After getting administrative approval on a pre-estimation of project cost a detailed estimate is prepared. It helps to capture the measurement of works in details estimate the cost accurately in terms of predicting the cost, material, labour, and machinery required to complete the work. It is also used for tendering and contracting the work.

Scope

Estimate preparation for a work, by the Estimate Creator and then its verification and approval by other users (actors) in the workflow. Hence no change in existing approach.

Actors

There is no change from existing actors.

Details

1. There is minor change in the workflow.

2. The option to save the estimate as draft to be provided at first before submitting it to verifier and the same is reflected in the below table.

Workflow States

UI

No change. In the UI, the workflow will start displaying from Submitted state.

Acceptance Criteria

1. Roles are created as given provided.

2. Actions are configured based on role - action mapping.

3. Workflow states are defined as provided and the state transition done accordingly by updating the status appropriately.

Scope

View Detailed Estimate

Search Estimate → View Estimate.

Actors

No change.

Details

1. There is no change in existing search estimate.

2. Changes are for the attributes added newly.

Attributes

1. Estimate Number

2. Estimate Type

3. Project ID

4. Project Sanction Date

5. Project Name

6. Project Description

7. Project Details [*The project details is shown as view project detail in a separate TAB*]

8. Estimation Details

9. SORs - Below information is displayed in the grid.

   1. Type

   2. Code

   3. Description

   4. UOM

   5. Rate

   6. Quantity

   7. Amount

      1. Measurements

         1. Type

         2. Description

         3. Numbers

         4. Length

         5. Breath

         6. Height/ Depth

         7. Quantity

         8. Total

Validations

Not applicable.

Configurations

Not applicable.

Actions

1. For In Workflow Estimates, actions in Action Menu, workflow actions based on the role of logged-in user.

   1. Save as Draft

   2. Verify and Forward,

   3. Technical Sanction

   4. Approve

   5. Send Back

   6. Send Back To Originator

   7. Edit Estimate

   8. Reject

Notifications

Not applicable.

User Interface

Same as create estimate in real only mode.

Acceptance Criteria

1. Estimate details is displayed as described in the story.

2. Actions are enabled as per the estimate workflow state and role logged-in user has.

Edit Estimate

1. There is no change in the role-action and edit process.

2. Edit screen will get changed based on changes to have detailed estimate.

Notification

Not applicable.

Actions

On Save, Changes in the detail estimate are saved and no workflow changes done, fresh analysis is generated.

On submit, based on logged-in user role, workflow pop-up window is displayed.

UI

Same as created detailed estimate screen with additional estimate number displayed on top.

Acceptance Criteria

1. Role based access based on configuration.

2. The estimates which are in workflow can only be edited.

3. Estimate is opened in editable mode.

4. The details given in table can be edited by user.

Scope

Create Detailed Estimate

Home > Estimates > Estimate Inbox > Create Estimate

Actors

ULB: Estimate Creator (Same as existing)

Details

1. A detailed estimate creation screen to be provided.

2. The attributes defining detailed estimate are given in below table.

Note: Attachment section to be changed to remove detailed estimate as attachment.

Actions

1. Save as Draft - It is to save the details captured for detailed estimate and keeping it with creator.

2. Generate Analysis - Generate the analysis statement out of saved detailed estimate details.

3. Submit - It is the same as per existing estimate, allow the user to forward the estimate for verification.

4. View Analysis Statements - It will take the user to view analysis statement HTML page.

On Save as Draft

1. Estimate is created with the details provided.

2. If it is first time, estimate no. is generated as per the format provided.

3. Success toast message is displayed and page is loaded again in editable mode with the details saved.

4. Estimate gets assigned to the creator and made available in his/her inbox with the WF state Drafted.

5. On open from inbox, its get opened in editable mode same as edit estimate.

On Submit

1. This action is enabled for saved estimate only.

2. The estimate details are saved.

3. Analysis statements are revised.

4. Estimate is forwarded to verifier.

5. Success page is displayed with success message.

On Generate Analysis

1. First time, this action is enabled for saved estimate only.

2. The analysis is generated and Success toast message is displayed.

3. View Analysis Statements link is enabled.

Analysis statements are generated successfully.

Analysis statements generation failed.

Validations

1. Only active SORs and active and effective rates are displayed on search SOR.

2. All the intermediate figures are rounded up-to 2 decimal places.

Configuration

Prerequisite

1. SOR Rate Master

Notifications

Not applicable

User Interface

https://www.figma.com/file/M2P3O9WlKtxuLCjQKxLLDg/DIGIT-Works?type=design&node-id=9447-27072&mode=design&t=27hyRLLzWSSph6Bk-4

Acceptance Criteria

1. The given additional features are incorporated.

2. The workflow is changed to have the option to save the details as draft.

3. The drafted estimate is assigned to the creator of estimate and can be searched using search estimate.

4. Estimate is made available to the inbox of estimate creator as well.