Stockpiles

Complete these steps to add a new stockpile record.

1. Log into AASHTOWare Project
   
   

2. Select the Project Engineer role (click the Expand Home action arrow | ProjectEngineer).
   
   

3. Select the contract under Contract Administration Overview by searching for the Contract ID, controlling project ID, region, county or contractor in the search box.
   
   Tips:
   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 Contract Progress quick link located at the top of the screen.
   
   
   
6. Click the Construction Stockpile quick link at the top of the screen.
   
   
   
7. From the Construction Stockpile Overview component, expand the Components Actions Menu | Add.
   
   
   
8. To create a new stockpile, enter the following required fields:
   1. Description - Enter the stockpile description. This can include the item description, item ID, bridge ID, location, or other pertinent information. The information entered here is a searchable field on the Construction Stockpile Overview component.
      
      Examples:

      • Poles Type A
      • Bar Steel Reinforcement HS Coated Structure
      • 653.0222 - Junction Boxes 18x12x6-inch
      • Steel Diaphragms (B-40-793)
   2. Item Recovery Percentage - The contract item percent complete for which the construction stockpile amount will have been fully recovered. Leave the default of 75% when creating the initial stockpile. This field will be reviewed and edited later.
   3. Item - Search for and select the stockpile item.
   4. Recovery Start Date - Enter the recovery start date for the stockpile item. This is normally the date project staff received the request for the stockpile
   5. Click <Save> to create the stockpile record.
      
   6. The Construction Stockpile Summary component will open automatically.
      
   7. Complete the steps below to enter the initial item amount to be stockpiled and associate to project items. Enter the following required fields under the Stockpile Transaction and Project Item Distribution subsections. There may be multiple item distributions if the item is tied to multiple project IDs or categories.
      1.  Under the Stockpile Transaction section, the Project Engineer enters the initial delivery of the stockpile.
         • Comments - Enter this required field prior to saving the record. This field should include stockpile storage location, materials documentation status, etc.
           
         • Examples:

           • Materials documentation has been reviewed for contract conformance.
           • Materials are stored at Lunda's yard in Hilbert.
           • Passed WisDOT inspections and materials documentation has been reviewed.
         • Invoice Number - optional
         • Invoice Date - date the request for the stockpile was received.
         • Transaction Date - defaults to the current date but can be updated.
         • Transaction Type - Initial Delivery, Reduction of Stockpile or Replenish Stockpile
         • Invoice Quantity - optional
         • Invoice Description - optional
      2.  Under the Project Item Distribution subsection, enter the following fields. There may be multiple item distributions if the item is tied to multiple project IDs or categories.
         • Item - Select the correct project item line number, project ID and category ID combination associated with the amount being distributed on the selected stockpile transaction.
         • Fund Package ID AND Fund Package Description - These fields will be auto populated upon saving the Project Item Distributions for the stockpile.
           • Fund Package ID - Unique identifier assigned to each fund package on the project. A fund package is a group of funding sources that together fund one or more project categories. All items in the category are assigned to the category fund package
           • Fund Package Description - The project ID followed by the category(s) that the fund package is assigned too, in the format “Project xxxx-xx-xx, Category xxxx Funding”
         • Project Item Curr Ext Amt - This is the total item amount. The bid amount or initial change order amounts plus or minus all approved amounts via change orders (increased or decreased quantities).
         • Constr Stockpile Amt - The transaction dollar amount being distributed for the selected stockpile item.
         • Total Item Adj Amt - The amount of stockpile recovered based on the paid item quantity.
         • Proj Item Stockpile Bal - The Construction Stockpile Amount minus the Total Item Adjusted Amount equals the Project Item Stockpile Balance.
           
      3. Click <Save> to save the initial stockpile delivery information and the project item distribution(s) for the stockpile. 
         
         
         Info: Fund and Fund Package Description will be auto completed upon saving the stockpile project item distribution record(s).
      4. Review the Item Recovery Percentage comparing it to the "Minimum Item Recovery Percentage". If the Minimum Item Recovery Percentage is greater than the Item Recovery Percentage, adjust the Item Recovery Percentage to be or equal or greater than the minimum. Click <Save> to save changes.
         
         

The Construction Stockpile Summary contains all of the transactions recorded for a stockpile.

1. Complete steps 1-6 under Adding a stockpile.
   
   
2. From the Construction Stockpile Overview component, search for and open the stockpile to be maintained by clicking on the Constr Stockpile ID hyperlink.
   
   
   
3. Complete these steps to record a stockpile transaction. There are three types of transactions - Initial Delivery, Reduction of Stockpile (using material), Replenish Stockpile (add more material).
   1. Click <New> to create a new transaction.
   2. Invoice Number - optional
   3. Invoice Date - optional
   4. Transaction Date- defaults to the current date but can be changed
   5. Transaction Type - Initial Delivery, Reduction of Stockpile or Replenish Stockpile
   6. Invoice quantity - amount to add or remove from stockpile
   7. Invoice Description - optional
   8. Click <Save> to save changes.
      
      
      

When a new payment estimate is generated, the system will create a stockpile line item adjustment amount for the DWR item posting, unless the Project Engineer paused the stockpile recovery.

• To pause a stockpile recovery, check the Paused field and click the <Save>.

When the Project Engineer resumes stockpile recovery, the system will recalculate the stockpile line item adjustment amount with an updated recovery rate when a new payment estimate is generated.

• To resume a stockpile recovery, remove the check from the Paused field, and click <Save>.

Info:
When a stockpile is "paused", the system will not process any stockpile recovery item adjustments from any associated DWR item postings. When the stockpile is "resumed", the system will adjust the recovery adjustment amounts to take into account the missed postings and recover at a slightly higher rate to make up for this. It will not use the postings that were bypassed, but it will continue to do recovery at a rate to meet the Recovery Percentage.

To close an active stockpile that has a zero balance

From the Construction Stockpile Overview component, select the stockpile Row Actions Menu | Close Stockpile. The system changes the stockpile status to Closed.

Info:

The system should automatically close a stockpile that has a zero balance when a semi-final or final payment estimate is added for the contract, or a payment exceeding the Current Contract Amount is made. If you encounter one of these situations, and the stockpile should not have been closed, contact the AASHTOWare Project System Administrators for assistance.

To recover the remaining stockpile amount and close the stockpile

1. From the Construction Stockpile Summary component, click <New> to create a new transaction.
   
   
2. Enter the following required fields for the transaction:
   • Comments = Closing stockpile and recovering remaining amount
   • Transaction Date
   • Transaction Type = Reduction - Reduction of Stockpile
   • Under Project Item Distribution
     • Select the Item
     • Enter the remaining amount to recover as a negative value.
3. Click <Save>.
   
   

Closed stockpiles cannot be deleted or replenished with additional transactions.

To delete a construction stockpile

1. From the Construction Stockpile Overview component, select the Row Actions Menu | Delete on the stockpile row.
2. Click <Save> to delete the stockpile.

1. From the Contract Progress Summary component, click the Construction Stockpile quick link at the top of the screen.
   
   
2. From the Construction Stockpile Overview component, search for and open the stockpile to be maintained by clicking on the Constr Stockpile ID hyperlink.
   
   
   
3. On the Construction Stockpile Summary component, open the Component Actions Menu | Reports | Stockpile Summary Report.
   
   
   
4. On the Generate Report tab, click <Execute>.
   
   
   
5. The report will open in a new browser window. The report can be viewed, printed or saved in PDF format.