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Portfolio Clarity.
From Intake to Boardroom.

Completix unifies portfolio governance, resource capacity, financial control, and executive reporting, giving your PMO the structure to deliver at scale

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project portfolio management software
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PMO & Enterprise Governance

Control the portfolio. Not just the projects.

PMO leaders need more than task lists. Completix gives you structured governance that scales, from intake through executive sign-off.

Stage-Gate Governance

Define milestone checkpoints with configurable approval rules. Every initiative passes through the right gates before moving forward.

Explore governance

Policy-Driven Intake

Standardize how requests enter the portfolio. Automated routing, scoring, and approval workflows eliminate the intake bottleneck.

Explore intake

Strategic Portfolio Alignment

Map every initiative to business objectives. Fund the right work, deprioritize the rest, and prove portfolio ROI to the executive team.

Explore portfolios

Executive Dashboards

360° portfolio visibility built for leadership, automated, boardroom-ready, and always current without manual assembly.

Explore dashboards
Projects
0
Open6
On-Hold0
Closed0
Budget
Approved
$664,000.00
Forecast
$6,022,893.00
106% utilized$706,079.00
Status
2
On Track
1
At Risk
3
Off Track
Rating
Fail Poor Ok Good Excel.
3.33 / 5.0
Success rate
Score breakdown
Schedule adherence4.1
Budget performance2.8
Risk management2.6
Stakeholder sat.4.4
Portfolio Risk Exposure
High
11 Open Risks
Risk Trend (90 days)
18 → ↑ 22
4
Low
3
Med
4
High
Risk by Project
ERP ModernizationHigh
Infrastructure RolloutMedium
Customer PortalLow
Data WarehouseMedium
Capacity & Financial Control

Know your capacity before you commit.

Prevent over-allocation. Close the gap between planned budgets and actual spend. Make funding decisions with full financial context.

Enterprise Capacity Planning

See real-time workforce availability across all portfolios. Identify bottlenecks before they delay delivery.

Explore resources

What-If Scenario Modeling

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

Explore modeling

Integrated Financial Governance

Track budgets, forecasts, and actuals at the project and portfolio level. Flag variances automatically before they compound.

Explore financials
Risk & Issue Management

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

Automated early-warning triggers surface issues the moment they emerge, giving your team time to act, not just react.

Automated Early-Warning System

Configurable triggers fire the moment a budget threshold, schedule slip, or risk score crosses your defined limits.

Explore warnings

Portfolio-Level Risk Visibility

Aggregate risk exposure across every project in one view. Identify patterns and prioritize mitigation before problems cascade.

Explore RAID logs

Structured Escalation & Audit Trail

Every issue routes to the right person, with full governance and a timestamped audit trail from open to closed.

Warnings Overview
6
Triggers
Project Budget Forecast +509.7%
Project Scheduled End Delayed
Risk Summary
Project
ID
Description
Impact
Status
Data Migration
R-1
Mega Risk
High
Open
Biotech Onboarding
R-4
Resource Overallocation
High
Open
Marketing Launch
R-2
Budget Overrun
Medium
Closed
Enterprise Risk Detail
!
Enterprise Resource Overallocation
#R-4 • Biotech Onboarding
As multiple strategic initiatives are scheduled to begin within the same fiscal quarter, there is a risk that critical shared resources will be allocated beyond sustainable capacity.
Mitigation Plan
  • ✓ Conduct enterprise capacity modelling
  • ✓ Implement staged onboarding of initiatives
  • ✓ Secure contingency contractor capacity
Status Open
Impact High
Score Medium
✓
Mitigation In Progress
Why Completix

All the power. None of the pain.

Completix is purpose-built for organizations running complex portfolios, without the overhead of legacy PPM incumbents.

Strategic Intelligence, Not Just Tracking

Move beyond RAG status. Completix connects portfolio investment to business outcomes, giving executives the intelligence to make funding decisions with confidence.

Governance Without the Configuration Tax

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

Live Risk, Resource & Financial Signals

Connect capacity, costs, and risk indicators in one platform. No spreadsheet reconciliation. No stale reports assembled the night before a steering committee.

Designed for Portfolio Scale

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

A Team, Not a Ticket Queue

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

Enterprise Security & Data Residency

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

Completix vs. Task Tools

PPM is not project tracking.

Monday, Asana, and Teamwork manage tasks. Completix manages portfolios, a different problem requiring a different platform.

