Create Estimate

Context

The estimate is a document which is prepared to estimate the amount of work required to complete. The estimate helps the Government in tendering, contracting and measuring the work to release the payment.

Scope

Create Estimate

Search Project → Search Result → View Project Details → Create Estimate

Actors

Employee Role: Estimate Creator

Details

1. For each project, an estimate is created to award the work to CBO/ JE.

2. Create Estimate form is developed as per the UI design provided and the attributes listed below.

Attributes

S. No.	Field	Data Type	Required	Description
1	Estimate Type	Auto-selected	Y	Options are Original, Revised, Deviated.
2	Project ID	Display Only	Y	Project ID
3	Date of Proposal	Display Only	Y	Date of proposal
4	Project Name	Display Only	Y	Name of the project
5	Project Description	Display Only	Y	Project description
6	Project Details	Tab		Same as View Project Details Page.
7	Estimation Details	Tab
8	Line Items	Grid	Y	To capture SOR/ Non-SOR items.
9	Description	Textbox	Y	The description of SOR/ Non-SOR item.
10	UOM	Drop-down	Y	Unit of measurement from the drop-down.
11	Rate	Numeric	Y	Rate per unit
12	Quantity	Numeric	Y	Quantity estimated
13	Amount	Auto-calculated	Y	Amount calculated, Rate*Quantity.
14	Total	Auto-calculated	Y	Grid total
15	Overheads	Section/ Grid	Y	A grid to add the overheads configured in the system.
16	Overhead	Drop-down	Y	Overhead from the drop-down
17	Percentage/ Lump-sum	Display	Y	Valued from the configuration.
18	Amount	Numeric	Y	Auto-calculated/ user entered based on the configuration
19	Total	Auto-calculated	Y	Grid Total
20	Total Estimated Amount	Auto-calculated	Y	Total Estimated Amount = Line Item Amount + Total of all the overheads/ additions.
21	Labour and Material Analysis	Section
22	Material Cost	Numeric	Y	Cost of material component of the work.
23	Labour Cost	Numeric	Y	Cost of labour component of the work.
24	Relevant Documents
25	Detailed Estimate	File Attachment	Y	DIGIT standard file attachment component, file size 5MB. Format support doc,docx, xls,xlsx pdf, jpg.
26	Labor Analysis	File Attachment	Y	DIGIT standard file attachment component, file size 5MB. Format support doc,docx, xls,xlsx pdf, jpg.
27	Material Analysis	File Attachment	Y	DIGIT standard file attachment component, file size 5MB. Format support doc,docx, xls,xlsx pdf, jpg.
28	Project Design	File Attachment	N	DIGIT standard file attachment component, file size 5MB. Format support doc,docx, xls,xlsx pdf, jpg.
29	Others	Texbox	N	To capture the file which is to be uploaded.
		File Attachment	N	DIGIT standard file attachment component, file size 5MB. Format support doc,docx, xls,xlsx pdf, jpg.

Validations

1. Field level validations as mentioned in the attribute tables and the in-line validations are displayed.

   • Amount: “Amount can include numbers only.”

   • Material Cost: “Material cost includes numbers only.”

   • Labour Cost: “Labour cost includes numbers only.”

2. The total Material Cost and Labour Costs should not be more than the Total Estimated Amount.

   • Validation Message: “Material and labour costs should not be more than the estimated amount.”

Configurations

Attachments

DIGIT standard attachment component.

Workflow

It is configurable at the ULB level, the stories for configuring the workflow are given separately.

Overheads/ Additions

1. The overheads in general being used in estimates are given below.

   • Royalty on Earth Work - It is user entered value

   • Supervision Charge - It is calculated and calculated on the line item amount at the rate of 7.5%.

   • Goods and Service Tax - It is calculated and calculated on the line item amount at the rate of 18%.

2. Overheads are configurable in the system and configured with its complete definition.

3. There is a separate ticket for overhead configuration.

Actions

On Submit

1. The workflow window is displayed to capture the assignee name and the comments for forwarding the estimate.

2. On Forward -

   • The success Page is displayed.

   • The estimate record gets saved into the system, and the workflow state reflects ‘Pending for verification’.

   • Estimate No. is generated in a specified format, if it is a direct submit.

   • Format for Estimate No. is ES/FY/<6digitrunningno.>. Example: ES/2022-23/000051

   • The 6-digit running sequence no. is reset to 1 at the start of every FY.

   • The estimate is available to download in PDF as per the given format. There will be a separate ticket for PDF download.

3. In case the system fails to create the record, the Failure Page is displayed.

Notifications

Not applicable.

User Interface

DIGIT-Works

Acceptance Criteria

Acceptance Criteria	Description
1	Overheads are rendered and their values are calculated according to the configuration.
2	On Submit, the estimate gets saved, workflow state changes accordingly, and estimate no. is generated.