Assigning Time & Materials worksheets

Updated by Heather Jones

To assign a worksheet, complete the following:

  1. Create the project in XactAnalysis or Xactimate as usual.
  2. From within the project, navigate to Documents > T&M Worksheets.
  3. Select ASSIGN in the top-right corner. 

  1. Fill out the information for the person to whom you are assigning the worksheet (the assignee does not need an Xactimate license).
    1. Enter the name.
    2. Select the appropriate worksheets.
    3. Select the delivery method.
  2. Select ASSIGN.

How Did We Do?