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The Estimate option enables employee users to -
Access employee inbox
Home Page > Estimates
Click on the Estimate Inbox Page on the home page.
On the left side on the top feature menus are displayed.
On the left side, the bottom panel displays the filters.
Assigned to Me - The only estimates assigned to the logged-in user are displayed on the right side window.
Assigned to All - It is default selected and hence the estimates assigned to anyone are displayed on the right side window.
Ward- It filters the application based on the ward selected and then displays the result on the right side window.
Workflow States - It appears only when the application type filter is selected and filters the application based on the application status selected and then displays the result on the right side window.
On the top right side, search parameters are displayed, which allow you to search the estimate by Estimate Number, Project ID, and Project Type.
On the bottom right side, a window is provided to list the estimates based on the default settings and applied filters and search parameters.
Home Page > Estimates> Search Estimate
The search estimate enables ULB employees to find specific estimates using multiple filters.
Search Criteria
Ward
Project Type
Project Name
Estimate Number
Status
From Date
To Date
At least one parameter is mandatory. Enter any one filter or more to search for an estimate.
The system fetches the estimates created between the specified period by entering the date range in created from and created to. The From Date and To Date field is considered one parameter.
Click on the Search button to view the search results.
Click on the Reset button to renew the search using different parameters.
Search Result
Estimate Number
Project Name
Location
Prepared by
Status
Estimated Amount (₹)
Home Page > Estimates> Inbox > Search Estimate > Search Results
Click on the applicable Estimate Number from the search results to view the estimate details.
Home Page > Estimates > Inbox > Create Estimate
To create an estimate for a project, search for the project using the search project feature. Open the project to view the details. Navigate to the Actions button on the bottom right corner and click on the Create Estimate option.
Search for the project is searched using the Search Project.
Click on the applicable Project ID from the search results list to view the project details.
The complete project detail is displayed along with the attached documents and the Actions menu.
Click on the Create Estimate option. This opens the Create Estimate page.
The basic project details are displayed at the top of the page.
The project details tab displays the full project details.
Estimate details are captured in 2 grids - SOR/Non-SOR items and overhead.
Enter the Item Description, Unit, Rate, and Estimated Quantity in the SOR/Non-SOR Grid. Click on Add Line Item button to append additional items.
An overhead grid is provided to capture the GST and Supervision Charges.
The total of SOR/ Non-SOR and overheads grids are displayed as Total Estimate Amount.
An option to enter the Labour and Material cost is provided. Total these 2 can not be more than the total estimated amount.
Upload the documents in the Relevant Documents section required to verify and approve the estimate.
Click on Create Estimate button once the details are filled in. All fields marked with an asterisk are mandatory.
Creator
The Estimate Creator (EC) is responsible for creating and forwarding the estimation along with relevant documents uploaded.
EV can
Forward estimate
Edit estimate
Create and Forward
Estimate creator (EC) has the rights to create an estimate for a project and then forward it to the verifier. On creation, the EC gets the forward dialog box from which the user optionally selects the verifier’s name as assignee name, add the comments if any, and then forward the estimate.
On Forward, the estimate is forwarded to the verifier and the success page is displayed with the success message and estimate number.
Edit
The estimate creator (EC) has the rights to edit the estimate in the case the estimate is sent back for any correction.
The estimate pending for correction is available on the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Edit from the Take Action. Estimate is opened into editable mode.
After edit, the submit estimate is again sent to the verifier for verification.
Verifier
The Estimate Verifier (EV) is responsible for verifying the estimation and supporting documents uploaded.
EV can
Verify and forward estimate
Send estimate back to EC
Verify and forward
The EV verifies and forwards the application if the documents and estimation provided in the estimate is found satisfactory and complete.
To verify and forward the estimate
The estimate pending for verification is available on the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Verify and Forward from the Take Action. A pop-up window is opened.
Select the estimate’s technical sanctioner’s name as Assignee Name.
Provide any additional information for the assignee in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Verify and Forward button. The application is forwarded to the technical sanctioner.
Send back
EV can send the estimate back to the EC for any corrections or if any vital document has not been uploaded.
To send the estimate back to the CE
The estimate pending for verification is available in the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Send Back from the Take Action. Pop-up window is opened.
State the reasons for sending the estimate back to the CE in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The estimate is placed into CE’s inbox and enabled for editing.
