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Nesting Groups in the Estimate

Rose Gulley Updated by Rose Gulley

Groups in the Estimates section of a project can be nested, allowing subgroups to be created.

Note: Groups can only be nested five times.

XactRemodel and XactRestore online

XactRemodel and XactRestore mobile


XactRemodel and XactRestore online

  1. Within a project, select Estimate.
  2. Select the group to add a subgroup to.
  3. Select the Options menu icon.
  4. Select Create Subgroup. The New Group window opens.
    Note: To delete subgroups, select Delete. The group and any subgroups under it will be deleted.
    XRGroupMenu
  5. Fill out the form.
  6. Select the Save Changes button. The New Group window closes.
    XRNewGroupMenu


XactRemodel and XactRestore mobile

Note: The screenshots below are from an Android device but are similar on iOS and iPad OS devices.
  1. Within a project, select Estimate.
  2. Select the group to add a subgroup to.
  3. Select the three-dot menu icon.
  4. Select Add sub-group.
    Note: To delete subgroups, select Delete group. The group and any subgroups under it will be deleted.
  5. Fill out the form.
  6. Select the checkmark icon to save.
    XRMSelectEstimate XRMSelectGroupMenu XRMNewGroupMenu

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