DIGIT Works
PlatformDomainsAcademyDesign SystemFeedback
Works v1.1
Works v1.1
  • Introducing Works
    • What's New
  • Design Approach
    • Approach
    • Solution Design
  • Specifications
    • Functional Specifications
      • Project
      • Estimates
      • Organisation
      • Attendance Management
      • Measurements
      • Muster Roll
      • Expenditure / Billing
      • Contracts
    • Release Notes
      • MDMS & Configuration Updates
      • Test cases
      • Data Migration
      • Service Build Updates
  • Reference Implementations
    • MUKTASoft v2.1
    • MUKTASoft v2.2
      • Specifications
        • Roadmap
        • User Persona
        • Functional Requirements
          • Product Requirements Document v2.0
          • Product Requirements Document v2.1
            • Employee Mobile Application
            • Aadhaar Integration
            • Estimate Templates
            • SOR Rate Analysis
          • User Stories
            • Time Extension
              • CBO: Create Time Extension
              • Time Extension Workflow
              • EMP: Create Time Extension
              • Search and View Time Extension
              • CBO: My Requests
              • CBO: Edit Time Extension
            • JIT-FS Integration
              • Fund Allocation Register
              • Create Payment Instruction
              • PIS: Payment Instruction Status
              • PAG: Payment Advice Status
              • PD: Update payment details
              • FD: Update Failed Payments
              • Create Revised Payment Instruction
              • Revised PI: Update payment details
              • Revised PI: Updated Failed Payments
              • Search Payment Instruction
              • View Payment Instruction
            • Work Order
              • Create Work Order
              • Work Order Workflow
              • Work Order Inbox Page
              • Create/ Submit Work Order
              • Edit/Submit Work Order
              • Verify & Forward
              • Send Back
              • Send Back To Originator
              • Reject Work Order
              • Approve
              • Search Work Order
              • Work Order PDF
            • Dashboard v1.0
              • Commons
              • KPIs: Actions Items
              • KPIs: SLA Breached
              • KPIs: Leaderboard
              • KPIs: Activities by Status
              • KPIs: Payments
              • KPIs: Expenditure
            • Schedule of rates
              • Create SOR
              • Search SOR
              • View SOR
              • Modify SOR
              • Add/ Modify Rate
            • Detailed Estimate
              • Create Detailed Estimate
              • Change in workflow
              • Change in edit estimate
              • Search and View Detailed Estimate
            • Detailed MB
              • Create MB
              • MB Inbox
              • MB Workflow
              • Search MB
              • View MB
              • Edit MB
            • Employee Mobile Application
              • Employee Login
              • Home Page
              • Work Orders
              • Create/ Edit MB
              • Measurement Books
              • View Measurement Book
            • Aadhar Integration
              • Wage Seeker's Registration
              • Wage Seeker Modification
            • Improvements
              • Moving Skills to SOR Master
              • Re-payment of failed payment
              • Revising estimate calculation logic
              • Material purchase payment to CBO
            • Estimate Template
              • Create Template
              • Search Template
              • View Template
              • Modify Template
              • Change in estimate to add template
            • Rate Analysis
              • Add/ Edit Rate Analysis
              • View Rate Analysis
              • Revising Rate
              • Analysis Statements
              • Utilization Statements
              • Download of analysis statements
            • Data Protection & Privacy
              • Display Privacy Notice In Login
              • Display Bank Account Details On Wage Bill
              • Display Muster Roll Details
              • View Payment Instruction - Mask Account Number & IFSC
              • View /Edit Wage Seeker Details
              • View/Edit Organisation Details
              • Display Engaged Wage Seeker Details
              • Display Organisation Profile & Bank Details
              • Track Attendance Changes
              • View Muster Rolls
              • Search Wage Seeker
              • Remove PII & Sensitive Data From Additional Fields
      • Deployment
        • Release Notes
          • Service Build Updates
          • Data Migration
          • Test Cases
        • Deployment Guide
        • SMS Adapter Services
          • Notification Consumer
          • Notification Consumer Service
          • Contact Notification Service
