Completix

project portfolio management
project portfolio management
project portfolio management
project portfolio management

ENTERPRISE PROJECT PORTFOLIO MANAGEMENT (PPM) SOFTWARE

Powering Projects. Transforming Businesses

Optimize Resource Allocation, Enhance Decision-Making, and Drive Value Delivery with Our Unified PPM Platform

PROJECT PORTFOLIO MANAGEMENT (PPM)

Deliver Every Project with Confidence

No matter the size or complexity, Completix helps you plan, track, and deliver every project smoothly. Gain full visibility, keep teams aligned, and finish on time, every time.

project management software

Start managing projects more efficiently today. Free for 10 users

No credit card needed

project management office PMO

PROJECT MANAGEMENT OFFICE (PMO) | GOVERNANCE

Build a High-Impact Project Management Office (PMO)

Standardize processes, ensure compliance, and accelerate portfolio success with intelligent automation and data-driven governance.

RISK MANAGEMENT | ISSUE MANGEMENT

Anticipate and Manage Risks with Confidence

Real-time alerts to keep your portfolio on track. Detect and prevent issues before they escalate

risk management software
status reporting software

RESOUCE MANAGEMENT | FINANCIAL MANGEMENT

Optimize Resource Allocation and Portfolio Spend

Forecast with precision, eliminate bottlenecks, prevent overload, and maximize resource utilization

VENDOR MANAGEMENT | PROJECT BUDGET TRACKING

Effortlessly Manage Vendors and Strengthen Partnerships

Match quotes to invoices seamlessly. Ensure accuracy and control costs effortlessly.

vendor management software

Why Companies Chose Completix

risk management software ppm

Completix isnā€™t just another PPM tool. It is designed to empower both PMOs and Project Managers, providing the perfect balance between strategic portfolio oversight and day-to-day project execution.

World Class Security

Impeccable Support

Enterprise Features

Custom Integrations

One Platform. All your needs

Ensure project success with Completix: the all-in-one Project Portfolio Management (PPM) platform designed to keep your projects on track, within budget, and aligned with your strategic goals.

Bring Structure, Show Value, and Make your PMO shine

A successful PMO drives project success. empower your teams with the right structure, processes, and governance to ensure smooth execution.

project portfolio management software

Go Beyond Task Management

All-in-One Integrated PM platform for today's teams

raid
schedule

Align Initiatives with Business Objectives

Gathering projects into a portfolio and creating reports for the entire collection, rather than separately, equips portfolio managers with the insights they need to make informed business decisions about costs, resources, and more.

portfolio

Budget, Track, and Forecast with Confidence

An exclusive integrated budget and financial module that ensures alignment with approved funds, consistent forecasting, and a top-notch alert engine to keep you on track.

financials
How to automatically build a monthly budget ā€‹

Resource Capacity Planning Across Projects and Operational Initiativesā€‹

Understanding the tasks and projects each team member is engaged in is essential for a company's success. Effectively allocating resources, validating the need for additional staff, and appropriately pricing services in the market are reliant on comprehensive visibility of team assignments.

resource' report
project portfolio management software

Integrate with your favorite tools

project portfolio management software
project portfolio management software
project portfolio management software
project portfolio management software
project portfolio management software
project portfolio management software
project portfolio management software
project portfolio management software

People also ask

  • What are the unique reporting features of Completix

    Completix offers several unique reporting features that set it apart from other PPM tools. These features are designed to provide actionable insights, streamline reporting processes, and enhance decision-making. Here are the key unique aspects:

    Unique Reporting Features of Completix

    • Automated, Boardroom-Ready Reports: Completix generates automated reports that are pre-formatted and ready for executive presentations, saving time and ensuring professional-quality outputs
    • Real-Time Data Integration: The platform provides real-time data analytics and reporting, allowing users to track project performance and KPIs dynamically without delays.
    • Customizable Dashboards: Users can configure dashboards to focus on specific metrics or project aspects, ensuring that reports are tailored to the needs of different stakeholders.
    • Status Reporting Automation: Completix simplifies status reporting by automating updates, enabling teams to focus on analysis rather than manual data entry4.
    • Budget and Forecast Integration: The reporting tools integrate seamlessly with budget tracking and forecasting features, offering insights into financial performance alongside project progress4.

    These features make Completix particularly effective for organizations seeking streamlined, real-time insights with minimal manual effort. Its automation and integration capabilities ensure that reports are both efficient and highly relevant for decision-making. 

  • How does Completix compare to other PPM tools in terms of ease of use

    Completix is widely recognized for its ease of use compared to other PPM tools, making it a strong choice for organizations prioritizing user-friendly software. Hereā€™s how it compares to competitors:

    Advantages of Completixā€™s Ease of Use

    • Modern UI/UX Design: Completix combines the functionality of a PPM tool with the usability of a project management tool, offering an intuitive interface that minimizes complexity and enhances user experience.
    • Quick Adoption: The platformā€™s simplicity allows users to get started quickly without extensive training, which is particularly beneficial for teams transitioning from simpler tools like Excel or SharePoint.
    • Cloud-Based Deployment: Its cloud-based model simplifies implementation and updates, reducing technical barriers often associated with traditional on-premise PPM solutions.
    • Streamlined Processes: Completix automates workflows and provides real-time analytics, enabling users to focus on decision-making rather than navigating complex systems.

