Create Detailed Estimate
Scope
Create Detailed Estimate
Home > Estimates > Estimate Inbox > Create Estimate
Actors
ULB: Estimate Creator (Same as existing)
Details
A detailed estimate creation screen to be provided.
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
Save as Draft - It is to save the details captured for detailed estimate and keeping it with creator.
Generate Analysis - Generate the analysis statement out of saved detailed estimate details.
Submit - It is the same as per existing estimate, allow the user to forward the estimate for verification.
View Analysis Statements - It will take the user to view analysis statement HTML page.
On Save as Draft
Estimate is created with the details provided.
If it is first time, estimate no. is generated as per the format provided.
Success toast message is displayed and page is loaded again in editable mode with the details saved.
Estimate gets assigned to the creator and made available in his/her inbox with the WF state Drafted.
On open from inbox, its get opened in editable mode same as edit estimate.
On Submit
This action is enabled for saved estimate only.
The estimate details are saved.
Analysis statements are revised.
Estimate is forwarded to verifier.
Success page is displayed with success message.
On Generate Analysis
First time, this action is enabled for saved estimate only.
The analysis is generated and Success toast message is displayed.
View Analysis Statements link is enabled.
Analysis statements are generated successfully.
Analysis statements generation failed.
Validations
Only active SORs and active and effective rates are displayed on search SOR.
All the intermediate figures are rounded up-to 2 decimal places.
Configuration
Prerequisite
SOR Rate Master
Notifications
Not applicable
User Interface
Acceptance Criteria
The given additional features are incorporated.
The workflow is changed to have the option to save the details as draft.
The drafted estimate is assigned to the creator of estimate and can be searched using search estimate.
Estimate is made available to the inbox of estimate creator as well.
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