Home Page > Bills
From the Home Page on click of the Bills, the Inbox Page is displayed.
On the left side on the top feature menus are displayed.
On the left side on the bottom Filters Panel is displayed with the filters.
Assigned to Me - The only bills assigned to the logged-in user are displayed on the right side window.
Assigned to All - It is default selected and hence the bills assigned to anyone are displayed on the right side window.
Ward- It filters the application based on the ward selected and then displays the result on the right side window.
Workflow States - It appears only when the application type filter is selected and filters the application based on the application status selected and then displays the result on the right side window.
On the right side of the top, search parameters are displayed, which allow you to search the bill by Bill Number, Project ID, and Bill Type.
On the right side on the bottom, a window is provided to list the bills based on default setting and applied filters and search parameters.
Home Page > Bills > Inbox > Search Bill
The search Bill enables ULB employees to search for a specific Bill using different search parameters.
Search Criteria
Ward
Bill Type
Project Name
Bill Number
Status
Created From Date
Created To Date
Search Result
Bill Number
Project Name
Location
CBO Name
Bill Type
Status
Bill Amount
Home Page > Bills > Inbox > Search Bill > Search Results
The bill for which the details to be displayed is searched using Search Bill and then opened by clicking on bill number.
Click on the Bill Number to view the Bill details.
Complete bill details are displayed along with attached documents and the option to download the bill in PDF.
Home Page > Bills > Inbox > Create Bill
To create a bill for a project, the work order for the project is searched using the search work order and opened to view the details. Then from the view work order page, the action Create Purchase Bill is clicked. Other bills, wages and supervision are created automatically.
A work order is searched using the Search Work Order and the search result is displayed.
Click on the Work Order Number to view the work order details.
Click on the Create Purchase Bill from the action.
Create Purchase Bill page is opened.
Fill all the relevant details properly and then forward the application.
On successful completion, the success page is displayed along with the bill number.
Creator
The Bill Creator (BC) is responsible for creating and forwarding the Purchase Bill along with relevant documents uploaded.
Note: Please note that the other 2 bills viz. Wage and Supervision Bills are created automatically by the system.
BC can
Create and forward purchase bill
Edit purchase bill
Create and Forward
Bill creator (BC) has the rights to create a bill for a project and then forward it to the verifier. On creation, the BC gets the forward dialog box from which the user optionally selects the verifier’s name as assignee name, add the comments if any, and then forward the bill.
On forward, the bill is forwarded to the verifier and the success page is displayed with the success message and bill number.
Edit
The bill creator (BC) has the rights to edit the bill in the case the bill is sent back for any correction.
The bill pending for correction is available in the Inbox. Else, search for the bill using the search bill.
Click on the bill number to open the bill and view the details.
Select the Edit from the Take Action. Bill is opened into editable mode.
Verifier
The Bill Verifier (BV) is responsible for verifying the bill and supporting documents uploaded.
BV can
Verify and forward Bill
Send Bill back to BC
Verify and forward
The BV verifies and forwards the Bill if the documents and information provided in the Bill is found satisfactory and complete. To verify and forward the Bill
The bill pending for verification is available in the Inbox. Else, search for the bill using the search bill.
Click on the bill number to open the bill and view the details.
Select the Verify and Forward from the Take Action. A pop-up window is opened.
Select the approver’s name as Assignee Name.
Provide any additional information for the assignee in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Verify and Forward button. The bill is forwarded to the approver.
Send back
BV can send the Bill back to the BC for any corrections or if any vital document has not been uploaded. To send the Bill back to the BC.
The bill pending for verification is available in the Inbox. Else, search for the bill using the search bill.
Click on the bill number to open the bill and view the details.
Select the Send Back from the Take Action. A pop-up window is opened.
State the reasons for sending the bill to BC in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The bill is placed into BC’s inbox and the bill enabled for editing.
Approver
The Approver verifies the bill and if the documents and information provided in the bill is found satisfactory, complete, and as per the guideline, the bill is approved.
Approver can
Approve the bill
Send the bill back to BV
Send the bill back to BC
Approve
The bill Pending for Approval is available in the Inbox. Else, search for the bill using the search bill.
Click on the bill number to open the bill and view the details.
Select the Approve from the Take Action. A pop-up window is opened.
Provide any additional information in the Comments section.
