Estimate Templates

Introduction

Estimate templates aid civil engineers in grouping commonly used Schedules of Rates (SORs) for specific project types or construction works, thereby reducing the time required for estimate preparation.

Functional Details

Create Template

An estimate template allows users to group necessary Schedule of Rates (SORs) for a well-defined piece of work, storing them in the system with a designated name and description. This facilitates their use in preparing estimates for similar projects.

Attributes

S.No.	Field	Data Type	Is Mandatory?	Description
1	Project Type	Drop-down	Yes	Project types
2	Name	Text	Yes	Name given to template.
3	Description	Text	Yes	The description, describing the template in detail.
4	Search SOR	Search	Yes	To search an SOR and add to the template.
5	SORs
5.1	Sr. No.	Display	Yes	Serial number.
5.2	Description	Display	Yes	SOR description
5.3	Unit	Display	Yes	Unit of measurement
6	Non SORs
6.1	Sr. No.	Display	Yes	Serial number.
6.2	Description	Text	Yes	Non SOR description
6.3	Unit	Drop-down	Yes	Unit of measurement

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Search Template

It enables the user to search a template using various parameters and see the result from where the complete detail of template can be seen clicking on the template code.

Search Criteria

S.No.	Field Name	Data Type	Description
1	Project Type	Drop-down	Project types
2	Template Name	Text	It is name of template
3	Template Code	Drop-down	It is system generated unique code to identify the template
4	Status	Drop-down	Active/ Inactive.

Search Result

S.No.	Field Name	Description
1	Code	It is system generated unique code to identify the template
2	Name	Template description.
3	Description	Template description.
4	Status	Active/ Inactive.

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View Template

It allows the user to view the details of the template and make corrections if need be using the action Modify Template.

Attribute

S.No.	Field	Description
1	Code	A unique code generated for template.
2	Project Type	Project type for which template is defined.
3	Name	Name given to template.
4	Description	The description, describing the template in detail.
5	Is Active	Status of template, Active/ Inactive.
5	SORs
5.1	Sr. No.	Serial number.
5.2	Description	SOR description
5.3	Unit	Unit of measurement
5.4	Rate	Rate of SOR
6	Non SORs
6.1	Sr. No.	Serial number.
6.2	Description	Non SOR description
6.3	Unit	Unit of measurement
6.4	Rate	Rate of Non SOR

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Modify Template

It is to enable the users to correct the already created template.

Attributes

S.No.	Field	Data Type	Is Mandatory?	Description
1	Code	Display	Yes	A unique code generated for template.
2	Project Type	Drop-down	Yes	Project types
3	Name	Text	Yes	Name given to template.
4	Description	Text	Yes	The description, describing the template in detail.
5	Is Active	Drop-down	Yes	Active/ Inactive
	Search SOR	Search	Yes	To search an SOR and add to the template.
6	SORs
6.1	Sr. No.	Display	Yes	Serial number.
6.2	Description	Display	Yes	SOR description
6.3	Unit	Display	Yes	Unit of measurement
7	Non SORs
7.1	Sr. No.	Display	Yes	Serial number.
7.2	Description	Text	Yes	Non SOR description
7.3	Unit	Drop-down	Yes	Unit of measurement

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