Edit Projects and Settings

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Edit Projects and Settings

16 articles

Project storage

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 a…

Updated 1 year ago by Jake D.

Project status

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 1 year ago by Jake D.

Unlock a project

A project locks when it is checked out by another user (downloaded to their Local project list). A locked project cannot be edited until it is unlocked. The project will be unlocked when the user who…

Updated 1 year ago by Jake D.

Delete a project

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. Dele…

Updated 1 year ago by Jake D.

Print a project

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.. Selec…

Updated 1 year ago by Jake D.

Duplicate a project

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…

Updated 1 year ago by Jake D.

Edit a project from the local projects list

In the project dashboard, click Local in the navigation menu on the left. Select a project. The options menu appears on the right. Click the Edit icon. The Project Information dialog box opens. Edit…

Updated 1 year ago by Jake D.

Merge two projects

In the project dashboard, click Local in the navigation menu on the left. Select two projects of the same type (estimate, FEMA flood claims, or valuation), then click the Merge icon in the project op…

Updated 1 year ago by Jake D.

Add a new project

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.. Ente…

Updated 1 year ago by Jake D.

Filter & search for a project

This article is for the new version of Xactimate. If you are using Xactimate version 28, please see the Xactimate 28 helps. To search for a specific project quickly: In the project dashboard, select…

Updated 1 year ago by Jake D.

Create or edit a custom filter

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, pr…

Updated 1 year ago by Jake D.

View or add notifications

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…

Updated 1 year ago by Jake D.

Add or edit a company header

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 a company header, choose from the l…

Updated 1 year ago by Jake D.

Add 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 Opening Statement list icon. To view or edit an opening statement, ch…

Updated 1 year ago by Jake D.

Add or edit a closing 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, cho…

Updated 1 year ago by Jake D.

Apply labor minimums as a default for all estimates

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..

Updated 1 year ago by Jake D.