Engineering Section and CUBE Visio Capabilities The third part of the training curriculum focuses specifically on the engineering section of the CUBE software and the utilization of its Visio capabilities. Topics covered may include:

Session 11: Introduction to Visio and Cube Edge integration

Introduction to Cube Edge and its integration capabilities with Visio

The training video introduces the CUBE Visio add-in, which integrates with Microsoft Visio. It emphasizes the benefits of centralizing frequently used systems into a library, such as standardization, accessibility, collaboration, efficiency, maintenance, scalability, and promoting a healthy work environment. The video then explains how the CUBE Visio add-in automates the creation of control drawings using project-specific information, saving time and improving accuracy. It also highlights the customization options and additional features provided by the add-in to enhance the drawing creation process.

Session 12: Installation and Settup

Step-by-step guide to installing the latest version of Cube - Visio Add-In

The training video explains how to access and install the CUBE Visio Add-In. It provides step-by-step instructions, including downloading the installation file from the CUBE website, transferring and unzipping the file, and running the setup. The video also guides you to verify the installation by checking for the "My Cube" tab in Visio with the corresponding ribbon. It encourages further exploration of resources to maximize the benefits of the CUBE Visio Add-In.

Updating the CUBE Visio AddIn to the latest version

The training video explains that new updates for the CUBE platform will be regularly released. It advises users to uninstall the current version before installing the latest version. Users are instructed to access the "Add or Remove Programs" section, locate the CUBE "AddinInstaller" application, and follow the prompts to uninstall. Properly uninstalling prepares the computer for the installation of the latest version. For more information, viewers can refer to the section titled "Accessing the CUBE Visio Add-In and Installing the Application."

Deep dive into the the available stencils and proper setup

The training video covers the setup of company shapes for effective use with the CUBE Visio Add-In. It explains the folder structure and location of shapes, including categories such as controllers, device installation, device wiring, field devices, info boxes, networks, schedules, tags, and title blocks. The video emphasizes the importance of aligning the folder structure with the CUBE platform and storing the shapes in the "My Shapes" folder on the local computer. It also mentions the need for proper synchronization between shapes and CUBE components. The video encourages viewers to explore additional resources and training videos for a better understanding of shape setup and synchronization.

How to synchronize your shapes

The training video explains how to use Visio shapes in creating control drawings with CUBE. It demonstrates the process of dragging and dropping shapes from a stencil folder and emphasizes the importance of configuring shapes correctly for accurate representation. The video also covers creating custom shapes and associating them with CUBE components. By following the instructions provided, users can effectively utilize Visio shapes with CUBE to create precise control drawings.

Session 13:  Detailed Study of CUBE - Visio available features

Overview of CUBE-Visio available features

The training video showcases the "MY CUBE" tab in Visio, which provides various features for creating control drawings. These features include synchronization with CUBE, building projects and systems, reorganizing components, tagging, generating summaries and schedules, configuring shapes, retrieving project information, and more. The video emphasizes the benefits of using these features to streamline the design process, ensure accuracy, and improve productivity. It also mentions the availability of training videos for each feature, encouraging viewers to explore them for step-by-step guidance.

Understanding the relation of your visio drawings and the estimates.

Understanding the CUBE-Visio integration involves recognizing the project structure in CUBE, where estimates, areas, and systems are organized, as well as the relationship between Visio files and systems through assigned estimate IDs. Multiple pages can be used to represent a single system in Visio, allowing for detailed and organized documentation. By following these guidelines, you can effectively utilize and maximize the advantages of the CUBE-Visio integration.

Session 14:  Detailed Study of CUBE - Visio available features

Understanding "Synchronize with CUBE".

The training video explains the "Synchronize with CUBE" feature of the CUBE Visio Add-In, allowing for data exchange between Visio and CUBE. It covers creating new systems, copying and pasting information, clearing synchronization, and synchronizing with CUBE. The video also addresses shape misalignment and demonstrates the "Reorganize" option to correct it.

Understanding "Build Your Project".

The training video focuses on the "Build Your Project" and "Combine Drawings" features of the CUBE Visio Add-In. The "Build Your Project" feature allows for the import of systems from CUBE into Visio, streamlining the process of creating control drawings. The video explains how to search for and select the desired project, choose specific systems to import, configure file paths, and activate or deactivate systems as needed. The "Combine Drawings" feature enables the integration of pre-made pages into drawings, allowing for the inclusion of additional systems and components to enhance the completeness and accuracy of the drawings.

Understanding "Reorganize"

The "Reorganize" feature in the CUBE Visio Add-In automatically arranges components in control drawings for an optimized layout. It uses machine learning algorithms to determine the best placement based on factors like functionality and accessibility. The "Update Position" feature records and updates component positions, assisting the machine learning engine in making accurate recommendations for future designs. These features streamline control drawing setup and improve efficiency.

Understanding "Build your system"

The "Build Your System" feature in the CUBE Visio Add-In allows you to assemble individual systems by importing components and connections from CUBE. You can create a new system, insert components from existing systems, update components within a system, import systems from other projects, or insert components individually. These features streamline the process of building control drawings and provide flexibility in system design. You can easily add, modify, and organize components to create accurate and efficient control systems.

