and Answer 2026 | Updated Practice
Questions with Solutions | A+ Verified
• How do you add a new project? CORRECT ANSWER: 1 Add a new
project from local page, click New Project button. New project window
appears.
2 Change default name to (example) XW-Lopez- followed by your
initials
3 Click "create" to add the new project - the project will appear on your
dashboard
• Changing Project Profiles from Carrier vs Contractor. CORRECT
ANSWER: 1 Save and Exit the project
2 From the local page, click on the estimate
3 From the pull-out menu, click duplicate
4 Verify the project has a unique name
5 Select the correct Profile from the menu
6 Click OK, the duplicated project is now available
• Creating a New Estimate:. CORRECT ANSWER: 1. From Xactimate
Dashboard Local Page, click NEW PROJECT
2. Make sure Estimate is selected in the top field
3. Highlight the project name (based on today's date) and type the name
of the project or you can change to name specific
4. Make sure the correct profile is selected in the profile field
, 5. Click create
6 Select a price list you want to use
• Where do you click to create a new project?. CORRECT ANSWER:
New Project
• You can open a project directly from the Cloud > My Projects page.
True or False. CORRECT ANSWER: False
• Where would you mark your project completed?. CORRECT
ANSWER: Click Complete
• Where would you add line items to your estimate?. CORRECT
ANSWER: click Estimate Items
• Where would you record important dates relating to the loss?.
CORRECT ANSWER: Under Claim Info
• When entering information in the Insured Info tab, you can only enter
one address per estimate? True or False. CORRECT ANSWER: False
• The coverage/loss tab is not available in which profile?. CORRECT
ANSWER: Contractor