2022 Virtual Workshops
Session 2-2: Introduction to Carlson

A Virtual Workshop Using Carlson Software – Learn Carlson Templates, Points, and Deed Correlation

This virtual training session introduces participants to Carlson Software’s CAD tools, focusing on annotation settings, drawing templates, point management, and survey project workflows. Instructor Jennifer DiBona demonstrates practical commands and configuration strategies to standardize drafting and survey processes within Carlson.

Key Topics:

  • Auto Annotate, Scalers, and Annotation Defaults
  • Drawing Templates and Layer Libraries
  • Importing and Managing Points (CRD files)
  • Deed Entry, Translation, and Correlation Tools
  • Survey Project Workflow and Best Practices

Descriptions, transcripts and other details of this recording have been AI-generated and may contain errors.

This session was presented by Jennifer DiBona on 11/17/2022.


2022 Virtual Workshops
Session 2-1: Introduction to Carlson

A Virtual Workshop Using Carlson Software – Learn Carlson Setup, Software Resources, and Point Defaults

This virtual workshop introduces participants to Carlson Software 2023, focusing on setup, configuration, and best practices for new users. The session covers installation, interface customization, project folder organization, and annotation standards within Carlson Survey and IntelliCAD environments.

Key Topics:

  • Carlson 2023 installation and version updates
  • Interface setup and configuration (menus, ribbons, toolbars)
  • Managing projects, data folders, and settings
  • Understanding Carlson vs. CAD commands
  • Annotation, text scaling, and drawing setup

Descriptions, transcripts and other details of this recording have been AI-generated and may contain errors.

This session was presented by Jennifer DiBona on 11/17/2022.


Customizing Carlson to Increase Productivity
Session 1-3

A Virtual Webinar Using Carlson Software – Learn Refining reusable drawings, palettes and recorded command scripts

This follow-up training with Travis explores advanced customization techniques in Carlson Software to improve drafting efficiency and project management. The session covers tool palettes, macros, sheet sets, and automation using LISP and scripts for consistent CAD standards.

Key Topics:

  • Loading and managing tool palettes
  • Custom macros and layer management
  • Sheet set setup and automation
  • Using LISP and scripts for project data and layer overrides
  • Best practices for legends, templates, and title blocks

Descriptions, transcripts and other details of this recording have been AI-generated and may contain errors.

This session was presented by Travis Maxwell on 10/12/2022.


Customizing Carlson to Increase Productivity
Session 1-2

A Virtual Webinar Using Carlson Software – Learn Building reusable tool palettes, blocks, notes and sheet systems

This webinar continues the “Customizing Carlson to Increase Productivity” series, focusing on advanced customization of Carlson Software through tool palettes, scripts, blocks, and CAD standards. Presenter Travis demonstrates how to automate repetitive drafting tasks, standardize project templates, and improve efficiency across teams using Carlson and IntelliCAD.

Key Topics:

  • Tool palette setup and automation
  • Creating and managing blocks, layers, and line types
  • Using scripts, Lisp files, and Excel integration
  • Template and legend standardization
  • Viewport color overrides and CAD standards consistency

Descriptions, transcripts and other details of this recording have been AI-generated and may contain errors.

This session was presented by Travis Maxwell on 10/12/2022.


Customizing Carlson to Increase Productivity
Session 1-1

A Virtual Webinar Using Carlson Software – Learn Configuring workspaces, commands and reusable CAD standards

This training session, led by Travis and hosted by That CAD Girl, demonstrates how to customize Carlson Software to improve drafting and design productivity. The session covers interface setup, tool palettes, macros, fonts, and workflow optimization for CAD professionals.

Key Topics:

  • Carlson Software interface customization
  • Toolbars, ribbons, and workspaces
  • Tool palettes and macros
  • Font and layer management
  • Project setup, templates, and automation

Descriptions, transcripts and other details of this recording have been AI-generated and may contain errors.

This session was presented by Travis Maxwell on 10/12/2022.


The Power of Tool Palettes

A Virtual Webinar Using CAD Software – Learn Tool Palette Automation

This webinar, presented by Travis Maxwell and hosted by That CAD Girl, explores how CAD professionals can use tool palettes to standardize drafting practices, automate repetitive tasks and improve team consistency. The session covers using a standards drawing as the palette source, building buttons with macros and scripts and sharing palettes across teams for efficient project workflows.

