The Project Dashboard

Download price lists in Xactimate online

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

What alerts are in Xactimate?

Where can I find bypasses in Xactimate?

XactXpert Reports

XactXpert Review

Can I bypass alerts?

FAQs for XactXpert

Loading macros in Xactimate online

Exporting macros

Creating macros

Access variables in Xactimate online

Third-party pricing in Xactimate online

Adding line items in Xactimate online

Category codes in Xactimate online

Resequence line items in Xactimate online

Sketch variables in Xactimate online

Depreciation in Xactimate online

Add O&P in Xactimate online

Export reports in Xactimate online

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

Rebuild estimate in same or different instances

Product icons in Xactimate online

Create and send XactRebuild estimates in Xactimate online

Custom documents in Xactimate online

Which report do I need?

What information is in Estimate reports?

Which reports are estimate reports?

Creating and using templates in Xactimate online

Keyboard shortcuts for Xactimate online

Sending assignments through Xactimate and XactAnalysis

Adding ClickOnce for the Xactimate online Estimate Writer

Enable third-party cookies

Creating work orders in Xactimate online

Opening a project in Xactimate online

What's new in Xactimate online

Downloading the 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

Glossary A-H

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

Download a project from the cloud in Xactimate desktop

Upload a project to the cloud from Xactimate desktop

What is the cloud?

Export a project to your computer from Xactimate desktop

Import .esx project files from your computer to Xactimate desktop

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

Enter coverages and loss information in X1

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

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

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

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

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

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

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

Creating a regular or custom staircase

Add a spiral staircase in X1

Add a room under the stairs 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

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

Modifying settings for staircase framing in X1

Adding a room below stairs and accompanying line items

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

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

Adding roof walls from wireframe roofs

Enabling roof wall framing

Auto calculate waste

Add construction line items in X1

Construction preferences in X1

Calculate the square feet of waste in X1

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

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

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

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

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

Request 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

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?

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?

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

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

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

Using elevation view in Xactimate mobile

Copy rooms in Xactimate mobile

Copy levels in Xactimate mobile

Enabling staircase framing in Xactimate mobile

Sketch view settings

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

Adding exteriors with 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

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

Set preferences in XactContents

Download a price list in XactContents

Download the Excel inventory template in XactContents

How to Estimate a Burglary in XactContents

Create macros in XactContents

Create an estimate in XactContents

Price an estimate inventory

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

Enter Receipts

Add a supplement

Record Payments

Edit an existing payment

Override a deferred amount

Review reports

Add or edit depreciation

How is depreciation calculated?

How to set your depreciation preferences

Troubleshooting depreciation

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?

Import inventory with Excel templates

Apply a status indicator in XactContents

Attach an image in XactContents

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

Upload macros in XactContents

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 Roof and Exterior for iOS

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

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

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

Find account information in Xactimate Admin

Find your instance ID in Xactimate Admin

Overhead and profit in Xactimate Admin Instances

Setting up XactRebuild estimates in Xactimate Admin

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

Integrated search for eBay not allowed

Non-price list items in estimate

Coverage Factor

ITEL submit form

Salvage retention entered per line item

Add price list categories through estimate

Integrated search for Amazon not allowed

Paid when incurred

Catastrophe

Lock system settings from being modified except by carrier

Direct supplier request

Credit item

UK claim reports

Include Sketch in completion package Estimate reports

Automatically upload activity reports

Allow editing of system narrative sections

Loss reporting full roof replacement

Include Sketch in completion package for Final Draft report

Valid tax jurisdiction to print

Exclude recoverable depreciation

Accumulate removal with category

No claim manager

Require Underwriting Company

Generate English version of report with culture version

Reprice on complete or report

No overhead and profit

Disable XactContents Collaboration

Show all permit and fee calculation types

Signature capture

Disable Preserve item description when replacing checkbox

Disable O&P default modification

No depreciation

Work Order

Track supplements and corrections

Vendor Requests

Payment Tracker

Underwriting Checklist

Show the XactScope tab in Sketch

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

Checkpoint price list matching

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

Field Estimate

Upload in-progress estimates

Allow save to photo library

Video Capture

Claim number in valuations

Field Valuation

How do I find out which profile features are enabled in my profile?

What are profile features?

Renewing Xactimate licenses

View and pay invoices in the Customer Portal

Adding licenses to Xactimate

Adding admins to Xactimate

All Products > Xactimate desktop > The Project Dashboard

25 articles

Manage Data

5 articles by 1 author

Edit Projects and Settings

18 articles by 1 author

Opening Xactimate assignments in XactAnalysis

If you have an assignment in your Xactimate project list and would like to open it in XactAnalysis, select the assignment/project and select the XA icon in the project options menu. This opens XactAnalysis to the assignment. If you are not already logged in, it directs your through the process. However, if you do not have an XactAnalysis account, you must create one before you can view the assignment there.

Updated 10 months ago by Heather Jones

Viewing request history in X1

To view the history of sent and received third-party requests for a project, complete the following: Open the Local projects list. Select the appropriate project to open the project menu on the right. Select the Preview Project option () to open the preview. Scroll down to the Order History section.

Updated 2 years ago by Heather Jones