Keyboard Shortcuts

Expert Estimation is designed to make building your project estimate as quick and as accurately as possible. To assist in this process, almost every action presented in the contextual ribbon for each window has an associated keyboard shortcut which can be seen in the tooltip of the ribbon menu button.

These shortcuts remove the need for clicking the icon with your cursor, making the process of repetitive tasks a lot easier to perform.

COMMON SHORTCUTS

A number of shortcuts are seen in more than one window in the application. These actions are typically the same process in each window and as such, share a common shortcut to be performed.

Name

Icon

Shortcut

SavvyHelp

F1

Show Search Field

F3

Close the Active Tab

 

Ctrl + F4

Zoom in and out on grid areas

 

Ctrl + Scroll Wheel

PROJECT PROPERTIES

The following is a list of shortcut keys available in the Project Properties window.

Name

Icon

Shortcut

Edit

Ctrl + Q

Cancel

Ctrl + W

Save

Ctrl + S

Lock Project

Ctrl + L

GLOBAL DEFINES

The following is a list of shortcut keys available in the Global Defines window.

Name

Icon

Shortcut

Edit

Ctrl + Q

Cancel

Ctrl + W

Save

Ctrl + S

Copy

Ctrl + C

Paste

Ctrl + V

Add Item

Ctrl + Shift + =

Remove Item

Ctrl + Del

Substitute Global Define

Ctrl + B

Unlink Item

Ctrl + U

Sync Item

Ctrl + J

TAKE OFF SETS

The following is a list of shortcut keys available in the Take Off Sets window.

Name

Icon

Shortcut

Copy

Ctrl + C

Paste

Ctrl + V

Undo

Ctrl + Z

Redo

Ctrl + Y

Add Take Off Set

Ctrl + Shift + =

Remove Take Off Set

Ctrl + Del

Take Off Calculations

Ctrl + D

TAKE OFF SETS - CALCULATIONS

The following is a list of shortcut keys available in the Take Off Sets – Calculations window.

Name

Icon

Shortcut

Copy

Ctrl + C

Paste

Ctrl + V

Undo

Ctrl + Z

Redo

Ctrl + Y

Save

Ctrl + S

Properties

Alt + Enter

Add Line

Ctrl + Shift + =

Insert Line

Ctrl + Ins

Insert Multiple

Ctrl + Shift + Ins

Remove Line

Ctrl + Del

Take Off Attributes

Ctrl + B

TAKE OFF SETS - TAKE OFF ATTRIBUTES

The following is a list of shortcut keys available in the Take Off Sets – Take Off Attributes window.

Name

Icon

Shortcut

Edit

Ctrl + Q

Cancel

Ctrl + W

Save

Ctrl + S

Copy

Ctrl + C

Add Line

Ctrl + Shift + =

Remove Line

Ctrl + Del

SPREADSHEETS

The following is a list of shortcut keys available in the Spreadsheets window.

Name

Icon

Shortcut

Copy

Ctrl + C

Add Spreadsheet

Ctrl + Shift + =

Remove Spreadsheet

Ctrl + Del

View Spreadsheet Defines

Ctrl + E

Open Spreadsheet

Ctrl + O

TO DO LIST

The following is a list of shortcut keys available in the To Do List window.

Name

Icon

Shortcut

Edit

Ctrl +  Q

Cancel

Ctrl + W

Save

Ctrl + S

Copy

Ctrl + C

Paste

Ctrl + V

Paste Cell

Ctrl + Shift + V

Add Item

Ctrl + Shift + =

Remove Item

Ctrl + Del

PROJECT NOTES

The following is a list of shortcut keys available in the Project Notes window.

Name

Icon

Shortcut

Edit

Ctrl + Q

Cancel

Ctrl + W

Save

Ctrl + S

Allocations

Ctrl + A

ITEM NOTES

The following is a list of shortcut keys available in the Item Notes window located in the Home Menu.

Name

Icon

Shortcut

Undo

Ctrl + Z

Redo

Ctrl + Y

Remove Note

Ctrl + Del

Allocations

Ctrl + A

RESOURCE EXPLORER

The following is a list of shortcut keys available in the Resource Explorer window.

