Stockpiling records construction material that has been delivered and stored on site but not yet installed. Owners often agree to pay for stored material ahead of installation, so a stockpile lets you bill for that stored value early and then reduce it as the material is placed.

Each stockpile is tied to one project item and takes its value from that item's unit price. You record the stored quantity, attach evidence of the delivery, and set a partial payment that advances cash for the stored material. As the material is installed and invoiced, Oversite draws it down from the stockpile.

Stockpiling is turned on per project. An administrator or project manager enables it in the project settings, and it then appears as a Stockpiles tab on the project's Items page. Each stockpile references one item and values the stored quantity at that item's unit price.

Stored material reaches your pay requests two ways. A partial payment bills a fixed dollar amount for material still on site. As the material is installed on approved inspections and invoiced, it is drawn from the stockpile at a reduced rate until the stockpile is used up. Stockpiled material is subject to retainage the same as ordinary work.

For the hands-on steps, see Create, edit, and delete a stockpile. Three project settings control the storage and payment limits: Maximum Storage Amount, Maximum Partial Payment, and Minimum Partial Payment.

Each stockpile records the following.

Note: You cannot change the stored value directly. It is calculated from the stored quantity and the item's unit price, so change the quantity to change the value.

An administrator or project manager can enable stockpiling. The settings can only be changed while the project is in Draft. Once the project moves to Under Construction, they lock. To adjust them later, move the project back to Draft, make your changes, then return it to Under Construction.

Once the settings are configured, you can move the project into Under Construction and start creating stockpiles.

The Stockpiles page lists every stockpile for the project in a table. Use the Item Filter above the table to show stockpiles for a single item.

There is also a group-wide stockpiles view that lists stockpiles across all projects in a project group, so you can review stored material for the whole group in one place. It adds a Project filter alongside the Item Filter.

Note: The Stockpiles tab only appears when stockpiling is enabled for the project. If you don't see it, the feature is turned off for that project.

The Partial Payment Value column shows where each stockpile's partial payment stands.

Stored material reaches a pay request two ways, and they behave differently.

Partial payment. The fixed dollar amount you set is billed as a dedicated line labeled STOCKPILE PARTIAL PAYMENT. This advances cash for material that is still on site. It lowers the stored value owed but does not change the stored quantity, because the material has not moved.

Installation. When stored material is placed on an approved inspection and invoiced, it is pulled from the stockpile automatically, oldest stockpile first. Because you were already advanced cash through the partial payment, these installed lines are billed at a reduced rate until the stockpile is used up. Once the stockpile is depleted, further placements of that item are billed at the item's full contract value. Both the stored quantity and the stored value fall as the material is installed.

On the exported pay request, partial payment lines are labeled STOCKPILE PARTIAL PAYMENT, and any line whose price was reduced because it was pulled from a stockpile is marked with an asterisk and a footnote explaining the adjustment. Stockpiled material is subject to retainage the same as ordinary work, with no special exclusion.

When you save or delete a pay request, the current quantity and value on each stockpile update automatically to reflect what has been paid and installed.

Enabling stockpiling and setting the storage and payment limits are part of the project settings. An administrator or project manager changes them, and only while the project is in Draft.

The Stockpiles tab is missing. Stockpiling is not enabled for the project. An administrator or project manager can enable it in the project settings while the project is in Draft.

I can't change the stockpiling settings. The settings can only be changed while the project is in Draft. Move the project back to Draft to adjust them, then return it to Under Construction.

I can't stockpile as much as I expected. The quantity available to stockpile is the item's authorized quantity, minus what has already been installed on approved inspections, minus what is already stockpiled. If the project sets a Maximum Storage Amount, that further caps the amount to a percentage of the authorized quantity.

My stockpile isn't appearing on the pay request. Confirm a partial payment amount is set. A stockpile shown as Not set will not appear on pay requests until you set one.

Who can create a stockpile? Administrators, project managers, and inspectors can create, edit, and delete stockpiles. Viewers can see stockpiles but cannot make changes.

How does a stockpile get paid? Two ways. A partial payment bills a fixed dollar amount for material still on site. As the material is installed and invoiced, it is drawn from the stockpile and billed at a reduced rate until the stockpile is depleted.

Can I change the stored value directly? No. The stored value is calculated from the stored quantity and the item's unit price. Change the quantity to change the value.

Is stockpiled material subject to retainage? Yes. Stockpiled material is retained the same as ordinary work, with no special exclusion.

Can I stockpile the same item in more than one place? Yes. You can create more than one stockpile for the same item. When the material is installed, it is drawn from the oldest stockpile first.

Why is my stockpile read-only? Once a stockpile's partial payment has been added to a pay request, it is locked. You can view it but cannot edit or delete it.

Who gets notified when I create a stockpile? No one. Stockpiling does not send notifications or emails, so share stored-material updates with your team and the owner directly.