Course Code: CENG-17
Goal: Automatically generate detailed, formatted documentation from Visio drawings using CUBE tools to support engineering, programming, procurement, and project execution.

Session Overview

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

• I/O Table Generation Guide.
• BOM Export Example.
• Title Block Reference Sheet.
• Project Info Auto-Population Tutorial.
• Documentation QA Checklist
  

Learning Objectives

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

• Insert and customize I/O summary tables directly from drawing data.
• Generate complete Bills of Materials (BOMs) based on placed Visio components.
• Use the “Get Project Info” function to populate title blocks automatically.
• Validate data across the drawing to ensure consistency and field readiness
  

Session Agenda

17.1 Inserting I/O Summary Tables

• Overview of the I/O Table tool in the CUBE Visio ribbon.
• Collecting tagged component data for table generation.
• Formatting I/O summaries by:
  
• Signal type (AI, AO, DI, DO).
• Device or system.
• Terminal or controller
  
• Customizing the table layout to match project requirements.
• Exporting I/O tables for use by programming or panel fabrication teams
  

17.2 Generating BOMs Based on Drawing Content

• Scanning the Visio drawing for component metadata.
• Compiling material lists based on configured components.
• Organizing BOM by part number, system, or vendor.
• Exporting to Excel or PDF for estimating, procurement, or field use.
• Ensuring sync between drawing BOM and estimate BOM

17.3 Using “Get Project Info” to Populate Title Blocks

• Accessing the Get Project Info tool in the CUBE Visio Add-In.
• Populating fields such as:
  
• Project Name.
• Client Name.
• Drawing Number / Revision.
• Engineer and Estimator names
  
• Automatically updating title blocks across multiple pages.
• Aligning drawing metadata with CUBE project details
  

17.4 Ensuring Data Accuracy Across All Documentation

• Final QA steps for I/O tables, BOMs, and title blocks.
• Common sources of mismatch and how to avoid them.
• Syncing CUBE data with Visio after last-minute estimate changes.
• Best practices for versioning and file naming.
• Preparing a drawing set for client delivery or project handoff
  

Hands-On Exercises

Participants will:

• Insert an I/O Summary Table into a prepared drawing.
• Generate a complete BOM from drawing content.
• Use “Get Project Info” to populate a sample title block.
• Perform a final documentation check to ensure consistency.
• Export a complete project documentation set as PDF
  

Post-Session Action Items

To reinforce the session, participants are encouraged to:

• Generate I/O tables for active or test projects.
• Compare drawing-generated BOMs with CUBE estimate BOMs.
• Standardize title block fields for project templates.
• Develop a documentation QA checklist for internal review.
• Save and archive exported PDF sets for recordkeeping and revisions

Note: When scheduling, make sure to include this session code: CENG-17.

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