Step 1: Activate Quick Workflows for What-If Cost Estimates
To ensure requests for What-If Cost Estimates are efficiently processed, the following Quick Workflows have been created:
What-If Cost Estimate Contains Errors: After the What-If Cost Estimate is requested, sends the Reviewer an e-mail stating the requested What-If Cost Estimate contains one or more errors.
What-If Cost Estimate Requires Review: After the What-If Cost Estimate is requested, sends the Reviewer an e-mail stating the What-If Cost Estimate requires review.
What-If Cost Estimate is Available: After the What-If Cost Estimate has been reviewed or corrected, sends the What-If Cost Estimate Requestor an e-mail stating the What-If Cost Estimate has been posted.
What-If Cost Estimate is Available (Overdue): One day after the What-If Cost Estimate is requested, reminds the Reviewer that a What-If Cost Estimate has been requested and requires review or correction.
These are currently set to Inactive. In order for these to work, someone with appropriate rights must set them to Active.
Additionally, these Quick Workflows can be edited to suit the organization’s notification needs. For example, they assume that the Reviewer is the person named as the Company’s “Company Contact”. If this is not the case, the Quick Workflow’s E-mail “To” field can be edited to refer to different Contact Type for the Company. Please see the Quick Workflow User Manual for additional information about editing a Quick Workflow.
Step 2: Report on What-If Cost Estimates
To support the What-If Cost Estimate Quick Workflows, the following were created:
User Report Type: Equus - What-If Cost Estimate, Cost Estimate
System Report: Equus What-If Cost Estimate data
Configure user reports with What-If Cost Estimate data by choosing the base table “What-If Cost Estimate.” The Status column in the What-If Cost Estimate table has five possible values:
Complete: The What-If Cost Estimate report has been posted to the What-If Cost Estimates screen and is available for download.
Processing: The What-If Cost Estimate request has been received but the calculation has not completed.
Ready for Review: The What-If Cost Estimate report has not been posted back to the What-If Cost Estimates screen and is not available for download because it was created using a template that requires a Reviewer to review and manually post the report.
Failed: The What-If Cost Estimate could not be calculated because of one or more fatal errors. After the errors have been resolved, the What-If Cost Estimate can be recalculated and the report can be manually posted to the What-If Cost Estimates screen for users to download.
Fixed: The errors in the What-If Cost Estimate that didn’t require review have been resolved and the What-If Cost Estimate is available for download.
Failure Corrected: The errors in the What-If Cost Estimate that requires review have been resolved, and the What-If Cost Estimate is ready to be reposted.
There is also pre-configured view available in the Base Table dropdown list called “What-If Cost Estimates and Cost Estimates Inclusive (View)” which combines What-If Cost Estimates and all other kinds of Cost Estimates.