Edit Projects and Settings

19 articles

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…

Updated

Project status in Xactimate desktop

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 by Heather Jones

Unlock a project in Xactimate desktop

A project locks when it is checked out by a user (downloaded to their Local project list). Also, if you have the project downloaded on another device, or had it downloaded when you uninstalled the pr…

Updated

Delete a project in Xactimate desktop

Select the project you want to delete, then select the Delete icon in the project options menu that appears on the right. Deleting a project in the Local list also deletes it from the Cloud.

Updated by Heather Jones

Print a project in Xactimate desktop

From the project dashboard, select Local in the navigation menu on the left to open the list of your downloaded projects. Select the project you want to print, then the Print icon in the menu that ap…

Updated by Heather Jones

Duplicating projects in Xactimate desktop

Select the project you want to duplicate, then select the Duplicate icon in the Project options menu that appears on the right. The Create a project dialog box will open, allowing you to name and add notes to the new project.

Updated by Heather Jones

Edit a project from the local projects list in Xactimate desktop

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

Merge projects in Xactimate desktop

The Project Merge Wizard allows you to combine multiple estimates into one, either in an existing project or a new one.

Updated by Heather Jones

Create or edit a custom filter in Xactimate desktop

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 ,…

Updated

Add a new project in Xactimate desktop

In the project dashboard, select Local in the navigation menu on the left. Select New project at the top of the screen. In the window that opens, fill out the following fields: If it is a valuation o…

Updated by Heather Jones

Filter & search for a project in Xactimate desktop

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 by Heather Jones

View or add notifications in Xactimate desktop

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

Add or edit a company header in X1

Company headers are customized headers that appear at the top of your company's project documents. Note that you cannot edit or delete a header if you did not create it. Access your company headers.…

Updated by Heather Jones

Add or edit an opening statement or header in X1

For your profile. Headers and statements that you add to the profile become available for use in any project within that profile. From the Project dashboard , navigate to Preferences > Project. Under…

Updated by Heather Jones

Add or edit a closing statement in X1

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 ,…

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Apply labor minimums as a default for all estimates in X1

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.

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Restoring previous versions of projects

You can restore previous versions of projects in X1 through the Restore previous versions option.

Updated by Heather Jones

Viewing receipts in X1 Payment Tracker

Payment Tracker in X1 allows users to keep track of customer costs and receipts as well as payments made to customers. Payment Tracker is located under the Tools tab.

Updated by Heather Jones

Recover projects in Xactimate desktop

To recover deleted projects, navigate to Preferences > General > Autosave > PROJECT HISTORY.

Updated by Heather Jones