conventions for traceability.
• Define project details: location, phase, and system group
  

9.2 Add Components & Systems

• Select and add systems from the Library Estimate or build from scratch.
• Add individual parts or kits as needed to reflect custom scope.
• Apply labor classifications and adjust hours as necessary.
• Use system-level notes and tags to clarify scope and design intent
  

9.3 BOM Build from Scratch

• Manually assemble a Bill of Materials using selected parts.
• Ensure unit costs and vendor data are assigned correctly.
• Validate material quantities and labor ratios.
• Cross-reference against internal standards or project requirements.

9.4 Price Evaluation and Variance Analysis

• Navigate to the Price Summary and review cost breakdown.
• Evaluate cost variances due to overrides, substitutions, or labor adjustments.
• Compare estimated costs to historical data or expected values.
• Discuss pricing strategies and markup application
  

9.5 Live Q&A

• Open forum for participants to ask questions based on workshop activity
  
• Troubleshoot issues in real time with instructor guidance.
• Share tips, shortcuts, and recommended workflows across attendees.
• Clarify advanced concepts or unique estimating use cases
  

Hands-On Workshop Tasks

Participants will:

• Create a sample area and assign project details.
• Add 2–3 systems or component groups based on a mock scope.
• Build a BOM and adjust cost items as needed.
• Analyze pricing and adjust inputs based on instructor scenarios.
• Export their estimate for review and discussion.

Post-Session Action Items

To reinforce learning, participants are encouraged to:

• Repeat the full estimate creation workflow using a real or archived project.
• Review their completed estimate with a manager or peer for feedback.
• Save a version of their workshop estimate as a reference template.

Document any questions or feature requests to bring into future training.

Note: When scheduling, make sure to include this session code: CENG-09.

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