User Manual

For
Engineering
Module

1
 Table of Content

S.No. Title Page No.

1. Overview……………………………………………………………………………………….. 3
2. Dashboard……………………………………………………………………………………… 4-8
3. BOQ……………………………………………………………………………………………….. 9-14
4. Reports………………………………………………………………………………………….. 15-16
5. EMB………………………………………………………………………………………………. 17-25
6. EBILL……………………………………………………………………………………………. 26-35
7. CB………………………………………………………………………………………………….. 36-42
8. Deviation……………………………………………………………………………………….. 43-50
9. Completion…………………………………………………………………………………….. 50
10. Administration……………………………………………………………………………….. 51
10.1 Master Data…………………………………………………………………………………... 51
10.1.1 Term……………………………………………………………………………………………… 52-53
10.1.2 Code Value……………………………………………………………………………………… 54-56
10.1.3 Vendors/Contractors……………………………………………………………………… 57-63
10.1.4 Deduction……………………………………………………………………………………… 64-66
10.1.5 Geometry……………………………………………………………………………………… 67-68
10.1.6 Budget…………………………………………………………………………………………… 69-72
10.1.7 Work……………………………………………………………………………………………… 73-79
10.1.8 Workflow………………………………………………………………………………………. 80-89
10.1.9 Undertaking…………………………………………………………………………………… 90-92
10.2 Security…………………………………………………………………………………………. 92
10.2.1 Role……………………………………………………………………………………………….. 93-96
10.2.2 Role Authorization………………………………………………………………………….. 97-98
10.2.3 Work Hierarchy……………………………………………………………………………… 99-105
10.2.4 Work Authorization………………………………………………………………………… 106-100
11 Help………………………………………………………………………………………………. 111
11.1 FAQ……………………………………………………………………………………………….. 111
11.2 User Manual…………………………………………………………………………………… 111
11.3 Tutorial Videos…………………………………………………………………………..…… 111
11.4 Online Support…………………………………………………………………..…………… 111

2
 Overview
This user manual helps those users who want to access or who authorized to
access the engineering module. With the help of this user manual they can
perform their activities easily. In the Engineering module user can perform the
following functions:

 Dashboard
 BOQ
 Reports
 EMB
 E-BILL
 CB
 Deviation
 Completion
 Administration
 Help

Figure: Engineering Module Architecture

3
 Dashboard
 Click on Dashboard.

In the Dashboard option the user can basically perform four

actions.

1 At Glance
2 Physical Progress
3 Financial Progress
4 Performance

Here user can perform the following actions:

 At Glance: By clicking on At Glance option user can view the

following:

 All Vendors/Contractors: By clicking View button user can view

all the vendors/contractors.

 All E-BILLS: By clicking View button user can view all the E-BILLS.

 All Works: By clicking View button user can view all the works.

View button to check View button to check View button to check

all vendors/contractors all EBILLs. all works.

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Here user can see the graphical representation of Phyiscal, Fiancial and
Perofmance.

 Physical Progress: By clicking on Physical Progress option user can

view the following:
 Running Late: By clicking View button user can view all running
late work.

 In Progress: By clicking View button user can view all the work
which is on progress.

 All Works: By clicking View button user can view all the works.

View button to check View button to check all View button to check
all running late work. work which are on all work.
progress

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Here user can see the graphical representation of the following:

 Top 3 Late Works by Delay Duration

 Top 3 Late Works by Completion%
 Top 3 Late Works by Financial Deviation%

 Financial Progress: By clicking on Financial Progress option user

can view the following:

 Approved Ebill: By clicking View button user can view all approved Ebill.

 Approved EMB: By clicking View button user can view all approved EMB.

 All Works: By clicking View button user can view all the works.

View button to check all View button to check all View button to check
approved Ebill. approved EMB all work.

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 Here user can see the graphical representation of the following:

 Top 3 Budget versus Work order

 Top 3 Work order utilization
 Top 3 over utilization

 Performance: By clicking on Performance option user can view the

following:

 Average number of days for EMB approval

 Average number of days for Ebill approval

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Here user can see the graphical representation of the following:

 EMB Approval time in Days (Top 3)

 EBILL Approval time in Days (Top 3)
 Average File Approval Time (Top 3)

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 BOQ

 Click on BOQ.

In the BOQ option the user can basically perform five actions
to manage the fields.

1 Create BOQ
2 BOQ List
3 Update Units
4 Update Rate
5 Update Paid Last Quantity
Here you can perform the following actions:

Create BOQ: Using this option the user can create a BOQ for the particular
work. For creating BOQ there are three steps:

1. Upload Tender Document

2. Complete and Review
3. Done

Step 1: Upload Tender Document: In this step, do the following sub

steps:

 Select the Work.

