Course Code: CENG-15

Goal: Generate a complete system layout in Visio by importing estimate data from CUBE, combining system pages, and producing a final project drawing set.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate to Advanced (Visio-based system layout and documentation)
Resources Provided:

• Visio System Build Starter File
• Sample Estimate for Import
• Auto Layout Quick Guide
• Drawing Set Checklist
  

Learning Objectives

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

• Start a Visio project directly from a CUBE estimate.
• Use the “Build Your Project” tool to import and lay out systems.
• Activate, merge, and organize system pages for clarity and flow.
• Reorganize components using the Auto Layout feature for clean diagrams.
• Finalize and export a complete, organized drawing set for internal or client use.
• Create standalone systems using the “Build Your System” tool
  

Session Agenda

15.1 Starting from Estimate

• Overview of estimate-to-Visio integration.
• Selecting an estimate and identifying which systems to import.
• Preparing estimate data for drawing generation (verifying structure, tags, and completeness)
• Opening Visio with integration enabled and selecting system inputs
  

15.2 Importing Systems Using “Build Your Project”

• Using the “Build Your Project” tool in the CUBE Visio Add-In.
• Selecting multiple systems for import.
• Automatically generating pages for each system.
• Initial layout and visual linking of components.
• Real-time sync with CUBE data
  

15.3 Activating and Combining System Pages

• Activating system pages and setting visibility.
• Combining related systems (e.g., VAV + control panel + sensors).
• Renaming pages and establishing logical flow for multi-page drawings.
• Creating cover pages and index sheets as part of the set
  

15.4 Reorganizing Components with Auto Layout

• Using the Auto Layout tool to clean up overlapping symbols.
• Spacing, alignment, and connection paths.
• Grouping similar components for schematic clarity.
• Best practices for manual adjustments after auto layout
  

15.5 Final Output as a Complete Drawing Set

• Reviewing pages for accuracy, consistency, and labeling.
• Adding title blocks, drawing numbers, and revision fields.
• Exporting to PDF for submission.Saving Visio files as templates for future use
  

15.6 Create Systems Using “Build Your System”

• Overview of the “Build Your System” tool for generating one system at a time.
• Use cases: quick edits, modular page creation, small projects.
• Linking newly built systems to existing estimate pages or drawings.

Hands-On Exercises

Participants will:

• Select a sample estimate and launch the “Build Your Project” function.
• Generate multiple system pages and apply Auto Layout.
• Combine and reorder pages for a logical drawing set.
• Finalize and export a PDF of the completed system layout.
• Create an individual system using the “Build Your System” feature
  

Post-Session Action Items

To reinforce the session, participants are encouraged to:

• Generate a complete layout using one of their active estimates.
• Customize page headers, titles, and drawing numbers for consistency.
• Create a reusable Visio template with cover, system, and legend pages.
• Work with engineering to verify Auto Layout results and optimize spacing rules

Note: When scheduling, make sure to include this session code: CENG-15.

Schedule Your One-to-One Session