Introduction to Carlson Software – Settings, Setup, Configuration & Points

A Virtual Webinar Using Carlson Software – Learn to Configure Settings and Points

This webinar introduces new and intermediate users to Carlson Software’s desktop environment, focusing on configuration, default settings, data folder organization and point management. Jennifer DiBona walks through practical setup steps, template creation and troubleshooting tips to improve workflow efficiency in Carlson Survey and related modules.


Key Topics:

  • Carlson Software interface overview (menus, ribbons, toolbars)
  • Default settings and configuration (Carlson Configure)
  • Data folder structures and project organization
  • Template creation and management
  • Importing and managing points (CRD files)
  • Text styles and display settings


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


This session was presented by Jennifer DiBona on 05/02/2024.

2024 Virtual Workshops:
Session #1-2 Overview of Carlson Survey and GIS

A Virtual Webinar Using Carlson Software – Build GIS Survey Data Workflows

This virtual workshop, led by Doug Oberg of Carlson Software, provided a detailed walkthrough of the Carlson GIS module, demonstrating how to import, manage, and utilize public GIS data within Carlson Survey and Civil. The session also covered creating GIS feature files, collecting field attributes, and integrating imagery and LIDAR data to enhance survey projects.

Key Topics:

  • Importing and configuring GIS data in Carlson Survey and GIS modules
  • Creating feature and database files for attribute collection
  • Using public data sources (MassMapper, NOAA LIDAR, FEMA, soils, wetlands)
  • Labeling and managing GIS attributes in drawings
  • Integrating Google Earth and GeoMap imagery
  • Field data collection with Carlson SurvPC and Field‑to‑Finish setup

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

This session was presented by Mark Long on 11/19/2024.

2024 Virtual Workshops:
Session #1-1 Overview of Carlson Software

A Virtual Webinar Using Carlson Software – Learn Core Carlson Setup and Survey Workflows

This session kicked off the 2024 Virtual Workshops hosted by That CAD Girl, providing an introductory overview of Carlson Software and its CAD environments. The training covered setup, configuration, data management, and practical demonstrations of key Carlson tools for survey, civil, and land development workflows.

Key Topics:

  • Carlson Software overview and interface setup
  • IntelliCAD vs. AutoCAD platform options
  • Managing configuration and project folders
  • Importing Civil 3D and LandXML data
  • Deed entry, lot layout, and subdivision design
  • Field-to-Finish workflows and surface modeling

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

This session was presented by Jennifer DiBona on 11/19/2024.

Introduction to Carlson Software – Settings, Setup, Configuration & Points

A Virtual Webinar Using Carlson Software – Learn to Configure Settings and Points

This introductory Carlson Software webinar provides a comprehensive walkthrough of configuring settings, managing data folders, creating templates and working with points in Carlson 2024. Participants learn how to customize their CAD environment, optimize project organization and apply consistent standards across drawings.

Key Topics:

  • Carlson Software 2024 interface and configuration setup
  • Managing data folders and project organization
  • Creating drawing templates and default settings
  • Importing and editing points in the Carlson CAD environment
  • Applying consistent standards across drawings


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


This session was presented by Jennifer DiBona on 04/02/2024.

Introduction to Carlson Software – Settings, Setup, Configuration & Points

A Virtual Webinar Using Carlson Software – Learn to Configure Settings and Points

This webinar introduces new Carlson Software users to first-month setup tasks, common menus, help resources, licensing and download checks, Carlson Configure, drawing templates and point workflows. It demonstrates practical configuration choices for project folders, object linking, CFG backups, DWT customization, CRD creation, point import, annotation scaling and everyday point editing.

Key Topics:

  • Carlson Configure and global setup
  • Project folder strategies and object linking
  • DWT templates, layers, linetypes and PTXT text style
  • CRD files, point import and Draw Locate Points
  • Point defaults, annotation scale and point history


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


This session was presented by Jennifer DiBona on 01/05/2024.