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  Then enter the following details:
 Over Under: Select over under among these options :Less, At Par,
Excess
 Over under Rate (%): Enter the over under rate percentage.
 Enter BOQ Amount: Enter the BOQ amount. (NOTE: Enter the
BOQ amount after the uploading the BOQ)
 Enter EMB Number: Enter the EMB number.
 Enter Discount (%): Enter the discount percentage.
 Choose E-Tender BOQ File OR Choose Custom BOQ File:
Upload the BOQ.
 Download Format: User can download the format of BOQ.

After entering the entire details click on Next button.

Step 2: Complete and Review: In this step, do the following sub steps:

i. Copy the Total BOQ Amount without Taxes value, and then click on Back
button.

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Now you have to paste that Total BOQ Amount without Taxes value in the Enter BOQ
Amount field.

Then click on Next button.

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Now your screen will be look like the below given screenshot. If you want to
add Labour Cess then check this box and enter the value of labour cess.
(Note: It will take input as percentage, for example suppose you
want to add Labour cess at 1% then you have to type 1 here.)

Then click on Next button.

Then click on Submit button.

Now your BOQ is created successfully for that particular work.

 BOQ List: In the BOQ list option you can you can check the BOQ related
details like ID, Party ID, Party Name, Work ID, Work Order Name,

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 Tender NIC ID, Tender Ref Number, Over Under, Over Under Rate (%),
Tender Amount, Status and there are four buttons:

1. Update Rate: By clicking on Update Rate button user can update the rate.
2. Update Paid Last Quantity: By clicking on Update Paid Last Quantity button
user can update the Paid last quantity.
3. Print: By clicking on Print button user can print the BOQ.
4. Delete: By clicking on Delete button user can delete the BOQ.

To Update the Rate

By clicking on Update Rate button, User can see the form like the given below
screenshot. Then user can enter the details as per requirements. Then click on
Update button.

After clicking on Update button the update rate will updated successfully.

13
To Update the Paid Last Quantity

By clicking on Update Paid Last Quantity button, User can see the form like
the given below screenshot. Now user can enter the details as per
requirements. Then click on Update button.

To Update the Units

By clicking on Update Unit option, user can update the unit of any line
description as per requirements. Then click on Update button.

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 Reports

Reports: Report option helps to generate the report of number of

work/EMB/EBILL/Measurement created in particular time duration.

 Click on Report.

In the Report option the user can basically perform three

actions to manage the report.

1 Create Report
2 All Report List
3 View Report

Here you can perform the following actions:

Create Report: Using this option the user can create a Report for work,
Measurement, EMB and EBill. To create a report follow the below steps:

1. Click on Create Report option. Then user can see the form like the
below given screenshot. Then enter the following details:

 Select Activity Type: Here the user can select from the following
options:
o Work
o Measurement
o EMB

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 o EBILL
 Select Activity Type: Here user can select from the following
options:
oToday
oThis Week
oThis Month
oThis Quarter
oLast six months
oThe Fiscal Year
oCustom: In custom option user can select the start
date and end date.
 Report Name: Enter the report name.
 Report Description: Enter the report Description.

After entering all the details click on Submit button. Now report will is created
successfully.

All Report List: In this option you can check the entire report list. User can
view any report by clicking on View button.

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 EMB

 Click on EMB.

In the EMB option the user can basically perform three

actions to manage the E- Measurement Book (EMB).

1 Create EMB
2 EMB List
3 Update EMB

Here user can perform the following actions:

Create EMB: Using this option user can create the EMB for any
particular work. To create the EMB, click on the Create EMB button.

 Select the Work.

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  Date of Measurement: Enter the date of measurement.
 Calculate: By click on Calculate option user can calculate the
measurement for the particular line description.

After clicking on Calculate option the screen will be look like the below given
screenshot. Now to measure the quantity first of all you have to click on ADD
button to add the row.

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After clicking on ADD button one row will be added. Now user has to enter the
following details:
 Remark: User can enter the remark.
 Operator: Choose the operator either Addition (+) or Subtraction (-).
 Measurement: Select from either Record Measurement or Measurement.
 Geometry: Select the geometry.
 Compute: Select from either Actual or Average.
After entering this entire details click on Measurement button.

After clicking on Measurement button the screen will be look like the below
given screenshot.

Enter the required details and then it will calculate the quantity. Now click on
Save Changes button.

19
After clicking on Submit Changes button, now the Calculated Quantity
will reflect here.

Also there are three action buttons:

 Delete: Using Delete button user can delete the particular row.
 Copy: Using Copy button user can copy the data of particular row.
 Paste: Using Paste button user can paste any row data in the particular
row.

