Create and import projects in Xactimate online

Updated 3 months ago by Jill Bowers

Create new project 

  1. On the Projects page, select the +New Project button. A small window opens with the New tab selected. 
  1. Choose the profile in which your estimate should be created. 
  2. Select the appropriate project type: Estimate, FEMA Flood, or Valuations (360Valuation) 
  3. Name the project. 
  4. Select Create. Your project is created and opened in Online Estimate Writer. 

 

 

Import project 

On the Projects page, select the +New Project button. A small window opens. 

  1. Select the Import tab. 
  1. Drag and drop a file or select a file from your computer as instructed in the window. 
  2. Select Import

You can also drag and drop a file from your computer directly to the projects page.


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