All Products > Xactimate desktop > The Project Dashboard > Edit Projects and Settings
16 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 5 months 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…
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…
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 , 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…
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 proje…
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…
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…
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 a Company header , choose from th…
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.
