Joe - I recently installed CSI and just completed the training course at Farmington Hills, MI. I too am interested in creating "roadmaps" (we call them "pictorials" or "sketches") with ease so I'll be watching this thread carefully. Up until now, I've been using 2 programs to help in this area:

1) Actify's 3D View (www.actify.com)
2) DCS's GDM3D (http://www.3dcs.com/softGDM3D.html)

3D View is simply a markup program. I just print 3D wireframe (sometimes solid modeled) views of our part and let the QA Engineers mark the features checked. We mostly check single points (some bosses, holes, etc) so I normally turn the overlay "grid" on before printing so that locations can be pinpointed fairly quickly. The grid corresponds to the reference system of the part and can be adjusted to show gridlines every 100,10,1,0.1,0.01 millimeters/inches. We do mostly automotive parts, so this is really handy for "in-car" positions.

GDM3D is reporting software that excels in charting multiple-part results (LOTS of different charts to choose from). Textron Automotive insisted we purchase this software and I'm glad they did. DCS supplies an import filter to read CMM-specific results for whatever CMM brand you have. I think they even came out with a "universally adjustable" import filter, but haven't had the need or time to check it out. It basically allows you to customize your own filter. The nice thing about GDM3D is that every feature's chart has a leader line that points to the feature. It reads the nominal data coming back from the CMM (as well as the measured data) to place the leader lines.

If you need any more info, don't hesitate to post or email me. I'm looking forward to any new suggestions you might have.

Shane