All Products > Xactimate desktop > The Project Dashboard > Edit Projects and Settings
17 articles
After you log in, you will be directed to the Project dashboard. Projects are organized according to where they are stored: locally, or in the cloud. Local storage. When you check out projects, they…
Updated 2 years ago by Jake D.
The status of each listed project will be described by one of the following terms: In progress: a previously created project that is not currently downloaded to someone’s computer Checked out: a proje…
Updated 4 months ago by Heather Andersen
A project locks when it is checked out by a user (downloaded to their Local project list). You cannot edit a locked project until it is unlocked. The project unlocks when the user who checked it out…
Updated 1 month ago by Jake D.
In the Project dashboard , click Local in the navigation menu on the left. Select the project you want to delete, then click the Delete icon in the project options menu that appears on the right. Del…
In the Project dashboard , click Local in the navigation menu on the left. Select the project you want to print, then click the Print icon in the Project options menu that appears on the right.. Sele…
In the project dashboard, click Local in the navigation menu on the left. Select the project you want to duplicate, then click the Duplicate icon in the Project options menu that appears on the right…
In the project dashboard, select Local in the navigation menu on the left. Select a project to make the options menu appear on the right. Select the Edit icon to open the project. Make your edits and…
Updated 7 months ago by Jake D.
Merging projects does not delete the original files; it copies data from the merged projects into either one of the projects or an additional new one, depending on the option you choose. Once you fin…
Updated 5 months ago by Heather Andersen
In the Project dashboard , select Local in the navigation menu on the left. Click the New project (plus) icon in the upper-left corner. Select an Estimate type , and change the profile if needed. Ent…
To search for a specific project quickly: In the Project dashboard, select Local or Cloud to open a project list. Enter a Project name or Claim number in the search bar at the top of the screen, and…
Updated 1 month ago by Heather Andersen
To create a custom filter: In the Project dashboard , click the Filter icon next to the search bar. Click New filter. The Create new filter dialog box appears. Enter your Filter name , Project type ,…
The notification bell icon is located in the top right-hand corner of the Project dashboard. Each time you receive a notification, a preview prompt appears and the icon is updated with the number of…
In the Project dashboard , click Preferences in the navigation menu on the left. Select the Project tab. Under Reports , select the Company header list icon. To view an existing Company header , choo…
In the Project dashboard , click Preferences in the navigation menu on the left. Select the Project tab. Under Reports , select the Opening statement list icon. To view or edit an Opening statement ,…
In the Project dashboard , click Preferences in the navigation menu on the left. Select the Project tab. Under Reports , select the Closing statement list icon. To view or edit a Closing statement ,…
On the Project dashboard , select the Preferences tab in the navigation menu on the left.. Select the Pricing tab. In the Calculation options section, select the Apply Labor Minimums box.
Xactimate stores a copy of your project each time you save it (or upload/download to and from the cloud) so that, if needed, you can refer back to previous versions of the project. To access these preserved versions, select the project in the Local view and select the Restore previous versions button in the action bar.
Updated 3 months ago by Heather Andersen
