Reports for Compliance Specialists

Last updated: 2023-01-31

There are two ways to run construction reports - either globally or at the contract level. Instructions for both methods are outlined below. A table listing all available construction reports is also provided below.

All reports for the current role can be found under Global Reports. When running a report globally, the user is required to select data specific to the contract. Some reports can be run at a global level so staff can filter and create the report for a specific date range.

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

  2. Select Generate Report.





  3. All reports accessible by the current role will appear. Select the report.





  4. On the Generate Report - Select Data component, select the required contract, subcontractor, change order, or other required field.



  5. Click <Execute> to create the report.





  6. The report will open in a new browser tab. Print or save the report.
  1. Log into AASHTOWare Project.

  2. Select the Compliance Specialist role (home button action arrow and select the role).


  3. From the dashboard, select the Contracts hyperlink under the CRL component.


  4. Select the contract under Contract Administration Overview by searching for the Contract ID, controlling project ID, region, county or contractor in the search box.

    Tip:
    Go to How to Search for the Contract ID by Project ID if only an associated project ID is known.

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


Report Description Hints to access report Historical Report Available
Change Order Report Change order information including item increases / decreases, new items and time extensions Contract Progress | Change Orders Yes
Compliance Details 1494 Report (*) Report of contracts with federal funding displaying the current amount paid to date and the let contract amount. This report is printed for a 6 month time span for FHWA. Contract Administration OR Contract Progress No
Compliance Details 1494 Report XLS (*) Report of contracts with federal funding displaying the current amount paid to date and the let contract amount. This report is printed in a spreadsheet format that can be sorted and edited for a 6 month time span for FHWA. Contract Administration OR Contract Progress No
Contract List by Subcontractor Report List of contracts the selected subcontractor is or was performing work on. Global Actions Menu | Generate Report No
Contract Status Date Change Log Lists Contract Status Date Agency View changes including who changed a field and the date the changes was made. Contract Administration OR Contract Progress No
Contract Status Report Status of the contract at time the report is generated. Includes amount paid to date, percentage complete, and change order information. Contract Administration OR Contract Progress No
Contract Time Report Status of each contract site time. Contract Administration OR Contract Progress No
Contractors By Estimate List of contract estimates to-date displaying each contractor or subcontractor who performed work based on contract item(s). Contract Administration No
Daily Diary Report Lists diary information plus any related DWR comments Contract Progress | Diaries No
DWR Report List daily work report information including weather, comments, equipment, personnel and item postings. Contract Progress | Daily Work Report Yes
Item Postings By Contractor List of items posted for each contractor and subcontractors. Sorted by contractor and item ID. Contract Administration OR Contract Progress No
Payment Estimate for Contractor Overview of the payment estimate at the contract level. This report does not include project and category breakdowns. Contract Administration OR Contract Progress | Payment Estimates Yes
Payment Estimate Summary by Project Report (Historical) / Summary By Project Report (Base) Summary of payment estimate of all items to be paid at the project and category level. Includes a one page summary of the amounts to be paid at the project and category detail level. Contract Administration OR Contract Progress | Payment Estimates Yes
Payment Estimate Report Single page overview of the payment estimate at the contract level. Contract Administration OR Contract Progress | Payment Estimates No
Subcontract Listing List of all subcontractors, their subcontract percentage under this contract. Contract Administration OR Contract Progress No

 

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.