Estimate Edit/Submit Workflow

Scope

Edit estimate details.

Actors

Estimate Creator

Details

Edit Estimate

1. The Edit Estimate action is mapped to the Estimate Creator user role.

2. It is configurable and can be mapped to other roles too as per requirement.

3. The estimate which is in a workflow can only be edited. Rejected and approved estimates can not be edited.

4. Edit Estimate allows the user to edit the below-given estimate details.

S.No.	Field	Data Type	Required	Description
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.

Role	Workflow window
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

DIGIT-Works

Acceptance Criteria

Acceptance Criteria	Description
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