    Comparison with Other PPM Tools

    • SoftExpert PPM: While SoftExpert offers comprehensive features, its interface is more complex, requiring more time for training and adoption compared to Completixā€™s intuitive design.
    • Planview PPM Pro: Planview offers extensive customization but has a steeper learning curve due to its traditional deployment model and complex functionalities.
    • Smartsheet: Smartsheet is highly user-friendly with a spreadsheet-like interface, but it lacks the depth of analytics and governance features found in Completix.

    Key Takeaway

    Completix stands out for balancing advanced functionality with ease of use, making it ideal for organizations seeking powerful yet accessible PPM software. While competitors like SoftExpert and Planview offer robust capabilities, they may require more time and resources for adoption, whereas Completix provides a smoother user experience.

  • How does Completix handle project budget tracking

    Completix handles project budget tracking through a combination of advanced features designed to provide real-time insights and ensure financial alignment throughout the project lifecycle. Here are the key aspects of how Completix manages project budgets:

    • Budget Planning and Forecasting: Completix allows users to plan budgets and forecast costs over the entire project lifecycle. This includes automatic monthly breakdowns for precise tracking and alignment with strategic goals.
    • Real-Time Tracking: The platform provides real-time comparisons of budgeted vs. actual costs, enabling project managers to quickly identify discrepancies and take corrective action. This ensures that financial performance remains on track.
    • Integration with Project Data: Completix links financial data with project tasks, making it easier to understand how changes in scope or schedule affect costs. This integration streamlines decision-making and reduces the risk of budget overruns.
    • Automated Reporting: The software generates automated reports, offering detailed insights into spending patterns, cost variances, and overall budget utilization. These reports support proactive financial management and stakeholder communication.

    Overall, Completixā€™s robust tools for budget tracking make it a reliable choice for managing project finances effectively.

  • What are the main advantages of Completixā€™s governance module

    The governance module of Completix offers several advantages that make it particularly effective for managing projects and portfolios. These include:

    • Clear Accountability and Decision-Making: The module establishes precise roles and responsibilities, ensuring that all stakeholders, including project managers, sponsors, and decision-makers, understand their duties. This clarity supports logical, robust, and repeatable decision-making processes, reducing delays and inefficiencies.
    • Alignment with Strategic Objectives: Completixā€™s governance module integrates project goals with broader organizational strategies. This ensures that projects undertaken are aligned with business priorities, helping organizations focus on initiatives that deliver the most value3.
    • Real-Time Visibility: The module provides real-time insights into project performance, compliance, and risks. This transparency allows stakeholders to make informed decisions quickly and ensures accountability at all levels of the project lifecycle3.
    • Simplified Compliance: By embedding governance structures into project workflows, the module ensures adherence to regulatory and organizational standards without adding unnecessary complexity. This is particularly valuable for industries with stringent compliance requirements3.
    • Documentation and Transparency: 7All decisions, changes, and governance actions are well-documented and easily accessible to relevant stakeholders. This ensures transparency in decision-making and provides a clear audit trail for future reference3.
    • Flexibility for Multi-Level Governance: The module supports governance at multiple levelsā€”corporate, strategic, and project-specificā€”allowing organizations to tailor their governance frameworks to different types of projects or portfolios3.
    • Risk Mitigation: By providing structured governance frameworks, the module helps identify potential risks early and ensures they are addressed systematically. This minimizes disruptions and enhances project outcomes3.

    Completixā€™s governance module excels in creating a structured yet flexible framework for managing projects effectively. Its focus on accountability, transparency, compliance, and alignment with strategic goals makes it a powerful tool for organizations handling complex projects or portfolios.

  • How does Completix handle resource allocation differently from other PPM tools

    Completix differentiates itself in resource allocation through dynamic and adaptive features that enhance efficiency and visibility. Hereā€™s how it compares to other PPM tools:

    Key Features of Completix in Resource Allocation

    • Dynamic Allocation: Completix enables real-time adjustments to resource assignments, allowing organizations to adapt quickly to changes in project priorities or availability. This feature ensures resources are always optimally allocated without delays57.
    • Workload Balancing: The platform provides tools to balance workloads across teams, minimizing overburdening or underutilization of resources. This is particularly useful for managing complex portfolios with multiple overlapping projects7.
    • Utilization Tracking: Completix offers detailed insights into resource utilization, helping managers identify inefficiencies and make data-driven adjustments. This real-time tracking ensures that resources are deployed effectively across projects57.
    • Scenario Planning: Users can simulate ā€œwhat-ifā€ scenarios to test different resource allocation strategies before implementing them. This capability helps organizations plan for contingencies and optimize resource use5.
    • Integration with Strategic Goals: Completix aligns resource allocation with business objectives, ensuring that high-priority projects receive the necessary personnel and materials while avoiding misallocation to less impactful initiatives57.

