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Edit estimate details.
Estimate Creator
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.
Not applicable.
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.
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
Verify and forward estimates
Estimate Verifier
To verify and forward the estimate to the next workflow user - the verify and forward action is provided with a pop-up window to capture the below-given details.
Assignee name - This field is drop-down and non-mandatory. The drop-down displays employees having the role of Technical Sanctioner with their names and the designation. For instance, Mahesh K works as a Municipal Engineer and has the role of technical sanctioner displayed as Mahesh K - Municipal Engineer.
Comments - This is a text and non-mandatory field. Users can add any remarks or comments.
Attach Supporting Document - This is a non-mandatory field. Users can attach and upload supporting documents.
Verify and Forward - This is an action button.
Cancel - This is an action button.
On Verify and Forward,
The pop-up window is closed, a toast success message is displayed and the view estimate page is refreshed.
The action menu is loaded according to the role-action mapping of the currently logged-in user.
The estimate is forwarded to the next user in the workflow and displayed in their inbox.
The workflow state changes accordingly and timelines show the current state of the estimate.
The estimate is removed from the currently logged-in user’s inbox.
Estimate Verifier
Pending for verification
Pending for technical sanction
Verified
On cancel, the pop-up window is closed and the toast cancel message is displayed on the view estimate page.
Toast Success Message:
The estimate is verified and forwarded successfully.
Failure Message:
Verification of estimate failed.
Toast Cancel Message:
Action is cancelled.
Not applicable.
1
Clicking on Verify and Forward moves the estimate to the next user in the flow
2
The pop-up window is closed and the view estimate page is refreshed. Toast success message is displayed.
3
The View Estimate page is refreshed based on the changes in the workflow status and the existing user role.
4
On cancel the pop-up window is closed. A toast cancel message is displayed.
Reject estimates
Employees
To reject an estimate, action is provided to capture the below-given details and reject the estimate.
Comments - This is a text and non-mandatory field. Users can add any remarks or comments.
Attach Supporting Document - Users can attach and upload the required documents.
Reject - This is an action button.
Cancel - This is an action button.
On Reject,
The pop-up window is closed and a toast reject message is displayed.
The estimate page is refreshed. No actions are enabled for the rejected estimate.
The estimate creator is informed about the rejection of the estimate.
Workflow state changes as given below.
<the role having access of reject action>
<Current State>
Rejected
Rejected
On cancel, the toast cancel message is displayed on the view estimate page.
Toast Success Message:
The estimate is rejected successfully.
Failure Message:
Rejection of estimate failed.
Toast Cancel Message:
Action is cancelled.
SMS to the creator’s mobile
Estimate <estimate no.> for the project <project name> of the location <location> is rejected by <username+designation>. For more details, log in to MUKTASoft to view the estimate details.
On reject, the estimate is rejected and the estimate status changes accordingly.
No further actions can be performed on a rejected estimate.
Notification is sent to the estimate creator.
Workflow state changes as mentioned above in the story.
Send back the estimate to the previous user for necessary action.
Estimate Verifier, Technical Sanction, Estimate Approver
To send the estimate back to the previous user in the workflow, Send Back action is provided with the below details to be captured.
Comments - This is a text area and non-mandatory. Users can add any remarks/instructions to be passed on to the previous users in the workflow.
Attach Supporting Document - This is the field for document upload and non-mandatory. Users can attach and upload supporting documents as required. I
Send Back - This is an Action button.
Cancel - This is an Action button.
On Send Back
The pop-up window is closed and a toast success message is displayed.
The view estimate page is refreshed and the action menu is loaded according to the role the logged-in user has.
The estimate is sent back to the previous user’s inbox.
Workflow states change as per the flow.
Estimate Verifier
Pending for verification
Pending for correction
Sent Back
Technical Sanction
Pending for technical sanction
Pending for verification
Sent Back
Estimate Approver
Pending for approval
Pending for technical sanction
Sent Back
On cancel, the toast cancel message is displayed on the view estimate page.
Toast Success Message:
The estimate is sent back successfully.
Failure Message:
Sending back of estimate is failed.
Toast Cancel Message:
Action is cancelled.
Not applicable.
