Template:Estimate Template: Difference between revisions

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{{Template:EST
{{Template:EstimateNew
|Supimix_Client_Code=Client_Code
|Supimix_Client_Code=
|Supimix_Project_Code=Project_Code
|Supimix_Project_Code=
|Supimix_Site_Code=Site_Code
|Supimix_Site_Code=
|Supimix_Client_Reference=Client_Reference
|Supimix_Client_Reference=
|Supimix_Number=SF Ref
|Supimix_Number=
|The_version_of_the_document=0.01
|The_version_of_the_document=0.01
|Your_Name=Your Name
|Your_Name=Your_Name
|Supimix_PO_Reference=-
|Supimix_PO_Reference=-
|Supimix_Priority=-
|Supimix_Priority=-
|Date_(DD/MM/YY)=DD/MM/YY
|Date_(DD/MM/YY)=
|Clients_Customer=Client_Customer
|Clients_Customer=
|System_Version_being_changed=SysVer
|System_Version_being_changed=
|Client_Request=Client_Request
|Client_Request=
|OBS_Solution=Aptean_Solution
|OBS_Solution=
|Requirements_Days=0
|Requirements_Days=0
|Estimation_Days=0
|Estimation_Days=0
Line 22: Line 22:
|Implementation_Days=0
|Implementation_Days=0
|Project_Management_Days=0
|Project_Management_Days=0
|Year=2025
|Year=
|Free_Of_Charge|N=N
|Free_Of_Charge=N
|FIXEDCOST=N
|NOFOOTER=N
|DiscountPerc=0
|DiscountPerc=0
|DiscountText=
|DiscountText=
|System=
}}
}}
<noinclude>
<templatedata>
{
"params": {
"Supimix_Client_Code": {
"label": "Client Code",
"aliases": [
"1"
],
"description": "The specific internal code identifying the client.",
"type": "string",
"required": true
},
"Supimix_Project_Code": {
"label": "Project Code",
"aliases": [
"2"
],
"description": "Internal project code identifier.",
"type": "string"
},
"Supimix_Site_Code": {
"label": "Site Code",
"aliases": [
"3"
],
"description": "Identifier for the specific client site.",
"type": "string"
},
"Supimix_Client_Reference": {
"label": "Client Reference",
"aliases": [
"4"
],
"description": "The client's own reference string or ID.",
"type": "string"
},
"Supimix_Number": {
"label": "Salesforce Reference",
"aliases": [
"5"
],
"description": "The Salesforce or internal reference number.",
"type": "string"
},
"The_version_of_the_document": {
"label": "Document Version",
"aliases": [
"6"
],
"description": "The current version of this estimate document.",
"example": "0.01",
"type": "string"
},
"Your_Name": {
"label": "Author Name",
"aliases": [
"7"
],
"description": "Name of the person creating the estimate.",
"type": "string",
"suggested": true
},
"Supimix_PO_Reference": {
"label": "PO Reference",
"aliases": [
"8"
],
"description": "Purchase Order reference, if available.",
"type": "string"
},
"Supimix_Priority": {
"label": "Priority",
"aliases": [
"9"
],
"description": "Priority level of the estimate/project.",
"type": "string"
},
"Date_(DD/MM/YY)": {
"label": "Date",
"aliases": [
"10"
],
"description": "Date in DD/MM/YY format.",
"type": "string"
},
"Clients_Customer": {
"label": "Client's Customer",
"aliases": [
"11"
],
"description": "The end customer of the client, if applicable.",
"type": "string"
},
"System_Version_being_changed": {
"label": "System Version",
"aliases": [
"12"
],
"description": "The software version currently being modified.",
"type": "string"
},
"Client_Request": {
"label": "Request Summary",
"aliases": [
"13"
],
"description": "Brief summary of the initial client request.",
"type": "content"
},
"OBS_Solution": {
"label": "Solution Description",
"aliases": [
"14"
],
"description": "The proposed technical solution.",
"type": "content"
},
"Requirements_Days": {
"label": "Requirements Effort (Days)",
"aliases": [
"15"
],
"description": "Days allocated for gathering requirements.",
"type": "number",
"default": "0"
},
"Estimation_Days": {
"label": "Estimation Effort (Days)",
"aliases": [
"16"
],
"description": "Days allocated for the estimation process.",
"type": "number",
"default": "0"
},
"Functional_Specification_Days": {
"label": "Functional Spec Effort (Days)",
"aliases": [
"17"
],
"description": "Days allocated for creating functional specifications.",
"type": "number",
"default": "0"
},
"Technical_Specification_Days": {
"label": "Technical Spec Effort (Days)",
"aliases": [
"18"
],
"description": "Days allocated for creating technical specifications.",
"type": "number",
"default": "0"
},
"Development_Days": {
"label": "Development Effort (Days)",
"aliases": [
"19"
],
"description": "Days allocated for software development.",
"type": "number",
"default": "0"
},
"Testing_and_Release_Days": {
"label": "Testing/Release Effort (Days)",
"aliases": [
"20"
],
"description": "Days allocated for testing and release management.",
"type": "number",
"default": "0"
},
"Implementation_Days": {
"label": "Implementation Effort (Days)",
"aliases": [
"21"
],
"description": "Days allocated for site implementation.",
"type": "number",
"default": "0"
},
"Project_Management_Days": {
"label": "Project Management Effort (Days)",
"aliases": [
"22"
],
"description": "Days allocated for project management.",
"type": "number",
"default": "0"
},
"Year": {
"label": "Fiscal Year",
"aliases": [
"23"
],
"description": "The year for financial tracking.",
"example": "2025",
"type": "number"
},
"Free_Of_Charge": {
"label": "FOC Flag",
"aliases": [
"24"
],
"description": "Is this work free of charge? (Y/N)",
"type": "string",
"default": "N"
},
"FIXEDCOST": {
"label": "Fixed Cost Flag",
"aliases": [
"25"
],
"description": "Is this a fixed cost project? (Y/N)",
"type": "string",
"default": "N"
},
"NOFOOTER": {
"label": "Hide Footer",
"aliases": [
"26"
],
"description": "Suppress the document footer? (Y/N)",
"type": "string",
"default": "N"
},
"DiscountPerc": {
"label": "Discount Percentage",
"aliases": [
"27"
],
"description": "Numerical discount percentage to apply.",
"type": "number",
"default": "0"
},
"DiscountText": {
"label": "Discount Reason",
"aliases": [
"28"
],
"description": "Description or reason for the applied discount.",
"type": "string"
},
"System": {
"label": "System/Category",
"aliases": [
"29"
],
"description": "Select the system category for this estimate.",
"type": "string",
"suggestedvalues": [
"CTMS",
"EPOD",
"MCS",
"ASSIST",
"TCM",
"VEhub",
"Vision",
"WCS",
"PORTAL",
"WMS",
"Bay Diary",
"TOC"
],
"required": true
}
},
"description": "Standardized template for generating project estimates, including effort breakdowns, financial flags, and system categories.",
"format": "block"
}
</templatedata>
</noinclude>

