Maintain Estimation

Select the “Maintain Estimation” activity under “Pre Contracting”.

The “Maintain Estimation” page appears.

Enter the following field details in the header:

Organization Unit	From the drop-down list box, select the required option. The combo is defaulted with the login OU.
Estimation Stage	From the drop-down list box, select the required option. The combo is loaded with the values “Proposal” and “Project” for you to choose. The system displays “Select” by default on launch of the page.
Numbering Type	From the drop-down list box, select the required numbering type. Based on the selected numbering type, the estimation number gets generated, on clicking “Save” pushbutton. Note: If the Numbering Type is manual then in such case the user has to enter the Estimation Number.
Status	The status of the estimation. The status could be of the following types: · Fresh – On clicking “Save” pushbutton in the tabs · Draft – On clicking “Save” pushbutton · (Pending for Authorization – Create) – On clicking “Submit” pushbutton · (Pending for Authorization – Amend) – On clicking “Amend” pushbutton · Authorized – On clicking “Authorize” pushbutton · Deleted – On clicking “Delete” pushbutton · Rejected – On clicking “Reject” pushbutton
Proposal ID	Enter a valid proposal id. This field is defaulted with the proposal id if traversed from the Proposal main screen. Note: · If the Estimation Stage of the latest version number linked to the proposal is “Proposal” then the Estimation Details section is loaded where the “Cost Rate Card ID” and “Revenue Rate Card ID” are displayed from the Proposal screen. · If the Estimation Stage of the latest version number linked to the proposal is “Project” then the Estimation Details section is loaded where the “Cost Rate Card ID” and “Revenue Rate Card ID” are editable. Help facility available
Project ID	Enter a valid project id. Help facility available
Estimation Number	Enter a unique estimation number. Mandatory. Help facility available
Estimation Version No.	On entering the estimation number, the estimation version number is defaulted with the value “1”. Mandatory. Note: The version number is updated on clicking “Amend” pushbutton. Help facility available
Version Effective From Date	Enter the version effective from date. It is a mandatory field when either clicking on “Save” or “Amend” pushbutton. Mandatory. Note: The Version Effective From Date should not be prior to the Proposal Date or Project Effective From Date.

The following field details are displayed under “Estimation Details” section:

Proposal Description	On entering the Proposal ID, the description for proposal is defaulted in this field.
Project Name	On entering the Project ID, the name of the project is defaulted in this field.
Billing Rule	The Billing Rule is fetched and displayed from the billing rule of the project concerned. Note: Based on the Billing Rule, the relevant grids will load in the “Employee Cost” and “Revenue Estimate” tab.
Proposal Currency	The proposal currency is fetched from the ‘Maintain Proposal’ screen based on the Proposal ID entered from the currency details saved under the ‘Rate Card Details’ section of the “Maintain Proposal” screen.
Project Currency	The project currency is fetched from the PO mapped to the project and displayed.
Contingency % on total cost	Enter the contingency percentage on total cost. Note: This field is editable irrespective of the estimation stage.
Cost Rate Card ID	The cost rate card id is fetched from the ‘Maintain Proposal’ screen (if it is defined in the Proposal screen). The cost rate card can be mapped here if it is a Project Based estimation. Help facility available
Revenue Rate Card ID	The Revenue rate card id is fetched from the ‘Maintain Proposal’ screen (if it is defined in the Proposal screen). The revenue rate card can be mapped here if it is a Project Based Estimation. Help facility available

The “Maintain Estimation” page consists of the following tabs:

Tab – Employee Cost

Enter the following field details in the header:

Estimation Basis

From the drop-down list box, select the required option. The combo is loaded with the values “Employee” and “Grade”. The system displays “Select” by default on launch of the page.

· Employee – This allows estimating the Milestone based manpower cost – employee wise

· Grade – This allows estimating the Milestone based manpower cost – Grade wise

Enter the following field details in the “Employee Costs” multiline:

Milestone ID	Enter a relevant milestone id. Mandatory.
Milestone Description	Enter a description for the entered milestone id. Mandatory.
Estimated End Date	Enter the estimated end date for all the milestones. Mandatory.
Manpower Cost	The manpower cost for each milestone defined is calculated based on the effort entered grade wise or employee wise. The manpower cost is either the total of grade wise cost or employee wise cost as defined in the multiline. The value is displayed after the estimated effort for the milestones are entered in the relevant popups.
Estimated Effort	Enter the estimated effort for the milestone.
Total Manpower Cost	The summation of manpower cost of all the milestone ID’s in the grid is calculated and displayed.