          • Estimate Notification
          • Expense Notification Service
          • Muster Roll Notification Service
          • Measurement Notification Service
          • Organisation Notification Service
          • Individual Notification Service
        • MUKTASoft Services
          • IFMS Adapter
          • Expense Calculator
          • Works PDF
          • MUKTA Services
          • Bank Account Search
          • Individual Search
          • Organisation Search
          • Bill Scheduler
          • Statements
          • Rate Analysis
        • Configuration
          • Master Data Templates
            • Project Type
            • Target Demography
            • Unit Of Measurement (Units)
            • Overheads
            • Skill Category & Skills
            • Community-Based Organisation Roles
            • Scheme
            • Expense Heads
            • Standard Deductions
            • Organisation Type
            • Organisation Sub Type
            • Organisation Functional Category
            • Organisation Class/Rank
            • HRMS Sections/Departments
            • HRMS Designation
            • HRMS Employment Type
            • User Role
            • Organization
            • Wage Seeker
            • Tenants
            • Ward Boundary
            • Locality Boundary
            • Payment Advice Format
            • Users Data
            • Schedule of rates
            • Rate Analysis
          • Notifications & SMS Templates
          • Localisation
          • Dashboard Reindexing
          • Platform Service Configuration
          • UI Configuration
            • Common Configurations
              • Role Configuration
              • MDMS Configuration
              • APK Generation
            • Modules
              • Project
              • Estimate
              • Workorder
                • Time Extension
              • Muster Roll
              • Bill
              • Organization
              • Wage Seeker
              • Wage Seeker (CBO Application)
              • Attendance (CBO Application)
              • Muster Roll (CBO Application)
              • Mukta Dashboard
              • Measurement
              • SORs and Rates
              • IFMS Adapter UI
              • Rate Analysis
              • Revision Of Rates
              • Estimate Template
              • Measurement Book (Mobile Application)
        • Customisation
          • Works UI
            • UI Tech Flow Diagrams
          • UI Screens Customisation
            • Document Upload Container
            • CSS Customisation
            • Inbox/Search Screen
      • Implementation
        • Pilot Roll Out Plan
        • Pilot Go Live Definition
        • Pilot Sucess Metrics
        • Success Metrics
        • Adoption Metrics
        • Adoption Template
        • Implementation Plan & Checklist
        • Issue Management - Standard Operating Procedures
        • Training Resources
          • User Manual
            • Mobile Application User Manual
              • CBO - Getting Started
                • My Works
                • Track Attendance
                • Muster Rolls
                • My Bills
                • My Requests
              • Employee - Getting Started
                • Work Orders
                • Measurement Books
            • Web Application User Manual
              • Getting Started
              • Project
              • Estimate
              • Work Order
              • Time Extension
              • Measurement Book
              • Muster Roll
              • Billing
              • Payments
              • Rates Revision
              • Registries
                • Wage Seekers
                • Organizations
                • Schedule Of Rates
                  • SOR Definition
                  • Rates
                  • Rate Analysis
                • Estimate Template
            • Kibana Dashboard User Manual
          • Training Videos
        • UAT Planning
          • UAT Test Case Scenarios
          • UAT Schedule Plan
          • Issue Reporting Template
          • UAT Credentials
  • Platform
    • Architecture
      • High Level Design
      • Low Level Design
        • Registries
          • Individual
          • Bank Account
          • Organization
        • Services
          • Project
          • Detailed Estimates
          • Contracts
          • Attendance
          • Muster Roll
          • Expense
          • Schedule of Rates (archive)
          • Detailed Measurement Book
  • Setup
    • Install Works
      • Install Using GitHub Actions In AWS
      • System Data Setup
    • Configure Works
      • Service Configuration
        • Project
        • Estimate
        • Contract
        • Attendance
        • Muster Roll
        • Expense
        • Bank accounts
        • Organisation
        • Individual
        • Estimate Template
  • General
    • Source Code
    • Roadmap
    • Discussion Board
    • Issues
Powered by GitBook

