Estimate Templates
Introduction
Estimate templates aid civil engineers in grouping commonly used Schedules of Rates (SORs) for specific project types or construction works, thereby reducing the time required for estimate preparation.
Functional Details
Create Template
An estimate template allows users to group necessary Schedule of Rates (SORs) for a well-defined piece of work, storing them in the system with a designated name and description. This facilitates their use in preparing estimates for similar projects.
Attributes
| S.No. | Field | Data Type | Is Mandatory? | Description |
|---|---|---|---|---|
1 | Project Type | Drop-down | Yes | Project types |
2 | Name | Text | Yes | Name given to template. |
3 | Description | Text | Yes | The description, describing the template in detail. |
4 | Search SOR | Search | Yes | To search an SOR and add to the template. |
5 | SORs |
|
|
|
5.1 | Sr. No. | Display | Yes | Serial number. |
5.2 | Description | Display | Yes | SOR description |
5.3 | Unit | Display | Yes | Unit of measurement |
6 | Non SORs |
|
|
|
6.1 | Sr. No. | Display | Yes | Serial number. |
6.2 | Description | Text | Yes | Non SOR description |
6.3 | Unit | Drop-down | Yes | Unit of measurement |
Mockups
Search Template
It enables the user to search a template using various parameters and see the result from where the complete detail of template can be seen clicking on the template code.
Search Criteria
| S.No. | Field Name | Data Type | Description |
|---|---|---|---|
1 | Project Type | Drop-down | Project types |
2 | Template Name | Text | It is name of template |
3 | Template Code | Drop-down | It is system generated unique code to identify the template |
4 | Status | Drop-down | Active/ Inactive. |
Search Result
| S.No. | Field Name | Description |
|---|---|---|
1 | Code | It is system generated unique code to identify the template |
2 | Name | Template description. |
3 | Description | Template description. |
4 | Status | Active/ Inactive. |
Mockups
View Template
It allows the user to view the details of the template and make corrections if need be using the action Modify Template.
Attribute
| S.No. | Field | Description |
|---|---|---|
1 | Code | A unique code generated for template. |
2 | Project Type | Project type for which template is defined. |
3 | Name | Name given to template. |
4 | Description | The description, describing the template in detail. |
5 | Is Active | Status of template, Active/ Inactive. |
5 | SORs |
|
5.1 | Sr. No. | Serial number. |
5.2 | Description | SOR description |
5.3 | Unit | Unit of measurement |
5.4 | Rate | Rate of SOR |
6 | Non SORs |
|
6.1 | Sr. No. | Serial number. |
6.2 | Description | Non SOR description |
6.3 | Unit | Unit of measurement |
6.4 | Rate | Rate of Non SOR |
Mockups
Modify Template
It is to enable the users to correct the already created template.
Attributes
| S.No. | Field | Data Type | Is Mandatory? | Description |
|---|---|---|---|---|
1 | Code | Display | Yes | A unique code generated for template. |
2 | Project Type | Drop-down | Yes | Project types |
3 | Name | Text | Yes | Name given to template. |
4 | Description | Text | Yes | The description, describing the template in detail. |
5 | Is Active | Drop-down | Yes | Active/ Inactive |
| Search SOR | Search | Yes | To search an SOR and add to the template. |
6 | SORs |
|
|
|
6.1 | Sr. No. | Display | Yes | Serial number. |
6.2 | Description | Display | Yes | SOR description |
6.3 | Unit | Display | Yes | Unit of measurement |
7 | Non SORs |
|
|
|
7.1 | Sr. No. | Display | Yes | Serial number. |
7.2 | Description | Text | Yes | Non SOR description |
7.3 | Unit | Drop-down | Yes | Unit of measurement |
Mockups
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