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Strategic Project Portfolio ManagementPPM software

Set the strategy. Run the portfolio. Deliver the work.

From the first request and funding decision to governed delivery.

Schedule your free demo Get the 2026 PPM tools report

Trusted by teams at

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
One connected portfolio

Five questions your PPM software should answer. Can it answer them today?

For most PMOs, each answer sits in a different place, a spreadsheet here, an email thread there, a status report that is already out of date. Pulling them together takes days, and by the time it is done, the decision has usually been made.

In Completix

All five, from one place.

  • Projects linked to the objectives they serve
  • Approvals routed by policy, every decision recorded
  • Capacity by named person, visible before work is approved
  • Every funding draw approved, split by Capex and Opex
  • Variances surfaced for review as soon as data changes
See how it works
How Completix answers them

Strategy, approval, capacity and delivery, connected from the first request.

In Completix project portfolio management software, a request carries its objective, its Capex and Opex split by fiscal year and its approval history. Funding can be approved at an intake gate, against a line-of-business envelope, before a project exists. Once approved, the request becomes a project, its resource demand joins the capacity plan, and its schedule, budget and risks feed the same portfolio view.

Are we funding the right priorities?Strategic alignment

Set the objectives your organization is funding this year, then connect the projects and portfolios delivering against them. When priorities shift, you can see exactly what is affected.

  • Objectives you define. Record what the business is trying to achieve this year, with an owner.
  • Mapped to real work. See which objectives have funded work behind them, and which do not.
  • Visible on the project. Every project shows the objectives it contributes to, so the rationale stays with the work.
Explore portfolio strategy

Standardize how requests enter the portfolio, from a small change to capital project intake with a full business case and multi-year funding. Your policy names the approvers, people make the decision, and Completix keeps the record.

  • Gated intake for complex requests. Each type of request gets its own template, with fields that appear only when they apply, and phases such as screening then business case, each closed by a phase-end gate.
  • Funding decided before a project exists. At a funding gate, the requester sets amounts by fiscal year against a line-of-business envelope, and a funding manager approves. The gate can stay open until every year is approved.
  • Policy-driven approvals, every action recorded. Rules can use any intake field and name the approvers for each gate, who approve in parallel. Every Approve, Reject or Need more info is logged with who and when, on the request itself.
See intake management

See capacity, budget, forecast and actuals together across the portfolio, and where each is heading. Model different choices before committing the organization to work it cannot staff or afford.

  • Capacity forecast by named person. Availability and demand month by month, so over-allocation shows up before it becomes a delivery problem.
  • What-if scenarios. Budget, resourcing and schedule modeled together, with the live plan untouched until you apply one.
  • Forecast against actuals. Fiscal-year budgets at portfolio and line of business level, with forecast and actuals side by side and EAC calculated automatically.
See resource management

Give finance control over where project money comes from and how it is spent. Funding sits in envelopes by line of business, and the same envelopes fund requests at their intake gate and projects once they are running.

  • Funding envelopes by line of business. Each envelope holds Capex and Opex, with the projects drawing from it and their approved and committed amounts.
  • Multi-year funding, every draw approved. Funding is requested by fiscal year, on a request at its intake gate or on a running project, and a funding manager approves each draw. Change requests update the project baseline and the envelope together.
  • Capex and Opex from day one. Cost type and category are captured on requests and budget lines, with forecast, actuals and EAC by fiscal year. Your ERP stays the system of record.
See financial management

Strategy only holds up if the work underneath is tracked in the same place. Schedules, budgets, risks and reports live in the platform, and the portfolio views read from them directly.

See the full platform
Strategy · FY 2026Objectives
4 objectives
ObjectiveOwnerProjects
Enter two new regional markets CCCCO 3 linked
Linked projectApproved (BAC)Status
Localization Program$480KOn Track
Regional Compliance$310KOn Track
Partner Onboarding$330KAt Risk
Modernize the core platform CICIO 0 linked
Reduce operating cost CFCFO 2 linked
Improve customer retention COCOO 1 linked
No funded work yet Modernize the core platform FY 2026 · no projects linked
Request REQ-0248Awaiting approval
Early warning

See portfolio risks before they become delivery problems.

