Add a line item to a scenario in X1

Updated 3 years ago by Heather Jones

Open an estimate.
Click the Estimate items tab, and right-click an item below the Quick entry pane to open the drop-down menu.
Select Item edit options > Item scenario to open the Item scenario dialog box.
Select the appropriate item option.

Standard: a regular item in the estimate with no assigned scenario
Excluded: an item that is included in the estimate but does not have a recorded cost (typically, when the policyholder is paying for the replacement item or the item is not covered in the policy)
Upgrade (add item): an item that would be added only under the conditions of the assigned scenario
Downgrade (remove item): an item that would be included in the estimate except in the assigned scenario

Note: If you select either Upgrade or Downgrade, the Applies to section becomes active; otherwise, it remains greyed out.

Select Report time only if you only want to view the cost difference for the item on an estimate report.
Select Permanent & reports if you want to add the item as a downgrade or upgrade.

Enter a Scenario name or select a scenario you already created by selecting the drop-down menu.
Select OK.

Once you have finished, the Note icon for the line item has a small number next to it to indicate that the item is part of a scenario.

Follow these steps to show excluded items (otherwise, they disappear from view once the exclusion is applied):

Open an estimate.
Open the Estimate items tab, and right-click any item below the Quick Entry pane (including the blank line) to open the drop-down menu.
Select Show excluded items so that a checkmark appears next to it.