Add a project in Xactimate One claims portal

Updated 5 years ago by Arianne G.

1. On the Projects page, click the  button.
2. Select an account and a project type.
3. Click NEXT.
4. Enter the policy information.
5. Click .
6. Enter the claim information.
7. Click . The new project's Dashboard tab will open.

How Did We Do?

Related Articles

• Add a form to a project template in Xactimate One claims portal
• Create a new user role in Xactimate One claims portal
• Vendor management in Xactimate One claims portal