The Estimate Templates function on the Object Definitions tab of the Admin Page is available for Portal Administrators to manage iSite Estimate Templates used within the iSite Task Estimating module. Administrators can add new Estimate Templates, edit existing Estimate Templates, and delete Estimate Templates.


Availability

Users with any of the following Permissions may manage Estimate Templates:


Navigation

Global Navigation Bar > Admin > Object Definitions > Estimate Templates


What is an Estimate Template?

An Estimate Template is used to manage numerical assignment of objects within iSite.  For instance, for Task Order Request Workflows, you may want newly created Tasks to be automatically numbered, rather than manually entered.  To do so, you would create a new Counter object.  After doing so, Task Number assignments will rely on the Counter to assign values.


Estimate Template Maintenance Functions

The following functions are available when performing Estimate Template Maintenance


 

Properties of an Estimate Template

An Estimate Template has the following properties:


  • Template Name
  • Description
  • Is Active?
    • Indicates whether or not the newly created Estimate Template will be Active
  • Is Default?
    • Indicates whether or not the newly created Estimate Template will be the default Estimate Template on the Create Estimate page
  • Sort Group
    • Specifies an additional level of sorting in the Estimate Templates list
  • Task/Sub-Task Format
    • RegEx Expression for Task Entry
    • RegEx Help Text for Task Entry
      • Text to display to the User for help when performing Task Entry
    • RegEx Sample Text for Task Entry
      • One or more Samples that match the Task Entry RegEx Expression requirements
    • RegEx Expression for Sub-Task (Component) Entry
    • RegEx Help Text for Sub-Task (Component) Entry
      • Text to display to the User for help when performing Sub-Task Entry
    • RegEx Sample Text for Sub-Task (Component) Entry
      • One or more Samples that match the Sub-Task Entry RegEx Expression requirements
  • Master Entry Layout
    • The Layout of the Estimate
  • Calculations
    • The Calculations for the Estimate
  • Export Layout
    • Each configurable region will have the following settings:
      • Label
        • Displays a string value
      • Value Type
        • Current Date
          • Displays the Current Date
        • Fill-In
          • Provides an area for the User to fill-in during Estimate Export.  A default value can be specified.
        • Label
          • Displays the specified text string
        • Property
          • Displays one of the following Estimate Properties:
            • Component Description
            • Component Name
            • Contract Year
            • Package Description
            • Package Name
            • Period
            • Sub-Task
            • Task
        • Setting
          • Displays one of the following Contract Settings:
            • Contractor Number
            • Contractor Name
            • Contractor Rep
        • Task Attribute
          • Displays a list of defined Custom Attributes that are associated with Tasks
        • Task Property
          • Displays one of the following Task Properties:
            • Task Start Date
            • Task End Date
  • Audience
    • Permissions for the Template
    • Permissions for Entry


The Estimate Templates List

The Estimate Templates list displays the Estimate Templates that are configured and assigned to the iSite License.  The list will display the following information:


  • Template Name
  • Usage
  • Active?
  • Audience
  • Last Updated


How to Use the Estimate Templates List

  1. Click on the Estimate Template Name in the list whose information you would like to edit.


How to Add a New Estimate Template

  1. Click the Add New Estimate Template button in the toolbar.
  2. On the Properties tab, fill in the specified properties for the new Estimate Template.
  3. On the Task/Sub-Task Format tab, optionally fill in the following settings for the new Estimate Template.
  4. On the Master Entry Layout tab, use the Entry Layout Editor to represent how data should be displayed for the Estimate.
    1. See the Using the Entry Layout Editor topic for more information.
  5. On the Calculations tab, use the Calculations Editor to represent how data should be calculated for the Estimate.
    1. See the Using the Calculations Editor topic for more information.
  6. On the Export Layout tab, optionally fill in the following settings that control the Export Layout for the new Estimate Template:
    1. Refer to the Reference Layout image to determine where elements are placed
    2. Specify Label and Value Type settings for the desired Estimate Export configurable regions
  7. On the Audience tab, set the appropriate permissions:
    1. In the Template Audience section, select the Security Groups who will be able to view Estimates created with this new Estimate Template.
    2. In the Master Entry Layout Audience, select the Security Groups who will be able to edit Estimates using the Master Entry Layout for this new Estimate Template
  8. Click the Create Estimate Template button to create the new record or click the Cancel button to abort the creation process.


How to Clone an Estimate Template

  1. Click the Clone Estimate Template button in the toolbar.
  2. In the Estimate Template Selection section, select the Estimate Template that you would like to clone from the Estimate Template to Clone From drop-down list.
  3. In the Name and Description section, enter the name and description of the new Estimate Template 
  4. In the Settings section, fill in the specified properties for the new Estimate Template
  5. Click the Clone Estimate Template button to create the new record or click the Cancel button to abort the creation process.


How to Edit an Existing Estimate Template

  1. In the Estimate Templates List, select the record to be edited by clicking the Estimate Template Name.
  2. On the Properties tab, fill in the specified properties for the Estimate Template.
  3. On the Task/Sub-Task Format tab, optionally fill in the following settings for the Estimate Template:
  4. On the Master Entry Layout tab, use the Entry Layout Editor to represent how data should be displayed for the Estimate.
    1. See the Using the Entry Layout Editor topic for more information.
  1. On the Calculations tab, use the Calculations Editor to represent how data should be calculated for the Estimate.
    1. See the Using the Calculations Editor topic for more information.
  1. On the Export Layout tab, optionally fill in the following settings that control the Export Layout for the new Estimate Template:
    1. Refer to the Reference Layout image to determine where elements are placed
    2. Specify Label and Value Type settings for the desired Estimate Export configurable regions
  1. On the Audience tab, set the appropriate permissions:
    1. In the Template Audience section, select the Security Groups who will be able to view Estimates created with this new Estimate Template.
    2. In the Master Entry Layout Audience, select the Security Groups who will be able to edit Estimates using the Master Entry Layout for this new Estimate Template
  1. Click the Update Estimate Template button to update the record or click the Cancel button to abort the editing process.


Deleting Estimate Templates

Deleting an Estimate Template is a permanent change and cannot be reversed.  Proceed with caution.


Note:  Estimate Templates cannot be deleted if an Estimate exists.  Check the Estimate Usage column in the Estimate Templates List to determine if there are any Estimates created for a specific Estimate Template.


How to Delete an Estimate Template

  1. In the Estimate Templates List, select the record to be deleted by clicking the Estimate Template Name.
  2. In the Estimate Template Maintenance page, click the Delete this Estimate Template... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected record or click the Cancel button to abort the deletion process.


The selected Estimate Template will be permanently deleted from iSite.


How to Delete Multiple Estimate Templates

  1. In the Estimate Templates List, click the check box next to each record that you want to delete.
  2. Click the Delete Estimate Templates... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected records or click the Cancel button to abort the deletion process.


The selected Estimate Templates will be permanently deleted from iSite.

Page ID:9315-5396-7104