Create macros in XactContents
Updated
by
Jill Bowers
A macro is a stored list of estimate items used in a project or estimate. You can use macros in XactContents by uploading macros, creating macros, or running existing macros. Follow these steps to create macros in XactContents.
Create macros
- In an open estimate in XactContents, right-click anywhere in the item list or group list.
- Select Save Macro.
- Enter a code and description in the Save Macro dialog.
- Check the Save Line Item Customizations checkbox (not required).
- Check the Shared checkbox (not required).
- Select OK to save your macro.
Edit macros
- Right-click anywhere in the item list or group list.
- Select Retrieve Macro.
- Select your macro from the Macros window.
- Select Add or Edit to open the Macro Information window.
- Edit your macro as desired.
- Select OK.
Run macros
- Right-click anywhere in the item list or group list.
- Select Retrieve Macro to open the Macros window.
- Select the desired macro.
- Select Run to add the items from your macro to the item list.
Note: The Duplicate item window may appear if the macro has an item already in the line items list. From the message window, you can choose what to do with the duplicate item(s).
