Template:EstimateNew

STATEMENT OF WORK CHANGE REQUEST ESTIMATE

Client	{{{Supimix_Client_Code}}}	Project	{{{Supimix_Project_Code}}}	Site	{{{Supimix_Site_Code}}}
Client Reference	{{{Supimix_Client_Reference}}}	Aptean Reference	{{{Supimix_Number}}}	Estimate Version	{{{The_version_of_the_document}}}
Prepared By	{{{Your_Name}}}			Estimate Date	{{{Date_(DD/MM/YY)}}}
Invoice Reference	{{{Supimix_PO_Reference}}}			Priority	{{{Supimix_Priority}}}
Customer	{{{Clients_Customer}}}			System Version	{{{System_Version_being_changed}}}

Client Request

{{{Client_Request}}}

Aptean Solution

{{{OBS_Solution}}}

{{EstimateCostDetails{{{Year}}} |REQ={{{Requirements_Days}}} |EST={{{Estimation_Days}}} |FS={{{Functional_Specification_Days}}} |TS={{{Technical_Specification_Days}}} |DEV={{{Development_Days}}} |ST={{{Testing_and_Release_Days}}} |IMP={{{Implementation_Days}}} |PM=X |Client={{{Supimix_Client_Code}}} |Year={{{Year}}} |FOC=N |FIXEDCOST={{{FIXEDCOST}}} |NOFOOTER={{{NOFOOTER}}} |DiscountPerc=0 |DiscountText=Discount |System={{{System}}} }}

Copyright © Aptean {{{Year}}}. This estimate has an expiry date of 30 days from the specified Estimate Date. The information contained herein is supplied without liability for errors or omissions.

Standardized template for generating project estimates, including effort breakdowns, financial flags, and system categories.

Template parameters

This template prefers block formatting of parameters.

Parameter		Description	Type	Status
Client Code	Client 1	The specific internal code identifying the client.	String	required
Project Code	Project 2	Internal project code identifier.	String	optional
Site Code	Site 3	Identifier for the specific client site.	String	optional
Client Reference	ClientRef 4	The client's own reference string or ID.	String	optional
Salesforce Reference	OBSRef 5	The Salesforce or internal reference number.	String	optional
Document Version	Version 6	The current version of this estimate document. Example 0.01	String	optional
Author Name	Author 7	Name of the person creating the estimate.	String	suggested
PO Reference	PONum 8	Purchase Order reference, if available.	String	optional
Priority	Priority 9	Priority level of the estimate/project.	String	optional
Date	Date 10	Date in DD/MM/YY format.	String	optional
Client's Customer	Customer 11	The end customer of the client, if applicable.	String	optional
System Version	SysVer 12	The software version currently being modified.	String	optional
Request Summary	ClientRequest 13	Brief summary of the initial client request.	Content	optional
Solution Description	Solution 14	The proposed technical solution.	Content	optional
Requirements Effort (Days)	REQ 15	Days allocated for gathering requirements. Default 0	Number	optional
Estimation Effort (Days)	EST 16	Days allocated for the estimation process. Default 0	Number	optional
Functional Spec Effort (Days)	FS 17	Days allocated for creating functional specifications. Default 0	Number	optional
Technical Spec Effort (Days)	TS 18	Days allocated for creating technical specifications. Default 0	Number	optional
Development Effort (Days)	DEV 19	Days allocated for software development. Default 0	Number	optional
Testing/Release Effort (Days)	ST 20	Days allocated for testing and release management. Default 0	Number	optional
Implementation Effort (Days)	IMP 21	Days allocated for site implementation. Default 0	Number	optional
Project Management Effort (Days)	PM 22	Days allocated for project management. Default 0	Number	optional
Fiscal Year	Year 23	The year for financial tracking. Example 2025	Number	optional
FOC Flag	FOC 24	Is this work free of charge? (Y/N) Default N	String	optional
Fixed Cost Flag	FIXEDCOST 25	Is this a fixed cost project? (Y/N) Default N	String	optional
Hide Footer	NOFOOTER 26	Suppress the document footer? (Y/N) Default N	String	optional
Discount Percentage	DiscountPerc 27	Numerical discount percentage to apply. Default 0	Number	optional
Discount Reason	DiscountText 28	Description or reason for the applied discount.	String	optional
System/Category	System 29	Select the system category for this estimate. Suggested values CTMS EPOD MCS ASSIST TCM VEhub Vision WCS PORTAL WMS Bay Diary TOC	String	required