Completix

WHAT IS COMPLETIX

Introducing

Adaptive Project Management and Portfolio Management all wrapped into a single, easy to use platform.

ppm

The power of streamlined Project Portfolio Management

Completix Project Portfolio Management (PPM) Capabilities

Plan your initiatives and align them with your organization's goals

Portfolio Planning

Map your initiatives to strategic goals and make decisions based on Objective Key Results (OKRs)

Project Planning

Understand the impact on timeline and resources while avoiding risks

Resource Planning

Manage resource's bottlenecks and optimize their productivity

PMOs can ensure scalability by creating easy to follow processes that can be repeated over and over

Flexible Governance

Create multiple processes based on the type of projects your organization undertakes. Improve delivery by removing obstacles, and only produce what is required.

Gating

Ensure governance is followed and pave the way to a successful delivery every single time

Templates

Ensure uniformity of delivery by leveraging templates. Make each initiative a template so you can scale faster

Achieve value by meeting strategic objectives and quickly adapt to change in priorities

KPIs

Define measurable goals and track their outcome

Governance

Provide clear guidelines to help scale and drive accountability. Ensure alignment with the Organization's strategic directions

Funding

Ensure your initiatives meet the organization's investment's goals and quickly adapt to changes

Repeatable Processes

Ensure scalability, with a repeatable, and uniform process

Roadmaps

Visually plans releases and portfolio roadmap

Coordinate every aspect of each project and facilitate collaboration among stakeholders

Project Planning

Define WBS, schedule, budget, RAID, and resourcing

Resource Management

Allocate your resources and track their effort.

Status Reports

Automatically create status reports in minutes

Work Management

Plan and manage all types of of work including projects, tasks list, and KTLO. Customize it and make it your own.

Project Management Tools

All-in-one. Everything that you need to properly mange and report projects as well as collaborate with all team members

Project Governance

Easily follow a process to ensure repeatable and uniform deliveries

RAID Management

Manage all of your issue, risks, and decisions in a single place and automate the assignments.

Hybrid Delivery

Plan and manage in a Hybrid model and leverage the best of both worlds

Traditional Delivery

Plan and manage in Waterfall with schedules, Gantts and everything else you need

Agile Delivery

Plan and manage in Agile with Kanban style board, sprints and retrospectives.

Gain full visibility into your resources and improve the hiring process

Resource Allocation

Always know what everyone is doing. Allocate per project or allocate for operational KTLO type activities.

Time Tracking

Use timesheets to monitor the actual effort for each initiative and ensure alignment with your capacity planning.

Capacity Planning

Provide visibility inside your resources allocation to ensure a better hiring strategy

Resource Utilization

Quickly Identify under and over utilized resources. Adapt to changes and optimize your human capital

Work towards your fiscal year targets with financials' full visibility in real-time

Fiscal Reconciliation

Track against your fiscal year budget and adapt to change when issues happen.

Fiscal Forecasting and Actuals

Confidently forecast your fiscal spending for the year

Fiscal Targets

Assign Fiscal year budget so they can be tracked against your whole portfolio of activities

Promote innovation by collecting and evaluating demand across your organization

Project Intake Management

Automate the project requests and manage them in a single place, until they are approved

Demand Workflow

Improve your culture by promoting innovation and new ideas

Make critical decisions in seconds with 360° visibility into your projects, resources and investments.

Executive Dashboards

Provide the visibility required by the executives team to ensure goals and objectives are met

Warnings

Quickly visualize what is out of baseline

Budget Trends

Meet your financial team's requirement by forecasting and supervising spending

Risk and Issue Management

Be proactive and spot trends. Provide the executive team the right information to make the best call possible

Resource Utilization

Quickly visualize your resources allocation and identify bottlenecks and under-utilized resources.

KPIs

Ensure business goals are achieved

Manage budgets, forecast with confidence, and align with funding sources

CAPEX and OPEX

Align capital and operational expenses and track them properly

Time and Expense Management

Use timesheets to monitor and calculate the actual effort

Budget Tracking and Actuals

Always be on top of your project financials

Forecasting

Easily forecast your project costs to ensure funding alignement

Top 5 BENEFITS to implement Completix

... in laymen terms

1

It's designed to make sure projects DO NOT FAIL.

2

Everything is in a single platform. You don't need multiple tools (but you can integrate them ... if you want)

3

Makes it a breeze, for anyone, to follow your process. It's baked in every project step-by-step.

4

Provides a 360° visibility.... and it tells you if something is about to go off-track. Just this feature alone is worth the price of admission.

5

If you need to repeat the same project over and over, we make sure you will get the same results.

Try Completix and see how we can help your PPM practice

project management

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See how Completix can help your project practice

Book a free personalized demo today and one of our team member will get back to you shortly.

Changelog

Nov 18, 2024

  • New – Task Template
  • 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

Completix for mobile is not ready yet

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