1
On send back, the Pop-up window is closed, a toast success message is displayed and the view estimate page is refreshed
2
The estimate is sent back to the previous user in the workflow
3
Workflow state changes based on the role as mentioned in the story above
4
On cancel, the pop-up window is closed and the toast cancel message is displayed
Approve estimates
Estimate Approver
For the approval of an estimate, action Approve is provided and the below-given detail is captured in a pop-window on approval.
Comments - This is a text and non-mandatory field. Users can add any remarks or comments.
Attach Supporting Document - This is a non-mandatory field. Users can attach and upload supporting documents.
Approve - This is an action button.
Cancel - This is an action button.
On Approve,
The estimate is approved.
Approve pop-up window is closed, a toast success message is displayed and the view estimate page is refreshed.
Workflow state changes as given below.
Estimate Approver
Pending for approval
Approved
Approved
On cancel, the toast cancel message is displayed.
Toast Success Message:
The estimate is administratively approved successfully.
Failure Message:
Approval of estimate failed.
Toast Cancel Message:
Action is cancelled.
SMS to the estimate creator
Estimate <estimate no.> for the project <projectname> of the location <location> is approved. For more details log in to MUKTASoft to view the estimate details.
1
On approval, estimate workflow state changes accordingly.
2
On approval, a notification is sent to the estimate creator.
View Estimate
Search Estimate → View Estimate.
Employee
Role: All roles applicable to an employee user.
To view the details of the saved Estimate, View Estimate Page is provided.
Estimate is searched using the Search Estimate feature and then on click of Estimate No. view estimate page is opened with the below details displayed.
Estimate No.
Estimate Type
Project ID
Date of Proposal
Project Name
Project Description
Project Details [ The project details are shown as view project detail in a separate TAB]
Estimation Details
Line Items - Below information is displayed in the grid.
Description
UOM
Rate
Quantity
Amount
Total - Grid total.
Overheads - Below information is displayed in the grid.
Overhead
Percentage/ Lump-sum
Amount
Total - Grid Total
Total Estimated Amount
Material and Labour Analysis
Labour Cost
Material Cost
Attachments
Detailed Estimate
Labour Analysis
Material Analysis
Design Document
Timelines [DIGIT standard way of displaying the timelines, refer to wire-frame and as described in workflow story]
Actions - Based on the workflow state and role the logged-in user has.
Not applicable.
Not applicable.
For In Workflow Estimates, actions in the Action Menu, workflow actions based on the role of the logged-in user.
Verify and Forward,
Technical Sanction
Approve
Send Back
Send Back To Originator
Edit Estimate
Reject
For Approved Estimates, actions in the Action Menu, actions based on the role of the logged-in user.
Create Work Order - If the estimate is not created.
View Work Order - If the work order is created and not in Rejected status.
Create Revised Estimate - In V2.
Create Deviation Statement- In V2.
Rejected - No actions/ even action button is not displayed.
Not applicable.
Fill in and submit estimate details.
Estimate Creators
Estimate Creators will find the On Submit pop-up window to capture the details given below:
Assignee name - This field offers a drop-down and is non-mandatory. The drop-down displays the names of employees having the role of Estimate_Verifier and their Designation. For instance, Suresh K working as Junior Assistant Executive Engineer and having the role of estimate verifier is displayed as Suresh K - Assistant Executive Engineer.
Comments - This field is a text area and is non-mandatory. The field is used to add any remarks or comments in context.
Forward - This is an action button.
Cancel - This is an action button.
The On Forward pop-up window captures the following details:
The submit pop-up window is closed and a toast success message is displayed and the view estimate page is refreshed.
The action menu is loaded according to the role-action mapping of the currently logged-in user.
The estimate is forwarded to the next user in the workflow and shown in its inbox.
The workflow state changes accordingly and timelines show the current state of the estimate.
The estimate is removed from the currently logged-in user’s inbox.
The On Cancel closes the submit pop-up window and displays the toast cancel message on the View Estimate page.
Toast Success Message
The estimate is forwarded successfully.
Failure Message
Forward of estimate failed.
Toast Cancel Message
Action is cancelled.
As mentioned in the story.
Not applicable.
Send back estimates to the originator for necessary action.
Employees
This allows the user to send the estimate back to the originator’s inbox for any correction required. Below given detail is captured.
Comments - This is a text area and non-mandatory field. Users can add any remarks/ instructions to be passed to the originator of the estimate.
Attach Supporting Document - This is a document upload field and non-mandatory. Users can attach and upload supporting documents while sending the estimate back to the originator.
