Duplicate, edit, and upload closed assignments in Xactimate online
Updated
by
Jill Bowers
Duplicate closed projects for editing
Closed assignments are not editable; however, if you need to make changes to a closed project, you can duplicate it and edit the duplicate.
- Select the closed project on the Project page.
- Select the Duplicate icon.
- In the window that opens, select the profile in which the duplicate project should be placed.
- Name the duplicate project.
- Select the Duplicate button to finish copying the project.
The duplicate project, which has all the same information as the closed project, now appears on the Project page and is editable.
Syncing a duplicate project with XactAnalysis
After the closed assignment is successfully duplicated, you can open the project, make edits, and send the updated project to XactAnalysis.
- Open the duplicated assignment and edit it as needed.
- Navigate to Complete.
- Review the estimate by selecting Inspect. This opens a window that shows what required information is missing from your estimate.
Note: Depending on your settings, you may also be able to inspect your assignment via XactXpert. Peruse these articles to learn more about XactXpert.
- Fill in all required information as directed by the inspection.
- Select Finish to close the Required information window.
- On the Complete page, select Mark Complete.
- Select Save and Exit in the bottom left corner of the Xactimate window. This automatically saves the changes made to the estimate and syncs the assignment with XactAnalysis.
