Course Code: CENG-06
Goal: Master cost analysis and reporting tools within CUBE, enabling accurate financial evaluation, data-driven decisions, and professional reporting across projects.

Session Overview

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

• Price Summary Overview.
• Cost Breakdown.
• Cost Updates.
• Sample BOM and Export Reports.
• BI Dashboard Overview (if applicable)
  

Learning Objectives

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

• Interpret and navigate the Price Summary section in CUBE.
• Edit and update estimate values, including part and labor line items.
• Export detailed and summary-level reports for internal and external use.
• Manage Bill of Materials (BOM) data for procurement and cost control.
• Use Find and Replace to efficiently update estimate content.
• Access and utilize the Business Intelligence (BI) tool for reporting insights.
• Analyze costs using the Material Summary and Labor Summary pages.

Session Agenda

6.1 Understanding the Price Summary Section

• Overview of the Price Summary interface and navigation.
• How CUBE breaks down cost data by:
  
• System.
• Component.
• Category.
• Discipline
  
• Understanding total values, subtotals, and markups
  

6.2 Editing and Updating Line Items

• Inline edits to labor, parts, and utility costs.
• Updating quantities and applying multipliers.
• Use of overrides vs. updates from the source database.
• Best practices for maintaining traceability during edits
  

6.3 Exporting Reports and Summaries

• Generating cost summaries by system, project, or category.
• Export formats: Excel, PDF, CSV.
• Internal vs. client-facing report formats.
• Creating export templates for consistent reporting
  

6.4 BOM Management and Cost Evaluation

• Reviewing and organizing the Bill of Materials.
• Sorting and filtering by vendor, classification, or part type.
• Comparing vendor costs and evaluating substitutions.
• Preparing BOM data for procurement or operations teams.
  

6.5 Using Find and Replace

• Searching across the estimate for part numbers, descriptions, or tags.

• Replacing outdated or incorrect items in bulk.

• Filtering before global edits to minimize errors.

• Undoing changes or flagging updates for review
  

6.6 Working with the BI Tool

• Accessing the BI dashboard from the estimate or reporting area.

• Reviewing cost and estimating trends.

• Filtering data by project type, client, or system.

• Exporting visuals and sharing insights with leadership teams
  

6.7 Material Summary Page

• Breakdown of all material items used in the estimate.

• Viewing quantities, unit costs, and total value by part.

• Grouping by classification, vendor, or part type.

• Identifying high-cost items and areas for optimization
  

6.8 Labor Summary Page

• Summary of labor effort and associated costs by classification.

• Viewing labor hours per system or task.

• Calculating total labor burden and field hours.

• Aligning estimate labor with field execution expectations
  

Hands-On Exercises

Participants will:

• Navigate the Price Summary, Material Summary, and Labor Summary pages.
• Edit a line item’s quantity and rate, and apply an override.
• Export a full estimate summary and a filtered system report.
• Use Find and Replace to update part tags across an estimate.
• Review a BOM and identify cost-saving alternatives.
• Explore a sample BI dashboard and apply filters
  

Post-Session Action Items

To reinforce the training, participants are encouraged to:

• Review Price Summary and Summary pages across active estimates.
• Practice exporting formatted reports for both internal and client needs.
• Coordinate with procurement to align on BOM content.
• Develop a checklist for reviewing materials and labor prior to submission.
• Explore BI Tool features for tracking estimating trends and performance

Note: When scheduling, make sure to include this session code: CENG-06.

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