Navigating Xactimate desktop

Updated by Heather Jones

The Navigation pane appears on the left side of the Xactimate screen; however, if you have it minimized to only show icons, the words are not visible. If that is the case, you can either expand the menu by selecting the expand icon () at the top of the menu or select the icon for the navigation option you need. 

  •  Local: opens the list of projects downloaded to your device. 
  • Cloud: opens the list of all projects for your current instance. You can choose to view all the projects or only the ones that you currently own. 
  • Preferences: lets you modify how Xactimate functions. 
  • Tools: gives you access to additional tools inside Xactimate. 
  • Help: provides links to help documentation, Support, and other helpful tools. 

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