Create Estimate
Last updated
Last updated
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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.
Create Estimate
Search Project → Search Result → View Project Details → Create Estimate
Employee Role: Estimate Creator
For each project, an estimate is created to award the work to CBO/ JE.
Create Estimate form is developed as per the UI design provided and the attributes listed below.
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.”
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.”
DIGIT standard attachment component.
It is configurable at the ULB level, the stories for configuring the workflow are given separately.
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%.
Overheads are configurable in the system and configured with its complete definition.
There is a separate ticket for overhead configuration.
The workflow window is displayed to capture the assignee name and the comments for forwarding the estimate.
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.
In case the system fails to create the record, the Failure Page is displayed.
Not applicable.
| Acceptance Criteria | Description |
|---|---|
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.
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.