Re-ordering the Line Items in an Xactimate® Macro

Currently Xactimate® has no mechanics to re-order the line items in a macro, but there is a work-around that will enable you to quickly place the items in the order you wish them to appear.

The ideal way to order your macro is to enter all the items in the order you wish them to appear. Problems arise when you:

     1. Add one or more new items - the new item(s) are placed at the bottom of the list.

     2. Modify an existing item - the modified item(s) are moved to the bottom of the list.

     3. Import a macro - the macro is often inverted with the first item being last and the last item is first.

Since there is currently no way to drag and drop the line items, nor is there an arrow to moved items up or down, we need to use the existing protocol to change the order.

How to re-order a macro:

 Use the following steps to move items where you want them to be.

     1. Input your line items, they can be in any order or

     2. Make any modifications or edits to any items in the macro.

     3. Select the item you want to be in #1 position.

     4. Select Edit.

     5. Select Add Item.

     6. This will move this item to the bottom of the list.

     7. Select the item you want to be in #2 position.

     8. Select Edit.

     9. Select Add Item.

     10. This will move the item to the bottom of the list.

     11. Continue this procedure until you have gone through all the line items.

     12.They will now be in the order you wish them to appear when imported into 
           your estimate.

     13. A macro with 10 line items should take about 20 - 30 seconds to re-order.