Entering Stored Material Amounts

To enter stored material amounts:

Navigate to your Billing Workflow
- From the Tasks tray in the header, choose the Enter Billing link with the correct draw number.The link name will change depending on your workflow step.
- From the Project Home Page or Tasks page, choose the Enter Billing link with the correct draw number. The link name will change depending on your workflow step.
  If the period has previously been rejected, the link will read Re-enter Progress Claim.
Select the Stored Materials tab.
Choose a line to claim against. If a line includes a subcontract, the Self-Performed and Contracted lines display beneath the Total line. You can enter amounts on the Total line or the Self-Performed line.
Complete all applicable on site and off site fields.
- On Site column fields
  - Prior Balance: Review this field to see the total amount of materials received on site before the current period.
  - Consumed This Period: Use this field to record materials that are used during the current period. It is possible that the materials may have been received in a prior period or in the current period. This field is not used to calculate payment.
  - Received This Period: Use this field to record materials that are received and stored on site during the current period. This field is used to calculate the payment.
    Notes: The On Site Stored to Date field includes the Prior Balance amount plus the Received This Period amount less the Consumed This Period amount.
- Off Site column fields:
  - Prior Balance: Review this field to see the total amount of materials received off site before the current period.
  - Consumed This Period: Use this field to record materials that are used during the current period.
  - Received This Period: Use this field to record materials that are received and stored off site during the current period.
    Note: The Off Site Stored to Date field includes the Prior Balance amount plus the Received This Period amount less the Consumed This Period amount.
Choose Save & Continue.
Amounts added to the Stored Material tab are shown in the MaterialStored this Periodcolumns on the Progress tab.

Tips

Amounts are automatically saved when you move from one line to the next
Total Material Stored to Date is the sum of the Off Site Stored to Date amount and the On Site Stored to Date amount.
The Stored Materials Detail Report provides a detailed listing of stored materials for a project and draw. Use the Generate Reports page to create this and other reports. See Generate Reports.

Next: Progress Tab for Head Contractors