TIPS AND TRICKS

Follow our series of tips and tricks videos on Expert Estimation.

SAVVYHELP

Help is now more accessible with savvyhelp, even from right within the software.

ORDERING, FILTERING AND SEARCH

Finding information quickly.

HYPERLINKS IN PROJECTS

How to link to folders, documents or websites.

THE PROPERTIES PANE

Standardising items and resources, and quick analysis.

THE FILTER EDITOR

How to use Filter Editor to show only the items you want to see.

SUBSTITUTING RESOURCE

How to swap one resource for another.

GLOBAL DEFINES

How to set up variables which may be used throughout the project.

DRAG AND DROP

Making copying and pasting items up to twice as fast.

CLEAR COST ESTIMATES

Find out how you can clear cost estimates.

QUICKLY EDIT RESOURCES

Making copying and pasting items up to twice as fast.

HANDLING NON-NUMERIC NAMED CELL VALUES

How to handle the importation of non-numeric named cell values.

PASTE SPECIAL WINDOW

How to paste information into Expert Estimation from a spreadsheet.

FORMULATING FORMULA

How to calculate values using simple or complex equations.

IF STATEMENTS

How to allow for different values based of specified criteria.

AUTOMATIC FORMULA

How to automate formula and values while adding resources.

SmRes AND SmResUnit

How to find the use of Resources or Resource Units.

EXPAND AND COLLAPSE ALL

Expand and collapse all the items in your cost schedule.

GO TO RESOURCE

How to update a resource on the fly, or navigate straight to a resource in the resource explorer.

GO TO DEFINITION

How to navigate straight to the source of a define.

INDENTING SCHEDULE ITEMS

Use indenting to keep better track of your schedule with Parent and Child Items.

SPREAD ALLOCATION ITEM VALUE WEIGHTING

When allocating an overhead item to multiple direct cost items, ‘weighting’ determines how the overhead will be spread.

SPREAD ALLOCATION ENTERED PERCENTAGE WEIGHTING

Find out how you can distribute overheads using the entered percentage weighting method.

SPREAD ALLOCATION ENTERED PERCENTAGE WEIGHTING

Find out how you can distribute overheads using the entered percentage weighting method.

USER DEFINED COLUMNS IN SPREADING WINDOWS

Find out how you can select User Defined Columns to display Spread Results, Spread Allocations and Spread Nominations windows.

EXCLUDING ITEMS FROM SPREAD

Find out how you can exclude items from your spread.

CUSTOMISING THE GRID

Order the columns to show just what you want to see.

IMPORT/EXPORT USER SETTINGS

Importing and exporting user settings with Expert Estimation.

COLOUR PROFILES

Learn how to personalise your colour settings, override default settings and utilise the new options for colour vision deficiency.

UNIT INFORMATION COLUMN

Learn how to add unit information columns to grids throughout the program.

PREDEFINED UNITS OF MEASURE

Create a pre-populated list of units that will appear in unit drop downs and enable validation on specific components.

USER DEFINED COLUMNS IN REPORTS

Select User Defined Columns to display on Overhead and Direct Cost Summary reports.

TITLE BAR TEXT CUSTOMISATION

Find out how you can customise the Title Bar Text across all your projects using the display options.

PASSWORD PROTECTION

How to lock a project up with a password.

HANDLING NON-NUMERIC NAMED CELL VALUES FROM EXCEL

Find out the best way to handle the importation of non-numeric named cell values into Expert Estimation.