Note:* These shortcuts are only available if the Enable Legacy Options is checked within the Options window.

Name

Icon

Shortcut

Copy

Ctrl + C

Paste

Ctrl + V

Paste Cell

Ctrl + Shift + V

Paste Cost Estimate

Ctrl + Alt + V

Undo

Ctrl + Z

Redo

Ctrl + Y

Properties

Alt + Enter

Update Resource Properties

Ctrl + Shift + U

Update From Project

Ctrl + R

Add Resource

Ctrl + Shift + =

Remove Resource

Ctrl + Del

Clone Resource

Ctrl + Alt + R

Substitute Resource

Ctrl + S

Add Category Subfolder

Ctrl + Shift + C

Remove Category Subfolder

Ctrl + Shift + R

View Cost Estimate

Ctrl + E

View Usage Tree

Ctrl + U

Calculation Templates

Ctrl + L

Plug Resource

Ctrl + 1

Unplug Resource

Ctrl + 2

Confirm Resource

Ctrl + 3

Unfinish Group Resource

Ctrl + 1

Check Group Resource

Ctrl + 2

Finish Group Resource

Ctrl + 3

Clear Cost Estimate

Ctrl + Shift + Del

Toggle Unfinish/Finish *

F10

Toggle Unfinish/Check *

F11

Open Calculation Template

Ctrl + T

RESOURCE USAGE TREE

The following is a list of shortcut keys available in the Resource Usage Tree window.

Name

Icon

Shortcut

Refresh

F5

Copy

Ctrl + C

Show Usage Path

Ctrl + S

Expand All

Ctrl + Shift + OemPeriod

Collapse All

Ctrl + Shift + OemComma

RESOURCE CALCULATION TEMPLATES

The following is a list of shortcut keys available in the Resource Calculation Templates window.

Name

Icon

Shortcut

Copy

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Add Template

Ctrl + Shift + =

Remove Template

Ctrl + Del

View Calculation Sheet

Ctrl + E

RESOURCE CALCULATION TEMPLATE's CALCULATION SHEET

The following is a list of shortcut keys available in the Calculation Sheet window.

Name

Icon

Shortcut

Copy

Ctrl + C

Paste

Ctrl + V

Undo

Ctrl + Z

Redo

Ctrl + Y

Save

Ctrl + S

Properties

Alt + Enter

Add Line

Ctrl + Shift + =

Insert Line

Ctrl + Ins

Insert Multiple Lines

Ctrl + Shift + Ins

Remove Resource

Ctrl + Del

Penalty Rate Classifications

Ctrl + B

Template Calendar

Ctrl + T

Managed Defines

F7

Go to Definition

Ctrl + Shift + G

Insert Phrase

Ctrl + Shift + P

TEMPLATE CALENDAR

The following is a list of shortcut keys available in the Template Calendar window.

Name

Icon

Shortcut

Copy

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Save

Ctrl + S

Add Line

Ctrl + Shift + =

Insert Line

Ctrl + Ins

Insert Multiple Lines

Ctrl + Shift + Ins

Remove Line

Ctrl + Del

PENALTY RATE CLASSIFICATIONS

The following is a list of shortcut keys available in the Penalty Rate Classifications window.

Name

Icon

Shortcut

Edit

Ctrl + Q

Cancel

Ctrl + W

Save

Ctrl + Y

Copy

Ctrl + C

Add Line

Ctrl + Shift + =

Remove Line

Ctrl + Del

QUOTATION COMPARISONS

The following is a list of shortcut keys available in the Quotation Comparisons window.

Name

Icon

Shortcut

Copy

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Add Quotation Comparison

Ctrl + Shift + =

Remove Quotation Comparison

Ctrl + Del

QUOTATION COMPARISONS - DETAILS

The following is a list of shortcut keys available in the Quotation Comparisons - Quotation window.

Name

Icon

Shortcut

Copy

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Add Quoter

Ctrl + Shift + =

Remove Quoter

Ctrl + Del

QUOTATION COMPARISONS - RESOURCE

The following is a list of shortcut keys available in the Quotation Comparisons - Resource window.

