Question: I have been unable to drag items into estimates after finishing my floorplans. The error message states “To add items, you must create a new estimate or set an existing estimate as active.”
What steps should I take?
Answer: There are two potential reasons for this.
- You do not have any estimates in the Estimates section of your claim structure. To add an estimate, right-click the word Estimates in the Claim Explorer and choose “Add Structure” from the options that appear.
- There is no active estimate. The active estimate within the claim will be shown in a bold font. To activate an estimate, right-click the estimate in the Claim Explorer and choose “Set as Active” from the available options. Remember, you can only set an estimate as active if you own that estimate.
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