Team member: How do I create a project?
If a project hasn’t been created yet, you can create one starting from ClaimXperience, XactAnalysis, Xactimate, or ContentsTrack as follows. You cannot create a ClaimXperience project if one with the same claim number and policyholder already exists.
In ClaimXperience
- Log in to ClaimXperience.
- Select Create a new project.
- Enter the project information in the Create a new project drawer.
- Select Create.
From XactAnalysis
- Log in to XactAnalysis.
- Open your assignment.
- Click Select an action.
- Select Open ClaimXperience.
- Click Go.
- 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.
- Click Create.
From Xactimate
- Log in to Xactimate.
- Open your project.
- Select Tools from your side menu.
- Select Video Collaboration.
- 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.
- Click Create.
From ContentsTrack
- Log in to ContentsTrack.
- Open your job.
- Select Inventory from your side menu.
- Click Customer Portal under your name.
- 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.
- Click Create.