Name

Icon

Shortcut

Copy

Ctrl + C

Save

Ctrl + S

Add Item

Ctrl + Shift + =

Remove Item

Ctrl +  Del

Clone Resource

Ctrl + Alt + R

Move Up

Ctrl + Up

Move Down

Ctrl + Down

Match Quantity

Ctrl + M

QUOTATION COMPARISONS - QUOTE DETAILS

The following is a list of shortcut keys available in the Quotation Comparisons - Quote Details window.

Name

Icon

Shortcut

Paste Cell

Ctrl + Shift + V

Copy

Ctrl + C

Save

Ctrl + S

View Cost Estimate

Ctrl + I

DIRECT COST SCHEDULE

The following is a list of shortcut keys available in the Direct Cost Schedule window.

Note:* These shortcuts are only available if the Enable Legacy Options is checked within the Options window.

Name

Icon

Shortcut

Copy

Ctrl + C

Paste

Ctrl + V

Paste Cell

Ctrl + Shift + V

Undo

Ctrl + Z

Redo

Ctrl + Y

Properties

Alt + Enter

Notes

Ctrl + N

Bold

 

Ctrl + B

Italicize

 

Ctrl + I

Underline

 

Ctrl + U

Highlight

  Ctrl + H

Insert Schedule Item

Ctrl + Ins

Insert Multiple Schedule Item

Ctrl + Shift + Ins

Add Schedule Item

Ctrl + Shift + =

Remove Schedule Items

Ctrl + Del

View Cost Estimate

Ctrl + E

View Group Resource Cost Estimate

Ctrl + Shift + E

Item Resource Properties

Ctrl + R

Clone Item's Resource

Ctrl + Alt + R

Data Relay

Alt + R

Go To Line

Ctrl + G

Insert Phrase

Ctrl + Shift + P

Indent Item

Ctrl + Right

Outdent Item

Ctrl + Left

Unfinish Items

Ctrl + 1

Check Items

Ctrl + 2

Finish Items

Ctrl + 3

Toggle Unfinish/Finish *

F10

Toggle Unfinish/Check *

F11

Exclude

Ctrl + 4

Hidden

Ctrl + 5

Subcontractor Comparison

Ctrl + Alt + U

Take Off Set

Ctrl + Alt + T

Go to Definition

Ctrl + Shift + G

Go to Resource

Ctrl + Shift + S

Expand Sub-items

Ctrl + .

Expand All Sub-items

Ctrl + Shift + OemPeriod

Collapse Sub-items

Ctrl + ,

Collapse All Sub-items

Ctrl + Shift + Comma

Clear Cost Estimate

Ctrl + Shift + Del

OVERHEAD COST SCHEDULE

The following is a list of shortcut keys available in the Overhead Cost Schedule window.

Note:* These shortcuts are only available if the Enable Legacy Options is checked within the Options window.

Name

Icon

Shortcut

Copy

Ctrl + C

Paste

Ctrl + V

Paste Cell

Ctrl + Shift + V

Paste Cost Estimate

Ctrl + Alt + V

Undo

Ctrl + Z

Redo

Ctrl + Y

Properties

Alt + Enter

Notes

Ctrl + N

Bold

 

Ctrl + B

Italicize

 

Ctrl + I

Underline

 

Ctrl + U

Highlight

  Ctrl + H

Insert Schedule Item

Ctrl + Ins

Insert Multiple Schedule Item

Ctrl + Shift + Ins

Add Schedule Item

Ctrl + Shift + =

Remove Schedule Items

Ctrl + Del

View Cost Estimate

Ctrl + E

View Group Resource Cost Estimate

Ctrl + Shift + E

Item Resource Properties

Ctrl + R

Clone Item's Resource

Ctrl + Alt + R

Data Relay

Alr + R

Insert Phrase

Ctrl + Shift + P

Go To Line

Ctrl + G

Indent Item

Ctrl + Right

Outdent Item

Ctrl + Left

Unfinish Items

Ctrl + 1

Check Items

Ctrl + 2

Finish Items

Ctrl + 3

Toggle Unfinish/Finish *

F10

Toggle Unfinish/Check *

F11

Exclude

Ctrl + 4

Take Off Set

Ctrl + Alt + T

Go to Definition

Ctrl + Shift + G

Go to Resource

Ctrl + Shift + S

Expand Sub-items

Ctrl + .

