Follow our series of tips and tricks videos on Expert Estimation.
How to automate formula and values while adding resources.
Define intervals, retention days, and maximum autosaves of unsaved data.
Find out how you can clear cost estimates.
Learn how to personalise your colour settings, override default settings and utilise the new options for colour vision deficiency.
Create a list of common phrases specific to one or more areas of the application.
Order the columns to show just what you want to see.
Easily populate Direct and Overhead Cost Schedules with historical information.
Making copying and pasting items up to twice as fast.
Forecast project cost increases or decreases due to changes in resource rates over time.
Find out how you can exclude items from your spread.
Expand and collapse all the items in your cost schedule.
How to use Filter Editor to show only the items you want to see.
How to calculate values using simple or complex equations.
How to automatically apply General Report Options to all of your reports.
How to set up variables which may be used throughout the project.
How to navigate straight to the source of a define.
How to update a resource on the fly, or navigate straight to a resource in the resource explorer.
How to sort, filter, reorganise, and freeze columns in the grid.
How to group up resources into a single task or repeatable unit of work.
How to handle the importation of non-numeric named cell values.
How to link to folders, documents or websites.
How to allow for different values based of specified criteria.
Importing and exporting user settings with Expert Estimation.
Use indenting to keep better track of your schedule with Parent and Child Items.
How to prevent accidental or unwanted changes to a project.
Finding information quickly.
Modify your report page layout on a per report and per project basis.
How to lock a project up with a password.
How to paste information into Expert Estimation from a spreadsheet.
Create a pre-populated list of units that will appear in unit drop downs and enable validation on specific components.
How to use Project Messages to quickly and easily fix up any problems in a project.
How to set up Direct Total Percentage, Total Costs Percentage, and Contract Value Percentage in the Project Summary window.
Display a confirmation prompt when you go to close the whole application, not just the project.
Standardising items and resources, and quick analysis.
Edit a resource easier and faster than ever.
A single step solution to removing all your unused resources.
How to save time and get consistent and shared configurations for your reports.
Search for text, numbers, or symbols. There are fifteen searchable fields to choose from.
Select which Resource Unit Summation and User Defined columns to display in your schedule and estimate reports.
A clear, tree structure showing you where resources are assigned and used throughout your entire project.
How to use this in-app feature to communicate with other connected project users.
Help is now more accessible with SavvyHelp, even from right within the software.
How to change the project value without changing the sell rates of the locked items.
How to find the use of Resources or Resource Units.
Find out how you can distribute overheads using the entered percentage weighting method.
When allocating an overhead item to multiple direct cost items, ‘weighting’ determines how the overhead will be spread.
Quickly and efficiently manage spreadsheets and named cells in your project.
How to swap one resource for another.
Find out how you can customise the Title Bar Text across all your projects using the display options.
Save a significant amount of time and automate the linking of your managed defines.
Include unfinished items in your calculations.
Learn how to add unit information columns to grids throughout the program.
Select User Defined Columns to display on Overhead and Direct Cost Summary reports.
Find out how you can select to display Spread Results, Spread Allocations and Spread Nominations windows.