Completix

Purpose-built PPM for the modern PMO

Your portfolio status is already out of date.
Completix fixes that.

Stop assembling steering-committee decks from four spreadsheets. Completix unifies governance, capacity, financials, and executive reporting in one live platform, from intake to boardroom.

Live in weeks, not quarters No system integrator required No credit card to start
app.completix.com/portfolio

Strategic Initiatives · Portfolio Health

Live
Health Status
18
On Track
4
At Risk
2
Off Track
Budget
Approved (BAC)
$4.14M
Actuals to date
$1.70M
EAC
$4.33M
Variance (BAC − EAC)
−$190K
Actuals vs BAC$1.70M of $4.14M · 41%
EAC vs BAC⚡ Alert triggered
Warnings
47
Total
6
At risk
11
Off track
Severity mix36% off track

Trusted by PMO Teams

Trenergy Nemesi Italia EY Prismatique Designs Nolan JTL Integrated Machine Iterchimica iSpace CanEng FlexLink IntMachinery Trenergy Nemesi Italia EY Prismatique Designs Nolan JTL Integrated Machine Iterchimica iSpace CanEng FlexLink IntMachinery
The PMO reality

You're running an enterprise portfolio
on tools that were built for to-do lists.

Task trackers don't govern. Spreadsheets don't scale. And legacy PPM takes a year to stand up. Sound familiar?

The board deck is a fire drill

Every steering committee means days of copy-pasting from a dozen project files into slides that are stale before the meeting starts.

Always-current executive dashboards

You find the overrun too late

Budget breaches and resource conflicts surface after they've already cascaded, when the only options left are expensive ones.

Automated early-warning triggers

Legacy PPM takes a year to land

Planview and Clarity promise everything, then hand you a multi-quarter implementation and a consulting invoice to match.

Governance that maps in days
Governance & Intake

Control the portfolio, not just the projects.

Most tools tell you a project's status. Completix tells you which initiatives should move forward, and stops the rest at the gate.

Stage-gate governance

Configurable milestone checkpoints with approval rules, so every initiative passes the right gate before it advances.

Policy-driven intake

Automated routing, scoring, and approvals that kill the intake bottleneck and standardize how work enters the portfolio.

Strategic alignment

Map every initiative to a business objective. Fund the right work and prove portfolio ROI to the executive team.

+ New Phase •••
Discovery
Requirements
Execution
Delivery
5 Closeout
Discovery Phase
Define what the project is about
Completed
Project charterDone
High level scheduleDone
Approved · Feb 26, 2024
Delivery Phase
Deliver the project as planned
Current
Technical buildDone
UAT sign-off📎 Approval requiredIn Review
Deployment runbookNot Started
Closeout
Wrap up and capture learnings
Upcoming
Capacity & Financial Control

Know your capacity before you commit.

See the gap between planned budgets and actual spend, and the line where your teams tip into over-allocation, before either becomes a problem.

Real-time capacity planning

Workforce availability across every portfolio in one view. Spot the bottleneck before it delays delivery.

What-if scenario modeling

Simulate funding shifts, team moves, and timeline changes across the portfolio before you pull the trigger.

Integrated financial governance

Track budget, forecast, and actuals at project and portfolio level, with variance flagged automatically before it compounds.

Resource Allocation •••
Team Utilization · Q3 2 over capacity
JS
John Smith
3 projects
100%
116%
DP
David Park
2 projects
128%
SB
Sandy Bolton
1 project
100%
CK
Clark Kent
1 project
94%
MC
Maria Chen
2 projects
72%
Portfolio Budget · FY26 4.6% over
Approved (BAC)
$4.14M
Actuals to date
$1.70M
EAC
$4.33M
Variance
−$190K
Actuals vs Approved$1.70M of $4.14M · 41%
EAC vs Approved Budgetâš¡ Budget alert fired
Risk & Issue Management

Prevent what you can.
Resolve what you can't.

Configurable triggers fire the moment a threshold is crossed, so your team has time to act, not just react. This is the Completix Warning Center in action.

