Projects dashboard

12 articles

View or open a locked project in Xactimate online

Projects are checked out if they are being worked on by another user. You can still access these projects by following these steps: Try to open the project. double click the project in the Project li…

Updated 2 days ago by Jill Bowers

Create and import projects in Xactimate online

Create new project . On the Projects page, select the +New Project button. A small window opens with the New tab selected. . Choose the profile in which your estimate should be created. . Select the…

Updated 1 month ago by Jill Bowers

Notifications in Xactimate online

To see notifications, select the Notifications icon on the upper-right side of the Projects page. Various types of notifications are available, including: New assignments . Project updates . Receipts…

Updated 4 months ago by Jill Bowers

Customize columns in Xactimate online

The columns on the Projects page are customizable. You can change the order of columns, sort projects by clicking the header of each column, and add or remove columns as you see fit. Select the verti…

Updated 11 months ago by Jill Bowers

Export projects from Xactimate online

To export projects from Xactimate online to your computer, follow these simple steps: Select a project from the Projects list. A light blue bar appears on the right-hand side of the screen. . Select…

Updated 11 months ago by Jill Bowers

Duplicate, edit, and upload closed assignments in Xactimate online

Duplicate closed projects for editing . When an assignment’s status is set to Closed, it is no longer editable. However, if you need to make changes to the project, you can copy the project and edit…

Updated 11 months ago by Jill Bowers

Back up and restore data in Xactimate online

At this time, data backup and restoration is currently limited in Xactimate online. Only projects can be backed up and restored, which is done by importing and exporting them. For step-by-step instru…

Updated 11 months ago by Jill Bowers

How do I preview projects in Xactimate online?

Select the project you want to preview from the project list. . Select the Preview icon to open the preview side drawer. You can see the following information about your project: Project name . Claim…

Updated 4 months ago by Jill Bowers

Adding profiles to Xactimate online

Xactimate online automatically accepts and transfers information, so there is no need to manually add profiles. You can access the profiles already available in your instance by selecting the filter…

Updated 11 months ago by Jill Bowers

Find your XactNet address in Xactimate online

To find your XactNet address in Xactimate online, select the profile icon at the top right corner of the Projects page. Your XactNet address appears between your email address and your instance.

Updated 11 months ago by Jill Bowers

Deleting and recovering projects Xactimate online

Recover deleted projects in Xactimate online . Select the Deleted projects icon on the Projects page to open a list of deleted projects. . Select the project you wish to recover from the list. You ca…

Updated 7 months ago by Jill Bowers

License update

To apply for a license, renew a license, or adjust your account in any way, please contact your account manager or our sales department ( 1-800-424-9228 ).

Updated 6 months ago by Jill Bowers

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