Click on the Approve Files button to upload any supporting documents.
Click on the Approve button. The bill is approved.
Send Back
To send the bill back to the BV
The bill pending for approval is available in the Inbox. Else, search for the bill using the search bill.
Click on the bill number to open the bill and view the details.
Select the Send Back from the Take Action. A pop-up window is opened.
State the reasons for sending the bill back to the BV in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The bill is placed into BV’s inbox.
Send back to originator
To send the bill back to the BC
The bill pending for approval is available in the Inbox. Else, search for the bill using the search bill.
Click on the bill number to open the bill and view the details.
Select the Send Back from the Take Action. A pop-up window is opened.
State the reasons for sending the bill back to the BC in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The bill is placed into BC’s inbox and the bill enabled for editing.
Search
Home > Wage Seekers / Sidebar Menu > Wage Seekers
From the homepage, click on Wage Seeker to search Wage Seeker.
Fill all the details inquired and click on Search.
Search Criteria
Ward
Wage Seeker Name
Wage Seeker ID
Mobile Number
Social Category
Created from Date
Created to Date
Search Result
Once you have filled all details and clicked on Search, it displays the following details:
Wage Seeker ID
Wage Seeker Name
Father/ Husband Name
Social Category
City
Ward
Locality
View
Sidebar Menu / Homepage > Wage Seeker > Search Wage Seeker > Wage Seeker Result > Wage Seeker ID > View Wage Seeker
To View the Wage Seeker, one must Search Wage Seeker.
Once you have filled all details and clicked on Search, it displays the Search Result
Click on the Wage Seeker ID in orange.
This displays the View Wage Seeker.
Modify
Sidebar Menu/ Homepage > Wage Seeker > Search Wage Seeker > Wage Seeker Result > Wage Seeker ID > View Wage Seeker > Modify Wage Seeker
To modify any details regarding Wage Seekers, one must view the Wage Seeker and then click on Modify at the bottom of the page. This will display all details of the Wage Seeker. Make necessary changes and click on Save at the bottom.
The work in the finalized work list is called a project. The project option enables employees to -
Home Page > Projects > Search Project
The search project option enables ULB employees to find specific projects using multiple filters.
Search Filters
Ward
Project Type
Project Name
Project ID
Created From
Created To
At least one parameter is mandatory. Enter any one or more to search for a Project.
The system fetches the estimates created between the specified period by entering the date range in created from and created to. The Created From and Created To are considered one parameter.
Click on the Search button to view the search results.
Click on the Reset button to renew the search using different parameters.
Search Result
Project ID
Project Name
Location
Project Cost
Home Page > Projects > Search Project > View Project Details
Search for the project to view details. Click on the Project ID to open and view the project page.
Home Page > Projects > Search Project > Create Project
To create a project click on the Create New Project button. It takes the user to create a project form.
Fill in all the required details and attach the relevant documents.
Click on the Create Project. On successful creation of the project, the success page is displayed along with Project ID and options to go back to the Search Project, go back to the home page, or create an estimate for the project.
Home Page > Projects > Search Project > View Project > Modify Project
The project details can be modified to correct the fields that were wrongly entered at the time of creating the project. Search for the specific project and open it to view the details. Navigate to the Actions button and click on Modify Project.
The project details are in the edit mode. Make the required changes.
Note: All details can be modified except for the Project ID.
The project for which the estimate is already created can not be modified.
Creator
The Work Order Creator (WC) is responsible for creating and forwarding the work Order along with relevant documents uploaded.
WC can
Create and forward work order
Edit work order
Create and Forward
Work order creator (WC) has the rights to create a work order for a project and then forward it to the verifier. On creation, the WC gets the forward dialog box from which the user optionally selects the verifier’s name as assignee name, add the comments if any, and then forward the work order.
On Forward, the work order is forwarded to the verifier and the success page is displayed with the success message and work order number.
Edit
The Work order creator (WC) has the rights to edit the work order in the case the work order is sent back for any correction.
The work order pending for correction is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Edit from the Take Action. Work order is opened into editable mode.
Verifier
The Work Order Verifier (WV) is responsible for verifying the work order and supporting documents uploaded.
WV can
Verify and forward work order
Send work order back to WC
Verify and forward
The WC verifies and forwards the application if the documents and information provided in the work order is found satisfactory and complete.