Delete

Copy

Paste

By taking the measurement click on Save Changes button.

20
Now that saved measurement data will reflect here.

Note: Following the above steps user can easily calculate the
measurement to every line description.

After calculating all the measurements, click on the Next button.

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Now screen will be look like the below given screenshot. Here the user can
check the details. Then click on Submit button.

After clicking on Submit button, the EMB is created successfully.

22
EMB List: In EMB list option user can check all the EMB of any particular
work.

o Select the work.

After selecting the work you can check all the EMB related to that work.
The user cans the see EMB ID, EMB Description, EMB Number, Date of
measurement, Status and there are three five action buttons:

 Add Approval: By click on Add Approval button, user can send EMB for
approval for the next employee according to the workflow.
 Print: By click on Print button user can print the EMB in the PDF format.
 Update: By click on Update button user can update the EMB.
 Delete: By click on Delete button user can delete the EMB.
 See Workflow Details: By click on See Workflow Details button user
can see the workflow of the EMB.

23
Add Approval: By clicking on Add Approval button the screen will be
appear like the below given screenshot. Here user can select that to which
employee the EMB will be forwarded. User can also add remark and check the
Notify them checkbox by which that particular employee will get the
notification.

Then click on the Submit button. Now the EMB is forwarded for the approval.

To update the EMB

Update: By clicking on Update button.

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By clicking on Update button the screen will be appear like the below
screenshot.

After making the required changes click on Next button.

Then the screen appear like the below screenshot. Check the details then click
on the Update button.

After clicking on Update button, the EMB will update successfully.

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 E-BILL

 Click on E-BILL.

In the E-BILL option the user can basically perform three

actions to manage the E- Measurement Book (EMB).

1 Create E-BILL
2 E-BILL List
3 Update E-BILL Deduction

Here user can perform the following actions:

o Create E-BILL: Click on Create E-BILL option. There are five steps:

Step 1: Select the Work: Select the work for which you want to create E-
BILL.

26
Then enter the required details.

Then upload the required documents like:

 Upload Testing Report

 Upload Photograph
 Upload Royalty Details
 Upload Other Document: Here user can upload other required
documents if applicable.

After uploading all the required documents, then click on Next button.

After clicking on Next button the screen will be appear like the below given
screenshots.

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Then click on the Next button.

Step 3: Enter Allowances: In this step user can add GST as per the
requirement on the taxable amount. The screen will be look like the below
given screenshot. In this step, user has to copy taxable amount.

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Then paste that taxable amount on Taxable Amount for GST column.

After that select the GST type

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For example if user selected SGST/CGST. Then user can enter the SGST
and CGST value in these columns and here user can see the calculated SGST
and CGST according to the entered SGST and CGST value.

Here user can see the calculated

the CGST and SGST value

Here user can enter the

CGST and SGST value

After entering the GST related details click on the ADD button.

After clicking on ADD button the screen will look like the below given
screenshot.

Then click on Next button.

30
Step 4: Enter Deductions: In this step user can apply deduction on the E-
Bill.

o By clicking on this button user can add deduction.

When user click on this button screen will look like the below given
screenshot.

Here user can Select Deduction, then click on SAVE button.

31
 o By clicking on this user can delete the particular deduction.

After applying all the required deductions, click on the Next button.

Step 5: Done: Now user can check all the bill related details. It will look
like the below given screenshot.

Click on the Submit button. Now the EBILL is created successfully.

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E-Bill List: Using the E-Bill List option user can see the E-Bill of any particular work
and details of that E-Bill like ID, Bill Number, Bill Description, Bill Date, Bill Amount, With
Held Amount, With Held Remark, CGST, SGST, Bill Status, Deduction Amount, Accounts ID
and there are basically eleven buttons:

 View Status: User can check the status of E- Bill.

 Delete: User can delete the E-Bill.
 Print CB: User can print the CB.
 Print Running Bill: User can print the running E-Bill.
 Add Approval: User can send the E-bill for approval as per the workflow.
 Update Deduction: User can update the deduction.
 View Testing Report: User can view the testing report.
 View Photograph: User can view the testing report.
 View Royalty Details: User can view the royalty details.
 View Other Documents: User can view the other documents if any.
 See Workflow Details: User can view the workflow.

Add Approval: By clicking on Add Approval button. The screen will look like the below
given screenshot. Here enter the required details then click on Submit button.

By clicking on Submit button, the E-bill is sent for approval.

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To Update E-Bill Deduction

Update Deduction: To update the deduction in any E-Bill follow the below
steps:

 Click on the Update Deduction button.

After clicking on the Update Deduction button, the screen will look like the
given screenshot. Make the changes as per the requirements.

