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FEATURES OVERVIEW - FOR PMO & EXECUTIVES

Improve your Project Success Rate

Don't take a chance with your initiatives. Ensure visibility and establish a crystal clear line of communication

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Discover all the features

Trust the data

0 %

Projects

Go over budget in companies with low project management maturity

0 %

Organizations

Do not have access to real-time project's KPI

0 %

IT Projects

Go so bad that they can threaten the very existence of the company. (McKinsey)

Stop Projects from FAILING!

Executives and PMO leaders value risk management and planning above all. Completix helps you meet your business objectives, mitigate intricate situations, and save valuable time, by leveraging Completix revolutionary framework combined with data-driven actionable intelligence

360° Visibility

Spend minutes, instead of days, to identify trends and issues

Optimize your Forecast

Eliminate resource bottlenecks, delivery delays, demand overload, and inefficiencies

Align your Initiatives

Use roadmap planning to clearly view your organization alignment

Boost Efficiency

Save hundreds of hours each month for your team

Gating

PROJECT GOVERNANCE

Consistent success with Governance

  • Create a repeatable experience and make it uniform with templates
  • Define the perfect step-by-step process and make it a breeze to follow. Incredibly simple and very effective.
More on Governance

PROJECT GOVERNANCE

Uniform deliverables with templates

  • Process and compliance
  • Documents for your projects
  • Project structure
  • Budget and Schedule
More on Templates
schedule
calendar
portfolio

PORTFOLIO MANAGEMENT

Align strategically with Programs & Portfolios

  • Create Programs and report them as such
  • Create Portfolios to customize the perfect overview
  • Align your initiatives to the Organization's goals
More on Portfolios

PORTFOLIO REPORTING

Complete OVERSIGHT with unified Executive views

  • Make critical decisions with the right information. It takes seconds to understand the trend or to spot an issue across multiple initiatives.
  • Unified views for projects, resources, requests and approvals
More on Executive View
executive dashboard
financials
approvals

PROJECT GOVERNANCE

Ensure accountability with Approvals

  • Decisions
  • Timesheets
  • Gating Process
  • Change Requests

RESOURCE MANAGEMENT

Always know what everyone is doing with a simple Resource Allocation

  • Detailed view of what your resources are working on
  • Easily track cost and availability across multiple projects
  • Zoom into a particular project
  • Simplify the hiring process with the right data at your disposal
More on Allocation
allocation
Resources allocation overview​
budget

FINANCIAL MANAGEMENT

Be prepared for funding and forecast discussions with an advanced integrated budget

  • Capex, Opex and Actuals to properly track at the Enterprise level
  • Synchronized and automated fields across the platform
  • Unified dashboard view of all financial related activities
More on Financial Management

FINANCIAL MANAGEMENT

Advanced financials for Fiscal Year budget alignment

  • Monthly breakdown
  • Period Freeze
  • FY indicators
financials
portfolio financials

RESOURCE MANAGEMENT

Don't guess your team effort.
Track it!

  • An effective Timesheet system that can keep track of everyone's involvement
  • Know exactly where your resources are spending their time and identify any gaps
  • Automate the resources' actuals into the budget

DEMAND MANAGEMENT

Improve the value of new initiatives with Demand Management

  • Intuitive Project Intake Management
  • Improve the strategic value of your organization by capturing, evaluating and prioritizing all proposed ideas for projects
  • From Proposal to Project via a simple Workflow approval
More on Project Intake
project intake
agile
gantt

PROJECT MANAGEMENT

Delivery agnostic: Agile, Waterfall, and Operational activities

  • Specific component for different delivery style
  • Uniformity of deliverables, regardless of style
  • Total flexibility
More on Delivery Managment

Completix for Enterprise Project Management

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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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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.

  • Manage projects efficiently
  • Make it repeatable
  • Communicate to all levels
  • Oversee all activities in complex environments

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