TIPS AND TRICKS VIDEO LIBRARY
Follow our series of tips and tricks videos on Expert Estimation.
ANTICIPATED VALUES
Calculate a pre-estimate value of the approximate overall cost of your project.
ANTICIPATED VALUES ANALYSIS AND REPORTS
Analyse and report on the pre-estimated value of your project.
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.
COMMON PHRASES
Create a list of common phrases specific to one or more areas of the application.
CONFLICT RESOLUTION DEFAULT OPTIONS
Choose the default behaviour for conflict resolution scenarios to speed up your estimating!
COST ESTIMATES REPORT
Deal with multiple currencies in your project.
CURRENCIES
Deal with multiple currencies in your project.
CUSTOMISING THE GRID
Change the order of columns displayed in most grids.
DATA RELAY
Easily populate Direct and Overhead Cost Schedules with historical information.
DRAG AND DROP
Making copying and pasting items up to twice as fast.
EDITING SPREADSHEETS
Edit linked Excel spreadsheets inside the application.
ESCALATION
Forecast project cost increases or decreases due to changes in resource rates over time.
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.
GLOBAL SEARCH
Quickly and easily locate and update certain text in your 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.
ITEM AND RESOURCE STATE MAPPING
Choose the state that items and resources will be pasted or cloned with.
LOCAL DEFINES
Use Local Defines to make editing your cost estimates a lot easier.
LOCK PROJECT
How to prevent accidental or unwanted changes to a project.
LUMP SUM FOR SUBCONTRACTORS
Divide subcontractor lump sums across multiple schedule items in your estimate.
MARGIN CALCULATION AND ADJUSTMENT
Inside the Project Summary window, you have the ability to calculate and adjust margin percentages.
METRICS
Metrics allow you to calculate and track key performance indicators.
ORDERING, FILTERING AND SEARCH
Finding information quickly.
PAGE BREAKS ON REPORTS
Modify your report page layout on a per report and per project basis.
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 BACKUP AND PROJECT ARCHIVING
Project Backups and Project Archiving are part of a range of safety features built into Expert Estimation.
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.
PROJECT SUMMARY – ITEM MARGIN
Customise margin on an item by item basis in the Project Summary window.
PROMPT ON CLOSE
Display a confirmation prompt when you go to close the whole application, not just the project.
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 SEARCH
Search for text, numbers, or symbols. There are fifteen searchable fields to choose from.
RESOURCE UNIT SUMMATION COLUMNS
Select which Resource Unit Summation and User Defined columns to display in your schedule and estimate reports.
RESOURCE USAGE TREE
A clear, tree structure showing you where resources are assigned and used throughout your entire project.
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.
SPREADSHEET OPTIMISATION
Quickly and efficiently manage spreadsheets and named cells in your project.
SUBCONTRACTOR COMPARISONS
Compare subcontractor pricing easily and accurately.
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.
TOKENISED NAME CELL
Save a significant amount of time and automate the linking of your managed defines.
UNFINISHED RATES AND TOTALS
Include unfinished items in your calculations.
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.
USER OPTIONS EXCLUDE COLUMN HEADERS FROM COPIED DATA
Save time when copying and pasting data to external locations.