    Comparison with Other PPM Tools

    • Celoxis: Offers advanced scheduling features, including manual and auto-scheduling based on resource hours, vacations, and time zones. While effective, Celoxis lacks the dynamic adaptability of Completixā€™s real-time adjustments1.
    • PM3: Excels in balancing workloads and identifying resource bottlenecks but does not offer the same level of scenario planning or dynamic reallocation as Completix.
    • Sciforma: Provides granular functionality for capacity planning and risk identification but is more focused on enterprise-scale complexity, which may not be as user-friendly for smaller teams compared to Completix.
    • General PPM Tools: Most tools provide visibility into resources and align them with strategic goals but often lack the seamless integration of dynamic allocation and real-time tracking offered by Completix.

    Completixā€™s approach to resource allocation emphasizes flexibility, adaptability, and alignment with strategic objectives. Its dynamic allocation, workload balancing, and scenario planning set it apart from competitors, making it an excellent choice for organizations seeking a modern, efficient PPM solution.

  • What specific features make Completix suitable for complex multi-year projects

    Completix is particularly well-suited for managing complex, multi-year projects due to its unique features and capabilities designed to address the challenges of such initiatives. Below are the specific features that make it effective:

    • Comprehensive Project Lifecycle Management: Completix is designed to handle the entire project lifecycle within a single platform. This includes planning, execution, monitoring, and closure, ensuring seamless transitions between phases without requiring external tools or integrations.
    • Real-Time Issue Detection and Resolution: The platform includes advanced monitoring tools that detect potential issues before they escalate. This proactive approach allows teams to address risks early, improving the likelihood of project success.
    • Integrated Governance Module: Completix offers a user-friendly but powerful governance module. This helps ensure compliance with organizational and regulatory standards while maintaining alignment with project goals. The governance tools are simple to implement and update, making them ideal for long-term projects where requirements may evolve.
    • Explicit Scope Management: The platform emphasizes scope clarity by including a dedicated section for defining and aligning project scope. This feature reduces the risk of scope creep, which is a common challenge in multi-year projects.
    • Advanced Budget Tracking: Completix includes an integrated project budget tracking module capable of handling even the most complex financial requirements. This ensures that large-scale projects remain financially viable over extended periods.
    • Executive Dashboards for Unified Visibility: The executive dashboards provide a unified view of all project metrics, enabling stakeholders to spot trends and issues instantly. This is particularly valuable for managing large portfolios with multiple interconnected projects.
    • Simplified Resource Allocation: Completix uses a streamlined resource allocation method that adapts dynamically to changing project needs. This ensures optimal resource utilization across long-term initiatives.
    • Collaboration Framework: The platformā€™s robust collaboration tools reduce the need for excessive meetings by facilitating effective communication among team members and stakeholders. This is critical for maintaining alignment over multi-year timelines.
    • Fast Data Input and Onboarding: Completix is designed for quick data entry and onboarding, allowing new team members or resources to integrate into ongoing projects seamlessly, even mid-project.
    • Designed by PMs for PMs: The tool incorporates best practices from experienced project managers, making it intuitive and aligned with real-world challenges faced in complex projects like migrations, transformations, and large-scale deployments.

    These features collectively make Completix an excellent choice for managing complex, multi-year projects by addressing challenges such as scope creep, resource allocation, governance, and financial management while promoting collaboration and real-time decision-making.

Changelog

Dec 14, 2024

  • New – Warning Center
  • ImprovedĀ –Ā  Portfolios – Added ability to create a portfolio of Programs
  • Improved – All Projects list now includes programs
  • Improved – Trigger settings page is better organized
  • NewĀ – 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
  • FixĀ – Various bug fixes and UI tune-ups

Nov 18, 2024

  • New – Task Templates
  • ImprovedĀ –Ā  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 projectĀ  has a new interface where multiple team member can be added by selecting form a list
  • NewĀ – 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
  • FixĀ – Various bug fixes and UI tune-ups

Oct 16, 2024

  • New – Outlook 2-way Integration
  • ImprovedĀ –Ā  Forecast calculation
  • Improved – Allocation. When effort-driven is enabled, Task s in allocation now show start/end dates
  • Improved – Timesheet functionalities
  • FixĀ – 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.Ā 
  • NewĀ – Project duration (in days) is now displayed in the overview page and in the status report.Ā 
  • ImprovedĀ – Schedule and RAID filters have been improved
  • NewĀ – 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 –Ā New triggers have been added to the warning engine to better support more use cases
  • New – Search is now available across the entire siteĀ  and covers multiple items
  • Improved: project search now includes RAID items
  • New:Ā 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)Ā 
  • 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
  • ImprovedĀ – 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 pageĀ 
  • 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

On-Time and On-Budget.
No Excuses

Completix for mobile is not ready yet

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