Estimate Edit/Submit Workflow
Scope
Edit estimate details.
Actors
Estimate Creator
Details
Edit Estimate
The Edit Estimate action is mapped to the Estimate Creator user role.
It is configurable and can be mapped to other roles too as per requirement.
The estimate which is in a workflow can only be edited. Rejected and approved estimates can not be edited.
Edit Estimate allows the user to edit the below-given estimate details.
1
Estimate No.
Display Only
Y
2
Estimate Type
Display Only
Y
3
Project ID
Display Only
Y
4
Date of proposal
Display Only
Y
5
Project Name
Display Only
Y
This value is populated from project
6
Project Description
Display Only
Y
This value is populated from project
7
Project Details
Tab/ Display
Same to project view
8
Estimation Details
Tab
9
Line Items
Grid
SOR/ Non-SOR items.
10
Description
Textbox
Y
The description of SOR/ Non-SOR item.
11
UOM
Drop-down
Y
Unit of measurement from the drop-down.
12
Rate
Numeric
Y
Rate per unit
13
Quantity
Numeric
Y
Quantity estimated
14
Amount
Auto-calculated
Y
Amount calculated, Rate*Quantity.
15
Total
Auto-calculated
Y
Grid total
16
Overhead
Section/ Grid
17
Overhead
Drop-down
Y
The values are populated from the configuration
18
Percentage/ Lump-sum
Display
Y
The value is displayed per the configuration.
19
Amount
Auto-calculated
Y
Auto-calculated/ User Entered, based on the configuration.
20
Total
Auto-calculated
Y
Grid Total
21
Total Estimated Amount
Auto-calculated
Y
Total estimated value of the project.
22
Labour and Material Analysis
Section
23
Material Cost
Numeric
Y
Cost of the material component
24
Labour Cost
Numeric
Y
Cost of the labour component
25
Relevant Documents
26
Detailed Estimate
File Attachment
Y
DIGIT standard file attachment component, file size 5MB.
27
Labor Analysis
File Attachment
Y
DIGIT standard file attachment component, file size 5MB.
28
Material Analysis
File Attachment
Y
DIGIT standard file attachment component, file size 5MB.
29
Project Design
File Attachment
N
DIGIT standard file attachment component, file size 5MB.
30
Others
Texbox
N
To capture the file which is to be uploaded.
File Attachment
N
DIGIT standard file attachment component, file size 5MB.
Once the estimate is edited, it is re-submitted again for approval process using the Submit action.
Notification
Not applicable.
Actions
On submit a workflow pop-up window is displayed based on the logged-in user role.
Estimate Creator
Submit pop-up window
Estimate Verifier
Verify and Forward pop-up window
Technical Sanctioner
Technical Sanction pop-up window
Approver
Approval pop-up window
On taking respective workflow action, changes get saved and the estimate is forwarded to the next user in the workflow.
On Cancel, the pop-up window is closed and the submit action is cancelled.
Messages are displayed as per workflow stories.
UI
Acceptance Criteria
1
Configurable role-based access
2
Only the estimates in workflow can be edited
3
Estimate is opened in editable mode
4
The details given in the table can be edited by user
5
On Submit the estimate is again forwarded to the next user for the approval process
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