Course Code: CENG-14

Goal: Use the CUBE toolbar in Microsoft Visio to access essential engineering tools and features for efficient control system layout, tagging, and documentation workflows.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Beginner to Intermediate

Resources Provided:

• CUBE Toolbar Quick Reference Guide.
• Sample Drawing File with Toolbar Tools Demonstrated.
• Help Center Access Link.
• Tagging & BOM Tool Worksheet

Learning Objectives

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

• Identify and navigate the “My CUBE” ribbon in Visio.
• Access engineering tools to support system building and layout tasks.
• Use built-in functions for tagging, system configuration, and BOM generation.
• Understand how to access help resources and support options through the toolbar.
  

Session Agenda

14.1 Overview of “My CUBE” Ribbon and Functions

• Introduction to the CUBE toolbar in Microsoft Visio.
• Key ribbon sections:
  
• Project Tools.
• Tagging Tools.
• BOM Tools.Layout Utilities
  
• How the ribbon connects directly to estimate and component data in CUBE.
• Customizing the ribbon for your workflow
  

14.2 Accessing System-Building Tools

• Overview of tools used to:
  
• Insert components.
• Link shapes to systems.
• Build layouts and connect system elements
  
• Real-world use cases: building a control panel layout or VAV system diagram.
• Benefits of using toolbar-based tools over manual symbol placement
  

14.3 Exploring Layout, Tagging, and BOM Tools

• Using layout tools to align, scale, and distribute components in a clean format.
• Applying Tagging Tools to devices, labels, and I/O points.
• Automatically generating a Bill of Materials (BOM) from placed shapes.
• Exporting BOM data for use in estimating, procurement, or engineering
  

14.4 Navigating Help and Support Resources

• Accessing built-in help links from the toolbar.
• Opening CUBE knowledge base articles directly from Visio.
• Reporting issues or requesting support via integrated links.
• Best practices for getting quick help through the toolbar
  

Hands-On Exercises

Participants will:

• Open the “My CUBE” ribbon in Visio and explore available functions.
• Insert and tag a few sample components using toolbar options.
• Use alignment and layout tools to organize a basic system diagram.
• Generate and export a BOM from the drawing.
• Access a help article from within the toolbar
  

Post-Session Action Items

To reinforce learning, participants are encouraged to:

• Use the “My CUBE” ribbon in active Visio drawings.
• Create a simple project layout and apply tags using toolbar tools.
• Generate and review BOM exports to verify accuracy.
• Bookmark help links and identify at least one support resource to use later

Note: When scheduling, make sure to include this session code: CENG-14.

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