Viewing proposal

View Proposal

This page allows you to view the proposal details that have been defined for a location and for a specific financial year. Tell me more.

Select the “View Proposal” link from the “Select Proposal” page. Alternatively, select the hyperlinked proposal number in the multiline of the same page.

The “View Proposal” page appears.

Enter the following field, if you wish to view a proposal other than the proposal selected in the previous page.

Proposal No.	The proposal to be viewed (Alphanumeric, 30).
	Press <Enter>. The system retrieves the details of the proposal.
The system displays the following fields:
Proposal Date	The date on which the proposal is created.
Status	The status of the proposal, which can be “Fresh”, “Approved”, “Superceded” or “Canceled”.
Financial Year	The financial year for which the proposal was created.
Planning Group	The planning group that created the proposal.
Approved By	The login ID of the employee who approved the proposal.
The system displays the following fields in the “Location Details” group box:
Current Loc.	The location for which proposal is created.
Apex Loc.	The apex location of the primary system.
Parent Loc.	The parent location of the location displayed in the “Current Location” field.

Use this field to view the child locations attached to the current location:

Child Loc.

Use the drop-down list box to view the child locations of the location displayed in the “Current Location” field.

The system displays the following fields in the “Proposal Details” multiline:

Type	The work type for which the proposal was created.
Category	The work category for which the proposal was created.
Total Amt.	The total amount that is required for carrying out maintenance work for the current location and for the type and category combination
Skill Amt.	The amount that is required for the expenditure on skills.
Parts Amt.	The amount that is required for the expenditure on spare parts.
Tools Amt.	The amount that is required for the expenditure on tools.
Other Res Amt.	The amount that is required for the expenditure on other resources.
Misc. Amt	The amount that is required for miscellaneous expenditure.
Outsourced Amt.	The amount that is required for outsourcing resources.
Buffer Amt	The difference between the total amount and the amount that is proposed for resources. This amount is utilized as the buffer amount.
The system displays the following fields below the multiline:
Current Loc. Amt.	The total amount that is proposed towards the expenditure incurred on the current location and for all the type and category combinations.
Child Loc. Amt.	The total amount that is proposed towards the expenditure incurred on all the immediate child locations of the current location.
Total Amt.	The total amount that is proposed for the current location including its child locations. The total amount is calculated as the sum of the amounts that is displayed in the “Current Loc Amt” and “Child Loc Amt” fields.

Enter the following fields in the “Expense History” group box:

Financial Year	Use the drop-down list box to select the financial year for which you wish to view the budget details. The system fills in this field with all the active years that have been defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions and are in “Active” status. The system displays the previous year, by default.
Type	Use the drop-down list box to select the work type for which you wish to view the details of the previous budget. The system fills in all the types that are defined in the “Define WO Types” activity and are in the “Active” status. Set the field as “All” or leave the field blank, if you wish to view the budget details for all the types of work orders that can be raised in the location. The system leaves the field blank, by default.
Category	Use the drop-down list box to select the work category for which you wish to view the details of the previous budget. The system fills in all the categories that are defined in the “Define WO Categories” activity and are in the “Active” status. Set the field as “All” or leave the field blank, if you wish to view the budget details for all the categories of work orders that can be raised in the location. The system leaves the field blank, by default.

Click the “Get Details” pushbutton.

The system retrieves the following details:

Total Proposed Amt.	The total amount that is proposed for the location.
Proposed Skill	The amount that is proposed for the expenditure on skills.
Proposed Parts	The amount that is proposed for the expenditure on parts.
Proposed Tools	The amount that is proposed for the expenditure on tools.
Proposed Other Res.	The amount that is proposed for the expenditure on other resources.
Proposed Misc.	The amount that is proposed for miscellaneous expenditure.
Proposed Outsource	The amount that is proposed for the expenditure on outsourced resources.
Proposed Buffer	The amount that is proposed for any additional or buffer expenditure.
The system displays the following details of the amount allocated for the location:
Total Allocated Amt	The total amount that is allocated for the location.
Allocated Skill	The amount that is allocated for the expenditure on skills.
Allocated Parts	The amount that is allocated for the expenditure on parts.
Allocated Tools	The amount that is allocated for the expenditure on tools.
Allocated Other Res.	The amount that is allocated for the expenditure on other resources.
Allocated Misc.	The amount that is allocated for miscellaneous expenditure.
Allocated Outsourced	The amount that is allocated for the expenditure on outsourced resources.
Allocated Buffer	The amount that is allocated for any buffer expenditure.
The system displays the following details about the actual expenditure incurred:
Total Actual Amt.	The total amount that is actually spent on the location.
Actual Skills	The amount that is actually spent on skills.
Actual Parts	The amount that is actually spent on parts.
Actual Tools	The amount that is actually spent on tools.
Actual Other Res.	The amount that is actually spent on other resources.
Actual Misc.	The amount that is actually spent on miscellaneous expenditure.
Actual Outsource	The amount that is actually spent on outsourced resources.
	The system displays the following field below the multiline:
Canceling Remarks	Any additional information entered on canceling the proposal.
	Zoom facility available
The system displays the following fields in the “Record Statistics” group box:
Created By	The login ID of the user who created the proposal.
Created Date	The date and time at which the user created the proposal.
Last Modified By	The login ID of the user who last modified the proposal.
Last Modified Date	The date and time at which the user has last modified the proposal.

Check the box in the “Select” column of the multiline to select the row for which the proposed cost must be apportioned among the equipment belonging to the location.

To proceed, carry out the following

Select the “View Proposal For Equipment ” link from the bottom of the page to view the details of the proposal that is defined for equipment belonging to the location.

Viewing proposal – An overview

This page allows you to view the proposal details that have been defined for a location and for a specific financial year. You can select the proposal for which you wish to view the details in the “Select Proposal” page. You can also select a proposal directly in this page and view its details.

The system displays the details of the proposal such as the financial year and the location for which the proposal is defined along with the amount that is proposed for the expenditure for the various resources that are required for carrying out maintenance activities in the location.

You can also view the details of budgets that have been created for the previous years. The system also displays the login ID of the user who created or modified the proposal along with the date and time of creation and modification.