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One-to-One Training Workbooks

BMS Estimating and Engineering

See the complete set of workbooks from our BMS Estimating and Engineering.

These are the guided exercises used in our live One-to-One sessions with a CUBE expert. Download them below and book a session to learn how to apply them directly to your projects.

Note: When scheduling, please include the session code (e.g., CENG-01), which is shown below the session name.

Course Curriculum

Session 1 – Platform Philosophy & Engineering Overview

Code: CENG-01

• What is CUBE? Vision & Structure
• Why Estimating & Engineering Matter in CUBE
• Overview of the Engineering Module UI
• Key Modules & How They Interconnect
• Q&A

Session 2 – Materials, Labor & Utility Setup

Code: CENG-02

• Parts & Materials – Structure, Unit Costs, Tags
• Labor Setup – Classifications, Rates, Hours
• Utility Module – Overview and Use Cases
• Application Notes & Tags – Best Practices

Download CENG-02 Workbook
Session 3 – Using the Library Estimate

Code: CENG-03

• What is a Library Estimate and Why Use It?
• Loading and Navigating a Library Estimate 
• Creating Systems from the Library
• Accessing and Using the CUBE Market

Download CENG-03 Workbook
Session 4 – Creating a New Estimate

Code: CENG-04

• Navigating Estimate List Page
• Creating a New Estimate
• Creating a Scope of Work (SOW)
• Attaching Supporting Documents
• Generating Quote Letters

Download CENG-04 Workbook
Session 5 – Integration with Bluebeam

Code: CENG-05

• Understanding the Relationship Between Bluebeam and CUBE
• Setting Up Bluebeam Toolchest
• Exporting a Takeoff from Bluebeam
• Creating a New Estimate by Importing Bluebeam Takeoff

Download CENG-05 Workbook
Session 6 – Price Summary & Reporting

Code: CENG-06

• Understanding the Price Summary Section
• Editing and Updating Line Items
• Exporting Reports and Summaries
• BOM Management and Cost Evaluation
• Using Find and Replace
• Working with the BI Tool
• Material Summary Page
• Labor Summary Page

Download CENG-06 Workbook
Session 7 – Working with Schedules

Code: CENG-07

• Creating and Modifying VAV Schedules
• Network Schedules: Setup & Application
• Linking Schedules to Estimate

Download CENG-07 Workbook
Session 8 – Finalizing Estimates

Code: CENG-08

• Exporting Material to Material Request
• Exporting Labor to Schedule
• Estimate Document Review
• Turnover Sheet
• RFI Page & Response Tracking
• Part Reference Sheets
• Working with Schedule of Values (SOV)

Download CENG-08 Workbook
Session 9 – Estimate Creation Workshop

Code: CENG-09

• Creating a Sample Area
• Adding Components & Systems
• Building BOM from Scratch
• Price Evaluation and Variance Analysis
• Live Q&A

Download CENG-09 Workbook
Session 10 – Mastering Components & Assemblies

Code: CENG-10

• Component Structure and Use Cases
• Creating a New Component
• Visio Stencil Linking
• SVG & Wiring Diagram Pages
• Best Practices: Panels, Kits, BOMs

Download CENG-10 Workbook
Session 11 – Component Workshop

Code: CENG-11

• Create a New Component Live
• Duplicate and Modify Components
• Use in Estimate and Visio
• Connect with Library and Drawing

Download CENG-11 Workbook
Session 12 – Introduction to CUBE Visio Integration

Code: CENG-12

• Overview of Visio for Control System Design
• Purpose and Use Cases of the CUBE Visio Add-In
• Download and Installation Steps
• Best Practices for Uninstalling and Updating
• Verifying Installation in the Visio Ribbon
• Troubleshooting Common Issues

Download CENG-12 Workbook
Session 13 – Organizing and Setting Up Your Shape Library

Code: CENG-13

• Folder Structure for Shape Organization
• Recommended Shape Categories (Controllers, Devices, Tags, etc.)
• Placing Shapes in “My Shapes”
• Synchronizing Shapes with CUBE Components
• Understanding the Relationship Between Estimates and Systems
• Setting Up File Paths and Sync Options
• Using “Synchronize with CUBE”
• Clearing Sync for Reusable Templates

Download CENG-13 Workbook
Session 14 – Using the CUBE Toolbar in Visio

Code: CENG-14

• Overview of “My CUBE” Ribbon and Functions
• Accessing System-Building Tools
• Exploring Layout, Tagging, and BOM Tools
• Navigating Help and Support Resources

Download CENG-14 Workbook
Session 15 – Building Projects and Systems in Visio

Code: CENG-15

• Starting from Estimate
• Importing Systems Using “Build Your Project”
• Activating and Combining System Pages
• Reorganizing Components with Auto Layout
• Final Output as a Complete Drawing Set
• Create Systems Using “Build Your System”

Download CENG-15 Workbook
Session 16 – Configuring Components and Tagging Points

Code: CENG-16

• Applying Point Tags with Tagging Tools
• Using “Component Configuration” for Custom Setup
• Creating Custom Tags and Associating Data
• Tagging Best Practices for Maintenance and Clarity

Download CENG-16 Workbook
Session 17 – Generating I/O Tables, BOMs, and Project Details

Code: CENG-17

• Inserting I/O Summary Tables
• Generating BOMs Based on Drawing Content
• Using “Get Project Info” to Populate Title Blocks
• Ensuring Data Accuracy Across All Documentation

Download CENG-17 Workbook
Session 18 – Wiring Schematics & Network Diagrams

Code: CENG-18

• Inserting Wiring Schematics from Component Details
• Creating Network Riser Diagrams from CUBE Data
• Using Terminal Block and Field Device Pages
• Organizing Pages for Installer-Friendly Layout

Download CENG-18 Workbook
Session 19 – Final Lab: End-to-End Drawing Workflow & Certification

Code: CENG-19

• Starting from Estimate
• Importing Shapes from Library
• Building a Complete System Drawing
• Combining Drawings for Final Output
• Generating Reference Sheets and Submitting for Review
• Live Q&A, Troubleshooting, and Certification Assessment

Download CENG-19 Workbook
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