Warning Center

All Off Track At Risk Updated 1 minute ago · Refresh
Total warnings
248
active across the scope
At risk 78%Off track 22%
Projects affected
14 / 60
projects · 23% have warnings
Flagged 23%Clear 77%
Top affected project
Data Platform Migration
38 warnings · 15% of total
At risk 60%Off track 40%
Top firing trigger
Schedule Finish
84 occurrences · 34% · 6 active triggers
At risk 70%Off track 30%
Warnings by trigger
34%of warnings come from the top trigger type
Schedule Finish
Schedule Finish84
Project Budget Forecast31
RAID – Task Due22
Project Scheduled End18
Milestone Due14
RAID – Issue Due11
Schedule Actuals7
Warnings by project
52%of warnings come from 3 projects
Data Platform Migration · ERP Rollout · Biotech Onboarding
Data Platform Migration38
Marketing Launch16
ERP Rollout31
CRM Integration12
Biotech Onboarding24
Mobile App19
Cloud Sec.9
Other · 414
Details
Search
StatusProjectTriggerTrigger ValueActual ValueBaselineExplanation
At Risk Data Platform Migration Project Budget Forecast +1% of approved budget $1.24M $1.18M Forecast 5% over approved budget
Off Track ERP Rollout Project Scheduled End >2% of planned end date Nov 12, 2026 Aug 30, 2026 Scheduled end over 74 days late
At Risk Biotech Onboarding RAID – Task Due Overdue tasks 6 tasks 0 6 tasks past their due date
At Risk Marketing Launch Milestone Due Milestone slip Oct 03, 2026 Sep 20, 2026 Milestone 13 days behind baseline
Customer story

In their words.

The Warning Center alone justified the switch. We caught a budget overrun six weeks before it would have surfaced in our usual reporting cycle.
MM
Michele M.
Head of IT, Iterchimica
Live in weeks, not quarters
No system integrator required
Azure-hosted, SOC-grade security
Why Completix

All the power. None of the pain.

Built for organizations running complex portfolios, without the overhead and lock-in of legacy PPM incumbents.

A team, not a ticket queue

Direct access to the people who build Completix means faster resolutions and a partner who understands your governance model, not just your subscription tier.

Live in weeks, not quarters

No professional services engagement, no lengthy configuration sprint. Completix maps to your governance model out of the box and ships real value in days.

Enterprise security & residency

Built on Azure with geo-zone deployment options for customers with data residency requirements. SOC-grade security, always on.

Strategic intelligence, not just RAG status

Connect portfolio investment to business outcomes, giving executives the context to make funding decisions with confidence.

Governance without the config tax

Standardize intake, approvals, and audit trails in days, not quarters. The model maps to real enterprise environments out of the box.

Designed for portfolio scale

Multi-portfolio architecture and multi-stakeholder reporting with controls that grow with your program footprint, not against it.

Completix vs. the field

PPM is not project tracking.

If you've outgrown Monday but can't stomach an 18-month Planview rollout, Completix is built for exactly that gap.

Capability Completix Monday / Asana Planview / Clarity
Executive portfolio dashboards Built-in, automated Manual, limited Complex setup
Time to first value Days Days Months
Pricing & engagement model Direct, no SI required Per-seat creep SI + license heavy
Stage-gate governance Configurable Heavyweight
Governance workflow automation Rule-based, auto-routed Config-heavy
Document sign-off & routing Sign off in-platform Integrations only External tools
Resource capacity planning Real-time Basic only
Automated risk early-warning Trigger-based Partial
Full, native capability Partial, or paid add-on / integration Not available
End-to-end PPM

One connected process. Zero blind spots.

From the moment a request enters the portfolio to the executive read-out, Completix manages the full lifecycle in one platform.

01
Intake

Standardized requests, scored and routed automatically.

02
Approval

Stage gates and sign-offs enforce governance.

03
Execution

Schedules, RAID, and status in one workspace.

04
Resource Optimization

Capacity balanced across the portfolio.

05
Financial Control

Budget, forecast, and actuals tracked live.

06
Executive Visibility

Boardroom-ready dashboards, always current.

3wks
Typical time to first value
24/7
Live portfolio monitoring, always on
0
System integrators required
1
Platform, intake to boardroom
Integrations

Connects to the tools your teams already use.

No disruption to existing workflows. Completix plugs into the platforms already in your environment.

Jira Jira Google Drive Google Drive OneDrive OneDrive SharePoint SharePoint MS Project MS Project Outlook Outlook Excel Excel Word Word

Your PMO deserves a platform built for the work it actually does.

Get full access in minutes. No professional services required to get started. No credit card needed.