Create Template

Scope

Create Estimate Template

Home > Estimate Template > Search Template > Action (Create Template)

Actors

State: STATE_MUKTA_ADMIN

Details

1. Create estimate template feature is provided to enable the user to create a template.

2. The attributes defining template are given in below table.

Sr. No.	Field	Data Type	Is Mandatory?	Description
1	Project Type	Drop-down	Yes	Project type, the master data from MDMS.
2	Template Name	Text	Yes	Name given to template.
3	Template 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	Section
5.1	Sr. No.	Display	Yes	Serial number.
5.1	Sub Type	Display	Yes	SOR sub type
5.2	SOR Code	Display	Yes	SOR code
5.3	Description	Display	Yes	SOR description
5.4	Unit	Display	Yes	Unit of measurement
6	Non SORs	Section
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

Actions

Submit - On Submit

1. In case a template with same set of SORs are already present an alert is displayed.

2. Save the details into system with status Active.

3. Generate a unique code using the format TMP-<4 DIGIT RUNNING SEQUENCE>. e.g. TMP-0001

4. Success page is displayed with the success message and below actions.

   1. Create Template

   2. Go To Search Template

   3. Go To Home Page

It looks like a duplicate template. A template with same set of SORs already exists. Do you want to continue?

Validations

1. Another template of same set of SORs alert is displayed.

Configuration

Not applicable

Notifications

Not applicable

User Interface

Acceptance Criteria

1. Template code is generated as per the format given.

2. Alert on duplicate template.