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Then click on the Submit button.

By clicking on Submit Button the bill will updated successfully.

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 CB

 Click on CB.

In the CB option the user can basically perform three actions

to manage the CB.

1 Create CB
2 All CB List
3 Update CB

Here user can perform the following actions:

Create CB: By using the Create CB option user can create CB for any
particular work. Follow the below steps to create CB:

Step 1: Select the work.

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Step 2: Enter the all the required details:
 CB Date: Enter the date in which CB is being created.
 Select Party: Select the Party.
 Invoice No.: Enter the Invoice number.
 Invoice Date: Enter the Invoice date.
 Remark: Enter the remark as per the requirements.

Step 3: Click on this button.

37
After clicking on this button one row will be added here.

Step 4: Enter the following details:

 Description
 Amount
 CGST
 SGST
 IGST

After entering all these details it will calculate the Total Amount.

Using this button user can delete the particular row.

38
User can add Deductions by clicking on this button.

After clicking, on row will be added here. Now user can select the dedeuction
from here

After selecting the deuction the screen look like the below given screenshot.

39
Now click on the Check button.

After clicking on the checl button all the details will reflect here.

Now click on the Save button. After clicking on save button the CB will be
created successfully.

40
All CB List: In this option user can check all the CB list and details of every
CB like CB ID, Party Name, Work Order No, Remark, CB Date, Invoice No,
Invoice Date, Status and there are three buttons:
 Update: By clicking on Update button user can update the particular CB
details.
 Delete: By clicking on Delete button user can delete the particular CB.
 Print: By clicking on Print button user can print the particular CB.

To Update the CB

 Click on Update button.

41
After clicking on update button the screen will look like the below given
screenshot.

User can make the required changes as per the requirement. Then click on
Update button. After clicking on update button the CB will update
successfully.

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 Deviation

 Click on Deviation.

In the Deviation option the user can basically perform four actions
to manage the fields.

1 Create Deviation
2 Proposed Deviation
3 All Deviation List
4 Update Deviation

Here user can perform the following actions:

 Create Deviation: Using this option user can create deviation. Follow
the below steps to create deviation:

Step 1: Select the work.

43
Step 2: User can enter the value here as per the requirememts.

If user wants to add SOR Item, then click on the ADD SOR Item button.

Then there is a form to add the SOR item. In that form enter all the required
details and then click on ADD button, after that click on save button. Now the
SOR item will be added successfully.

Add Button

Save Button

44
If user wants to add Non SOR Item, then click on the ADD Non SOR Item
button.

Then there is a form to add the Non SOR item. In that form enter all the
required details and then click on ADD button, after that click on save button.
Now the Non SOR item will be added successfully.

Add Button

Save Button

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After entering all the required details click on save button to add deviation.

After clicking on the Save button the deviation is added successfully.

 Proposed Deviation: Using proposed deviation option the user can

check all the added deviation of any particular work.
 Select the work.

46
After selecting the work user can check all the added deviation of that
particular work. User can also delete the any particular added deviation by
clicking on Delete button.

To approve the deviation, click on Approval button.

After clicking on Approval button deviation approved successfully.

47
To download the deviation statement click on the Print button.

To update the deviation: click on Update button.

After clicking on update buuton the screen will look like the below given
screenshot. Here user can maek the reuqired changes.

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To update the SOR Item click on Update SOR Item button and to update the
Non SOR Item click on Update Non SOR Item button.

Update SOR Item Update Non SOR Item

Button Button

After making all the required changes click on Update button. Then the
deviation will updated sucessfully.

 All Deviation List: In this option user can check all the deviation list of
any particular selected work according to its deviation number and details of
every deviation like Item description, BOQ Quantity, Deviation Change and
Final Quantity.

Follow the below steps to check the deviation list:

49
  Select the work and deviation number.

After selecting work and deviation number user can check the deviation list.

User can also download the deviation statement by click on Print button.

50
 Administration

By clicking on the Administration option the user can able to see two
options:

1. Master Data
2. Security

In Mater Data there are nine options:

i. Term
ii. Code Value
iii. Vendors/Contractors
iv. Deduction
v. Geometry
vi. Budget
vii. Work
viii. Workflow
ix. Undertaking

In Security there are four options:

i. Role
ii. Role Authorization
iii. Work Hierarchy
iv. Work Authorization

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 Term

Term: In the term, the user can manage the fields like Project, Department,
Node Type, Scheme, Sub-Scheme, Sector, Project Type, Over Under, Unit,
Measurement, Designation, and Work Category.

 Click on Administration.
 Click on Master Data.
 Click on Term.
In the Term option the user can basically perform two actions to manage the
fields.

