Completix

How do you compare Project Management tools?

Project Management seems like a broad term, but in practice it has been defined for a long time and, no matter which delivery method you chose, it boils down to “get initiatives done properly, with coordination”.

Trying to compare the various Project Management tools out there is not an easy task because, in the end, it all depends on your needs. Every product, no matter which one, has some great features and some that are not so much.

In addition, there is a trend in productivity tools, that is looking to replace old technologies with new ones. Everyone is touting to eliminate e-mail communication or Excel spreadsheets with their tool, for example.

At Completix, we believe tried and true applications like email and spreadsheets are part of everyday life and trying to replace them would be detrimental; instead our philosophy is to leverage your current processes and integrate them into a platform that works for you and not the other way around.

First: Identify what you need

There are 3 main categories of need:

  • We just need a list of to-do that can be shared with the team
  • We need to manage a project that involves multiple parties and lots of moving parts
  • We have lots of complex projects, multiple stakeholders, and we need to ensure success over and over

These needs map to different product categories:

  • Task Management
  • Project Management
  • Project Portfolio Management (PPM)

Once you know what you need, your search becomes much simpler.

Task Management tools target B2C and B2B

The majority of “household” names out there are part of this category. Asana, Monday, etc. Even though they say they are Project Management tools, they lack the functionalities to make them so.

The primary function of these tools is to show you the tasks that need to be done by whom. Plus, they all have other features, of course, but in the end they are fancy task lists.

This category is for prosumers where coordination is all that is required.

This is the most competitive category, where a new way of doing thing is the norm. All tools in this category do a good job as long as you don’t try to creep in the Project Management category.

Project Management (PM) tools target B2B and B2E

When delivering a project, you need more than a task list. You need to account for scope changes, budget, resource allocation, communication to stakeholders and much more.

A good project management tool should be able to provide everything you need to manage projects, as well as complementing your existing processes.

This category is for professionals where ensuring success of a project is a requirement.

The majority of tools in this category have a poor implementation, have a bad UI/UX and lack components for an all-in-one experience.

Project Portfolio Management (PPM) tools target B2E

When communication with management is paramount, you need a tool that can unify and group all of your initiatives while distilling the data into an executive format. 

These tools are primarily focused on PMOs and Executives to prioritize and analyze the potential value from a set of projects.

The majority of tools in this category are extremely complex to use, focus mainly on reporting and are plagued by poor usability by project managers and team members.

Where does Completix fit?

Completix bridges the gap between a PM and PPM tool. Completix has the functionality of a PPM tool combined with the components and the usability of a PM tool with a modern UI/UX feel.

With Completix you can:

For Project Managers

For Team Members

For PMO/Executives

So, in the end, what is the best tool for me?

The only way to really understand what’s best for you, is to try a product. There isn’t a shortcut to understand the fit for a productivity tool. In general, you will see, in the first few minutes of a test, if something is not right for you, meanwhile it will take a bit longer to validate the usability in your organization. 

A good product should always offer a free trial on their best plan and a great customer service ready to answer all of your questions.

Don’t hesitate to contact us and we’ll be more than happy to explain why Completix is a better product for your company.

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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

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