Click “Save” pushbutton to save the details entered.
Enter the following field details in the “Role based Estimated Effort (Fixed and T&M)” multiline:

Role	From the drop-down list box, select the required role. The combo is loaded with various values (defined in quick codes) for you to choose. The system displays “Select” by default on launch of the page.
Site	From the drop-down list box, select the required site. The combo is loaded with the values “Offshore”, “Onsite” and “Onshore” for you to choose. The system displays “Select” by default on launch of the page.
Efforts	Enter the estimated effort for combination of role and site. Mandatory.
Rate	The rate value is displayed based on the cost rate card.
UOM	The UOM is displayed based on the cost rate card.
Total Value	The total value is calculated based on the following: Total Value = Rate * Effort
Total Efforts	The summation of efforts of all the roles.

Click “Save” pushbutton to save the details entered. The system computes and displays the total efforts and total revenue.
Enter the following field details in the “Resource based Estimated Effort (Fixed and TM)” multiline:

Employee Code	Enter a relevant employee code. Help facility available
Site	From the drop-down list box, select the required site. The combo is loaded with the values “Offshore”, “Onsite” and “Onshore” for you to choose. The system displays “Select” by default on launch of the page.
Efforts	Enter the estimated effort for combination of resource and site. Mandatory.
Rate	The rate value is displayed based on the cost rate card.
UOM	The UOM is displayed based on the cost rate card.
Total Value	The total value is calculated based on the following: Total Value = Rate * Effort
Total Efforts	The summation of efforts of all the resources.

Click “Save” pushbutton to save the details entered. The system computes and displays the total efforts and total revenue.
Enter the following field details in the “Output Based Estimation” multiline:

Estimation Basis

This field is defaulted with the option “Grade”. That is, estimation of the manpower cost can be done grade-wise.

Enter the following field details in “Transaction/Process Unit” multiline:

Transaction/Process Unit	From the drop-down list box, select the required option. The combo is loaded with the various options for you to choose. These are user defined values defined in quick codes.
Site	From the drop-down list box, select the required site. The combo is loaded with the values “Offshore”, “Onsite” and “Onshore” for you to choose. The system displays “Select” by default on launch of the page.
Count	Enter a relevant count in this field. Mandatory.
Rate/Count	The rate value is displayed based on Cost rate card.
Production Cost	The production cost is calculated and displayed in this field. Production Cost = Rate * Count
Manpower Cost	The manpower cost for each transaction is calculated based on the effort entered grade wise or employee wise. The man power is either the total of grade wise or employee wise cost.
Total Value	The summation of production and manpower cost.
Estimated Effort	Enter the estimated effort for the combination of grade and site.
Total Production Cost	The summation of production cost of all the transaction/process.
Total Count	The summation of counts of all the transaction/process.
Total Manpower Cost	The summation of manpower cost of all the transaction/process.
Total Value	The summation of total values of all the transactions.

Click “Save” pushbutton to save the details entered. On clicking “Save”, the system computes and displays the Total Production Cost, Total Manpower Cost, Total Count and Total Value.

Tab – Travel Expenses

Enter the following field details in the “Travel Expenses” multiline:

Grade	Enter the relevant grade.
Grade Set	The grade set is displayed on entering the grade.
To Location	From the drop-down list box, select the required location. The combo is loaded with various locations for you to choose. The values in the combo are defined in quick codes. The system displays “Select” by default on launch of the page.
Travel Remarks	Enter the relevant travel remarks.
Travel Type	Enter the relevant travel type.
Estimated No of Days	Enter the estimated number of days.
Perdiem	Enter the total perdiem expenses in this field.
Conveyance	Enter the conveyance expenses in this field.
Airfare	Enter the airfare expenses in this field.
Visa	Enter the visa expenses in this field.
Total Cost	The total cost is the summation of Perdiem, Conveyance, Airfare and Visa.
Travel Total Cost	The travel total cost is the summation of total cost in the ‘Travel Expenses’ multiline.

Click “Save” pushbutton to save the details entered.

Tab – Other Expenses

Enter the following field details in the “Other Expenses” multiline:

Cost Head	From the drop-down list box, select the required option. The combo is loaded with various options (defined in quick codes) for you to choose.
Cost	Enter the cost for every cost head, if any.
Upcharge Cost	Enter the upcharge cost, if any.
Ammortisation Cost	Enter the ammortisation cost, if any.
Total Cost	The total cost is the summation of Cost, Upcharge Cost and Ammortisation Cost in the ‘Other Expenses’ multiline.
Other Cost – Total	The summation of Total Cost in the ‘Other Expenses’ multiline.

Click “Save” pushbutton to save the details entered. On clicking “Save”, the system computes total cost and other cost - total.

Tab - Assumptions

The “Assumptions” tab captures the assumptions based on which the estimation is made.

Enter the following details in the “Assumptions” multiline:

Assumption ID	Enter a unique assumption id.
Assumption Category	From the drop-down list box, select the required assumption category based on the entered assumption id.
Assumption Description	Enter the description for the entered assumption id.