Understanding "Point Tags"

The Point Tags feature in the CUBE Visio Add-In allows you to tag and label components within your control drawings. Tagging involves assigning unique identifiers or labels to components for easy identification and tracking. With Point Tags, you can efficiently assign tags, ensuring accurate labeling throughout your drawings. The feature requires initial setup with a "tags" stencil file containing the correct shapes and names. You can insert tags with or without connectors, tag single components, update tag information, and use tag symbols for numeric identification. This feature enhances organization, maintenance, and data integration in control system design.

Understanding "I/O Tables"

This training video introduces the "Insert IO Summary" feature, designed to create a comprehensive summary of inputs and outputs for control drawings. It automates the process of generating a table listing all inputs and outputs associated with system components, aiding in design review, documentation, and troubleshooting. Before using the feature, ensure proper configuration by having a "Schedules" stencil file in the "My Shapes" directory, with correct shapes and names aligned to the intended schedule. The video demonstrates how to access and explore the different options available for inserting the IO summary table into the drawing.

Understanding "BOM Tables"

This training video introduces the "Insert BOM" feature, designed to generate a Bill of Materials (BOM) for control drawings. A BOM is a detailed list of components and materials needed for specific sections or systems. Using this feature automates the creation of a comprehensive BOM with component names, quantities, and part numbers, aiding in procurement, project planning, and cost estimation. Before using the feature, initial configuration steps must be completed, including having a "Schedules" stencil file in the "My Shapes" directory. Avoid duplicate "Schedules" folders, as they may cause issues. The video demonstrates how to access and explore the different options available for inserting the BOM table into the drawing.

Understanding "Project Information"

The "Get Project Info" feature streamlines control drawings by quickly retrieving project details such as project name, client info, and more. It populates title blocks and tags, ensuring accurate project data in drawings. Use the Info Boxes stencil provided by CUBE for this feature. Simply select an item, click "Get Project Info," and watch the data update on the plans. Repeat with other tags as needed. Efficient and consistent project documentation.

Understanding "Clear Synchronization"

The "Clear Synchronization" feature allows you to disconnect your Visio drawing from its associated CUBE project. This is helpful when you want to copy an existing system and use it in a new project without affecting the original data. By clearing the synchronization, you can modify the drawing independently while reusing the system information in new projects. This feature enhances flexibility and streamlines the process of creating similar systems while maintaining the integrity of the original data in CUBE.

Understanding "Edit I/O Configuration"

The "Edit I/O Configuration" feature allows control engineers to modify system information in control drawings, making adjustments to part numbers, point numbers, and input/output configurations. It streamlines the editing process, ensuring an accurate and up-to-date control system that meets project requirements.

Understanding "Insert Wiring Diagram-Schematics"

The "Insert Wiring Diagram" feature automates the creation of wiring details in control drawings by generating wiring connections between components. It saves time and ensures accuracy by illustrating interconnections in a clear and organized manner. Wiring shapes must be stored in a stencil folder, and each shape must be associated with the correct wiring detail number. The feature allows flexibility in organizing wiring shapes based on design criteria, adapting the control system's visual representation to meet customer preferences. Using the "Insert Wiring Diagram" option, users can easily create complete wiring details for the system, including terminal blocks if available. This automation streamlines the generation of BMS wiring schematics.

Understanding "Insert Wiring Diagram-Network Riser"

The "Insert Wiring Diagram" feature aids control drawing wiring creation. "Insert Network Diagram" automates network riser generation. Prior setup includes configuring data from CUBE platform's network page. "Network" stencil shapes are needed, and accurate part number-labeled shapes for controllers are crucial. Text assignment shape populates controller info. To create network, access "wiring diagram," then "Insert Network." Video demonstrates auto creation of large network with detailed controller info. CUBE inserts areas top-to-bottom, then system controllers, and MS/TP controllers align horizontally. Manual adjustments may be needed. This process greatly saves time in riser generation.

Understanding "Insert Wiring Diagram V+ Insert wiring schematics"

The training video highlights the "Insert Wiring Diagram" feature, which automates the creation of wiring details in control drawings by inserting wiring connections between components. Specifically, it focuses on the "Insert Field Devices Option," accessible within Visio, to streamline the insertion of field device schematics. Key steps include ensuring the correct Visio page is selected, storing component schematics in a designated folder named "FieldComponent_Schematics," and associating each schematic with its respective component. This feature operates based on the component structure, necessitating schematics to accommodate component inputs and outputs. Once set up, users can effortlessly insert schematics into drawings and enhance them further using tagging and wiring label options.

Understanding "Component Configuration"

 The "Component Configuration" feature customizes Visio shapes and establishes a connection with corresponding CUBE components. It allows users to modify shape properties, appearance, behavior, and data integration. By associating a Visio shape with a specific CUBE component, seamless data integration is achieved, ensuring accurate representation and management of control system elements in control drawings. This option is particularly helpful when creating new Visio shapes and integrating them with CUBE.

Session 15:  Executing the lessons learned

How to create a new Visio Shape add it to CUBE

 The "Component Configuration" feature customizes Visio shapes and establishes a connection with corresponding CUBE components. It allows users to modify shape properties, appearance, behavior, and data integration. By associating a Visio shape with a specific CUBE component, seamless data integration is achieved, ensuring accurate representation and management of control system elements in control drawings. This option is particularly helpful when creating new Visio shapes and integrating them with CUBE.

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