Project storage in Xactimate desktop
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…
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Xactimate online
Price lists
Sketch
Sketching a floor plan
Add a closet
Add living room and stairs
Remove the East wall of the hall
Remove the wall between the Kitchen and the Living Room
Add bedroom items
Finish the estimate
Add counter items
Add doors to closets
Add sink items and finish the kitchen
Sketch stairs
Add doors
Sketch kitchens
Sketch hallways
Add corridor items
Add bathroom items
Add windows
Where can I learn more?
Adding a bay window
Sketch bedrooms
Calculate floor waste in Xactimate online
Using roof types in Sketch
Connecting roofs in Sketch in Xactimate online
XactXpert
What alerts are in Xactimate?
Where can I find bypasses in Xactimate?
XactXpert Reports
Can I bypass alerts?
FAQs for XactXpert
Estimate items
Macros
Access variables in Xactimate online
Third-party pricing in Xactimate online
Adding line items in Xactimate online
Resequence line items in Xactimate online
Variables and category codes in Xactimate online
Depreciation in Xactimate online
Claim info
Projects dashboard
View or open a locked project in Xactimate online
Create and import projects in Xactimate online
Notifications in Xactimate online
Customize columns in Xactimate online
Export projects from Xactimate online
Duplicate, edit, and upload closed assignments in Xactimate online
Back up and restore data in Xactimate online
How do I preview projects in Xactimate online?
Adding profiles to Xactimate online
Find your XactNet address in Xactimate online
Deleting and recovering projects Xactimate online
License update
Rebuild estimate in same or different instances
Product icons in Xactimate online
Create and send XactRebuild estimates in Xactimate online
Keyboard shortcuts for Xactimate online
Sending assignments through Xactimate and XactAnalysis
Adding ClickOnce for the Xactimate online Estimate Writer
Custom documents in Xactimate online
Enable third-party cookies
Opening a project in Xactimate online
What's new in Xactimate online
Downloading the Xactimate online Estimate Writer
Xactimate glossary
Links to product documentation
FAQs about Xactimate online
Glossary I-Q
What is an Error 504?
Glossary R-Z
Estimate collaboration in Xactimate and XactAnalysis
Learn more about Xactimate
Creating and using templates in Xactimate online
Glossary A-H
Xactimate desktop
First Login & Setup
Desktop keyboard shortcuts
Support and training for Xactimate desktop
Set default preferences in Xactimate desktop
Create an Xactware ID for Xactimate desktop
Sync instances and profiles in Xactimate desktop
Migrating to the new version of Xactimate desktop
Changing passwords in Xactimate
Navigating Xactimate desktop
Changing language settings in X1
Metric and imperial measurements
Logging into Xactimate desktop
Modifying Quick Entry settings
Accessing Xactimate desktop when it opens off-screen
The Project Dashboard
Manage Data
Transfer Data Via The Cloud
Download a project from the cloud in Xactimate desktop
Upload a project to the cloud from Xactimate desktop
What is the cloud?
Transfer Data To and From Your Computer
Edit Projects and Settings
Project storage in Xactimate desktop
Project status in Xactimate desktop
Unlock a project in Xactimate desktop
Delete a project in Xactimate desktop
Print a project in Xactimate desktop
Duplicating projects in Xactimate desktop
Edit a project from the local projects list in Xactimate desktop
Merge projects in Xactimate desktop
Create or edit a custom filter in Xactimate desktop
Add a new project in Xactimate desktop
Filter & search for a project in Xactimate desktop
View or add notifications in Xactimate desktop
Add or edit a company header in X1
Add or edit an opening or closing statement in X1
Apply labor minimums as a default for all estimates in X1
Restoring previous versions of projects
Viewing receipts in X1 Payment Tracker
Recover projects in Xactimate desktop
Opening Xactimate assignments in XactAnalysis
Viewing request history in X1
Create an Estimate
Claim Info
Enter coverages and loss information in X1
Add or edit a coverage type in Xactimate desktop
Add or remove a sublimit in Xactimate desktop
Create a sublimit macro in Xactimate desktop
Adjust pricing parameters in Xactimate desktop
Declaring add-on parameters in X1
View Loss Recap in Xactimate desktop
Add or remove additional coverage in X1
View Activity Report in Xactimate desktop
View Insured Correspondence in X1
View Narrative Report in X1
Using Xactimate forms in X1
Adding personnel data
Customizing taxes
Sketch
Sketch View Settings
View a structure’s variables in Sketch in X1
Sketch quick reference for Xactimate desktop
Customize Sketch view settings in Xactimate desktop
X1 Sketch window overview
View legend in X1
Enabling deck framing
Photorealism in Sketch 3D view
Sketch viewing options
Rooms
Add a standard room in X1
Add a room using exact dimensions in X1
Copying and pasting a room in Xactimate desktop
Resize a room in Xactimate desktop
Resize a room to exact dimensions in X1