Capability Completix Monday / Asana Planview / Clarity
Executive portfolio dashboards ✓ Built-in, automated △ Manual, limited ✓ Yes (complex setup)
Stage-gate governance ✓ Configurable ✗ ✓ Yes (heavyweight)
Resource capacity planning ✓ Real-time △ Basic only ✓ Yes
Portfolio financial control ✓ Budget + forecast ✗ ✓ Yes
Automated risk early-warning ✓ Trigger-based ✗ △ Partial
Time to first value ✓ Days ✓ Days ✗ Months
Dedicated onboarding support ✓ Included △ Paid add-on △ Paid add-on
Industries

Built for the complexity of your industry.

PPM requirements differ by sector. Completix adapts to the governance, compliance, and operational rhythms of your environment.

Engineering

Manage complex projects, track deliverables, and ensure cross-functional collaboration.
education project management software

Education

Drive academic projects, tasks, and resources for streamlined operations.
financial project management software

Banking and Financial

Streamline complex project execution, ensure regulatory compliance, and manage risks effectively.
IT project management software

IT Services & Software

Optimize IT operations, standardize processes, and maximize efficiency.
pmo governance

Professional Services

Optimize project delivery, resource management, and client satisfaction.
marketing project management software

Marketing

Plan, execute, and analyze campaigns to deliver impactful brand results.
manufacturing project management software

Manufacturing

Manage production schedules, standardize processes, and drive operational efficiency.
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 entire lifecycle in one platform.

📥
Intake
✅
Approval
⚙️
Execution
💰
Financial
Control
👥
Resource
Optimization
📊
Executive
Visibility
Integrations

Connects to the tools your teams already use.

Completix integrates with the platforms already in your environment, without disrupting existing workflows.

JiraJira
Google DriveGoogle Drive
OneDriveOneDrive
SharePointSharePoint
MS ProjectMS Project
OutlookOutlook
ExcelExcel
WordWord
Start today

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.

Schedule Your Free Demo →

Changelog

Dec 14, 2024

  • New – Warning Center
  • Improved –  Portfolios – Added ability to create a portfolio of Programs
  • Improved – All Projects list now includes programs
  • Improved – Trigger settings page is better organized
  • New – Project rating triggers
  • Improved – Outlook Integration now has the ability to sync your Out of Office Availability
  • Improved – My Availability can be set in hours as well as days
  • Fix – Various bug fixes and UI tune-ups

Nov 18, 2024

  • New – Task Templates
  • Improved –  Search can find checklist items in tasks
  • Improved – Budget. Cell-assignment has, for each resource, an added total and total to date field.
  • Improved – Adding user to project  has a new interface where multiple team member can be added by selecting form a list
  • New – Timesheet report export has an added option to export all months on record.
  • Improved – Outlook Integration now has the ability to sync your Out of Office Availability
  • Improved – My Availability can be set in hours as well as days
  • Fix – Various bug fixes and UI tune-ups

Oct 16, 2024

  • New – Outlook 2-way Integration
  • Improved –  Forecast calculation
  • Improved – Allocation. When effort-driven is enabled, Task s in allocation now show start/end dates
  • Improved – Timesheet functionalities
  • Fix – Various bug fixes

Aug 29, 2024

  • New – Users Calendar. Unified view of all user’s calendar
  • New – Vacation calendar. Visualize your resources’ vacations in a searchable centralized calendar
  • New – Allocation Gantt. A new view that represent resources’ allocation in a Gannt chart
  • New – My Availability. Each user can set their own working time and days off. The availability is fully automated with the schedule, forecast and allocation
  • New – Effort based schedule. You can now assign effort to tasks in the schedule and report them in the Timesheet. Timesheet entries are automatically calculated and pre-populated.
  • New – Task based Timesheet. You can now report time against assigned schedule’s tasks. This functionality is tied to Effort based schedule.
  • New –  Each project has a dedicated general chat
  • New –  Timesheet custom entries. Add non-billable hours to the timesheet and visualize reports. For example you can track a resource’s vacation days.
  • New –  Added new interactive resources’ effort reports with time/cost views
  • New – Multi-Language support
  • Improved –  Timesheet reports now include “To Date” tally
  • Improved – In the resource view, actuals and forecast are now displayed side-by-side
  • Improved – Vendors logos are now automatically added to the vendor component.
  • Improved – New schedule, forecast and actuals triggers have been added to improve the warning engine
  • Improved – Search functionality now includes RAID items
  • Improved – Gantt charts have a new rounded look and have the resource(s) assigned visible in the bar
  • Improved – Raid. You can now hide all RAID items, while in list view, that are closed with the click of a button.
  • Change – Allocation calculation are no longer tied to the project end, and instead rely on the allocation calendar
  • UI tune-up– All dashboards have bigger graphic counters and a new coloring scheme to clearly separate the budget data from the rest.
  • Fix – Various bug fixes