Send Back - This is an action button.
Cancel - This is an action button.
On Send Back
The pop-up window is closed and a toast success message is displayed.
The view estimate page is refreshed and the actions menu is loaded according to the role the logged-in user has.
The estimate is moved to the creator’s inbox.
The Edit Estimate option is available to the Estimate Creator to edit the estimate and attached the new documents files and submit it.
Workflow state changes as given below.
Clicking on cancel closes the pop-up window and the toast cancel message is displayed on the view estimate page.
Toast Success Message:
The estimate is sent back to the creator successfully.
Failure Message:
Sending back of estimate failed.
Toast Cancel Message:
Action is cancelled.
Not applicable.
Inbox for Employees
Employees
Role: Estimate_Creator, Estimate_Verifier, Technical_Sanctioner, Estimate_Approver.
Inbox page for employees to be developed duly taking care of the MUKTA branding aspect.
The inbox of employees is divided into 4 sections.
Product Name - MUKTA in this case.
Menu Links
Create Estimate - This link will take the user to the Search Project screen to search the project and create the estimate.
Search Estimate - This link will take the user to the Search Estimate screen to search the estimates and view the details.
Estimate No.
Project ID
Project type
Assigned to me - This filter allows the users to filter the estimates assigned to logged-in users only and display the results accordingly.
Assigned to all - Selected by default this filter allows the users to search and view all the estimates that are pending for action and assigned to the user-specific role.
Ward - Multi-select filter to fetch estimates created for selected projects belonging to the selected ward(s).
Locality - Multi-select filter to fetch estimates created for selected projects belonging to selected locality(ies).
Workflow state - Filter to display the estimates in the selected workflow state.
Estimate No.
Project name
Prepared by
Assignee
Workflow state
Estimated Amount
SLA days remaining
It should be a DIGIT standard Inbox that allows configuration based on requests from the implementation.
Not applicable
Not applicable
Menu Links and Search, Filter Apply and Numbers Hyperlinks.
Not applicable.
Technical sanction of estimates.
Employees
To technically sanction the estimate the action Technical Sanction is enabled in the action menu and a pop-up window is opened with the following details.
Assignee name- This is a drop-down field and non-mandatory. The drop-down displays employees having the role of Estimate Approver with their names and the designation. For instance, Rakesh K works as an Executive Officer and has the role of Estimate Approver displayed as Rakesh K - Estimate Approver.
Comments - This is a text and non-mandatory field. Users can add any remarks or comments.
Attach Supporting Document - This is a non-mandatory field. Users can attach and upload supporting documents.
Technical Sanction- This is an action button.
Cancel - This is an action button.
On technical sanction,
The pop-up window is closed, a toast success message is displayed and the view estimate page is refreshed.
The action menu is loaded according to the role-action mapping of the current user.
The application is forwarded to the next user in the workflow and the workflow state changes.
Timelines show the current state of the estimate in the workflow.
Clicking on cancel closes the pop-up window and a toast cancel message is displayed on the view estimate page.
Toast Success Message:
The estimate is technically sanctioned successfully.
Failure Message:
Technical sanctioning of estimated failed.
Toast Cancel Message:
Action is cancelled.
Not applicable.
Search estimates enable the users to search a in workflow/ approved estimate to take further action, like creating a work order.
Search an estimate by various ULB employees/users.
Employee
Role: Estimate Creator, Estimate Verifier, Technical Sanctioner, Approver.
Search Estimate - It has to be configurable and allow mapping with a role on demand.
Search Estimate is provided to allow the users to search for an estimate and view its details.
At least one parameter’s value is required to perform the search.
The date range From Date/ To Date is considered one parameter.
An exact search is performed for the values entered/selected other than Project Name.
For Project Name, fuzzy search to be provided.
In case multiple parameter values are supplied AND are applied for searching record.
The search result is shown as given below.
Pagination is displayed to handle the big result set. 10 records per page are displayed.
The option to download the result set in Excel/ PDF is provided.
At least one parameter’s value is required to perform the search.
Search - It will perform the search and display the result. In case, no result is found appropriate message is displayed.
Clear Search - It will clear the search parameters.
Estimate No. - Hyperlink will take the user to the estimate detail page.
Not applicable.
For any project, an estimate is prepared and then sent for the approval process. The approval process contains various workflow levels and states associated with those levels.