All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.

On this page
  • Inbox
  • Search Estimate
  • View Estimate
  • View Analysis Statements
  • Create Estimate
  • Create Workflows
  • Estimate Creator
  • Technical Sanctioner
  • Approver

Was this helpful?

  1. Reference Implementations
  2. MUKTASoft v2.2
  3. Implementation
  4. Training Resources
  5. User Manual
  6. Web Application User Manual

Estimate

PreviousProjectNextWork Order

Last updated 5 months ago

Was this helpful?

The estimate feature offers the below options to users:

Inbox

Home Page > Estimates

Click on the Estimate Inbox on the home page.

  • The feature menus are displayed on the top left side.

  • The bottom panel on the left side displays the following filters:

    1. Assigned to Me - The only estimates assigned to the logged-in user are displayed on the right window.

    2. Assigned to All - This is selected by default; hence, all estimates, irrespective of who is assigned, are displayed on the right window.

    3. Ward- It filters and displays the applications based on the selected ward.

    4. Workflow States - It appears only when the application type filter is selected. It filters the applications based on the selected status and displays the results on the right window.

  • The top right side displays the search parameters. This enables users to search for estimates by Estimate Number, Project ID, and Project Type.

  • The bottom right side provides a window to list the estimates based on the default settings, applied filters and search parameters.

Search Estimate

Home Page > Estimates> Search Estimate

The search estimate enables ULB employees to find specific estimates using multiple filters.

Search Criteria

  1. Ward

  2. Project Type

  3. Project Name

  4. Estimate Number/ Revised Estimate Number

  5. Status

  6. From Date

  7. 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 periods by entering the date ranges created from and created to. The From Date and To Date fields 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

  1. Estimate Number/ Revised Estimate Number

  2. Project Name

  3. Location

  4. Prepared by

  5. Status

  6. Estimated Amount (₹)

View Estimate

Home Page > Estimates> Inbox > Search Estimate > Search Results

Click on the applicable Estimate Number from the search results to view the estimate details.

View Analysis Statements

On the view estimate details page, click on View Analysis Statements.

  • The screen displays the breakup of SORs total into labour, material, machinery and labour cess.

  • It also displays the SOR-wise analysis of labour, material, and machinery.

  • Additionally, it displays the consolidation of analysis into labour, material and machinery.

  • The option to download the analysis statement in PDF is provided.

Create Estimate

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 using the Search Project option.

  • 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 under 3 sections: SOR, Non-SOR and Other Charges.

  • SORs can be added in bulk by adding an estimate template. To add an estimate template, search it using the template name or code and then click on the add button to add it to the estimate.

  • SORs can also be added by searching them one by one and then adding them to the estimate.

  • A SOR not having an effective rate in the system is not allowed to be added.

  • Once a SOR is added to the estimate, its measurement is captured into the measurement sheet. To open the measurement sheet click on the plus icon beside the estimated quantity.

  • The measurement captured calculates the quantity and the same is displayed as the estimated quantity.

  • The non-SOR section allows the user to capture the non-schedule items into the estimate.

  • Enter the Item Description, Unit, and Rate and capture the measurement as shown for SOR to calculate the estimated quantity.

  • Click on the Add Non-SOR icon to append add items.

  • Other charges section is provided to capture the GST and Supervision Charges.

  • The total of SOR/ Non-SOR and other charges are displayed as Total Estimate Amount.

  • Upload the documents in the Relevant Documents section which are required to verify and approve the estimate.

  • Click on Save as Draft to save the estimate for further modification and see the analysis statements.

  • Click on Submit to send the estimate for verification.

Create Workflows

Estimate Creator

The Estimate Creator (EC) is responsible for creating and forwarding the estimation along with relevant documents uploaded.

EV can

  • Save the estimate as a draft.

  • Forward estimate

  • Edit estimate

Save as Draft

The "Save as Draft" feature provides users with the capability to create an estimate and retain it in the creator's inbox for subsequent updates. This functionality allows users to initiate the estimate creation process, save the work in progress as a draft, and revisit it later for additional edits or finalization before submission.

Submit

The estimate creator (EC) has the right to create an estimate for a project and then forward it to the verifier. On creation, the EC gets the forward dialogue box from which the user optionally selects the verifier’s name as the assignee name, adds the comments if any, and then forwards 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 right to edit the estimate in case the estimate is sent back for any correction.

  1. The estimate pending correction is available in the Inbox. Otherwise, search for the estimate using the search estimate.

  2. Click on the estimate number to open the estimate and view the details.

  3. Select the Edit from the Take Action. The estimate is opened into editable mode.

  4. After editing, the submitted 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 are found satisfactory and complete.

To verify and forward the estimate

  1. The estimate pending verification is available in the Inbox. Otherwise, search for the estimate using the search estimate.

  2. Click on the estimate number to open the estimate and view the details.

  3. Select the Verify and Forward from the Take Action. A pop-up window is opened.

  1. Select the estimate’s technical sanctioner’s name as Assignee Name.

  2. Provide any additional information for the assignee in the comments section.

  3. Click on the Choose Files button to upload any supporting documents.

  4. 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

  1. The estimate pending verification is available in the Inbox. Otherwise, search for the estimate using the search estimate.

