Completix

Completix vs. Monday.com

completix vs monday

To kick off our comparison series, we’re examining two platforms that share similarities but fulfill distinct roles.

Completix operates as a Project Portfolio Management (PPM) platform, whereas Monday.com identifies itself as a work management platform. Let’s delve deeper into what these distinctions entail.

PPM vs. Work Management

PPM and Work management target distinct customer bases. PPM typically serves Enterprises, often with a PMO in place, where projects align with broader organizational objectives. In contrast, Work management focuses on task execution and is particularly suited for small teams with straightforward requirements.

PPM: In a nutshell, a Project Portfolio Management (PPM) platform centers on selecting the optimal projects and ensuring their successful implementation to help the company towards its objectives.

PPM include Project Management which involves overseeing the entire project lifecycle, from initiation to completion. It encompasses defining project objectives, creating schedules, allocating resources, managing budgets, and ensuring effective communication among team members and stakeholders. Project managers are responsible for planning, coordinating, and controlling all aspects of a project to achieve its goals within scope, time, and budget constraints.

Work Management:  a work management platform, often synonymous with task management, focuses primarily on task completion for as a single project.

Task management focuses on the execution of individual tasks within a project. It involves creating, assigning, prioritizing, and tracking tasks to ensure they are completed efficiently and on time. Task management tools often include features like to-do lists, task assignments, deadlines, progress tracking, and collaboration capabilities to streamline task execution and improve team productivity.

project management

When to use Completix vs. Monday.com

Both platforms share the common goal of facilitating project execution. However, it’s crucial to recognize that project management encompasses more than task assignment; it involves a spectrum of elements such as plan, scope, budget, schedule, resources, and communication. Meeting these multifaceted demands typically necessitates a combination of tools and expertise from project managers.

Completix focuses on providing a comprehensive suite of project management tools tailored for enterprises. It offers robust features for portfolio management, resource allocation, and budget tracking. Completix also emphasizes customization options, allowing organizations to adapt the platform to their specific workflows and requirements. However, it may have a steeper learning curve due to its extensive feature set. Completix is well suited for structured initiatives where you want to retain control. 

On the other hand, Monday.com is known for its user-friendly interface and intuitive design, making it a popular choice for teams of all sizes, including small businesses and startups. It offers a visual and flexible approach to project management, with customizable boards and templates that facilitate collaboration and task tracking. While Monday.com may lack some of the advanced features found in Completix, its simplicity and ease of use make it appealing for teams seeking a straightforward solution that doesn’t require any structure. 

Features
Completix
Monday.com
Full Project Management Life Cycle
PMO Ready

With Unified Dashboards

Task Management
Resource Management

Vey Limited

Risks / Issues

Limited

Decisions with approvals

Partial

Ensure Repeatable Processes
Scope Management
Change Requests
Integrated Budget

Spreadsheet based and Integrated

 Extremely limited

Advanced Financials
Advanced Scheduler

Limited

Status Reports
Intake Management

Limited

Programs

With the ability to report as a separate entity

Portfolios

Extremely limited

Templates

Both Documents and Processes

Partial

Document Management

Smart Repository

Very Limited

Consider your requirements

Requirements need to take center stage when selecting a platform. We have considered some of the most common use cases in project and portfolio management. For portfolio management we have considered what a typical PMO requires.

Project Management Use Cases
Completix
Monday.com
Manage complex projects
Clearly define the "in scope" and "out of scope"
Create and distribute weekly status reports
Advanced scheduler with custom calendar
Assign and track tasks
Create, track, and forecast the project budget
Manage change requests
Create custom timelines
Show which deliverables are required for each project
Allocate resources
Track resources
Easily find documents in context
Automatically convert meeting minutes in Issue/Risk/Tasks
Lessons learned
PMO Use Cases
Completix
Monday.com
Programs
Portfolios
Unified Portfolio Issues/Risks
Portfolio budget tracking
Portfolio weekly status reports automatically produced
Control go/no-go decisions
Project governance
Resource management
Advanced Financials (fiscal year management)
RBAC customization

Conclusion

In summary, Completix is suited for companies with structured project management needs, where the company needs to retain some form of guidance and structure, while Monday.com is ideal for teams looking for a user-friendly and visually appealing platform that emphasizes simplicity and collaboration without any particular control beside the basic needs.

Both platforms can be used for task management and simple needs, however only Completix is really suited for complex environments with a PMO.

As always, thoroughly testing a tool is the only way to fully understand if what you need matches what the platform has to offer. Both platforms offer free trials as well as a free forever tier. Give them a try and be the judge.

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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

INTRODUCING OUR NEW

Warning Center

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