Estimate preparation for a work, by the Estimate Creator and then its verification and approval by other users (actors) in the workflow.
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.
1
Ward
Drop-down
Auto-complete, matching search.
2
Project Type
Drop-down
Project type
3
Project Name
Textbox
Project name.
4
Estimate No.
Textbox
Estimate no.
5
Status
Drop-down
Workflow status of an estimate.
6
From Date
Date Range
Estimate creation date.
7
To Date
Date Range
Estimate creation date.
8
Search
Button
9
Clear Search
Button
1
Estimate No.
Display Only
A hyperlink to open the estimate in view mode.
2
Project Name
Display Only
Mouseover action on the project name shows the project description as a tooltip.
3
Location
Display Only
Locality name along with ward name. Locality + Ward
4
Prepared By
Display Only
Name of user who has prepared it.
5
Status
Display Only
Status of the estimate.
6
Estimated Amount
Display Only
Total estimated amount.
1
At least one parameter is required to perform the search.
2
Search results are displayed on matching records found else no record found message is displayed.
3
Pagination is applied if more than 10 records are found.
1
ESTIMATE_CREATOR
Create
Submit
Search
View
Edit/ Re-submit
Junior Engineer/ Assistant Engineer
2
ESTIMATE_VERIFIER
Search
View
Verify and Forward
Send Back
Executive Engineer
3
TECHNICAL_SANCTIONER
Search
View
Technical Sanction
Send Back
Send Back To Originator
Reject
Municipal Engineer
4
ESTIMATE_ APPROVER
Search
View
Approve
Send Back
Send Back To Originator
Reject
Executive Officer/ Municipal Commissioner
5
ESTIMATE_VIEWER
Search
View
MUKTA Cordinator
1
Submit
Estimate Creator
Pending for verification
Submitted
2
Verify and Forward
Estimate Verifier
Pending for verification
Pending for technical sanction
Verified
3
Technical Sanction
Technical Sanctioner
Pending for technical sanction
Pending for approval
Technically Sanctioned
4
Send Back
Estimate Verifier
Pending for verification
Pending for correction
Sent Back
5
Send Back
Technical Sanctioner
Pending for technical sanction
Pending for verification
Sent Back
6
Send Back
Estimate Approver
Pending for approval
Pending for technical sanction
Sent Back
7
Send Back To Originator
<roles having access>
<Current Status>
Pending for correction
Sent Back
8
Edit/ Re-submit
Estimate Creator
Pending for correction
Pending for verification
Re-submitted
9
Approve
Estimate Approver
Pending for approval
Approved
Approved
10
Reject
<any roles having access>
<Current Status>
Rejected
Rejected
Estimate
Edit/ Re-submit
Pending for correction
1
Verify and Forward
Pending for verification
2
Technical Sanction
Pending for technical sanction
1
Approve
Pending for approval
1
1
Roles are created as given provided.
2
Actions are configured based on role-action mapping.
3
Workflow states are defined as provided and the state transition is done accordingly by updating the status appropriately.
1
Estimate details are displayed as described in the story.
2
Actions are enabled as per the estimated workflow state and role of the logged-in user.
Submit/ Forward
Estimate Creator
Pending for verification
Re-submit/ Forward
Estimate Creator
Pending for correction
Pending for verification
1
On Submit, the application is forwarded to the next user in the workflow.
2
The pop-up window is closed and the application page is refreshed. A toast success message is displayed.
3
On Cancel closes the pop-up window. A toast cancel message is displayed.
4
Workflow state changes and the view estimate page refreshes based on the logged-in user role.
<roles having access to send back to originator>
<Current Status>
Pending for correction
Sent Back
1
The estimate is moved to Estimate Creator’s inbox.
2
Estimate Creator- Edit Estimate action is enabled to edit the estimate.
3
Workflow state changes as mentioned in the ticket.
1
It should be a service-wise inbox for all the employee users.
2
Must follow the DIGIT standard inbox design.
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.
Technical Sanction
Pending for technical sanction
Pending for approval
Technically Sanctioned
1
On technical sanction, the estimate is forwarded to the next user in the workflow
2
The pop-up window is closed, a toast success message is displayed, and the estimate page is refreshed
3
The View Estimate page is refreshed based on the changes in the workflow status and the logged-in user role.
4
Clicking on cancel closes the pop-up window. A toast cancel message is displayed.