Items

Last updated: 2023-03-28

Roles:

  • Project Engineer = modify access
  • Contract Specialist, Project Manager, Supervisor, Chief, ReadonlyConstr = read only access

This section describes the process to review individual item entries during or at the completion of contract work.

The review and final check of items during the finals review is covered under the Explanation of Variation process.

How to access all contract items that are part of this contract.

  1. Log into AASHTOWare Project

  2. Select the appropriate role (click the Expand Home action arrow | role).


  3. Select the contract under Contract Administration Overview by clicking on the "Show first 10" hyperlink, by clicking enter, or by searching for the Contract ID or Contract Description in the search box.

    Tip: Because the Controlling Project ID field is not a default search field, field staff will need to set a filter to search for their contract using this field. See Searching, Sorting and Filtering Lists for more details. Go to How to Search for the Contract ID by Project ID if only an associated project ID is known.


  4. Click on the contract ID hyperlink for the contract you are working on.


  5. Click the Items quick link located at the top of the screen.


  6. On the General (Contract Items) tab, search for, select, and expand an item to see the item details including bid and current quantity, quantity posted to date, contract item unit price, bid and current extended amounts, quantity paid to date, if the item is marked complete, and item comments. If more item detail is required, complete the steps below to print the Item History To Date Report or the Item Posting by Item report.

How to access all project items within this contract and filter the list by project ID and category ID.

  1. Log into AASHTOWare Project

  2. Select the appropriate role (click the Expand Home action arrow | role).


  3. Select the contract under Contract Administration Overview by clicking on the "Show first 10" hyperlink, by clicking enter, or by searching for the Contract ID or Contract Description in the search box.

    Tip: Because the Controlling Project ID field is not a default search field, field staff will need to set a filter to search for their contract using this field. See Searching, Sorting and Filtering Lists for more details. Go to How to Search for the Contract ID by Project ID if only an associated project ID is known.


  4. Click on the contract ID hyperlink for the contract you are working on.


  5. Click the Items quick link located at the top of the screen.


  6. On the Contract Project Items tab, search for, and select an item to see the item details including bid and current quantity, quantity posted to date, contract item unit price, bid and current extended amounts, quantity paid to date and item comments.

    On this component staff have the option of filtering the list of project items by Project ID and Category ID using the filters at the top of the component.

How to access a list of items assigned to the prime contractor (all items) and the subcontractors (items entered on the Subcontractors tab).

  1. Log into AASHTOWare Project

  2. Select the appropriate role (click the Expand Home action arrow | role).


  3. Select the contract under Contract Administration Overview by clicking on the "Show first 10" hyperlink, by clicking enter, or by searching for the Contract ID or Contract Description in the search box.

    Tip: Because the Controlling Project ID field is not a default search field, field staff will need to set a filter to search for their contract using this field. See Searching, Sorting and Filtering Lists for more details. Go to How to Search for the Contract ID by Project ID if only an associated project ID is known.


  4. Click on the contract ID hyperlink for the contract you are working on.


  5. Click the Items quick link located at the top of the screen.


  6. On the Contractor Items tab, search for, select, and expand a contractor to see the list of items assigned to them (a Contractor Item Count appears on the summary page).
    1. Details at this level include project line number, project ID and description, unit of measure, bid quantity, unit price, current quantity, quantity posted to date, and quantity paid to date.
    2. Expand the Item further to see more item detail.

  1. From the selected item row, select the Row Actions Menu | Reports | Item History To Date Report.


  2. On the Generate Report component, leave the defaults.
    • Output Type = Generate as PDF
    • Report Layout Source = Custom to use the WisDOT custom report template.

  3. Click <Execute> to generate the report.


  4. The report will open in a new browser tab. Print or save the report.

  1. From any component, select Open Global Actions Menu at the top of the screen.



  2. Select Generate Report.


  3. Search for and select the Item History to Date Report.
  4. The Generate Report - Item History to Date Report | Select Data component will appear. Search for the contract ID.
  5. Select All to select all the contract items.
  6. Click <Execute> to generate the report.
  7. The report will open in a new browser tab. Print or save the report.

  1. From the selected item row, select the Row Actions Menu | Reports | Item Posting by Item report.


  2. Select the date range for the item posting report by selecting a start and end date. Click on the "next" arrow or the "Output Options" from the Settings drop down list.


  3.  On the Generate Report component, leave the defaults.
    • Output Type = Generate as PDF
    • Report Layout Source = Custom to use the WisDOT custom report template.

  4. Click <Execute> to generate the report.


  5. The report will open in a new browser tab. Print or save the report.