Change the room type in Xactimate desktop
Delete a room in Xactimate desktop
Add an angle to a room in X1
Create a room offset
Edit a Grouping Code in X1
Naming and renaming rooms
Adding rooms from roofs
Walls
Change wall thickness in Xactimate desktop
Sketch a missing wall in Xactimate desktop
Sketch a curved wall in Xactimate desktop
Sketching dormer walls in Xactimate desktop
Add a service window wall opening in X1
Add footings to Sketch in X1
Windows
Sketch a standard window
Sketch a bay window in X1
Sketch a box window in X1
Sketch a bow window in X1
Add or remove a window grid in X1
Change a window type in X1
Add a standard window to elevation view in X1
Ceilings
Sketch a peaked ceiling in X1
Sketch a sloped ceiling in X1
Sketch a tray ceiling in X1
View a ceiling in 3D in Xactimate desktop
Sketch a hip ceiling in X1
Sketch an octagonal ceiling in X1
Stairs
Add a standard staircase in X1
Change the wall type on a staircase in X1
Add a spiral staircase in X1
Add a room under the stairs in X1
Add custom stairs with a landing in X1
Add a custom shaped staircase in X1
Attach a staircase to a room wall in Xactimate desktop
Add an exterior staircase in X1
Create a curved staircase
Create a flared staircase in Xactimate desktop
Copy a staircase from an underlay in X1
Rotate a staircase in X1
Flip a staircase in X1
Add an angled tread to a staircase in X1
Change staircase ceiling type and dimensions in X1
Change the staircase shape and size in X1
Change custom staircase defaults
Add and edit price list items for staircase framing in X1
Add line items to a room below the stairs in X1
Railings & Balustrades
Edit a railing and balustrade in X1
Add a railing and balustrade in X1
Add a railing and balustrade to a deck in X1
Edit the railing and balustrade on a deck in X1
Roofs
Add a roof in X1
Resize a roof in X1
Adding and editing an overhang to a roof in X1
Add a dormer to a roof in X1
Change the slope of a roof in X1
Change a roof slope orientation in X1
Change the eave and rake dimensions of a roof in X1
Add a custom truss spacing on a roof in X1
Set the roof framing type in X1
Change the roof wall height in 3D Sketch in X1
Auto calculate waste
Construction line items
Calculate Floor Waste
Annotations
Add a text annotation in X1
Add an arrow or line annotation in X1
Add a rectangle or an ellipse annotation in X1
Edit an annotation in X1
Print annotations in X1
Annotation options
Images
Export an image from the estimate in X1
Attach an image in Sketch in X1
Upload or edit an image in X1
Sketch variables
Sketch glossary with keyboard shortcuts
Print a Sketch
Changing a wall opening type
Miscellaneous Sketch options
Using the Grid Align tool
Sketch glossary with no keyboard shortcuts
Sketching cabinets
Using the Sketch rotate tools in X1
Estimate Items
Lists in the Quick Entry pane in X1
View item details in X1
Edit line item properties in X1
Add item tags in X1
Adjust depreciation calculations in X1
Use formulas to calculate line item prices in X1
Add an item not included in the price list in X1
Modify the item unit price in X1
Adjust the calculation of an item by quantity, unit, or price in X1
Attach or delete notes, images, or sound files to a line item in X1
Set salvage or restoration details in X1
Mark an item as paid when incurred in X1
Add Overhead and Profit to an item in X1
Change an activity code in X1
Adjust supporting events percentages in X1
Apply labor minimums for a line item in X1
View or adjust line item components in X1
Attach an image to a line item in X1
View a structure’s variables in Estimate Items in X1
Add a new group to an estimate in X1
Dimension a room using the grouping pane in X1
Create a grouping filter in X1
Turn a grouping filter on or off in X1
Review or print a scenario in X1
Add a line item to a scenario in X1
Using Contents Collaboration within Xactimate desktop (X1)
Adding a line item in Xactimate desktop (X1)
Calculating electricity consumption cost for water mitigation equipment
Third-party pricing in Xactimate desktop
Edit items in X1 with the Global Changes window
Resequence line items
Using ITEL Now to obtain accurate line items
Summary and Grid view in the Quick Entry pane
Complete
Run a Sketch inspection in desktop
Run an inspection for the entire estimate in desktop
Return an assignment to XactAnalysis
Print or email reports from desktop
Using VeriskPay in Xactimate Desktop
Third-Party Integrations
Importing data from iGUIDE
Available third-party integrations
Requesting data from third-parties
Integrating with magicplan
Importing data from Tractable
XactRebuild
Request an assignment from XactAnalysis through Xactimate desktop
Importing and using underlays
Copying data from an existing project
Price Lists
Request a price list in desktop
View a price list in desktop
Compare or merge price lists in desktop
Use a checkpoint price list in desktop
Variation Reports
Export and import price lists in desktop
View, compare, or merge price lists in Xactimate desktop
State tax websites
Frequently Asked Questions
What happened to the inbox? How do I accept an assignment?
