Once the contract is won and moved to the Active phase, contract maintenance is required. UniPhi needs to be updated to provide the management of contracts. This data feeds into reporting and enables the Project Manager to track claims that are required, those in progress and those completed, within a date range.
Tracking and monitoring contracts can highlight issues to be addressed such as too many time sheeted hours listed and no variation to claim them. This allows the Project Manager to address issues and engage proactively with clients earlier rather than later.
The Contracts module Dashboard view provides a snapshot of the status of the contracts and therefore the health of the project, the data is also utilised in reports.
There are four available views from the Sub Navigation. These are:
· Dashboard - lists contracts and their status
· Allocation - Deliverables and their Pending Contract, Original Contract, Possible Variations, Pending Variations and Approved Variations.
· Require Claims - projects and contracts that may require claims done or invoices issued
· In Progress Claims - claims or invoices that have been commenced but not yet signed off
· Completed Claims - Claims and invoices that have been signed off and their status including if they have been sent and paid.
Contract maintenance involves;
· Moving the contract from pending to active
· Uploading the contract agreement against the contract
· Tracking % complete of individual and all contracts for a project or program of works
· Scheduling or rescheduling deliverables dates
· Phasing or re-phasing of contract Revenues and costs for cash flow purposes
· Adding variations and extensions of time
· Certifying claims for payment
· Raising invoices or progress claims
· Viewing and generating variation and extension of time registers
· Communicating to clients
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