Course Code: CENG-03
Goal: Understand and effectively use the pre-built estimating library and the CUBE Market to streamline system creation and improve estimate accuracy and consistency.

Session Overview

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

• Access to CUBE’s Library Estimate.
• CUBE Market Link.
• System Selection & Customization Quick Guide.
• Sample Estimate File for Practice
  

Learning Objectives

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

• Understand the role and benefits of using a centralized Library Estimate.
• Load, explore, and navigate the Library Estimate to access standardized systems.
• Create systems in active estimates using templates from the Library.
• Access the CUBE Market to search for and import shared systems, parts, and kits.
• Customize and manage both Library and Market content to align with project requirements.

Expanded Agenda

3.1 What is a Library Estimate and Why Use It?

• Purpose of the Library Estimate in driving consistency and efficiency.
• How library templates support team alignment and reduce rework.
• Benefits of starting from a predefined system rather than building from scratch
  

3.2 Loading and Navigating a Library Estimate

• Accessing the Library Estimate within your CUBE instance.
• Exploring system structures, naming conventions, and template formatting.
• Understanding the difference between working estimates and shared library files.

3.3 Creating Systems from the Library

• Selecting and cloning systems from the Library into a new estimate.
• Renaming, modifying quantities, and editing labor without disrupting template integrity.
• Ensuring traceability when customizing shared content for project-specific requirements.

3.4 Accessing and Using the CUBE Market (NEW)

• Introduction to the CUBE Market: A community-driven space for shared systems and resources.
• Accessing the Market directly from the CUBE interface.
• Searching for relevant systems, kits, or parts using filters and keywords.
• Understanding Market content types: vendor-certified vs. user-shared.
• Downloading and importing content into your estimate.
• Reviewing and customizing Market items to match your internal standards.
• When and how to promote imported items to your own Library for future use
  

Hands-On Exercises

Participants will:

• Load and explore the CUBE Library Estimate.
• Select and import two systems into a new estimate.
• Rename and modify systems to fit a sample project.
• Access the CUBE Market and import one system or part.
• Customize the imported item with internal tags, notes, or updated pricing
  

Post-Session Action Items

To reinforce learning, participants are encouraged to:

• Identify common systems in the Library and Market that can support upcoming projects.
• Collaborate with team leads to review and validate imported content.
• Begin building a list of approved library and market systems for ongoing use.
• Document internal standards for customizing shared systems

Note: When scheduling, make sure to include this session code: CENG-03.

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