The estimate is a document which is prepared to estimate the amount of work required to complete. The estimate helps the Government in tendering, contracting and measuring the work to release the payment.
Create Estimate
Search Project → Search Result → View Project Details → Create Estimate
Employee Role: Estimate Creator
- For each project, an estimate is created to award the work to CBO/ JE.
- Create Estimate form is developed as per the UI design provided and the attributes listed below.
| S. No. | Field | Data Type | Required | Description |
| 1 | Estimate Type | Auto-selected | Y | Options are Original, Revised, Deviated. |
| 2 | Project ID | Display Only | Y | Project ID |
| 3 | Date of Proposal | Display Only | Y | Date of proposal |
| 4 | Project Name | Display Only | Y | Name of the project |
| 5 | Project Description | Display Only | Y | Project description |
| 6 | Project Details | Tab | Same as View Project Details Page. | |
| 7 | Estimation Details | Tab | ||
| 8 | Line Items | Grid | Y | To capture SOR/ Non-SOR items. |
| 9 | Description | Textbox | Y | The description of SOR/ Non-SOR item. |
| 10 | UOM | Drop-down | Y | Unit of measurement from the drop-down. |
| 11 | Rate | Numeric | Y | Rate per unit |
| 12 | Quantity | Numeric | Y | Quantity estimated |
| 13 | Amount | Auto-calculated | Y | Amount calculated, Rate*Quantity. |
| 14 | Total | Auto-calculated | Y | Grid total |
| 15 | Overheads | Section/ Grid | Y | A grid to add the overheads configured in the system. |
| 16 | Overhead | Drop-down | Y | Overhead from the drop-down |
| 17 | Percentage/ Lump-sum | Display | Y | Valued from the configuration. |
| 18 | Amount | Numeric | Y | Auto-calculated/ user entered based on the configuration |
| 19 | Total | Auto-calculated | Y | Grid Total |
| 20 | Total Estimated Amount | Auto-calculated | Y | Total Estimated Amount = Line Item Amount + Total of all the overheads/ additions. |
| 21 | Labour and Material Analysis | Section | ||
| 22 | Material Cost | Numeric | Y | Cost of material component of the work. |
| 23 | Labour Cost | Numeric | Y | Cost of labour component of the work. |
| 24 | Relevant Documents | |||
| 25 | Detailed Estimate | File Attachment | Y | DIGIT standard file attachment component, file size 5MB. Format support doc,docx, xls,xlsx pdf, jpg. |
| 26 | Labor Analysis | File Attachment | Y | DIGIT standard file attachment component, file size 5MB. Format support doc,docx, xls,xlsx pdf, jpg. |
| 27 | Material Analysis | File Attachment | Y | DIGIT standard file attachment component, file size 5MB. Format support doc,docx, xls,xlsx pdf, jpg. |
| 28 | Project Design | File Attachment | N | DIGIT standard file attachment component, file size 5MB. Format support doc,docx, xls,xlsx pdf, jpg. |
| 29 | Others | Texbox | N | To capture the file which is to be uploaded. |
| File Attachment | N | DIGIT standard file attachment component, file size 5MB. Format support doc,docx, xls,xlsx pdf, jpg. |
- Field level validations as mentioned in the attribute tables and the in-line validations are displayed.
- Amount: “Amount can include numbers only.”
- Material Cost: “Material cost includes numbers only.”
- Labour Cost: “Labour cost includes numbers only.”
- The total Material Cost and Labour Costs should not be more than the Total Estimated Amount.
- Validation Message: “Material and labour costs should not be more than the estimated amount.”
DIGIT standard attachment component.
It is configurable at the ULB level, the stories for configuring the workflow are given separately.
- The overheads in general being used in estimates are given below.
- Royalty on Earth Work - It is user entered value
- Supervision Charge - It is calculated and calculated on the line item amount at the rate of 7.5%.
- Goods and Service Tax - It is calculated and calculated on the line item amount at the rate of 18%.
- Overheads are configurable in the system and configured with its complete definition.
- There is a separate ticket for overhead configuration.
- The workflow window is displayed to capture the assignee name and the comments for forwarding the estimate.
- On Forward -
- The success Page is displayed.
- The estimate record gets saved into the system, and the workflow state reflects ‘Pending for verification’.
- Estimate No. is generated in a specified format, if it is a direct submit.
- Format for Estimate No. is ES/FY/<6digitrunningno.>. Example: ES/2022-23/000051
- The 6-digit running sequence no. is reset to 1 at the start of every FY.
- The estimate is available to download in PDF as per the given format. There will be a separate ticket for PDF download.
- In case the system fails to create the record, the Failure Page is displayed.
Not applicable.
DIGIT-Works| Acceptance Criteria | Description |
|---|---|
| 1 | Overheads are rendered and their values are calculated according to the configuration. |
| 2 | On Submit, the estimate gets saved, workflow state changes accordingly, and estimate no. is generated. |