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BMS Estimating and Engineering

PART III: Component & Assembly Engineering

Session 10: Mastering Components & Assemblies

Course Code: CENG-10
Goal: Learn how to create, manage, and apply engineering components and assemblies in CUBE for accurate design, system layout, and documentation integration.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate to Advanced (Engineering-focused)
Resources Provided:

  • Component Overview.
  • Creating Components.
  • Wiring Page.
  • Component BOM.
  • Sample Visio and SVG Templates

Learning Objectives

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

  • Understand how components are structured and used within CUBE.
  • Create and configure new components with BOM, labor, and metadata.
  • Link components to Visio stencils and SVG symbols for visual documentation.
  • Configure wiring diagram pages and I/O documentation.
  • Apply best practices for using components in panels, kits, and complex system assemblies

Session Agenda

10.1 Component Structure and Use Cases

  • Introduction to components and their role in the CUBE engineering workflow.

  • How components support modular design, system repeatability, and documentation.

  • Typical use cases: control panels, terminal strips, field devices, and assembly groups.

  • Differentiating components from parts, kits, and systems.

10.2 Creating a New Component

  • Step-by-step walkthrough of the Creating Components process.

  • Defining core fields: Name, Description, Classifications, Tags.

  • Adding materials and labor to component BOM.

  • Assigning utility items or placeholders.

  • Saving components for reuse across multiple projects

10.3 Visio Stencil Linking

  • Overview of how components can be linked to Visio stencils for schematic representation.

  • Using symbol libraries and standard stencils.

  • Best practices for aligning engineering documentation with estimating components.

  • Exporting or sharing Visio diagrams with panel builders or controls teams

10.4 SVG & Wiring Diagram Pages

  • Navigating the Wiring Page for components.

  • Assigning I/O points and terminal information.

  • Adding SVG symbols to create visual device connections.

  • Using wiring pages for handoff to installation and commissioning teams.

  • Tracking signal paths and voltage groups visually

10.5 Best Practices: Panels, Kits, and BOM Management

  • Using components to build out panel assemblies.

  • Grouping components into kits for rapid reuse.

  • Managing component BOMs for clarity and maintainability.

  • Ensuring labor and materials are aligned with field execution.

  • Version control and internal documentation standards

Hands-On Exercises

Participants will:

  • Create a new component from scratch using a provided template.
  • Add materials, labor, and metadata to the component BOM.
  • Link the component to a Visio stencil and an SVG diagram.
  • Populate a wiring diagram page with sample connections.
  • Create a simple panel using multiple linked components

Post-Session Action Items

To reinforce learning, participants are encouraged to:

  • Review existing components and update metadata or documentation links.
  • Develop standard components for common panel builds or field devices.
  • Collaborate with engineering teams to validate wiring page outputs.
  • Save and share new components as part of internal best practice libraries.
  • Explore integration between engineering documentation and estimating BOMs

Note: When scheduling, make sure to include this session code: CENG-10.

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