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11 articles
When the status of a project is Checked out or Locked, it is usually because it is checked out by another user. To see more information about a locked project, either double click on the project in t…
Updated 1 month ago by Jill Bowers
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 5 months ago by Jill Bowers
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…
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…
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…
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…
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…
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.
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Updated 1 week ago by Jill Bowers
Login . In our single sign-in page, enter the email address you used to make your account, and then select Next. On the following page, enter your password and click Log In, which opens Xactimate onl…
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…
