The Governance page
Follow your organization's process gate by gate, with deliverables, templates, and approvals laid out in the order they need to happen.
When a project needs to follow a defined process, the Governance page is where a Project Manager works. It lays out each gate in sequence, with the deliverables, documents, and approvals required to move forward, so the path from start to finish is clear and repeatable.
The gates
In most cases your Administrator will have already set up a process for you to follow. For flexibility, Completix also lets Project Managers edit the process to suit the needs of a particular project. When the process is set up well, all of its tasks, documents, and the sequence of delivery are clearly laid out and simple to follow.
How does it work?
Start with the first gate and work through its deliverable list in order.
1Work each deliverable
When a deliverable calls for a document, use Attach on its row to add one. The Attach menu gives you several ways to produce the artifact: create a Document, Sheet, or Note directly in Completix, start New from template, Upload a file you already have, or Add from documents already stored in the project.
If a template has been provided for that specific deliverable, it appears at the top of this menu, ready to download or to start from, so you are always working from the correct, approved starting point.
2Attach a document and send it for approval
A deliverable can be defined so its document must be approved before it counts as complete. Deliverables set up this way display an Approval required badge in the deliverable row, so it is clear from the start that a sign-off is expected.
You can handle that approval without leaving the Governance page. Use Attach to add the document to the deliverable, then send it for approval right from the row. The request is routed automatically to the approvers defined by your organization's policy, the same way gate submissions are, so there is no need to open another component or choose reviewers by hand. Once the document is approved, the deliverable reflects the result and the gate can move forward.
3Track each deliverable's status
Every deliverable carries a status, set from a simple dropdown in the row, so anyone looking at the gate can see how the work is progressing at a glance. As you work through it, move the deliverable along its three states:
4Mark it complete
When a deliverable is finished, check its status box to mark it complete, just as before. The status and the completion check work together: the status communicates progress, while the checkbox confirms the deliverable is done.
5Submit the gate
Once all deliverables in a gate are complete, click Submit. There is no need to choose who reviews it: the approvers are determined automatically by your organization's policy. For the Project Manager, it stays as simple as it has always been, just submit, and Completix routes the gate to the right people.
The assigned approvers review the gate to confirm the process has been followed properly and approve the move to the next gate.
Because approvers come from policy, the right reviewers are always applied automatically, with no manual setup on the project and no risk of routing a gate to the wrong person.
