THE DASHBOARD

Change the default settings of the Control Centre Dashboard panes

Open a project

Open a recent project

Create a new project in the Dashboard window

Restore the Dashboard default view settings

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Change the default settings of the Control Centre Dashboard panes

Open a project

  1. On the Control Centre tab, in the Recent Projects pane search box, type the project name.
  2. Click Open Existing Project.  

Open a recent project

Create a new project in the Dashboard window

  1. On the Control Centre, click Dashboard.
  2. In the Recent Projects pane, type a unique name for the project

    Click the Add New Project arrow, and select a project type.
  3. Click the profile list and select an insurance profile.
  4. Click Add New Project.  

Restore the Dashboard default view settings

If the Dashboard window has been modified, you can return it to the default look (Recent Projects pane in the upper left, Projects Preview pane in the upper right, and XactAnalysis Communications pane at the bottom).

  1. On the Xactimate tab, click Options.
  2. In the View group, click Reset Dashboard Views.

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