Template:Estimate Template
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CHANGE REQUEST ESTIMATE |
| 'Client | ' | Project | ' | Site | ' |
| Client Reference | ' | Aptean Reference | ' | Estimate Version | 0.01 |
| 'Prepared By | Your_Name | Estimate 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. |
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Copyright © Aptean . |
Standardized template for generating project estimates, including effort breakdowns, financial flags, and system categories.
| Parameter | Description | Type | Status | |
|---|---|---|---|---|
| Client Code | Supimix_Client_Code 1 | The specific internal code identifying the client. | String | required |
| Project Code | Supimix_Project_Code 2 | Internal project code identifier. | String | optional |
| Site Code | Supimix_Site_Code 3 | Identifier for the specific client site. | String | optional |
| Client Reference | Supimix_Client_Reference 4 | The client's own reference string or ID. | String | optional |
| Salesforce Reference | Supimix_Number 5 | The Salesforce or internal reference number. | String | optional |
| Document Version | The_version_of_the_document 6 | The current version of this estimate document.
| String | optional |
| Author Name | Your_Name 7 | Name of the person creating the estimate. | String | suggested |
| PO Reference | Supimix_PO_Reference 8 | Purchase Order reference, if available. | String | optional |
| Priority | Supimix_Priority 9 | Priority level of the estimate/project. | String | optional |
| Date | Date_(DD/MM/YY) 10 | Date in DD/MM/YY format. | String | optional |
| Client's Customer | Clients_Customer 11 | The end customer of the client, if applicable. | String | optional |
| System Version | System_Version_being_changed 12 | The software version currently being modified. | String | optional |
| Request Summary | Client_Request 13 | Brief summary of the initial client request. | Content | optional |
| Solution Description | OBS_Solution 14 | The proposed technical solution. | Content | optional |
| Requirements Effort (Days) | Requirements_Days 15 | Days allocated for gathering requirements.
| Number | optional |
| Estimation Effort (Days) | Estimation_Days 16 | Days allocated for the estimation process.
| Number | optional |
| Functional Spec Effort (Days) | Functional_Specification_Days 17 | Days allocated for creating functional specifications.
| Number | optional |
| Technical Spec Effort (Days) | Technical_Specification_Days 18 | Days allocated for creating technical specifications.
| Number | optional |
| Development Effort (Days) | Development_Days 19 | Days allocated for software development.
| Number | optional |
| Testing/Release Effort (Days) | Testing_and_Release_Days 20 | Days allocated for testing and release management.
| Number | optional |
| Implementation Effort (Days) | Implementation_Days 21 | Days allocated for site implementation.
| Number | optional |
| Project Management Effort (Days) | Project_Management_Days 22 | Days allocated for project management.
| Number | optional |
| Fiscal Year | Year 23 | The year for financial tracking.
| Number | optional |
| FOC Flag | Free_Of_Charge 24 | Is this work free of charge? (Y/N)
| String | optional |
| Fixed Cost Flag | FIXEDCOST 25 | Is this a fixed cost project? (Y/N)
| String | optional |
| Hide Footer | NOFOOTER 26 | Suppress the document footer? (Y/N)
| String | optional |
| Discount Percentage | DiscountPerc 27 | Numerical discount percentage to apply.
| 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.
| String | required |
