Create Estimate Template
Home > Estimate Template > Search Template > Action (Create Template)
State: STATE_MUKTA_ADMIN
Create estimate template feature is provided to enable the user to create a template.
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
Submit - On Submit
In case a template with same set of SORs are already present an alert is displayed.
Save the details into system with status Active.
Generate a unique code using the format TMP-<4 DIGIT RUNNING SEQUENCE>. e.g. TMP-0001
Success page is displayed with the success message and below actions.
Create Template
Go To Search Template
Go To Home Page
It looks like a duplicate template. A template with same set of SORs already exists. Do you want to continue?
Another template of same set of SORs alert is displayed.
Not applicable
Not applicable
Template code is generated as per the format given.
Alert on duplicate template.