Daily Work Reports (DWRs) for PbM contracts

1. Log into AASHTOWare Project.
   
2. Select the Project Engineer role (home button action arrow and select the role).
   
   
   
3. Select the contract under Contract Administration Overview by searching for the Contract ID, controlling project ID, region, or county in the search box.
   
4. Click on the contract ID hyperlink for the project you are working on.
   
   
5. Click the Contract Progress quick link located at the top of the screen.
   
   
6. Select the Daily Work Reports tab.
   
7. Click <Add> to add a new report.
   OR
   
8. Select an existing draft DWR on the Contract Progress Summary | Daily Work Reports tab. Click on the Sequence hyperlink to open the DWR.
   
   

1. Enter or add the following fields based on the table below.
2. Click <Save> to save a new DWR or changes to an existing one.

1. Click <Select Contractors>.
   
   
2. On the Select Contractors component, select the prime contractor (county).
3. Click <Add to DWR Contractors>.
   
   
4. For the contractor (county), set Hours = 0.
5. Click <Save>.
   
   

Warning: The prime contractor (county) is associated to the items to be paid. The county MUST be added and note 0 hours worked on this DWR.

Entry of equipment used by the county each day for the life cycle of the contract is optional for region maintenance staff.

1. Select the Row Menu Action | Select Equipment.
2. Search for and select equipment from the default list that were used by the county for this specific DWR date.
3. Click <Add to DWR Contractor Equipment>.
4. Enter the following fields and click <Save> when complete.

Entry of county personnel at the job site each day for the life cycle of the contract is optional for region maintenance staff.

1. Select the Row Menu Action | Select Personnel.
2. Search for and select personnel types from the default list that were used by the county for this specific DWR date.
3. Click <Add to DWR Contractor Personnel>.
4. Enter the following fields and click <Save> when complete.

Add an item

1. From the Contract Daily Summary Report Summary component, select the Postings tab.
2. Click <Select Items>.
   
   
3. On the Select Items component, search for and select one or more items.
   
4. Click <Save> to add the items to the DWR.
   
   
5. The new items will appear at the bottom of the DWR item list. Expand an item row and enter the required fields as noted in the table below.
6. Click <Save>. Repeat these steps for each item.

Warning: Do not forget to click <Save> after entering the required fields for each item or data entry will be lost.

Field	Required	Description
Quantity Posted	Yes	Quantity of work completed by the county in the specified location.
Location	Yes	Location for the DWR work item posting. Examples: CTH F to Frontage Rd
Station From and Station To	Required if the Location field is not entered	Beginning and ending station location marker.
Remarks	No	Additional information about this DWR item posting.

To create multiple postings under the same item

1. Follow the steps above to "Add an Item".
2. Click the item Open Row Actions menu | New Posting
   
   
3. The new DWR Item Posting is automatically expanded.
4. Required fields:
   • Quantity Posted
   • Station From and Station To
     OR
     
   • Location
   • Comments
     
     
5. Click <Save>.
   
   

To delete an item

1. Click the item Open Row Actions Menu | Delete
   
   
2. The item is marked for deletion. Click <Save> to complete the item deletion process.
   

Area maintenance coordinators must approve ALL Daily Work Reports for them to be included on a future estimate.

1. From the Contract Progress Summary | Daily Work Reports tab, locate the Draft or Pending Approval DWR to be approved.
2. Select Open Row Actions Menu | Approve Task. Wait for the process to complete.
   
   OR
   
3. From the Contract Daily Work Report Summary component, search for the Draft or Pending Approval Daily Work Report to approve.
4. Click on the Sequence hyperlink to open the DWR.
   
   
5. From any tab, select the Daily Work Report row Open Row Actions Menu | Approve. Wait for the process to complete.
   
   

Requirement: Only draft DWRs can be deleted.

1. From the Contract Progress Summary | Daily Work Reports tab, locate the Draft or Pending Approval DWR to be deleted.
2. Select Open Row Actions Menu | Delete.
   
   
3. The DWR is marked for deletion. Click <Save> to complete the DWR deletion process.
   
   

Complete these steps to print a DWR prior to approving it and attaching it to a payment estimate. Once the DWR is attached to a payment estimate, print the historical DWR report instead.

1. Within the Daily Work Report, select the Component Actions Menu | Reports DWR Report.
   
   
2. On the Generate Report - DWR Report Set Parameters component, deselect all report parameters.
   
3. Click <Execute>.
   
   
4. The report will be generated and appear in a new browser tab. The report can be viewed, printed or saved in PDF format.
   
   
Tips:

What is the difference between a report and a historical report?

A report can be generated at any time within the application. Some reports have a historical report available at the completion of an approval process. This includes the daily work reports (DWRs), Change Order Report, Contract Project Design Evaluation Report, Contractor Evaluation Report, Items With Unpaid Placed Quantities report, Payment Estimate for Contractor report, and the Payment Estimate Summary By Project Report. For these reports, print this report version until the historical report becomes available.

A historical report is the final report for a specific approval process. This includes daily work reports (DWRs), contract project design evaluations, contractor / subcontractor evaluations, and payment estimates. When the final approval is granted for one of the noted processes, the historical report is generated as a PDF file that is directly attached to the source record (e.g. change order number 0004, payment estimate number 0005, etc.). In the case of DWRs, they are part of an approved payment estimate and the associated DWR Report is created when the final approval is received on the payment estimate. The historical report is the final copy of the report and cannot be edited.

Occasionally an Area Maintenance Coordinator needs to reject an approved DWR so changes can be made to it (additional item posting, item quantity change, etc.)

1. From the Contract Progress Summary component, select the Daily Work Reports tab.
2. On the Daily Work Reports tab, select the Daily Work Report row Open Row Actions Menu | Reject.
   
   
3. On the Daily Work Reports tab, select the Daily Work Report row Open Row Actions Menu | Change to Draft.
   
   
4. The DWR can be edited, saved, approved and will be included on the next payment estimate.