What is the difference between an instance and a profile?
How do I install the new version of Xactimate desktop?
How do I set instance preferences if I’m not registered with an Xactimate online instance?
If I create a filter, will others see it?
What is this lock symbol next to my project?
Where is the price list editor?
Can I adjust the size of the left-hand navigation pane?
How can I view my licenses?
What happens to my existing projects when I install the new Xactimate desktop?
Downloading price lists
Where is the XactAnalysis Communications pane? How do I connect to XactNet?
Where do I find my XactNet Address in Xactimate desktop
How do I add another profile to my options?
What file types can Xactimate desktop import?
How do I add photos to forms?
How do I print images?
Macros & Templates
Create a macro
Load a macro
Creating a Sketch template
Using a Sketch template
Creating template documents
Download a template from the Online Sketch Gallery
Time & Materials
Reviewing submitted Time and Materials data
About Xactimate Time & Materials
Submitting Time & Materials worksheets
Assigning Time & Materials worksheets
What's new for Xactimate desktop
Manually syncing instance data with XactAnalysis
Xactimate mobile
Introduction to Xactimate mobile
Download a project in Xactimate mobile
Upload a project in Xactimate mobile
FAQs for Xactimate mobile (Android)
Request a price list in Xactimate mobile
Adding and removing line items on iOS devices
FAQs in Xactimate mobile (iOS)
iOS icons & category codes
Set tax jurisdictions in Xactimate mobile
Add or edit a company header or statement in mobile
Changing the deductible in mobile (iOS)
Searching for and filtering projects in Xactimate mobile
XactRebuild in mobile
Adding and removing line items on Android devices
Creating and viewing reports in Xactimate for iOS
Mobile Sketch
Using elevation view in Xactimate mobile
Copy rooms in Xactimate mobile
Copy levels in Xactimate mobile
Sketch view settings
Sketch AR
Sketch AR in Xactimate mobile
Using Xactimate mobile (iOS) to measure downspouts and windows
Cabinets in Sketch AR
Auto Capture in Sketch AR
Closets in Sketch AR
Sketch AR Properties
Contents capture with Sketch AR
Adding stairs in Sketch AR
General Sketch AR information
Photos in Sketch AR
Areas of Interest in Sketch AR
Using Xactimate mobile (iOS) to measure fences and decks
Photos in mobile
Annotate images in Xactimate mobile
Add photos to forms in Xactimate mobile
Add or remove images for Xactimate mobile
Reattaching lost photos
Viewing photo dates
Using the photo archive
Sharing and exporting photos in Xactimate mobile
Images in Sketch
Add new profiles to Xactimate mobile
Capture room measurements with SketchCam in Xactimate mobile for Android
Calibrate your device for SketchCam on a Android device
Using a DISTO measuring device
Video Collaboration
Accessing suggested items in Xactimate mobile
Viewing the information-security page in Xactimate mobile
Third-party pricing for mobile
What's new for Xactimate mobile
Using Single Object Recognition to add contents via camera
Creating and Downloading Reports
Create a new estimate in Xactimate mobile
Using Multiple Object Recognition to add contents via camera
Using Xactimate forms in mobile
Project ownership questions for mobile
Finding links to other Xactware products
XactXpert in Xactimate mobile
Icons for Xactimate iOS
XactContents
XactContents in Xactimate
Get Started
Set preferences in XactContents
Download a price list in XactContents
Download the Excel inventory template in XactContents
How to Estimate a Burglary
Create macros in XactContents
Basic workflow
Complete an estimate
Install the XactContents Assistant
View the claim dashboard
View claim information
Edit with the global changes wizard
Add item tags
Change coverage limits
Using Contents Collaboration in Xactimate
Email vendor item links
Edit external item source
Review CAT/SEL
Distribute a claim
Payment Tracker
Enter Receipts
Add a supplement
Record Payments
Edit an existing payment
Override a deferred amount
Review reports
Depreciation
Add or edit depreciation
How is depreciation calculated?