1 All Fields List

2 Update Field

Here you can perform the following actions:

All Fields List: In this option you can check all the fields list and details of
every field like Field ID, Field Name, Field Code and there is one button:
 Update: By clicking on Update button you can update the particular field
name.

52
When, you will click on Update button. It will look like the below given
screenshot.

Then you can change the name of particular field then click on Update button.

Now that field name is updated.

53
 Code Value

 Click on Administration.
 Click on Master Data.
 Click on Code Value.
In the Code Value option the user can basically perform three actions to
manage the field code Value list.

1 Create Field Code Value

2 All Fields Code Value List
3 Update Field Code Value

Here user can perform the following actions:

Create Field Code Value: Using the Create Field Code Value option
the user can create the field code and field value under any Field Code Value
list.
 Select the Update field code value.

54
Then enter the following details:
 Field Code: Enter the field code.
 Field Value: Enter the field value.

Now click on Submit button.

After clicking on the Submit button the code value will created
successfully.

55
All Field Code Value List: Using this option user can check all field
code value list and other details like ID, Code, Value and there are two
buttons:

 Update: By clicking on update button user can update that

particular code value.
 Delete: By clicking on Delete button user can delete that
particular code value.

56
 Vendors/Contractors

 Click on Administration.
 Click on Master Data.
 Click on Vendors/Contractors.

In the Vendors/Contractors option the user can basically perform

four actions to manage the fields.

1 Create New Legal Entity

2 Create Vendor
3 All Vendors List
4 Update Vendor

Here you can perform the following actions:

 Create New Legal Entity: It means basically you are registering the
new vendor or contractor as a new legal entity.
For this you have to enter the following details of the vendor/contractor:

o Party Type: In this field you have select that the vendor/contractor is
individual or organization.
o Enter Party Name: Enter the vendor/contractor name.
o Enter Party Email: Enter the vendor/contractor email address.
o Enter Party Phone Number: Enter the vendor/contractor phone number.

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After filling the above details click on Submit button. When you click on
Submit button that means the particular vendor is now registered as a legal
entity.

Now you can create that particular legal entity as vendor.

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  Create Vendor: Using this option the user can create a new vendor. For
creating the new vendor or contractor. First of all the user have to search
the vendor by filling these two fields:
 Select Legal Entity Type: In this field you have select that the vendor is
individual or organization.
 Enter Mobile Number/Email: In this field you have to enter the
vendor mobile number or Email.

After filling the above details you have to click on Search button.

By click on the Search button, two cases are possible:

o First Case: The vendor already exists as a legal entity and you will be able to see the
particular details in your screen.
 Email
 Name
 Mobile Number

o Second Case: It will show an error as the given screenshots, it means the vendor is
not exists as a legal entity and you have to click on Create New Legal Entity.

59
According to the first case

Now you can see the following details of legal entity:

 Email
 Name
 Mobile Number

Now click on Next button.

Then you have to fill the following details of vendor/contractor. As shown

the below screenshot.

Vendor Personal Details:

 Vendor ID
 Name
 GSTIN
 Email
 PAN
 Aadhar No
 Mobile Number

Vendor Bank Details:

 Name of Bank
 Account No
 Bank branch
 IFSC

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 After filling all the details, click on Next button.

Now you can check the vendor details which you have already entered. If all the
details are correct then you can click on Submit button and now the vendor
created successfully.

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  All Vendors List: In this option you can check all the vendors list and
details of every vendor like Vendor ID, Vendor Name, Vendor GSTIN,
Vendor Phone Number, Vendor Email, Vendor Pan No, Vendor Aadhar No.
and there are two buttons:

 Update: By clicking on Update button you can update the particular

vendor details.
 Delete: By clicking on Delete button you can delete the particular vendor.

 Update Vendor: You can update the existing vendors’ details using this
option. From the All Vendor list option. You can update any vendor
detail by clicking on the Update button.

When, you will click on Update button. It will look like the below screenshot
then you have to click on the Next button.

62
The next page will be look like the below screenshot and now you can make
changes as per the requirements and then click on Next button.

Then you check the vendor’s details after making the required changes. Then
click on Update button.

Now the vendor’s details are updated.

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 Deduction

 Click on Administration.
 Click on Master Data.
 Click on Deduction.

In the Budget option the user can basically perform three

actions.

1 Create Deduction
2 Deduction List
3 Update Deduction

Here user can perform the following actions:

Create Deduction: Using this option user can create deduction. For that user
has to enter the required details:

 Deduction ID: Enter the deduction ID.

 Deduction Name: Enter the Deduction Name.
 Deduction Category: Select the deduction category either
FIXED or PERCENTAGE.
 Deduction Apply On: Deduction can be apply on one of the
among options:

64
 o Line
o Bill Amount
o CGST Amount
o SGST Amount
 Deduction Amount: Enter the deduction amount.

