Portfolio exceptions
A Monday portfolio view that pulls the one real exception to the top with its metric, threshold and source cited, so you spend attention only on what has actually gone wrong.
Portfolio · week 26
The whole board at a glance
Northern Depot — margin drifting. 1.9% against 3.3% at tender, read from the cost register this morning.
How it will work
The plan: RAG across the book, exceptions ranked and cited, one-step routing to the person who owns the fix.
01 · Scan
One scan, exceptions ranked
Each project shows its status and movement against named thresholds, so a flag is verifiable, not just a colour. A project that has gone quiet is flagged too; absence of data is itself an exception.
Portfolio · week 26
The whole board at a glance
Northern Depot — margin drifting. 1.9% against 3.3% at tender, read from the cost register this morning.
02 · Drill
Drill to the source, not a summary
The exception line opens the same cited evidence the project manager sees, read-only and two clicks deep: the client email, the variation state, the open notice clock.
Monday briefing · Week 27 · 6:58 am
The weekend, read and ranked before the gate.
First on the list: SW trench rock — 3 days left to give notice.
03 · Route
Route it and watch it close
One step sends the exception to the person who owns it, with your note attached. Next Monday the same view shows it closed, with the trail.
Site walk · Thursday 4:12 pm
One spoken note becomes a tracked list.
“”On the walk — hold to talk, hands stay free
Captured and assigned before the gate.
Before and after
From ringing for status to reading the exceptions
Today
With Alloovium
Today
- Status comes from ringing PMs, and depends on who you ring.
- A green dashboard hides the project that stopped reporting.
- Margin slippage shows up six weeks after it started.
- The surprise lands at the leadership table.
With Alloovium
- One scan shows the book, exceptions ranked and cited.
- A quiet project is flagged, not shown green.
- Drill any flag to its source evidence in two clicks.
- Route it in one step and see it come back closed.
What it draws on
Grounded in the records you already keep
Every answer, draft and check reads from the project’s own paper trail. Nothing is uploaded twice, and nothing is invented.
- Meeting minutesDecisions and actions, traced to the meeting they came from.
- Site walks & diariesThe day’s record, spoken or typed, filed as it happens.
- Emails & correspondenceThe thread where the instruction actually lives.
- Drawings & specificationsEvery revision, read down to the clause and the detail.
- Registers & ITPsQuantities, holds and sign-offs as structured records.
- Contracts & variationsEntitlements and notices, cited back to the clause.
Get started
The document intelligence platform your team needs.
Put every drawing, spec, contract and RFI to work — and let the monthly grind run itself.