Latest revision as of 16:10, 27 February 2026

Aptean Logo.png
STATEMENT OF WORK
CHANGE REQUEST ESTIMATE
'Client'Project'Site'
Client Reference'Aptean Reference'Estimate Version0.01
'Prepared ByYour_NameEstimate Date'
Invoice Reference-Priority-
Customer'System Version'


Client Request


Aptean Solution


Cost Details
Activity No. of Days Rate per Day (£) Cost (£ Exc. VAT)
Requirements 0.00 £First argument to "number_format" must be a number.
Change Request Evaluation 0.00 £First argument to "number_format" must be a number.
Functional Specification 0.00 £First argument to "number_format" must be a number.
Technical Specification 0.00 £First argument to "number_format" must be a number.
Development 0.00 £First argument to "number_format" must be a number.
Testing and Release 0.00 £First argument to "number_format" must be a number.
Implementation 0.00 £First argument to "number_format" must be a number.
Project Management 0.00 £First argument to "number_format" must be a number.
 
TOTAL 0.00   £First argument to "number_format" must be a number.
Estimate excludes training, release to live and go live support.


Copyright © Aptean .
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.

ParameterDescriptionTypeStatus
Client CodeSupimix_Client_Code 1

The specific internal code identifying the client.

Stringrequired
Project CodeSupimix_Project_Code 2

Internal project code identifier.

Stringoptional
Site CodeSupimix_Site_Code 3

Identifier for the specific client site.

Stringoptional
Client ReferenceSupimix_Client_Reference 4

The client's own reference string or ID.

Stringoptional
Salesforce ReferenceSupimix_Number 5

The Salesforce or internal reference number.

Stringoptional
Document VersionThe_version_of_the_document 6

The current version of this estimate document.

Example
0.01
Stringoptional
Author NameYour_Name 7

Name of the person creating the estimate.

Stringsuggested
PO ReferenceSupimix_PO_Reference 8

Purchase Order reference, if available.

Stringoptional
PrioritySupimix_Priority 9

Priority level of the estimate/project.

Stringoptional
DateDate_(DD/MM/YY) 10

Date in DD/MM/YY format.

Stringoptional
Client's CustomerClients_Customer 11

The end customer of the client, if applicable.

Stringoptional
System VersionSystem_Version_being_changed 12

The software version currently being modified.

Stringoptional
Request SummaryClient_Request 13

Brief summary of the initial client request.

Contentoptional
Solution DescriptionOBS_Solution 14

The proposed technical solution.

Contentoptional
Requirements Effort (Days)Requirements_Days 15

Days allocated for gathering requirements.

Default
0
Numberoptional
Estimation Effort (Days)Estimation_Days 16

Days allocated for the estimation process.

Default
0
Numberoptional
Functional Spec Effort (Days)Functional_Specification_Days 17

Days allocated for creating functional specifications.

Default
0
Numberoptional
Technical Spec Effort (Days)Technical_Specification_Days 18

Days allocated for creating technical specifications.

Default
0
Numberoptional
Development Effort (Days)Development_Days 19

Days allocated for software development.

Default
0
Numberoptional
Testing/Release Effort (Days)Testing_and_Release_Days 20

Days allocated for testing and release management.

Default
0
Numberoptional
Implementation Effort (Days)Implementation_Days 21

Days allocated for site implementation.

Default
0
Numberoptional
Project Management Effort (Days)Project_Management_Days 22

Days allocated for project management.

Default
0
Numberoptional
Fiscal YearYear 23

The year for financial tracking.

Example
2025
Numberoptional
FOC FlagFree_Of_Charge 24

Is this work free of charge? (Y/N)

Default
N
Stringoptional
Fixed Cost FlagFIXEDCOST 25

Is this a fixed cost project? (Y/N)

Default
N
Stringoptional
Hide FooterNOFOOTER 26

Suppress the document footer? (Y/N)

Default
N
Stringoptional
Discount PercentageDiscountPerc 27

Numerical discount percentage to apply.

Default
0
Numberoptional
Discount ReasonDiscountText 28

Description or reason for the applied discount.

Stringoptional
System/CategorySystem 29

Select the system category for this estimate.

Suggested values
CTMS EPOD MCS ASSIST TCM VEhub Vision WCS PORTAL WMS Bay Diary TOC
Stringrequired
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