To verify and forward the work order
The work order pending for verification is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Verify and Forward from the Take Action. A pop-up window is opened.
Select the approver’s name as Assignee Name.
Provide any additional information for the assignee in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Verify and Forward button. The work order is forwarded to the approver.
Send back
WV can send the work order back to the WC for any corrections or if any vital document has not been uploaded.
To send the work order back to the WE
The work order pending for verification is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Send Back from the Take Action. A pop-up window is opened.
State the reasons for sending the work order back to WE in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The work order is placed into WE’s inbox and the work order enabled for editing.
Approver
The Approver verifies the work order and if the documents and information provided in the work order is found satisfactory, complete and as per the guideline, the work order is approved.
Approver can
Approve the work order
Send the work order back to WV
Send the work order back to WC
Reject the work order
Approve
The work order Pending for Approval is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Approve from the Take Action. A pop-up window is opened.
Provide any additional information in the Comments section.
Click on the Approve Files button to upload any supporting documents.
Click on the Approve button. The estimate is approved.
Send Back
To send the work order back to the WV
The work order pending for approval is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Send Back from the Take Action. Pop-up window is opened.
State the reasons for sending the work order back to the WV in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The work order is placed into WV’s inbox.
Send back to originator
To send the work order back to the WE
The work order pending for approval is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Send Back from the Take Action. A pop-up window is opened.
State the reasons for sending the work order back to WE in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The work order is placed into WE’s inbox and the work order enabled for editing.
Reject
The Approver can reject the work order if the documents and information furnished by the WC does not meet the prescribed guidelines.
To reject the work order
The work order Pending for Approval is available in the Inbox. Else, search for the work order using the search work order.
Click on the work order number to open the work order and view the details.
Select the Edit from the Take Action. A pop-up window is opened.
State the reasons for rejecting the work order in the Comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Reject button. The work order is rejected, and a notification is sent to the WC informing the same.
Home Page > Work Orders
From the Home Page on click of the Work Orders, Inbox Page is displayed.
On the left side on the top feature menus are displayed.
On the left side on the bottom Filters Panel is displayed with the filters.
Assigned to Me - The only work orders assigned to the logged-in user are displayed on the right side window.
Assigned to All - It is default selected and hence the work orders assigned to anyone are displayed on the right side window.
Ward- It filters the application based on the ward selected and then displays the result on the right side window.
Workflow States - It appears only when the application type filter is selected and filters the application based on the application status selected and then displays the result on the right side window.
On the right side of the top, search parameters are displayed, which allow you to search the work order by Work Order Number, Project ID, and Project Type.
On the right side on the bottom, a window is provided to list the work orders based on default setting and applied filters and search parameters.
Home Page > Work Orders> Inbox > Search Work Order
The search work order enables ULB employees to search for a specific work order using different search parameters.
Search Criteria
Ward
Project Type
Project Name
Work Order Number
Status
Created From Date
Created To Date
At Least one parameter is mandatory. Enter anyone for more to search for a work order.
The system fetches the work order created between the specified period by entering the date range in created from and created to. From Date and To Date considered as one parameter.
Click on the Search button to view the search results.
Click on the Reset button to renew the search using different parameters.
Search Result
Work Order Number
Project Name
Name of CBO
Role of CBO
Location
Status
Amount
Home Page > Work Orders > Inbox > Search Work Orders> Search Results
The work order is searched using the search work order and then click on the work order number to see the detail.
Click on the work order number to view the work order details.
Complete work order details are displayed along with attached documents and the option to download the work order in PDF.
Home Page > Work Orders > Inbox > Create Work Order
To create a work order for a project, a related estimate is searched and opened to view the details. Then from the view estimate page, action Create Work Order is clicked.
The estimate is searched using the Search Estimate and the search result is displayed.
Click on the Estimate Number to view estimate details.
Click on the action ‘Create Work Order’, then open to create work order page.
All the details are filled properly and then click on ‘Create Work Order’ to create the work order. Please make a note the fields marked with asterisk are mandatory to fill.
Technical Sanctioner
The Technical Sanctioner (TS) is responsible for technically sanctions the estimate.
TS can
Technical sanction estimate
Send the estimate back to EV
Send the estimate back to EC
Reject the estimate
Technical Sanction
The TS technically approves the estimate if the estimate is found technically correct.
