Create Estimate
Context
The estimate is a document which is prepared to estimate the amount of work required to complete. The estimate helps the Government in tendering, contracting and measuring the work to release the payment.
Scope
Create Estimate
Search Project → Search Result → View Project Details → Create Estimate
Actors
Employee Role: Estimate Creator
Details
For each project, an estimate is created to award the work to CBO/ JE.
Create Estimate form is developed as per the UI design provided and the attributes listed below.
Attributes
Validations
Field level validations as mentioned in the attribute tables and the in-line validations are displayed.
Amount: “Amount can include numbers only.”
Material Cost: “Material cost includes numbers only.”
Labour Cost: “Labour cost includes numbers only.”
The total Material Cost and Labour Costs should not be more than the Total Estimated Amount.
Validation Message: “Material and labour costs should not be more than the estimated amount.”
Configurations
Attachments
DIGIT standard attachment component.
Workflow
It is configurable at the ULB level, the stories for configuring the workflow are given separately.
Overheads/ Additions
The overheads in general being used in estimates are given below.
Royalty on Earth Work - It is user entered value
Supervision Charge - It is calculated and calculated on the line item amount at the rate of 7.5%.
Goods and Service Tax - It is calculated and calculated on the line item amount at the rate of 18%.
Overheads are configurable in the system and configured with its complete definition.
There is a separate ticket for overhead configuration.
Actions
On Submit
The workflow window is displayed to capture the assignee name and the comments for forwarding the estimate.
On Forward -
The success Page is displayed.
The estimate record gets saved into the system, and the workflow state reflects ‘Pending for verification’.
Estimate No. is generated in a specified format, if it is a direct submit.
Format for Estimate No. is ES/FY/<6digitrunningno.>. Example: ES/2022-23/000051
The 6-digit running sequence no. is reset to 1 at the start of every FY.
The estimate is available to download in PDF as per the given format. There will be a separate ticket for PDF download.
In case the system fails to create the record, the Failure Page is displayed.
Notifications
Not applicable.
User Interface
Acceptance Criteria
Last updated