What is Global Changes in Xactimate?

What is Global Changes in Xactimate?

Are you manually making the same changes again and again across your estimate?

The Global Changes feature in Xactimate allows you to modify a line item once and apply that change across your entire estimate. This is especially helpful for when you need to update multiple groups or line items.

Here are a few good use cases for Global Changes:

• Incorrect Trades. A counterparty sends you an estimate with the wrong trade – e.g. PNT, MASKSFP vs DMO, MASKSFP.

  Use Global Changes to correct the trade once and apply that correction everywhere that line item appears.

• Carrier-Specific Requirements. An insurance carrier requires a specific note or calculation on recurring line items (e.g., overhead notes for all cabinetry).

  Global Changes ensures the adjustment is applied throughout the estimate.

• Updated Line Item Activities. A homeowner has already removed damaged items from their home, so "Remove & Replace" needs to be changed to "Replace" across the estimate.

Here's how to use Global Changes in Xactimate:

• Select the Groups. In the Grouping pane (left side), select the relevant groups (note: hold down the Shift key to multi-select).

  This populates the Quick Entry pane with all corresponding line items.

• Edit a Repeating Line Item. In Quick Entry, look for line items marked with calculation <Multi> — this means that the line item appears in multiple groups.

  Update the line item to apply changes across all groups.

• Edit Multiple Line Items at Once. Highlight several line items in Quick Entry, right-click, and select Global Changes.

  Use the "Make Changes To" dropdown to edit fields like Coverage, Notes, Depreciation and more.

Conclusion

Global Changes can significantly reduce time and errors, helping to keep the claims process moving efficiently.

At ClaimsFlow, we believe small workflow improvements can lead to major gains in cycle time.

Got a time-saving Xactimate tip? Let us know—we'd love to feature it in our next Learn post.