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

https://www.figma.com/file/M2P3O9WlKtxuLCjQKxLLDg/DIGIT-Works?type=design&node-id=9447-27072&mode=design&t=27hyRLLzWSSph6Bk-4

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.

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