BMS Estimating and Engineering
PART IV: Engineering in Visio
Session 19: Final Lab: End-to-End Drawing Workflow & Certification
Course Code: CENG-19
Goal: Complete and submit a full Visio-based project drawing package—from estimate import to final field-ready output—demonstrating complete workflow understanding and earning certification.
Session Overview
Duration: 1.5 Hours
Format: Live Web Meeting or In-Person Lab (Instructor-led final project)
Level: Advanced
Resources Provided:
- Final Lab Project Packet.
- Drawing Submission Checklist.
- Certification Evaluation Rubric.
- Reference Library (Stencils, Templates, Title Blocks, BOM Tools)
Learning Objectives
By the end of this session, participants will be able to:
- Build a complete project drawing set starting from a CUBE estimate.
- Import and use components and shapes from their established library.
- Create a clean, logical system layout using Visio tools and automation.
- Assemble a multi-page drawing set including risers, schematics, and field layouts.
- Generate reference sheets, BOMs, and I/O tables aligned with CUBE data.
- Submit the completed drawing set for certification review and feedback
Session Agenda
19.1 Starting from Estimate
- Select and open a prepared estimate from the provided sample project.
- Use “Build Your Project” to import systems into Visio.
- Verify project info and ensure all components are present for drawing
19.2 Importing Shapes from Library
- Navigate shape library folders to locate correct stencils.
- Insert and align shapes per system requirements.
- Apply component metadata and ensure Visio-CUBE sync is functioning
19.3 Building a Complete System Drawing
- Generate schematic pages for control panels, field layouts, and I/O.
- Insert riser and network diagrams as needed.
- Add tagging, page names, and panel labels.
- Apply Auto Layout, connection tools, and component grouping
19.4 Combining Drawings for Final Output
- Organize drawing pages logically:
- Cover Page.
- System Pages.
- Wiring Diagrams.
- Terminal Block Pages.
- Field Devices
- Insert legends, notes, and index sheets.
- Populate title blocks using “Get Project Info”
19.5 Generating Reference Sheets and Submitting for Review
- Create Part Reference Sheet and I/O Table.
- Export full BOM based on drawing content.
- Export full drawing set as PDF for final submission.
- Review and verify all components, labels, and tags for accuracy
19.6 Live Q&A, Troubleshooting, and Certification Assessment
- Real-time Q&A with instructor to address issues or finalize deliverables.
- Instructor-guided review of submitted drawings.
- Certification checklist review:
- Drawing accuracy.
- Proper tag usage.
- Clean layout and structure.
- Final output organization
- Digital certification issued upon successful submission and approval
Hands-On Deliverables
Participants will:
- Complete a full drawing set from estimate through final export.
- Generate at least 5 organized pages including systems, BOM, and I/O.
- Use all major tools: shape library, tagging, auto layout, and “Get Project Info”.
- Submit PDF drawing set for formal review and certification
Post-Session Actions
Participants are encouraged to:
- Store and organize completed drawing files for reference.
- Use the final lab submission as a template for future projects.
- Schedule optional 1:1 coaching if additional review or improvement is desired.
Maintain certification status with ongoing training updates or project reviews
Note: When scheduling, make sure to include this session code: CENG-19.
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