Configurable thresholds are checked every time your data changes, and exceptions surface for your PMO to review. It works less like a report and more like a control panel for your portfolio, showing where attention is needed before the next reporting cycle arrives.

Thresholds you define

Budget forecast, schedule slip, milestone dates, overdue RAID items, resource over-allocation. You set the tolerance, Completix watches it.

Across the whole portfolio

See which projects are firing, which trigger fires most, and where the risk is concentrated.

Time to act, not just react

Warnings surface ahead of the reporting cycle, so a forecast breach becomes a decision rather than an explanation.

See the Warning Center
What surprised us most was how much easier it became to spot projects that needed attention. We used to find these issues when preparing our monthly reports.
Michele M. Head of IT, Iterchimica

Completix next to the PPM tools you may be comparing.

A quick look at where Completix, lightweight work tools and traditional enterprise PPM suites typically stand today. Treat this as a starting point, not a final answer, since capabilities vary by edition and configuration.

CapabilityCompletixLightweight work toolsMonday.com, Asana, JiraEnterprise PPM suitesPlanview, Clarity, Planisware, ServiceNow SPM
Objectives linked to initiatives✓Native, objective to project~Basic goal tracking, not tied to approval or funding~Available, configuration heavy
Policy driven intake routing✓Rules assign the approvers~Partial, through forms and automations~Available, configuration heavy
Capital project intake✓Phased intake with phase-end gates, funding approved by fiscal year before a project exists×Not available natively, business cases and funding kept in documents and spreadsheets✓Available, configuration heavy
Stage gate governance✓Configurable gate reviews~Partial, through approval workflows✓Available, heavyweight
Funding sources and approved draws✓Envelopes by line of business, each draw approved by a funding manager×Not available natively, usually kept in spreadsheets✓Available, complex to configure
Capex and Opex classification✓Captured on requests and budget lines, by cost category~Possible through custom fields, no built-in totals✓Available, configuration heavy
What-if scenario planning✓Budget, resourcing and schedule modeled together~Limited, typically schedule or capacity only✓Available, complex to set up
Project execution✓Schedule with critical path, budget and EAC, RAID, status reports and documents~Strong for task and team work, budget tracking usually missing or an add on~Strong at portfolio level, project execution often thin
Threshold based early warning✓Warning Center triggers~Partial, through date and field automations~Partial

Swipe sideways to see every column.

✓Native capability ~Partial, add on, or integration ×Not available natively

Comparison reflects Completix's understanding of typical mid-market deployments of these platforms as of 2026.See the 5 best PPM tools compared

Industries

Built for the governance model of your sector.

Every sector answers to different auditors, funding cycles and delivery constraints. Completix is configured around yours.

See all PMO use cases
EngineeringGovern complex deliverables and cross-functional dependencies at scale. Banking and financialKeep a record of every approval and decision on every initiative. IT services and softwareStandardize delivery processes and keep portfolio throughput in view. ManufacturingAlign capital projects and plant resourcing across the portfolio. EducationRun academic initiatives and shared resources against term and grant cycles. Defense and aerospaceTrack multi-year programs against milestone reviews, with a record of every approval. Government and public sectorKeep procurement governance, decision records and reporting visible across the portfolio. MarketingKeep campaign programs and brand initiatives visible against budget and capacity. Professional servicesTrack client engagements and billable capacity across the delivery portfolio.

See the portfolio the way your board wishes it could.

See Completix strategic PPM against your own portfolio. Most teams are live in weeks, with no mandatory system integrator.

Schedule your free demo
  • Live in weeks, not quarters
  • No mandatory system integrator
  • Security Overview and DPA available