After entering all the details click on Submit button. Now the
deduction is created successfully.

65
Deduction List: Using this option user can check the deduction list and
other details like ID, Deduction ID, Deduction Name, Deduction Type,
and Deduction Amount and there are two buttons:

 Update: By clicking on the Update button user can update the

particular deduction.

 Delete: By clicking on the Delete button user can delete the

particular deduction.

66
 Geometry
 Click on Administration.
 Click on Master Data.
 Click on Geometry.
In the Geometry option the user can basically perform three actions.

1 Create Geometry
2 Geometry List
3 Update Geometry

Here user can perform the following actions:

Create Geometry: By using the Create Geometry option user can create
the Geometry. Follow the below steps:
 Select the unit
 Enter Shape
 Select Measurement
 Enter Formula

After entering the following details click on submit button, then the
geometry will created successfully.

67
Geometry List: Using the option user can see all the geometry list and
each geometry details like ID, Geometry Name, Unit, Measurement,
Formula and there are two buttons:

 Update: Using the Update button user can update the particular
geometry.
 Delete: Using the Delete button user can delete the particular
geometry.

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 Budget

 Click on Administration.
 Click on Master Data.
 Click on Budget.

In the Budget option the user can basically perform three

actions.

1 Create Budget
2 Budget List
3 Update Budget

Here the user can perform the following actions:

To Create the Budget

Create Budget: Click on the Create Budget option. Enter the following
details:

 Budget Code
 Budget Description
 Budget Amount
 Expense Amount

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Then click on the Submit button and the budget will be created successfully.

 Budget List: In this option user can check all the budget list and details
of every budget like Budget Code, Budget Description, Budget Amount,
Expense Amount, Update Amount and there are two buttons:

 Download Certificate: Clicking on Download Certificate

button the user can download the certificate of budget in the excel
format. In that certificate these details have been mentioned:
 Budget creation Date
 Created By
 Budget Description
 Budget Amount
 Update Budget Amount
 Update Budget date
 Budget Code
 Create Time
 Update Time

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  Update: By clicking on the Update button, the user can update
the particular budget.

For Updating the budget the form will be shown like the below given
screenshot.

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Here the user can make the required changes in the budget as per the
requirements. Then click on the Update button.

By clicking on the Update button the details of the particular budget will be
updated.

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 Work

 Click on Administration.
 Click on Master Data.
 Click on Work.

In the Work option the user can basically perform four actions.

1 Create Work
2 Work List
3 Update Work
4 Documents

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Here user can perform the following actions:

 Create Work: Using this option the user can create a new work. Follow
the below steps to create a work:

1. Select the node.

2. Select the budget.

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3. Enter the work details like:
 Work Order Number: Enter the work order number.
 Name of Work: Enter the name of the work.
 Work Category: Select work category.
 Upload Work Order: Upload the work order.
 Tender/NIC Reference Number: Enter the Tender/NIC Reference
number.
 Tender NIC ID: Enter the Tender NIC ID.
 Tender Quotation Sanctioned By: Select the user who will sanction
this work.
 Select Role: Select the role of that user who will sanction work.
 Start Date: Enter the start date of the work.
 End Date: Enter the end date of the work.
 Work Order Value: Enter the work order value.
 Work Order Date: Enter the work order date.
 Date: Enter the date on which date this particular work is created.

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 4. Select the vendor and enter the following details:
 Agreement Number: Enter the Agreement Number.
 Agreement Date: Enter the Agreement Date.
 Upload Agreement: Upload the Agreement.
 Agreement Amount: Enter the Agreement Amount.

5. After filling all the details click on Submit button.

After clicking on Submit button the work will be successfully created.

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  Work list: In this option you can check all the work list and details of
every work like ID, Work Order No, Work Order Name, Work Order
Value, Budget Name, Work Order Date, Tender Quotation Reference
Number, Tender Quotation NIC ID, Node and there are three buttons:

 Update: By clicking on Update button you can update the particular work.
 Upload Document: By clicking on Upload Document button you can upload
particular work documents.
 Delete: By clicking on Delete button you can delete the particular work.

To Update a Work

 Click on Work list. Then click on Update button.

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  After that the screen will appear like the given below screenshot.
Change the required details as per the requirements. Then click on
the Update button.

After clicking on Update button that particular work will updated successfully.

To Upload Document

Click on Work list. Then click on Upload Document button.

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 After that the screen will appear like the given below screenshot.
To upload the required document as per the requirements. Click on
the Upload Document button.