How to set your depreciation preferences
Troubleshooting depreciation
Frequently Asked Questions
There is overage on this claim, but the deductible is still showing on the report. Why wasn't it absorbed?
Why isn't depreciation calculating on my line items?
What is the most efficient way to price out items?
How is depreciation calculated? How are the life expectancies determined?
What are inactive and discontinued items and how are they handled?
What is the difference between internal and external notes and how are they handled?
What are the differences between tax jurisdictions of the same percentage?
What do I do if I made a mistake in Payment Tracker?
What is the difference between Vendor and Combined items in the search results?
What is the difference between a supplement and a correction?
How do I get better search results?
Apply a status indicator in XactContents
Attach an image in XactContents
XactContents online
What are the differences in price lists, both in area and by month?
How is sale price, as compared to regular MSRP, handled in pricing search results?
What's new in XactContents
Xactimate demo
XactScope
XactScope options
Changing XactScope user and project settings
About XactScope
XactScope water mitigation for iOS
Adding affected areas and objects in mobile XactScope sketches
XactScope roof and exterior prompt dependencies
Adding items in XactScope
XactScope water mitigation prompt dependencies
Creating an XactScope roof and exterior sketch
Creating an XactScope water mitigation sketch
Using the water mitigation log
Using the Script pane in XactScope
Xactimate Admin
Profiles
Third-party pricing in Xactimate Admin
Xactware forms
Component Discounts
Adding profile owners in Xactimate Admin
Depreciation defaults
Associate Xactware forms in Xactimate Admin
Custom Depreciation Schedule
Creating profile forms in Xactimate Admin
Overhead & Profit in Xactimate Admin Profiles
Give XactRebuild estimate rights in profiles
Time & Materials in Profiles in Xactimate Admin
Instances
Desktop Update Manager
Create and add multiple users and licenses
Set preferences for export to email in Xactimate Admin
Add and delete users in Xactimate Admin
Configure security groups in Xactimate Admin
The Projects tab in Xactimate Admin
Model statements in Xactimate Admin
Assigning rights to restore previous versions
Overhead and profit in Xactimate Admin Instances
Setting up XactRebuild estimates in Xactimate Admin
XactXpert
How does Xactimate sync rules after they change in Xactimate Admin?
Scoring and weighing rules
Enable rules in XactXpert in Xactimate Admin
Sharing rules with profiles and instances
Editing XactXpert rules in Xactimate Admin
FAQs for XactXpert in Xactimate Admin
Rules for XactXpert
Xactimate Admin glossary
What's new in Xactimate Admin
Create and edit model statements in Xactimate Admin
Profile Features
Features: Estimate
Integrated search for eBay not allowed
Non-price list items in estimate
ITEL submit form
Add price list categories through estimate
Integrated search for Amazon not allowed
Paid when incurred
Lock system settings from being modified except by carrier
Direct supplier request
Credit item
Features: Reports
UK claim reports
Include Sketch in completion package Estimate reports
Allow editing of system narrative sections
Include Sketch in completion package for Final Draft report
Valid tax jurisdiction to print
No claim manager
Generate English version of report with culture version
Reprice on complete or report
Features: Preferences
No overhead and profit
Disable XactContents Collaboration
Show all permit and fee calculation types
Signature capture
No depreciation
Features: Tools
Features: Sketch
Features: Claim info
Enable appointment date
Depreciate Removal option is enabled
No Claimant Contact
Date job completed
Type of estimate
Type of Loss List Select only
Grand total adjustment
Modify Notes on Assignments
Date Project Completed
Date projected complete
Show the File Number
Allow Modify Taxes
Hide additional coverage
Date project assigned
Import Export Client
Show Roof Damage Replacement Information
Date projected start
Time and material module
No type of loss requirement
Last, first on contact name
Enable insured address for assignments
Claim rep and Estimate fields not required
Depreciate removal option is checked
Date contacted field
Enable date received for assignments
Features: Complete
Features: Photos & Videos
Features: Valuations
All Products > Xactimate desktop > The Project Dashboard > Edit Projects and Settings
Edit Projects and Settings
18 articles
