Frequently Asked Questions

Absolutely. Completix can be used by teams of any size. For example, a consultant could use Completix to manage all his/her projects for different customers. 

Completix is designed to be industry agnostic. Marketing, Construction, IT, Healthcare, Pharma, Engineering. As long as you manage projects, Completix can help you. 

Security is our first concern. Our components are hosted with both Microsoft Azure and AWS. All our providers' security is best in class and we abide by EU-US, SWISS-US Privacy Shield Framework, including GDPR. For credit cards, we don't host your payment data and use Stripe to process any transactions.

Completix includes a range of collaboration tools such as shared workspaces, real-time chat, document sharing, task commenting, and automated notifications to keep teams aligned.

Completix helps businesses prioritize projects, allocate resources efficiently, and gain insights with AI-powered analytics. The project portfolio management tool ensures strategic project alignment with business goals.

Completix enhances remote team productivity with real-time collaboration tools, project planning dashboards, automated task assignments, and cloud-based project tracking and reporting. It ensures teams stay connected and aligned regardless of location.

Yes, Completix is an all-in-one project management software that provides portfolio. management, time tracking, collaboration tools, Agile and Scrum frameworks, Kanban and Gantt chart features.

Unlike Smartsheet's spreadsheet-like interface and Wrike's emphasis on task management, Completix offers a more intuitive user experience with advanced workflow automation, customizable dashboards, and robust resource planning, making it a superior choice for diverse project management needs.

Completix is an all-in-one project management tool designed to help teams collaborate, automate tasks, and efficiently manage projects. It provides advanced portfolio management solutions, Agile and Scrum support, Kanban and Gantt chart visualization, and AI-powered project tracking and reporting

Completix stands out as one of the best project management tools due to its enterprise project management features, real-time collaboration tools, and intuitive interface. It offers SaaS-based project tracking, budget-friendly pricing, and seamless time tracking and resource planning.

While Asana focuses on task tracking and Monday.com specializes in visual project organization, Completix combines both with AI-powered insights, enterprise-level portfolio management, and comprehensive team collaboration features in one unified solution.

Absolutely. Our framework is adaptable to any methodology. When you create a new project you can chose Agile or Traditional delivery, and the proper components will be applied. 

The Trial and Free Tier plans are limited to file size upload of 2Mb.

All other plans have a limit of 100 Mb file size upload. 

Day-to-day jobs can be considered operational duties. For example, a resource is part of the Help-desk, but also involved in occasional projects, like deploying new laptops. In this case performing Help Desk duties is the main "job" and is considered an operational initiative 

We have implemented a powerful "Version History". At anytime, you can review and restore previous versions with a simple click. 

Multiple people can work together on a Word document, or Excel spreadsheet. When everyone is working at the same time, that's called co-authoring. 

When we are referring to Status reports we mean those reports that you typically send to your sponsors and manager on a weekly basis. They usually are in a Powerpoint or Word format and have the status of the project together with open issue, etc.
Completix can automate and produce it for you. 

Yes. You can switch between plans anytime you want from the admin panel.

We accept all major credit cards. For Enterprise subscriptions, we may be able to accept other forms of payment.

Yes. You could be the owner of your own Site and at the same time be invited as a team member on another Site, all using the same email address.

If you need more time to evaluate our product, please let us know and we will gladly extend your trial.

Yes! Completix provides a free trial so you can explore its features before committing to a paid plan.

No. Any size customer can take advantage of an Enterprise Plan as it is unique for each customer. To be able to provide a tailored plan, we do require a commitment that has to be determined after we understand your requirements. 

If you like the "Per Project" licensing and need more than 10 users, please Contact Us for a tai lored plan.

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. 

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. Here’s how it compares to competitors:

Advantages of Completix’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 platform’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 Completix’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.

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, Completix’s robust tools for budget tracking make it a reliable choice for managing project finances effectively.

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: Completix’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 levels—corporate, strategic, and project-specific—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.

Completix’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.

Completix differentiates itself in resource allocation through dynamic and adaptive features that enhance efficiency and visibility. Here’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 “what-if” 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 Completix’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.

Completix’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.

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 platform’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.

✅ Completix: Covers the entire project management lifecycle (PMLC), from planning and execution to monitoring and closure, including built-in risk management, financial tracking, and performance analysis.

❌ Monday.com: Focuses primarily on task and workflow management but lacks structured project lifecycle support, requiring additional tools for full PMLC execution. 

✅ Completix: Provides milestone tracking, workload balancing, predictive analytics, and structured workflows for managing complex projects efficiently.

❌ Wrike: Primarily focuses on simpler task and team management, lacking advanced forecasting and resource optimization tools. 

✅ Yes! Completix has integrated budget tracking, cost forecasting, and financial reporting, allowing teams to manage project finances without external tools.

❌ Planview: Offers budget tracking, but requires complex configurations and separate financial integrations, making cost management less intuitive. 

✅ Completix: Scales effortlessly with multi-team project management, cross-department collaboration tools, and centralized dashboards for large organizations.

❌ Monday.com & Asana: More suited for smaller teams, and lack built-in enterprise-grade collaboration features without costly add-ons. 

✅ Completix: Provides advanced workload balancing, helping managers distribute tasks efficiently based on team capacity, priorities, and deadlines.

❌ Monday.com: Offers basic workload views, but lacks in-depth capacity planning and resource forecasting, making it harder to avoid team burnout. 

✅ Completix: Includes milestone tracking, workload balancing, predictive analytics, detailed resource allocation, and customizable reporting to help teams stay on track.

❌ Monday.com: Focuses more on customizable workflows but lacks built-in workload forecasting, milestone tracking, and advanced reporting for complex project planning. 

✅ Completix: Supports the entire project lifecycle (PMLC) from strategic planning to execution, monitoring, and closure, with built-in risk management, financial tracking, and real-time insights.

❌ Planview: Primarily focuses on high-level portfolio management, but lacks execution-level tools for teams managing day-to-day project tasks. 

✅ Yes! Completix enables end-to-end collaboration with cross-team dashboards, automated handoffs, and real-time communication tools, making execution smoother.

❌ Monday.com, Asana, and ClickUp: Focus primarily on individual task management, making cross-functional collaboration harder without extra setup. 

✅ Completix: Comes with a structured success framework, including pre-built templates, guided workflows, and AI-driven recommendations to keep projects on track.

❌ Asana & ClickUp: Provide templates, but lack a built-in project management methodology, leaving teams to figure out best practices themselves. 

✅ Completix: Uses AI-powered automation to generate real-time status reports, progress updates, and stakeholder notifications, reducing manual work.

❌ ClickUp: Requires manual updates or Zapier integrations to automate reporting, making it more time-consuming. 

✅ Yes! Completix has built-in budget management, allowing you to track costs, allocate resources, and analyze financial performance without needing third-party tools.

❌ Monday.com & Asana: Require external integrations like Harvest or QuickBooks to handle budgeting, adding extra costs and complexity.