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 Workflow

Workflow: In the workflow user can create a proper path of passing

EMB/EBill/CB from one employee to another employee for approval or
rejection.

 Click on Administration.
 Click on Master.
 Click on Workflow.

In the Workflow option the user can basically perform three

actions.

1 Create Workflow
2 View All Workflow
3 Update Workflow

Here user can perform the three actions:

Create Workflow: Using the create workflow option user can decide
that how the EMB/EBill/CB will pass from one employee to another
employee for approval or rejection.

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 There are three phase to create the workflow:

1. Module
2. Cross Module
3. Approval

Follow the below steps to create the workflow:

Step 1: Select the Document type among these options:

 EBILL
 EMB
 CB

Step 2: Module: In the first phase, first of all click on Level button.

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After clicking on the Level button, one row will be added here.

Now there are eleven columns:

 Level: It shows the levels.
 Branch: It shows the branches.
 Branch Logical Condition: Here user can select either
AND/OR. You can understand the branch logical condition using
this example: Suppose there is an EBILL and JE can forward that
EBILL.

 First Case: If JE wants to forward that EBILL to Assistant

Engineer and Assistant Engineer will forward the EBILL to
Executive Engineer then in workflow Branch Logical
Condition should be AND.

 Second Case: If JE wants to forward that EBILL ether to

the Assistant Engineer or Executive Engineer or both then in
workflow Branch Logical Condition should be OR.

 Module: User can select the Module like Engineering.

 Role: User can select the role like Junior Engineer.

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 Role Function: In role function, user will decide that which
function should be performed by the particular role. There are the
following role function option:
o Forward
o Down Marking
o Approval
o Payment
o Info

 Success Action: In success action, user will decide that which

action should be performed by the particular role. There are the
following success action option:
o Approve & Forward
o Down mark for Approval
o Approve
o Note & Forward
o Email
o SMS

 Condition Exist: Here user can put the conditions. For that check
this checkbox.

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After that it will reflect a Condition button. Click on the Condition button.

Then the Create Condition form will appear like this. Then click on the ADD button.

After clicking on the add button one row will be added here.

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Then user can enter the following details as per the requirement:
 Select Field
 Select Operator
 Enter Value

Now click on Save button.

 Vendor Approval Required: Check this checkbox if user wants

vendor approval.

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  All User Approval Required: Check this checkbox if all users
approval is required.

 Delete Button: By click Delete button user can delete any

particular row.

Step 3: Cross Module: In cross module, user can send the document
to the other module. For example: User can send the EMB/EBILL from
Engineering module to Accounts module.

Click on Cross Module button to add the level row.

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One row will be added here.
Then user can enter all the required details.

And if user wants to add row within the particular then click on level
button.
If user wants to add branch in the particular level then click on branch
button.

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To add the new level, click on Cross Module button.

After entering all the required details, click on Next button.

Step 3: Approval: This is the final approval step of workflow.

Click on Level button to add the row.

After entering all the details as per the requirements, click on Create
button.
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Then the workflow will created successfully.
All Workflow List: Using this option user can view the entire workflow
list and there are two buttons:

 View: User can view the particular document type workflow.

 Update: User can update the particular document type workflow.

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 Undertaking

Undertaking: Undertaking a formal pledge or promise to do something.

In this software if one employee wants forward any EBILL for approval to the
other employee then the undertaking statement will reflect there. Like this:

 Click on Administration.
 Click on Master.
 Click on Undertaking.

In the Undertaking option the user can basically perform three actions.

1 Create Undertaking
2 Under taking List
3 Update Undertaking

Here user can perform the three actions:

Create Undertaking: Using the Create Undertaking option user can

create the undertaking for EBILL.

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Enter the below details:

 Select document type

 Select Role
 Select Field

After entering all the details click on this button. Then the row will be
added here. Here in the description box user can write the undertaking
statement for the particular role.

After that, click on the Submit button.

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Undertaking list: Using this option user can see all the undertaking list
of any particular role. Enter the following details to see the undertaking
list:
 Select Document Type
 Select Role

Now user can see the document type and field as per that particular role.

By clicking on Update button user can update the particular

undertaking statement.

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 Role

 Click on Administration.
 Click on Security.
 Click on Role.
In the Role option the user can basically perform three
actions.

1 Create Role
2 All Role List
3 Update Role

Here the user can perform the following actions:

To Create Role

Create Role: Click on the Create Role option. Enter the following details:

 Role Code
 Role Name
 Role Description
 Select Resource: The user can select from the following resources:
o EMB-EMB Dashboard
o EMB-BOQ
o EMB-EMB
o EMB-E-BILL
o EMB-Deviation
o EMB-Completion
o EMB-TERM
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 o EMB-Code-Value
o EMB-Vendors
o EMB-Project

Then click on the Submit button and the role will be created successfully.