  2. Click on the estimate number to open the estimate and view the details.

  3. Select the Send Back from the Take Action. A pop-up window is opened.

  1. State the reasons for sending the estimate back to the CE in the comments section.

  2. Click on the Choose Files button to upload any supporting documents.

  3. Click on the Send Back button. The estimate is placed into CE’s inbox and enabled for editing.

Technical Sanctioner

The Technical Sanctioner (TS) is responsible for technically sanctioning 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

  1. The estimate pending verification is available in the Inbox. Otherwise, search for the estimate using the search estimate option.

  2. Click on the estimate number to open the estimate and view the details.

  3. Select the Send Back from the Take Action. A pop-up window is opened.

  1. Select the estimate’s approver’s name as Assignee Name.

  2. Provide any additional information for the assignee in the comments section.

  3. Click on the Choose Files button to upload any supporting documents.

  4. 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

  1. The estimate pending for technical sanction is available in the Inbox. Otherwise, search for the estimate using the search estimate.

  2. Click on the estimate number to open the estimate and view the details.

  3. Select the Send Back from the Take Action. A pop-up window is opened.

  1. State the reasons for sending the estimate back to the EV in the comments section.

  2. Click on the Choose Files button to upload any supporting documents.

  3. Click on the Send Back button. The estimate is placed into EV’s inbox.

Send back to the 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

  1. The estimate pending for technical sanction is available in the Inbox. Otherwise, search for the estimate using the search estimate.

  2. Click on the estimate number to open the estimate and view the details.

  3. Select the Send Back from the Take Action. A pop-up window is opened.

  1. State the reasons for sending the estimate back to the CE in the comments section.

  2. Click on the Choose Files button to upload any supporting documents.

  3. Click on the Send Back button. The estimate is placed into CE’s inbox and the estimate is enabled for editing.

Reject

The TS can reject the estimate if the documents and information furnished by the EC do not meet the prescribed guidelines.

To reject the estimate

  1. The estimate Pending for Technical Sanction is available on the Inbox. Otherwise, search for the estimate using the search estimate.

  2. Click on the estimate number to open the estimate and view the details.

  3. Select the Reject from the Take Action. A pop-up window is opened.

  1. State the reasons for rejecting the estimate in the Comments section.

  2. Click on the Choose Files button to upload any supporting documents.

  3. 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 are found satisfactory and complete and the estimation amount is 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

  1. The estimate Pending Approval is available in the Inbox. Otherwise, search for the estimate using the search estimate.

  2. Click on the estimate number to open the estimate and view the details.

  3. Select the Approve from the Take Action. A pop-up window is opened.

  1. Provide any additional information for the applicant in the Comments section.

  2. Click on the Approve Files button to upload any supporting documents.

  3. Click on the Approve button. The estimate is approved.

Send Back

To send the estimate back to the TS

  1. The estimate pending approval is available in the Inbox. Otherwise, search for the estimate using the search estimate.

  2. Click on the estimate number to open the estimate and view the details.

  3. Select the Send Back from the Take Action. This opens a pop-up window.

  1. State the reasons for sending the estimate back to the TS in the comments section.

  2. Click on the Choose Files button to upload any supporting documents.

  3. 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

  1. The estimate pending for technical sanction is available in the Inbox. Otherwise, search for the estimate using the search estimate.

  2. Click on the estimate number to open the estimate and view the details.

  3. Select the Send Back from the Take Action. A pop-up window is opened.

  1. State the reasons for sending the estimate back to the CE in the comments section.

  2. Click on the Choose Files button to upload any supporting documents.

  3. Click on the Send Back button. The estimate is placed into CE’s inbox and the estimate is enabled for editing.

Reject

The Approver can reject the estimate if the documents and information furnished by the EC do not meet the prescribed guidelines.

To reject the application

  1. The estimate Pending Approval is available in the Inbox. Otherwise, search for the estimate using the search estimate.

  2. Click on the estimate number to open the estimate and view the details.

  3. Select the Edit from the Take Action. A pop-up window is opened.

  1. State the reasons for rejecting the estimate in the Comments section.

  2. Click on the Choose Files button to upload any supporting documents.

  3. Click on the Reject button. The estimate is rejected and a notification is sent to the EC informing the same.

Inbox
Search estimates
View estimates
View analysis statements
Create estimates
Create workflows
Estimate creator
Technical sanctioner
Approver
Estimate Inbox
Estimate Inbox
View Estimate Details
View Estimate Details
View Estimate Details
View Estimate Details
View Estimate Details
View Analysis Statements
View Analysis Statements
View Analysis Statements
Create Estimate
Create Estimate