Expand All Sub-items

Ctrl + Shift + Oemperiod

Collapse Sub-items

Ctrl + ,

Collapse All Sub-items

Ctrl + Shift + Comma

Clear Cost Estimate

Ctrl + Shift + Del

COST ESTIMATE

The following is a list of shortcut keys available in the Cost Estimate window.

Note:* These shortcuts are only available if the Enable Legacy Options is checked within the Options window.

Name

Icon

Shortcut

Copy

Ctrl + C

Paste

Ctrl + V

Paste Cell

Ctrl + Shift + V

Undo

Ctrl + Z

Redo

Ctrl + Y

Save

Ctrl + S

Properties

Alt + Enter

Bold

 

Ctrl + B

Italicize

 

Ctrl + I

Underline

 

Ctrl + U

Highlight

 

Ctrl + H

Insert Line

Ctrl + Ins

Insert Multiple Lines

Ctrl + Shift + Ins

Add Line

Ctrl + Shift + =

Remove Line

Ctrl + Del

View Group Resource Cost Estimate

Ctrl + Shift + E

Item Resource Properties

Ctrl + R

Clone Item's Resource

Ctrl + Alt + R

Managed Defines

F7

Next

Ctrl + Right

Previous

Ctrl + Left

Insert Phrase

Ctrl + Shift + P

Unfinish Items

Ctrl + 1

Check Items

Ctrl + 2

Finish Items

Ctrl + 3

Take Off Set

Ctrl + Alt + T

Go to Definition

Ctrl + Shift + G

Go to Resource

Ctrl + Shift + S

Expand Sub-items

Ctrl + .

Toggle Unfinish/Finish *

F10

Toggle Unfinish/Check *

F11

Exclude

Ctrl + 4

SUBCONTACTOR COMPARISONS

The following is a list of shortcut keys available in the Subcontractor Comparisons window.

Name

Icon

Shortcut

Copy

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Add Comparison

Ctrl + Shift + =

Remove Comparison

Ctrl + Del

SUBCONTRACTOR COMPARISON - DETAILS

The following is a list of shortcut keys available in the Subcontractor Comparison - Details window.

Name

Icon

Shortcut

Copy 

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Add Subcontractor

Ctrl + Shift + =

Remove Subcontractor

Ctrl + Del

SUBCONTRACTOR COMPARISON - SUBCONTRACTOR DETAiLS

The following is a list of shortcut keys available in the Subcontractor Comparisons - Subcontractor Details window.

Name

Icon

Shortcut

Copy

Ctrl + C

Paste Cell

Ctrl + Shift + V

Save

Ctrl + S

View Independent Cost Estimate

Ctrl + I

PROJECT SUMMARY

The following is a list of shortcut keys available in the Project Summary window.

Name

Icon

Shortcut

Edit

Ctrl + Q

Cancel

Ctrl + W

Save

Ctrl + S

SPREAD NOMINATIONS

The following is a list of shortcut keys available in the Spread Nominations window.

Name

Icon

Shortcut

Edit

Ctrl + Q

Cancel

Ctrl + W

Save

Ctrl + S

Copy

Ctrl + C

Paste Cell

Ctrl + Shift + V

Refresh

F5

Properties

Alt + Enter

SPREAD ALLOCATIONS

The following is a list of shortcut keys available in the Spread Allocations window.

Name

Icon

Shortcut

Copy

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Properties

Alt + Enter

DIRECT SPREAD ALLOCATIONS

The following is a list of shortcut keys available in the Direct Spread Allocations window.

Name

Icon

Shortcut

Copy

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Properties

Alt + Enter

Save

Ctrl + S

SPREAD GROUPS

The following is a list of shortcut keys available in the Spread Groups window.

