Reviewing pipeline storage¶
The Pipeline Storage Overview screen provides a consolidated operational and analytical view of pipeline storage contracts, focusing on inventory movements, balances, BAV impacts, and valuation results over a selected time period.
This screen enables users to track how storage volumes change day by day, validate contractual limits, identify violations, and understand the financial impact of storage activity across pipelines, locations, and contracts.
The Pipeline Storage Overview screen is primarily used by pipeline operations, scheduling, risk, and settlement teams to ensure accurate monitoring, compliance, and valuation of storage positions.
The key objectives of this screen are to:
- Monitor daily and cumulative storage balances.
- Track injections, withdrawals, transfers, and imbalances.
- Analyze BAV-driven storage movements.
- Validate storage contract limits and detect violations.
- Review valuation metrics associated with storage activity.
- Compare storage actuals across contracts, locations, and dates.
Prerequisites¶
Before accessing and using the Pipeline Storage Overview screen, ensure the following conditions are met:
- The user has the add or modify permissions for the Pipeline Storage Overview screen.
- Storage contracts are configured and active for the selected pipeline.
- Storage locations are correctly mapped to pipelines and zones.
- Nominations, deals, or storage transactions exist for the selected date range.
- Required master data such as pipelines, contracts, locations, and BAV rules are available.
Procedure to review pipeline storage¶
Step 1: Navigate to the Pipeline Storage Overview screen¶
- Log in to the nGenue application.
- Click the Search icon and enter Pipeline storage overview.
- Double-click Pipeline Storage Overview to open the Pipeline Storage Overview (Pipeline Operations) screen.
- The screen is divided into two main sections:
- Query and Settings: Controls which storage contracts and data are loaded for analysis.
- Storage Facilities and Details: Configure the reporting period and layout preferences
Step 2: Configure Query and Settings filters¶
The Query and Settings panel on the left side of the screen controls which storage contracts and data are loaded for analysis.
| Fields | Description |
|---|---|
| Include Storage Contracts Active on | Filters storage contracts that are active as of the selected date. |
| Pipeline (Required) | Specifies the pipeline for which storage data is reviewed. Mandatory field. |
| Zone | Filters storage contracts by pipeline zone. |
| Location | Filters storage data by a specific storage location. |
| Ext. Legal Entity | Filters storage activity by external legal entity. |
| Int. Legal Entity | Filters storage activity by internal legal entity. |
| Ext. Business Unit | Filters storage contracts by external business unit. |
| Int. Business Unit | Filters storage contracts by internal business unit. |
| Storage Contract | Restricts results to a specific storage contract. |
| Storage Contract Group | Filters contracts grouped under a defined storage contract group. |
| Load Storage Contracts | Loads storage contracts based on selected filters. |
Step 3: Define date range and layout settings¶
In the Storage Facilities and Details section, configure the reporting period and layout preferences.
| Fields | Description |
|---|---|
| Start Date | Beginning date for the storage activity review period. |
| End Date | Ending date for the storage activity review period. |
| Show Violations Only | Displays only storage records with contractual violations. |
| Load Daily Storage History | Loads daily storage activity for the selected date range. |
| View as Layout Configuration | Enables saving or viewing customized pivot layouts. |
| Layout Name | Name used to save or reference a layout configuration. |
| Public/Private | Determines whether the layout is user-specific or shared. |
| Select Layout | Allows selection of a previously saved layout. |
Click the Load Daily Storage History button to load daily storage activity for the selected date range.
Step 4: Analyze storage data using Pivot View or Graph View¶
The screen supports two analysis modes:
- Pivot View – A detailed, configurable tabular view for operational and financial analysis.
- Graph View – A visual representation of storage balances and trends over time.
Pivot View configuration¶
The Pivot View allows users to dynamically select, arrange, and group storage-related fields.
| Fields | Description |
|---|---|
| Pipeline | Pipeline associated with the storage contract. |
| Max Storage | Maximum contractual storage capacity. |
| Min Storage | Minimum storage threshold defined in the contract. |
| Max Inj Qty | Maximum daily injection quantity allowed. |
| Max WTD Qty | Maximum daily withdrawal quantity allowed. |
| Is Recallable | Indicates whether injected gas can be recalled. |
| Storage Abbreviation | Short identifier for the storage contract. |
| Burn | Fuel or loss associated with storage movements. |
| Nom Injection | Nominated injection volume for the gas day. |
| Nom Withdrawal | Nominated withdrawal volume for the gas day. |
| Cashout | Cashout volume applied for imbalance settlement. |
| Transfer | Volume transferred between storage or contracts. |
| Imbalance | Difference between expected and actual storage movement. |
| BAV Type Code | Code representing the applied BAV calculation type. |
| BAV Type Name | Description of the BAV logic applied. |
| Initial MDSQ | Initial maximum daily storage quantity. |
| Date | Gas day for the storage activity record. |
Step 5: Review aggregated storage results¶
The upper results grid displays aggregated storage values, typically grouped by storage contract and location.
| Columns | Description |
|---|---|
| Contract | Storage contract name. |
| Location | Storage facility or location name. |
| Net Change | Net daily change (injection minus withdrawal). |
| Cumulative | Running storage balance over the selected period. |
| Val/MM | Valuation rate per unit volume. |
| Valuation | Total valuation for the storage activity. |
| Previous Actual COG | Cost of gas from prior actualization cycles. |
Step 6: Review daily storage history¶
The bottom grid provides transaction-level, daily storage history to support detailed reconciliation.
| Columns | Description |
|---|---|
| Date | Gas day of the storage activity. |
| Pipeline | Pipeline associated with the storage contract. |
| Contract | Storage contract name. |
| Location | Storage facility name. |
| Net Change | Net injection or withdrawal for the day. |
| Cumulative | Storage balance after daily activity. |
| Val/MM | Daily valuation rate. |
| Valuation | Valuation impact for the gas day. |
| Is BAV | Indicates whether BAV logic was applied. |
| Max Storage | Contractual maximum storage limit. |
| Min Storage | Contractual minimum storage limit. |
| Max Inj Qty | Maximum injection allowed for the day. |
| Max WTD Qty | Maximum withdrawal allowed for the day. |
| STG Contract Rule Comment | Displays storage rule violations or comments. |
Results section explanation¶
Once data is loaded:
- Storage balances are calculated cumulatively across the selected period.
- Injection and withdrawal activity is validated against contract limits.
- BAV logic influences imbalance handling and valuation.
- Contractual violations are clearly identified.
- Valuation results support downstream settlement, accounting, and reporting processes.
Key points¶
- Pipeline selection is mandatory to load storage data.
- Pivot View enables flexible, ad-hoc analysis without reloading data.
- Show Violations Only helps isolate non-compliant storage activity.
- Cumulative balances are calculated in chronological order.
- Valuation reflects both volume movement and applied pricing logic.
- Saved layouts improve efficiency and repeatability for users.
Summary¶
The Pipeline Storage Overview screen provides a comprehensive, end-to-end view of pipeline storage operations by combining daily activity, contractual constraints, BAV impacts, and valuation metrics into a single analytical interface.