Jun 7, 2024

  • New – Change Request impacting the schedule are now automatically updating the “Approved end date” of the project and are clearly flagged. 
  • New – Project duration (in days) is now displayed in the overview page and in the status report. 
  • Improved – Schedule and RAID filters have been improved
  • New – Baseline capability has been added to the schedule
  • New – Schedule history is now available. The schedule automatically save itself and provides multipole restore points
  • Improved – New triggers have been added to the warning engine to better support more use cases
  • New – Search is now available across the entire site  and covers multiple items
  • Improved: project search now includes RAID items
  • New: In the Simplified view, we have added the Tasks Kanban view. The Kanban view is now the default one

Apr 20, 2024

  • New – Document search is indexed and fully integrated with external drives (OD. GD. etc).
  • Improved – Schedule and RAID filters have been improved 
  • Improved – Milestones in gantt chart are placed in different level when colliding
  • Improved – CSV exports data improvement
  • Improved – Dashboards columns are also customizable “per user” and can be set directly in the dashboard.
  • Fix – Fixed bugs in schedule and RAID where resources couldn’t be copied via context menu

Mar 16, 2024

  • New – OneDrive Integration (2-way) 
  • New – Google Drive Integration (2-way)
  • New – Schedule Kanban view
  • New – Tracking and Operational initiatives have been simplified and add the ability to migrate to a full project
  • Improved – Document templates can now be organized into folders

Jan 29, 2024

  • Improved – Site Settings’ UI has a new look with explanation and guide
  • New – Portfolio status can now be exported unified 
  • New – Jira Integration (2-way)
  • New– MS Project Integration (2-way)
  • New– Simplified view – Record is committed automatically

Dec 22, 2023

  • New – Introduced a FREE plan
  • New – Introduced a new trigger-based Warning engine
  • New – Added charts for budget’s status
  • New– Added Portfolio Manager role
  • New– Added Portfolio view in My Dash for assigned Portfolio Managers
  • New – Project type can be hidden if not in use
  • Improved – Status reports now export in PDF landscape for better readability

Nov 25, 2023

  • Fix – Bugs and UI tune-ups
  • New – RAID Cards in Kanban mode have an updated look
  • New – Added 5 custom budget fields. You can track your own custom financial targets and display them in the various dashboards and status reports
  • New – Budget templates can now be created by importing directly from MS Excel
  • New– When, in a project, components are hidden, all related options are also hidden
  • New– Added a Resource view for Portfolios

Nov 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Operational and Task Tracking as type of initiatives
  • New – Project type tags are now colored differently for a better experience
  • New – Project types are now tracked in the Dashboards
  • New– Added ability to show/hide all details’ components separately in the Overview page 
  • New – Added a “Note” field in vendor expenses.

Oct 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Financials lock
  • New – Dashboards: added alert icons for values over the baseline 

Sep 6, 2023

  • Fix – Fixed FY calculation in PM Dashboard
  • New – Introduced a new Trial start Welcome guided setup
  • New – Table’s headers have a new and improved look
  • New – Added option to include/exclude any given project in the overall Budget and/or Financials calculations
  • New – Added option to enable/disable the budget fiscal on a per project basis

Aug 25, 2023

  • Fix – Bugs and UI tune-ups
  • Update – We updated all internal libraries to the latest version 
  • New – Introduced a Simplified project type to be used for task tracking type activities
  • New – Increased the number of components that can be turned off separately
  • New – Tasks can now be added directly from the dashboards
  • New – The Trial plan has been simplified by turning off, by default, all advanced components. All features can be turn back on in the Site settings
  • New – Individual users can now customize their dashboards by show/hide columns of data. Go to “My Account” to customize it.

Aug 10, 2023

  • Fix – Bugs and UI tune-ups
  • New – Grouping of resources in MyTeams
  • New – Pre-built budget “Estimates vs Actuals”
  • New – Status report now has a new widget: Summary bar
  • New – More components can be turned off separately
  • New – New tasks can be added directly from the dashboard
  • experience the difference

NEW VERSION

Coming Soon

Better Look, More features,
Improved Usability

Completix for mobile is not ready yet

We are working hard creating a mobile version that meets your needs