Completix gives leadership a current view of project health, financial exposure, warnings, and categories, read straight from the live project data. See where investment is at risk and which decisions cannot wait, before anyone opens a slide deck.
Here is what the half hour looks like when the portfolio is already current, and nobody has to build the picture first.
Project health, financial exposure, and the category split are already current. There is nothing to assemble.
See the portfolio viewThe Warning Center lists every threshold breach, grouped by trigger and by project, for you to review.
See the Warning CenterApproved, forecast, EAC, and variance sit together, with the current fiscal year broken out from the total.
See the budget viewFollow a number down to the project and the budget, schedule, RAID, or status behind it.
See the drill-downSend a PDF designed for leadership, instead of rebuilding slides by hand.
See the board exportThis is the current executive view, not another report waiting to be assembled. Completix reads from every active project and rolls the project ratings up into counts and health that follow the underlying data.
Each project's rating comes from criteria your team sets in Settings, and it is driven by numbers and dates. When a schedule slips, the schedule part of the rating turns red.
The Warning Center is the mechanism behind the dashboard. Your team sets the triggers, such as budget forecast, schedule finish, resource allocation, and RAID due dates, and they are checked whenever the data changes. Every breach lands here for people to review and decide on. Nothing is escalated or resolved automatically. See how it works in risk management.
| Status | Project | Trigger | Trigger value | Actual | Baseline | Explanation |
|---|---|---|---|---|---|---|
| Off Track | CRM Transformation | Budget Forecast | >5% approved budget | $2,970,000 | $2,750,000 | Forecast 8% over approved |
| At Risk | Core Banking Upgrade | Schedule Finish | >5 days past planned end | Nov 18, 2026 | Nov 6, 2026 | Scheduled end 12 days late |
| Off Track | Plant Automation Phase 2 | Resource Allocation | >100% capacity | 128% allocated | 100% | 3 roles over-allocated |
| At Risk | Regional Distribution Hub | RAID - Item Due | Past due date | 9 days overdue | Due date | Risk item past its due date |
| At Risk | Claims Platform Modernization | Health Rating | Schedule rating turns red | Red | Green | Schedule rating moved to red |
Approved budget, forecast, EAC, variance, and actuals sit together at project and portfolio level, with the current fiscal year broken out from the total. EAC is calculated automatically, so leadership can see where exposure is building and which initiatives drive the variance. This view draws on the same financial management data the PMO tracks every day.
Completix does not ask you to maintain a separate reporting layer. The dashboard reads straight from the budget, schedule, RAID, and project records, so there is nothing to reconcile on a Friday afternoon.
Change history stays in each of those components. Governance sits on the project itself: stage gates are reviews that people approve, and each decision is recorded on the project. See portfolio governance.
Categories are tags your team creates in Settings, such as growth, efficiency, or compliance. The dashboard shows how the portfolio splits across them. For objectives and priorities, see portfolio strategy.
Export the view to a clean, well laid out PDF designed for leadership. It follows the screen closely, but it is built as a document, so you are not rebuilding slides by hand.
Start with the exception, find the project driving it, and open the budget, schedule, RAID, or status behind it. No rebuilt report in between.
It is a live leadership view inside the PPM platform: project health, financial exposure, warnings, and category breakdown, all read from the records the PMO and project managers already work in. It is a view of the live data, not a separate report someone has to maintain.
Directly from the components behind it, such as budgets, schedules, RAID, and project records. History stays in those components, for example the schedule history and the RAID change history, rather than in the dashboard itself.
Each project has a rating based on criteria your team defines in Settings. Ratings are driven by numbers and dates, so when a schedule slips, the schedule part of the rating turns red. Only projects carry a rating, so the dashboard rolls project ratings up into counts rather than showing one score for the whole portfolio.
No. It gathers threshold breaches, such as a forecast above approved budget, a late finish date, an over-allocated role, or an overdue RAID item, so people can review them and decide what to do. Your team configures the triggers, and they are checked whenever the data changes. Nothing is escalated or resolved automatically.
Yes. You can export a PDF designed for leadership. It follows the on-screen view closely, but it is laid out as a clean document rather than a screenshot.
By categories, which are tags your team creates in Settings, such as growth, efficiency, or compliance. The category view shows how the portfolio splits across those tags.
No. The dashboard is the live leadership view. Status reports are the snapshots project managers post, and they stay as posted. For deeper analysis across the portfolio, see portfolio reporting and resource management.
The dashboard works the same way across industries. Our industry pages show how teams in sectors such as financial services approach their portfolios.
See the executive dashboard in a live Completix demo. If you can share project data, we can build the demo around your own portfolio.
Schedule your free demo
A resource management plan defines what a project needs, when it needs it, and who decides where it goes. This guide covers the resource types, a build process, common pitfalls, and where software actually helps.
An independent 2026 ranking of 18 PPM tools by PMO capability and cost, from Leaders and Challengers to Niche Players and Visionaries.
What a PMO tool actually needs to do when a resourcing call, gate decision, or budget variance gets challenged, plus a quick comparison of Planview, Clarity, Triskell, Wrike, and Completix on governance, resourcing, and reporting.