Name

Icon

Shortcut

Copy

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Properties

Alt + Enter

Add Spread Group

Ctrl + Shift + =

Remove Spread Group

Ctrl + Del

SPREAD GROUP ALLOCATIONS

The following is a list of shortcut keys available in the Spread Group Allocations window.

Name

Icon

Shortcut

Copy

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Refresh

F5

Properties

Alt + Enter

SPREAD RESULTS

The following is a list of shortcut keys available in the Spread Results window.

Name

Icon

Shortcut

Copy

Ctrl + C

Refresh

F5

Properties

Alt + Enter

View Cost Estimate

Ctrl + E

MATRICES

The following is a list of shortcut keys available in the Matrices window.

Name

Icon

Shortcut

Paste

Ctrl + V

Undo

Ctrl + Z

Redo

Ctrl + Y

Properties

Alt + Enter

Add Matrix

Ctrl + Shift + =

Remove Matrix

Ctrl + Del

Matrix Items

Ctrl + I

MATRIX ITEMS

The following is a list of shortcut keys available in the Matrix Items window.

Name

Icon

Shortcut

Copy

Ctrl + C

Update Matrix Attributes

Ctrl + Shift + U

Undo

Ctrl + Z

Redo

Ctrl + Y

Properties

Alt + Enter

Add Matrix Item

Ctrl + Shift + =

Remove Matrix

Ctrl + Del

View Cost Estimate

Ctrl + E

Matrix Defines

Ctrl + D

Matrix Attributes

Ctrl + B

Cost Estimate Templates

Ctrl + T

Export Matrix To Excel

Ctrl + Shift + X

MATRIX ATTRIBUTES

The following is a list of shortcut keys available in the Matrix Attributes window.

Name

Icon

Shortcut

Edit

Ctrl + Q

Cancel

Ctrl + W

Save

Ctrl + S

Copy

Ctrl + C

Add Item

Ctrl + Shift + =

Remove Matrix

Ctrl + Del

COST ESTIMATE TEMPLATES

The following is a list of shortcut keys available in the Cost Estimate Templates window.

Name

Icon

Shortcut

Copy

Ctrl + C

Paste

Ctrl + V

Paste Cost Estimate

Ctrl + Alt + V

Undo

Ctrl + Z

Redo

Ctrl + Y

Properties

Alt + Enter

Add Template

Ctrl + Shift + =

Remove Template

Ctrl + Del

View Cost Estimate

Ctrl + E

CODE SET

The following is a list of shortcut keys available in the Code Set window.

Name

Icon

Shortcut

Copy

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Add Code Set

Ctrl + Shift + =

Remove Cost Set

Ctrl + Del

Codes

Ctrl + D

CODES

The following is a list of shortcut keys available in the Codes window.

Name

Icon

Shortcut

Copy

Ctrl + C

Paste

Ctrl + V

Undo

Ctrl + Z

Redo

Ctrl + Y

Properties

Alt + Enter

Refresh

F5

Add Code

Ctrl + Shift + =

Remove Code

Ctrl + Del

CASH FLOW SCENARIOS

The following is a list of shortcut keys available in the Cash Flow Scenarios window.

Name

Icon

Shortcut

Copy

Ctrl + C

Undo

Ctrl + Z

Redo

Ctrl + Y

Add Scenario

Ctrl + Shift + =

Remove Scenario

Ctrl + Del

Duplicate Scenario

Ctrl + D

Mark Scenario as Active

Ctrl + T

Activities

Ctrl + V

Direct Cost Scheduling

Ctrl + J

Overhead Cost Scheduling

Ctrl + K

Cash Flow Scenario Options

Ctrl + O

QUANTITIES OVER TIME

The following is a list of shortcut keys available in the Quantities Over Time window.

Name

Icon

Shortcut

Copy

Ctrl + C

Paste Cell

Ctrl + Shift + V

Undo

Ctrl + Z

Redo

Ctrl + Y

Fill Selection

Ctrl + S

Fill To Right

Ctrl + R

Clear Selected Quantities

 

Del

ACTIVITIES

The following is a list of shortcut keys available in the Activities window.

Name

Icon

Shortcut

Undo

Ctrl + Z

Redo

Ctrl + Y

Properties

Alt + Enter

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