Grading Tips & Tricks in Carlson Software

A Virtual Webinar Using Carlson Software – Learn to Improve Grading Workflows

This webinar provides a comprehensive walkthrough of grading workflows in Carlson Software, focusing on site grading, building pads, retaining walls and surface modeling. Attendees learn practical tips for using Carlson Civil and related modules to efficiently create, edit and balance grading designs.


Key Topics:

  • Building pad creation and elevation methods
  • Using 3D Polyline Offset, Design Pad Template and Surface Inspector
  • Volume calculations and cut/fill color maps
  • Retaining wall modeling and surface merging
  • 2D‑to‑3D Polyline conversion and labeling techniques


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


This session was presented by Jennifer DiBona on 05/22/2024.

Features of Carlson Survey & Civil – Setting Points and Stakeout

A Virtual Webinar Using Carlson Software – Learn to Manage Points for Stakeout

This webinar, hosted by That CAD Girl, explores advanced features in Carlson Survey and Carlson Civil for creating, managing and staking out points. The session demonstrates practical workflows for field‑to‑finish code usage, point creation from entities and interpolation tools to streamline survey and design tasks.


Key Topics:

  • Using a Field to Finish (FLD) file for point styles through Point Defaults
  • Managing CAD point nodes with PDMODE and DDPTYPE
  • Creating points from entities including GIS nodes and lot corners
  • Matching imported descriptions to field codes with find and replace
  • Building offset extensions and building envelopes
  • Interpolating points by divide, interval and elevation


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


This session was presented by Jennifer DiBona on 01/11/2024.

Dynamic Blocks for the Engineer and Surveyor

A Virtual Webinar Using IntelliCAD – Learn to Create Dynamic Blocks

This webinar, presented by Travis Maxwell and hosted by Carlson CAD Solutions, provides an in-depth tutorial on creating and using dynamic blocks in IntelliCAD 12.1. The session covers setting up a custom toolbar for block parameters and actions, stretch and visibility states and engineering uses such as scale bars and pond outlet structures.


Key Topics:

  • Introduction to Dynamic Blocks in IntelliCAD 12.1
  • Creating and customizing toolbars for block editing
  • Using parameters, actions and visibility states
  • Associative hatching and dimensioning
  • Practical engineering applications (e.g., outlet structures, scale bars)

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

This session was presented by Travis Maxwell on 10/23/2024.

Fast Track to Carlson Takeoff:
Session #2-3

A Virtual Webinar Using Carlson Takeoff – Learn PDF digitizing for takeoff

This recorded training session covers advanced techniques in Carlson Takeoff, focusing on digitizing, scaling, and building accurate 3D surfaces from 2D plans. The instructor demonstrates practical workflows for importing PDFs, setting control points, creating layers, and elevating linework for construction takeoff and modeling.

Key Topics:

  • PDF import and scaling setup
  • Layer management and control points
  • Digitizing contours, curbs, and building pads
  • Elevating 2D polylines to 3D
  • Modeling surfaces and managing breaklines

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

This session was presented by Jennifer DiBona on 1/25/2024.

Fast Track to Carlson Takeoff:
Session #2-2

A Virtual Webinar Using Carlson Takeoff – Learn trench quantity workflows

This training session provides an in-depth walkthrough of Carlson Takeoff’s Trench and CADNet modules, demonstrating how to input trench networks, create templates, calculate quantities, and import or process PDFs for takeoff and modeling. The instructor also covers practical workflows for converting raster and vector data, merging images, and extracting linework from PDFs for construction modeling.

Key Topics:

  • Carlson Trench Module setup and workflow
  • Creating trench templates and calculating trench quantities
  • Understanding raster vs. vector PDFs
  • Using CADNet to import, merge, and convert PDFs
  • Extracting linework and spot elevations for modeling

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

This session was presented by Jennifer DiBona on 1/25/2024.