BMS Estimating and Engineering
PART III: Component & Assembly Engineering
Session 11: Component Workshop
Course Code: CENG-11
Goal: Apply component engineering skills in a live, guided workshop to reinforce best practices and build confidence using components in real-world estimating and engineering workflows.
Session Overview
Duration: 1 Hour
Format: Live Web Meeting (Instructor-led via Microsoft Teams)
Level: Intermediate to Advanced
Resources Provided:
- Component Creation Quick Guide.
- Visio Integration Reference Sheet.
- Drawing + Component Mapping Template
Learning Objectives
By the end of this session, participants will be able to:
- Create and configure components in a live environment.
- Duplicate existing components and adapt them to different use cases.
- Apply components directly into estimates and visual tools like Visio.
- Connect components to engineering drawings for documentation and traceability.
- Practice live collaboration and problem-solving with the instructor.
Session Agenda
11.1 Create a New Component Live
- Real-time creation of a new component with step-by-step instructor walkthrough.
- Define core details: name, classification, tags, description.
- Add parts, labor, utility items, and associated metadata.
- Review best practices for consistent naming and categorization.
11.2 Duplicate and Modify Components
- Use duplication to create variants from existing components.
- Modify materials or labor to match specific job types or panel needs.
- Rename components for different applications while maintaining structure.
- Save changes and organize within the component library.
11.3 Use in Estimate + Use in Visio
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Add the created component directly into an active estimate.
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Review how it affects material and labor totals.
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Link component to Visio symbol for schematic integration.
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Discuss best practices for maintaining visual and data alignment
11.4 Connect with Library and Drawing
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Assign the new component to a specific system template or library group.
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Link component to drawing documentation for use in project turnover.
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Discuss workflow from component creation → estimate inclusion → engineering export.
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Explore real-world applications in panels, field kits, and submittals
Workshop Exercises (Live)
During the session, participants will:
- Create a custom component using a real project example.
- Duplicate a component and modify labor and part details.
- Place components into an estimate and analyze cost impact.
- Use Visio to visually represent the component in a schematic.
- Discuss integration between estimating, design, and field documentation
Post-Session Action Items
To reinforce the workshop learning, participants are encouraged to:
- Finalize and save components created during the live session.
- Standardize component groups for panels or device kits.
- Review estimate files where components can be updated or optimized.
- Collaborate with engineering to align symbols and part references.
- Document the internal workflow for component creation, use, and approval
Note: When scheduling, make sure to include this session code: CENG-11.
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