 All Role List: In this option user can check all the role list and details of
every role like Role Code, Role Name, Role Description, Role Type,
Resource and there are two buttons:

 Update: By clicking on the Update button, the user can update

the particular role.

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 For Updating the role the form will be shown like the below given screenshot.

Here the user can make the required changes in the role as per the
requirements. Then click on the Update button.

By clicking on the Update button the details of the particular role will be
updated.

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 Delete: By clicking on the Delete button, the user can delete
the particular role.

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 Role Authorization

 Click on Administration.
 Click on Security.
 Click on Role Authorization.
In the Role Authorization option the user can basically perform two actions.

1 User Role List

2 Map User And Role

Here the user can perform the following actions:

 User Role List: In this option user can check that which existing user is
mapped with which role and details of every user role like User ID, User
Name, Role Name and there are one button:
 Delete: By clicking on the Delete button, the user will be
removed from that particular assigned role.

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How To Map User With The Role

 Map User And Role: Using this option, you can map any existing user
with desirable role.

For this you have to fill the form shown like the below screenshots

In this you have to fill two fields:

 Select User: Using this option you can select the user.
 Select Role: Using this option you can select the role.

Then click on Submit button. By clicking on Submit button the user and role
will be mapped successfully.

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 Work Hierarchy

 Click on Administration.
 Click on Security.
 Click on Work Hierarchy.
In the Work Hierarchy option the user can basically perform three actions.

1 Create Hierarchy Node

2 EMB Hierarchy List
3 Update Hierarchy Node

Here the user can perform the following actions:

Create Hierarchy Node: Using the Create Hierarchy Node option user can
create a path of work.
For example: Suppose user wants that in Engineering root there should be three Zones
and in every zone there should be two Projects. Understand this example using the given
diagram:

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To creating this type of hierarchy in this software use Create Hierarchy Node
option. Follow the below steps to create hierarchy node:

Step 1: Select the node. (By default in the engineering module, in the first node
only engineering root is available)

Step 2: Suppose user wants to add any Zone under the engineering root. For
that user have to enter the following details:
 Select Node Type
 Node Code
 Node Description

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According to the example screen will look like the below given screenshot. Then
click on the Submit button.

After clicking submit button zone will be successfully created.

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Step 3: Suppose user wants to add any Project under any zone. For that user
have to the following sub steps:

I. Click on this button.

After click on this button one row will be added here to select the next node.

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 II. According to the example user wants to add a Project under a
particular Zone. For that user will select that particular zone from
here.

Then user has to enter the following details:

 Select Node Type

 Node Code
 Node Description

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 According to the example screen will look like the below given screenshot. Then
click on the Submit button.

After clicking on submit button Project will be successfully created.

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Following these above steps user can easily create the hierarchy node. User can
see the Current Node Path here.

EMB Hierarchy List: In this option user can check the path of every node and
details of every node like Node Code, Node Type, Node Description, Level, Node
Path, Status, Is leaf and there are two buttons:

 Update: By clicking on this Update button, user can update

the particular node path.

 Delete: By clicking on this Delete button, user can delete the

particular node path.

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 Work Authorization

 Click on Administration.
 Click on Security.
 Click on Work Authorization.
In the Work Authorization option the user can basically perform two actions
to manage the EMB data assignment.

1 Hierarchy Node Assignment

2 List

Here user can perform the following actions:

 Hierarchy Node Assignment: Using this option you can assign any
node to the desirable node user. For this follow the below steps:
 Select Node: Using this option you can select the node.
Note: In this Engineering Module by default the first node is Engineering Root.

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Then you have to click on the Blue Arrow button.

Then you will be able to see all the zone or division under the engineering root.

For example: Suppose you have zones under the engineering root.
Now when you click on the blue arrow it will show all zones.

All zones

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 Now suppose you want to select Zone 1. So click on Zone 1. It
will look like the below screenshot.

Now you want to assign Zone 1 to any node user, for that you
have to select user (Employee) from node user.

Using the above steps you can easily assign node to the users
(Employees).

By click on Red Arrow button you can delete that particular row.

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List: In this option the user can check the list of EMB data assignment list and
the details like Node Code, Node Description, User, Status and there is one
button:

 INACTIVE: By clicking on the INACTIVE button you can remove that

user (Employee) from that particular node.

Select Status: Using the Select Status option you can choose either from
ACTIVE or INACTIVE.

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If you select ACTIVE then it will show the list which status is active.

If you select INACTIVE then it will show the list which status is inactive.

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 Help
There are four components to help the user.

1. FAQ
2. User Manual
3. Tutorial Videos
4. Online Support

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