Estimate
The Estimate option enables employee users to -
Access employee inbox
Inbox
Home Page > Estimates
Click on the Estimate Inbox Page on the home page.
On the left side on the top feature menus are displayed.
On the left side, the bottom panel displays the filters.
Assigned to Me - The only estimates assigned to the logged-in user are displayed on the right side window.
Assigned to All - It is default selected and hence the estimates assigned to anyone are displayed on the right side window.
Ward- It filters the application based on the ward selected and then displays the result on the right side window.
Workflow States - It appears only when the application type filter is selected and filters the application based on the application status selected and then displays the result on the right side window.
On the top right side, search parameters are displayed, which allow you to search the estimate by Estimate Number, Project ID, and Project Type.
On the bottom right side, a window is provided to list the estimates based on the default settings and 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
Ward
Project Type
Project Name
Estimate Number
Status
From Date
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 period by entering the date range in created from and created to. The From Date and To Date field is 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
Estimate Number
Project Name
Location
Prepared by
Status
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.
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 is searched using the Search Project.
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 in 2 grids - SOR/Non-SOR items and overhead.
Enter the Item Description, Unit, Rate, and Estimated Quantity in the SOR/Non-SOR Grid. Click on Add Line Item button to append additional items.
An overhead grid is provided to capture the GST and Supervision Charges.
The total of SOR/ Non-SOR and overheads grids are displayed as Total Estimate Amount.
An option to enter the Labour and Material cost is provided. Total these 2 can not be more than the total estimated amount.
Upload the documents in the Relevant Documents section required to verify and approve the estimate.
Click on Create Estimate button once the details are filled in. All fields marked with an asterisk are mandatory.
Create Workflows
Creator
The Estimate Creator (EC) is responsible for creating and forwarding the estimation along with relevant documents uploaded.
EV can
Forward estimate
Edit estimate
Create and Forward
Estimate creator (EC) has the rights to create an estimate for a project and then forward it to the verifier. On creation, the EC gets the forward dialog box from which the user optionally selects the verifier’s name as assignee name, add the comments if any, and then forward 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 rights to edit the estimate in the case the estimate is sent back for any correction.
The estimate pending for correction is available on the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Edit from the Take Action. Estimate is opened into editable mode.
After edit, the submit 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 is found satisfactory and complete.
To verify and forward the estimate
The estimate pending for verification is available on the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Verify and Forward from the Take Action. A pop-up window is opened.
Select the estimate’s technical sanctioner’s name as Assignee Name.
Provide any additional information for the assignee in the comments section.
Click on the Choose Files button to upload any supporting documents.
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
The estimate pending for verification is available in the Inbox. Else, search for the estimate using the search estimate.
Click on the estimate number to open the estimate and view the details.
Select the Send Back from the Take Action. Pop-up window is opened.
State the reasons for sending the estimate back to the CE in the comments section.
Click on the Choose Files button to upload any supporting documents.
Click on the Send Back button. The estimate is placed into CE’s inbox and enabled for editing.
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