Create Detailed Estimate

Scope

Create Detailed Estimate

Home > Estimates > Estimate Inbox > Create Estimate

Actors

ULB: Estimate Creator (Same as existing)

Details

1. A detailed estimate creation screen to be provided.

2. The attributes defining detailed estimate are given in below table.

#	Field Name	Data Type	Is Mandatory?	Description
1	Estimate Type	Display	Yes	Estimate type, Original.
2	Project ID	Display	Yes	Project ID
3	Project Sanction Date	Display	Yes	Project sanction date
4	Project Name	Display	Yes	Project name
5	Project Description	Display	Yes	Project description
	Search SOR			It provides the option to search a SOR and add to estimate.
	SORs
1	Code	Display	Yes	SOR code, unique identifier for each SOR.
2	SOR Description	Display	Yes	SOR description from the SOR master for the selected SOR.
3	Unit	Display	Yes	Unit of measurement
4	Rate	Display	Yes	The rate defined and effective currently.
5	Quantity	Display	Yes	Calculated value out of measurements.
6	Amount	Display	Yes	Calculated value and equal to Qty*Amount.
	Measurements			A table to capture the measurement details and calculate the quantity using it.
1.1	Sr. No.	Display	Auto	Measurement serial number.
1.2	Type	Drop-down	Yes	Plus/ Minus measurements.
1.3	Name	Alphanumeric (32 Chars)	Yes	The name of the measurement.
1.4	Number (Nos)	Numeric (6,4)	Yes	No. of items.
1.5	Length (L)	Numeric (6,4)	Yes	Length measured. Allowed up-to 4 places of decimal.
1.6	Breadth (B)	Numeric (6,4)	Yes	Width measured. Allowed up-to 4 places of decimal.
1.7	Height/ Depth	Numeric (6,4)	Yes	Depth measured. Allowed up-to 4 places of decimal.
1.8	Quantity	Display	Yes	Qty = N* L*B*D; rounded up-to 4 places of decimal.
1.9	Total	Display	Yes	Grid total for the quantities of measurements. rounded up-to 4 places of decimal.
	Non SORs
2	SOR Description	Alphanumeric (2048 Chars)	Yes	SOR description from the SOR master for the selected SOR.
3	Unit	Drop-down	Yes	Unit of measurement
4	Rate	Numeric (6,2)	Yes	The rate defined and effective currently.
5	Quantity	Display	Yes	Calculated value out of measurements.
6	Amount	Display	Yes	Calculated value and equal to Qty*Amount.
	Measurements			The table is same as described under SOR.
	Other Charges			It is going to be same as provided in the existing estimate screen as overhead.
7	View Analysis Statements	Link	Yes	It will take the user to analysis page. It gets enabled once the analysis is generated.
	Actions
1	Save as Draft	Button	Yes	Save the estimate as a draft.
2	Generate Analysis	Button	Yes	Generates the analysis and populates the figures.
3	Submit	Button	Yes	Submit the estimate for verification.

Note: Attachment section to be changed to remove detailed estimate as attachment.

Actions

1. Save as Draft - It is to save the details captured for detailed estimate and keeping it with creator.

2. Generate Analysis - Generate the analysis statement out of saved detailed estimate details.

3. Submit - It is the same as per existing estimate, allow the user to forward the estimate for verification.

4. View Analysis Statements - It will take the user to view analysis statement HTML page.

On Save as Draft

1. Estimate is created with the details provided.

2. If it is first time, estimate no. is generated as per the format provided.

3. Success toast message is displayed and page is loaded again in editable mode with the details saved.

4. Estimate gets assigned to the creator and made available in his/her inbox with the WF state Drafted.

5. On open from inbox, its get opened in editable mode same as edit estimate.

On Submit

1. This action is enabled for saved estimate only.

2. The estimate details are saved.

3. Analysis statements are revised.

4. Estimate is forwarded to verifier.

5. Success page is displayed with success message.

On Generate Analysis

1. First time, this action is enabled for saved estimate only.

2. The analysis is generated and Success toast message is displayed.

3. View Analysis Statements link is enabled.

Analysis statements are generated successfully.

Analysis statements generation failed.

Validations

1. Only active SORs and active and effective rates are displayed on search SOR.

2. All the intermediate figures are rounded up-to 2 decimal places.

Configuration

Prerequisite

1. SOR Rate Master

Notifications

Not applicable

User Interface

Acceptance Criteria

1. The given additional features are incorporated.

2. The workflow is changed to have the option to save the details as draft.

3. The drafted estimate is assigned to the creator of estimate and can be searched using search estimate.

4. Estimate is made available to the inbox of estimate creator as well.