Click “Save” pushbutton to save the details entered.

Tab – Revenue Estimate

Enter the following field details in the “Revenue Estimation” multiline:

Milestone ID	Enter a relevant milestone id. Mandatory.
Milestone Description	Enter a description for the entered milestone id. Mandatory.
Estimated End Date	Enter the estimated end date for all the milestones. Mandatory.
Revenue Amount	Enter the revenue amount for all the milestones.
Total Revenue Amount	The summation of revenue amount of all the milestones defined.

Click “Save” pushbutton to save the details entered.
Enter the following field details in the “Role based Estimated Effort (Fixed and T&M)” multiline:

Role	From the drop-down list box, select the required role. The combo is loaded with various values (defined in quick codes) for you to choose. The system displays “Select” by default on launch of the page.
Site	From the drop-down list box, select the required site. The combo is loaded with the values “Offshore”, “Onsite” and “Onshore” for you to choose. The system displays “Select” by default on launch of the page.
Efforts	Enter the estimated effort for combination of role and site. Mandatory.
Rate	The rate value is displayed based on the cost rate card.
UOM	The UOM is displayed based on the revenue rate card.
Total Value	The total value is calculated based on the following: Total Value = Rate per Hour * Effort
Total Efforts	The summation of efforts of all the roles.

Click “Save” pushbutton to save the details entered. The system computes and displays the total efforts and total revenue.
Enter the following field details in the “Resource based Estimated Effort (Fixed and TM)” multiline:

Employee Code	Enter a relevant employee code. Help facility available
Site	From the drop-down list box, select the required site. The combo is loaded with the values “Offshore”, “Onsite” and “Onshore” for you to choose. The system displays “Select” by default on launch of the page.
Efforts	Enter the estimated effort for combination of resource and site. Mandatory.
Rate	The rate value is displayed based on the revenue rate card.
UOM	The UOM is displayed based on the revenue rate card.
Total Value	The total value is calculated based on the following: Total Value = Rate per Hour * Effort
Total Efforts	The summation of efforts of all the resources.

Click “Save” pushbutton to save the details entered. The system computes and displays the total efforts and total revenue.
Enter the following field details in the “Output Based Estimation” multiline:

Transaction/Process Unit	From the drop-down list box, select the required option. The combo is loaded with various options for you to choose. These are user defined values defined in quick codes.
Site	From the drop-down list box, select the required site. The combo is loaded with the values “Offshore”, “Onsite” and “Onshore” for you to choose. The system displays “Select” by default on launch of the page.
Count	Enter a relevant count in this field. Mandatory.
Rate/Count	The rate value is displayed based on the cost rate card.
Production Cost	The production cost is calculated and displayed in this field. Production Cost = Rate * Count
Manpower Cost	The manpower cost for each transaction is calculated based on the effort entered grade wise or employee wise. The man power is either the total of grade wise or employee wise cost.
Value	The summation of production and manpower cost.
Total Value	The summation of total values of all the transactions.

The following field details are calculated and displayed under “Summary” section on the right side:

Revenue Estimate	The revenue estimate is calculated and displayed in this field.
Man Power Cost	The man power cost is calculated based on the cost rate card value entered in the screen.
Travel Expenses	The travel expenses are calculated and displayed in this field.
Other Expenses	The other expenses are calculated and displayed in this field.
Contingency Cost	The contingency cost (the total of all the cost) is calculated and displayed in this field. Based on this the “Gross Margin” and “Gross Margin” (%) will be computed and displayed. The contingency cost is calculated using the formula (Actual Cost * Contingency %).
Gross Margin (Amount)	The Gross Margin is arrived by subtracting the total cost from total revenue. Gross Margin = Revenue – Cost. Note: The Gross Margin amount can also be a negative value.
Gross Margin (%)	The Gross Margin percentage is calculated using the formula (Revenue – Cost/Cost). Note: The Gross Margin percentage can also be a negative value.

Click “Save” pushbutton to save the details entered. On clicking “Save”, the system computes and displays the Production Cost, Manpower Cost, Count and Total Value.
Click “Submit” pushbutton to submit the details entered.

Note: On clicking “Submit” the status will be changed to “Submitted”.

Click “Authorize” pushbutton to authorize the estimation.

Note: On clicking “Authorize” the status will be changed to “Authorized”.

Click “Amend” pushbutton to amend the estimation.

Note:

On clicking “Amend” the status will be changed to “In Amendment” and on submit, the status will be changed to “Pending for Authorization – Amend”.

Estimation is amended only when it is in the authorized status. The changes will be stored and accommodated.

Click “Delete” pushbutton to delete the estimation.
Click Reject" pushbutton to reject the estimation.