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BMS Estimating and Engineering

PART IV: Engineering in Visio

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 12 – Introduction to CUBE Visio Integration

Code: CGEN-12

• Overview of Visio for Control System Design
• Purpose and Use Cases of the CUBE Visio Add-In
• Download and Installation Steps
• Best Practices for Uninstalling and Updating
• Verifying Installation in the Visio Ribbon
• Troubleshooting Common Issues

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Session 13 – Organizing and Setting Up Your Shape Library

Code: CGEN-13

• Folder Structure for Shape Organization
• Recommended Shape Categories (Controllers, Devices, Tags, etc.)
• Placing Shapes in “My Shapes”
• Synchronizing Shapes with CUBE Components
• Understanding the Relationship Between Estimates and Systems
• Setting Up File Paths and Sync Options
• Using “Synchronize with CUBE”
• Clearing Sync for Reusable Templates

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Session 14 – Using the CUBE Toolbar in Visio

Code: CGEN-14

• Overview of “My CUBE” Ribbon and Functions
• Accessing System-Building Tools
• Exploring Layout, Tagging, and BOM Tools
• Navigating Help and Support Resources

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Session 15 – Building Projects and Systems in Visio

Code: CGEN-15

• Starting from Estimate
• Importing Systems Using “Build Your Project”
• Activating and Combining System Pages
• Reorganizing Components with Auto Layout
• Final Output as a Complete Drawing Set
• Create Systems Using “Build Your System”

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Session 16 – Configuring Components and Tagging Points

Code: CGEN-16

• Applying Point Tags with Tagging Tools
• Using “Component Configuration” for Custom Setup
• Creating Custom Tags and Associating Data
• Tagging Best Practices for Maintenance and Clarity

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Session 17 – Generating I/O Tables, BOMs, and Project Details

Code: CGEN-17

• Inserting I/O Summary Tables
• Generating BOMs Based on Drawing Content
• Using “Get Project Info” to Populate Title Blocks
• Ensuring Data Accuracy Across All Documentation

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Session 18 – Wiring Schematics & Network Diagrams

Code: CGEN-18

• Inserting Wiring Schematics from Component Details
• Creating Network Riser Diagrams from CUBE Data
• Using Terminal Block and Field Device Pages
• Organizing Pages for Installer-Friendly Layout

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Session 19 – Final Lab: End-to-End Drawing Workflow & Certification

Code: CGEN-19

• Starting from Estimate
• Importing Shapes from Library
• Building a Complete System Drawing
• Combining Drawings for Final Output
• Generating Reference Sheets and Submitting for Review
• Live Q&A, Troubleshooting, and Certification Assessment

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