TIPS AND TRICKS VIDEO LIBRARY

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

AUTOMATIC FORMULA

How to automate formula and values while adding resources.

AUTOSAVE COST ESTIMATE

Define intervals, retention days, and maximum autosaves of unsaved data.

CLEAR COST ESTIMATES

Find out how you can clear cost estimates.

COLOUR PROFILES

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

CUSTOMISING THE GRID

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

DRAG AND DROP

Making copying and pasting items up to twice as fast.

EXCLUDING ITEMS FROM SPREAD

Find out how you can exclude items from your spread.

EXPAND AND COLLAPSE ALL

Expand and collapse all the items in your cost schedule.

THE FILTER EDITOR

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

FORMULATING FORMULA

How to calculate values using simple or complex equations.

GENERAL REPORT OPTIONS

How to automatically apply General Report Options to all of your reports.

GLOBAL DEFINES

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

GO TO DEFINITION

How to navigate straight to the source of a define.

GO TO RESOURCE

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

GRID FUNCTIONS

How to sort, filter, reorganise, and freeze columns in the grid.

GROUP RESOURCES

How to group up resources into a single task or repeatable unit of work.

HANDLING NON-NUMERIC NAMED CELL VALUES

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

HYPERLINKS IN PROJECTS

How to link to folders, documents or websites.

IF STATEMENTS

How to allow for different values based of specified criteria.

IMPORT/EXPORT USER SETTINGS

Importing and exporting user settings with Expert Estimation.

INDENTING SCHEDULE ITEMS

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

LOCK PROJECT

How to prevent accidental or unwanted changes to a project.

ORDERING, FILTERING AND SEARCH

Finding information quickly.

PASSWORD PROTECTION

How to lock a project up with a password.

PASTE SPECIAL WINDOW

How to paste information into Expert Estimation from a spreadsheet.

PREDEFINED UNITS OF MEASURE

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

PROJECT MESSAGES

How to use Project Messages to quickly and easily fix up any problems in a project.

PROJECT SUMMARY – DT%, CT% & CV%

How to set up Direct Total Percentage, Total Costs Percentage, and Contract Value Percentage in the Project Summary window.

THE PROPERTIES PANE

Standardising items and resources, and quick analysis.

QUICKLY EDIT RESOURCES

Edit a resource easier and faster than ever.

REMOVE UNUSED RESOURCES

A single step solution to removing all your unused resources.

REPORT CONFIGURATIONS

How to save time and get consistent and shared configurations for your reports.

RESOURCE UNIT SUMMATION COLUMNS

Choose which Resource Units to summarise for each Schedule Item, which Resource Unit summaries to display as columns, and which User Defined Columns to display.

SAVVYCHAT

How to use this in-app feature to communicate with other connected project users.

SAVVYHELP

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

SELL RATE LOCKING

How to change the project value without changing the sell rates of the locked items.

SmRes AND SmResUnit

How to find the use of Resources or Resource Units.

SPREAD ALLOCATION ENTERED PERCENTAGE WEIGHTING

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

SPREAD ALLOCATION ITEM VALUE WEIGHTING

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

SUBSTITUTING RESOURCE

How to swap one resource for another.

TITLE BAR TEXT CUSTOMISATION

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

UNIT INFORMATION COLUMN

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

USER DEFINED COLUMNS IN REPORTS

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

USER DEFINED COLUMNS IN SPREADING WINDOWS

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