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Overseeing several contracts as a PMO

Client side: Oversight

I run the PMO across a number of NEC contracts. How do I see what's slipping, without asking every project manager?

Where the contract stands

The contract relies on people keeping it current: a programme kept accepted and up to date (31, 32), replies on time (13.3) and matters warned early (15.1). When there is no Accepted Programme, the Project Manager can assess events on its own view of the remaining work (64.2). A PMO needs to see those gaps early.

Read the guide: No Accepted Programme and Managing multiple contracts

This is our plain-English summary, not legal advice. Your own contract, including any Z clauses, decides.

In Contract Status, step by step

  1. All the contracts as cards

    The Contracts page shows each contract with its NEC type, contractor, Completion Date, health and what is due or late. Filter it, or star the ones you use most.

    The Contracts page with counts and a card per contract with its health and what is due and late

    Four contracts in the fictional account.

  2. Portfolio health

    Each contract is rated by area, from the NEC rule behind each obligation: Red, Amber, Green, or Unknown where a rule cannot be checked against that contract.

    The portfolio health page with a matrix of contracts against notices, compensation events, programme, payments, early warnings and contract rules

    Contract Intelligence, with PDF and CSV versions.

  3. What is most urgent

    Passed deadlines first, then the soonest, each with the contract, who owes it and the clause.

    A list of the most urgent deadlines across contracts with days overdue and clause references

    Each row opens the alert.

  4. Programme Insights

    On-time and acceptance trends by submission date, and the issues to raise: missing programmes, late ones, reviews overdue and contracts with no Accepted Programme.

    Issues to highlight: missing programmes, late this month, reviews overdue, revised programmes overdue and no Accepted Programme

    A PDF report of this page is available.

  5. One contract in depth

    Open a contract for its health by area, why it has that status, and what is due next.

    Contract health for one contract with counts of overdue actions and a card for each area

    One contract, each area with its next step.

All screens are from the upgraded app, using a fictional water company, Kestrel Valley Water, and its made-up contractors.

What happens next on the other side

Project managers and contractors do not need to report into this: the figures come from the records they are already keeping. Tasks can be added on alerts, so what you ask for stays with the alert.

See it on a contract you can click through

The guided tour lets you walk the same fictional account yourself. Or book a demo, and bring the situation you are dealing with.

Take the guided tour Book a demo

More examples