Key Topics:

  • Using a shared standards drawing as the tool palette source
  • Turning multileader notes into blocks for standard callouts
  • Single-line macros, LISP and script files on palette buttons
  • Line tools that set layer, linetype and scale
  • Recorded settings and hyperlinks to design standards
  • Organizing, exporting and sharing palette groups

Descriptions, transcripts and other details of this recording have been AI-generated and may contain errors.

This session was presented by Travis Maxwell on 08/30/2023.


The Ultimate Project Template

A Virtual Webinar Using Carlson Software – Build Project Templates and Standards

This webinar, hosted by That CAD Girl and led by trainer Travis Maxwell, provides a comprehensive walkthrough of creating and managing an “Ultimate Project Template” in Carlson and IntelliCAD. It covers CAD standards, template setup, line type scaling, paper space vs. model space, and advanced sheet management for survey and civil projects.


Key Topics:

  • Setting up and customizing Carlson/IntelliCAD templates
  • Understanding LT Scale, PSLT Scale and MSLT Scale
  • Paper space vs. model space best practices
  • Viewports, legends and line type scaling
  • Civil vs. survey template differences
  • Sheet sets, plotting and CAD standards management


Descriptions, transcripts and other details of this recording have been AI-generated and may contain errors.


This session was presented by Travis Maxwell on 02/15/2023.


2023 Virtual Workshop:
Session #4-4 Overview of Carlson CADnet, SiteNet & Takeoff

A Virtual Workshop Using Carlson Takeoff – Calculate Site Volumes and Verify Surfaces

This virtual Carlson Software workshop demonstrates advanced SiteNet workflows for calculating material and dirt quantities, managing topsoil removal and replacement, and performing drawing cleanup and 2D‑to‑3D data conversion. The session provides practical guidance for preparing accurate takeoff models and cleaning complex CAD drawings for construction and civil design.

Key Topics:

  • Carlson SiteNet volume and material reports
  • Topsoil removal and replacement setup
  • Surface Inspector and Surface Tools
  • 2D‑to‑3D Polyline conversion methods
  • Drawing Cleanup and Layer Management
  • LandXML export and machine control files

Descriptions, transcripts and other details of this recording have been AI-generated and may contain errors.
This session was presented by Jennifer DiBona on 12/06/2023.


2023 Virtual Workshop:
Session #4-3 Overview of Carlson CADnet, SiteNet & Takeoff

A Virtual Workshop Using Carlson Takeoff – Prepare Drawings for Site Quantities

This virtual Carlson Software workshop demonstrates advanced SiteNet workflows for calculating material and dirt quantities, managing topsoil removal and replacement, and performing drawing cleanup and 2D‑to‑3D data conversion. The session provides practical guidance for preparing accurate takeoff models and cleaning complex CAD drawings for construction and civil design.

Key Topics:

  • Carlson SiteNet volume and material reports
  • Topsoil removal and replacement setup
  • Surface Inspector and Surface Tools
  • 2D‑to‑3D Polyline conversion methods
  • Drawing Cleanup and Layer Management
  • LandXML export and machine control files

Descriptions, transcripts and other details of this recording have been AI-generated and may contain errors.
This session was presented by Jennifer DiBona on 12/06/2023.


2023 Virtual Workshop:
Session #4-2 Overview of Carlson Civil & Hydrology

A Virtual Workshop Using Carlson Hydrology – Design Pipe Networks and Detention Workflows

This virtual workshop, led by Mark Long of Carlson Software, provided an in-depth walkthrough of hydrology and pipe design tools within Carlson Civil and Hydrology modules. The session covered watershed setup, storm drainage design, pipe network creation, and profile management for civil engineering projects.

Key Topics:

  • Hydrology and watershed layer setup
  • Storm drainage and pipe network design
  • Surface modeling and volume balancing
  • Inlet and structure libraries
  • Sewer network settings and profile generation

Descriptions, transcripts and other details of this recording have been AI-generated and may contain errors.
This session was presented by Mark Long on 12/06/2023.