To technically sanction the estimate
The estimate pending for verification is available on the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Send Back from the Take Action. A pop-up window is opened.
Select the estimate’s approver’s name as Assignee Name.
Provide any additional information for the assignee in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Technically Sanction button. The application is forwarded to the estimate approver.
Send Back
TS can send the estimate back to the EV for any clarification which is needed by TS to proceed further.
To send the estimate back to the EV
The estimate pending for technical sanction is available in the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Send Back from the Take Action. A pop-up window is opened.
State the reasons for sending the estimate back to the EV in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The estimate is placed into EV’s inbox.
Send back to originator
TS can send the estimate back to the EC for any corrections or if any vital document has not been uploaded.
To send the estimate back to the CE
The estimate pending for technical sanction is available in the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Send Back from the Take Action. A pop-up window is opened.
State the reasons for sending the estimate back to the CE in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The estimate is placed into CE’s inbox and the estimate enabled for editing.
Reject
The TS can reject the estimate if the documents and information furnished by the EC does not meet the prescribed guidelines.
To reject the estimate
The estimate Pending for Technical Sanction is available on the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Reject from the Take Action. A pop-up window is opened.
State the reasons for rejecting the estimate in the Comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Reject button. The estimate is rejected, and a notification is sent to the EC informing the same.
Approver
The Approver verifies the estimate and if the documents and estimation provided in the application is found satisfactory and complete and estimation amount as per the guideline, the estimate is approved.
Approver can
Approve the estimate
Send the estimate back to TS
Send the estimate back to EC
Reject the estimate
Approve
The estimate Pending for Approval is available in the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Approve from the Take Action. A pop-up window is opened.
Provide any additional information for the applicant in the Comments section.
Click on the Approve Files button to upload any supporting documents.
Click on the Approve button.The estimate is approved.
Send Back
To send the estimate back to the TS
The estimate pending for approval is available in the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Send Back from the Take Action. Pop-up window is opened.
State the reasons for sending the estimate back to the TS in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The estimate is placed into TS’s inbox.
Send back to originator
To send the estimate back to the CE
The estimate pending for technical sanction is available in the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Send Back from the Take Action. A pop-up window is opened.
State the reasons for sending the estimate back to the CE in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The estimate is placed into CE’s inbox and the estimate enabled for editing.
Reject
The Approver can reject the estimate if the documents and information furnished by the EC does not meet the prescribed guidelines.
To reject the application
The estimate Pending for Approval is available in the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Edit from the Take Action. A pop-up window is opened.
State the reasons for rejecting the estimate in the Comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Reject button. The estimate is rejected and a notification is sent to the EC informing the same.
Create
Home > Sidebar Menu/ Homepage > Organization > Search Organization > Create Organization
To Create Organization for a project
Click on Organization in the sidebar menu from the homepage and select to Create Organization. Alternatively, one can click on Organization from the homepage to view Search Organization and click on Add New Organization.
This will display the Create Organization Page with various details such as name of organization, functional details, contact, financial and location details to be filled.
Click on Create Organization after filling the details.
Search
Home >Sidebar Menu/ Homepage > Organisation > Search Organisation
To Search an Organisation for a project
Click on Organisation in the sidebar menu from the homepage and select to Search Organisation.
This will display the Search Organisation page where details such as Ward, Organisation Type, Name of the Organisation, Organisation ID needs to be filled.
This will view the Search Result; Organisation ID, Name of the Organisation, Organisation Type, Organisation Sub type, Address and the Status.
View
Home >Sidebar Menu/ Homepage > Organisation > Search Organisation > Organisation ID > View Vendor Organisation
Click on Organisation in the sidebar menu from the homepage and select to Search Organisation.
This will display the Search Organisation page where details such as Ward, Organisation Type, Name of the Organisation, Organisation ID needs to be filled.
This will view the Search Result; Organisation ID , Name of the Organisation, Organisation Type, Organisation Sub type, Address and the Status.
Click on Organisation ID to view the Vendor Organisation.
Modify
Home > Sidebar Menu/ Homepage > Organisation > Search Organisation > Organisation ID > View Vendor Organisation
To modify any details regarding Organizations, one must view the Organizations and then click on Modify at the bottom of the page. This will display all details of the Organization. Make necessary changes and click on Save at the bottom.
