Q: I have been unable to drag items into estimates after completing my floorplans. The error message reads “To add items, you must create a new estimate or set an existing estimate as active.”

What do I need to do?

A: There are two possibilities.

  1. You have no estimates in the Estimates section of your claim structure. To add an estimate, right-click the word Estimates in the Claim Explorer and select “Add Structure” from the list that appears.

  1. You have no active estimate. The active estimate would be the one that is displayed in a bold font. To make an estimate active, right-click the estimate in the Claim Explorer and select “Set as Active” from the list that appears. Note that you may only make an estimate active if you own it.

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