Load a macro in Xactimate desktop or online

Updated by Heather Jones

A macro is a saved list of line items you can add to a structure. Using macros is a more efficient way to replicate repetitive tasks.

Load a macro in Sketch

  1. With Sketch open, select the Options tab.
  2. Select the appropriate items(s) on the sketch workspace.
Note: To select multiple items, use a marquis (created by clicking and dragging) to select everything within it or hold Ctrl and select each item separately.
  1. Select Macros in the Options ribbon; this opens the Macros dialog.
  2. Choose a macro.
  3. Select Run.

Load a macro in Estimate Items—Method One

  1. Within Estimate Items, select the Items tab (if not already selected).
  2. Select the Macros tab (next to Search in the Quick Entry pane).
  3. In the Grouping pane, select the structure or group to which you want to add the macro.
  4. In the Macros pane, select the appropriate macro.
  5. Select Run.

Load a macro in Estimate Items—Method Two

  1. In the grouping pane, right-click the structure or group to which you want to add the macro.
  2. Select Retrieve Macro to open the Macros dialog.
  3. Choose a macro.
  4. Select Run.


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