How do I create a project?

Updated 6 months ago by Jennifer B.

If a project hasn’t been created yet, you can create one starting from ClaimXperience, XactAnalysis, Xactimate, or ContentsTrack as follows.

You can use the “Invite Policyholder to ClaimXperience” option when you create a project, but you should only do so if you want to invite the policyholder to create an account in ClaimXperience and have access to their claim immediately. This should NOT be used if you only intend to perform a video collaboration.

In ClaimXperience

  1. Log in to ClaimXperience.
  2. Click Create new project.
  3. Enter the project information in the Create a new project drawer.
  4. Click Create.

From XactAnalysis

  1. Log in to XactAnalysis.
  2. Search for the assignment you want to perform a video collaboration live call on.
  3. Open the assignment.
  4. Click Select an Action.
  5. Select Open ClaimXperience.
  6. Click Go. This takes you into ClaimXperience.
  7. Confirm the project information in the ClaimXperience Create a new project drawer.
    The information is provided by the XactAnalysis assignment. You can add and edit the information as needed.
  8. Click Create.

From Xactimate

  1. Log in to Xactimate.
  2. Find the project you want to perform a video collaboration live call on.
  3. Open the project.
  4. Click . This takes you into ClaimXperience.
  5. Confirm the project information displayed in the ClaimXperience Create a new project drawer.
    The information is provided by the XactAnalysis assignment. You can add and edit the information as needed.
  6. Click Create.

From ContentsTrack

  1. Log in to ContentsTrack.
  2. Select the job for which you want to create a ClaimXperience project.
  3. Click Inventory.
  4. Click Customer Portal. This takes you into ClaimXperience.
    If you are linked to multiple ClaimXperience companies, you will need to select the company the project should be accessed under.
    You cannot create a ClaimXperience project if one with the same claim number and policyholder already exists. If the project you are trying to create is not new, you will be prompted to request team member access in order to participate.
    If your ContentsTrack company has not already been set up and configured in ClaimXperience, you will be prompted to do so.
  5. Confirm the project information displayed in the ClaimXperience Create a new project drawer.
    The information is provided by the XactAnalysis assignment. You can add and edit the information as needed.
  6. Click Create.

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