Completix

Project Portfolio Management software

The platform that connects strategy, portfolios, resources, and delivery.

Set the strategy. Run the portfolio. Deliver the work.

  • Live in weeks, not quarters
  • No system integrator required
Budget trigger fired6 weeks before month end
24 initiatives mappedto 4 business objectives
app.completix.com · Objectives
Objective · FY 2026
Reduce cost to serve by 15%
Owner: COO · 3 key results
At risk
Cost per transaction$4.10 of $3.40
Manual handoffs removed18 of 30
Tickets deflected41% of 50%
Contributing initiatives
DPData Platform MigrationOff track
SAService AutomationOn track
CPCustomer PortalOn track
Approved funding against this objective$1.86M

Trusted by PMO Teams

Trenergy Nemesi Italia EY Prismatique Designs Nolan JTL Integrated Machine Iterchimica iSpace CanEng FlexLink IntMachinery Trenergy Nemesi Italia EY Prismatique Designs Nolan JTL Integrated Machine Iterchimica iSpace CanEng FlexLink IntMachinery
The portfolio gap

Knowing every project's status is not the same as running a portfolio.

Work nobody can trace to a goal

Projects get funded, then drift. Six months in, nobody can say which business objective the spend was meant to move.

Overruns found too late to fix

Budget breaches and capacity conflicts surface after they have cascaded, when the only options left are the expensive ones.

Legacy PPM takes a year to land

The enterprise suites promise everything, then hand you a multi-quarter implementation and a consulting invoice to match.

Strategic alignment

Every initiative answers to an objective.

Set the objectives your organisation is funding this year, then link the projects and portfolios delivering against them. When priorities shift, you can see exactly what moves with them.

  • Objectives and key results

    Define what the business is trying to achieve, with the measures that tell you whether it is happening.

  • Mapped to real work

    Link objectives to the projects and portfolios delivering them, and see which objectives have work behind them and which do not.

  • Visible on the project

    Every project shows the objective it contributes to, so the case for the work travels with the work.

Explore portfolio management
Objective · FY 2026
Enter two new regional markets
Owner: CCO · $1.12M approved
Localisation Programme
$480K
On track
Regional Compliance
$310K
On track
Partner Onboarding
$330K
At risk
Modernise the core platform
Objective · FY 2026 · no initiatives linked
Nothing funded
Intake and governance

Decide what gets funded, before it becomes a project.

Requests arrive in a standard shape, get scored against your criteria, and route to the approvers your policy names. Nothing advances until the right person has said yes.

  • Policy-driven intake

    Routing and scoring send each request to the approvers your policy defines, so intake stops being the bottleneck.

  • Stage-gate governance

    Configurable checkpoints with named approvers, so nothing absorbs more budget before it clears the right gate.

  • Sign-off and audit trail

    Approvals and supporting documents are captured in the platform, giving you a defensible record of every decision.

See intake management
Request REQ-0248
ERP Modernisation
Awaiting funding gate
Intake
Scoring
Business case
4Funding
5Delivery
78 Score
Strategic fit9/10
Financial return7/10
Delivery risk6/10
Capacity fit8/10

Policy rule applied: score above 70 and budget over $1M routes to the Executive Committee, not the portfolio board.

Approval chain
RF R. Fontana
Finance director
Mar 02Approved
SB S. Bolton
PMO lead, capacity confirmed
Mar 04Approved
CFO Executive Committee
Required by policy rule above
Due Mar 11Pending
This quarter 48 submitted 34 stopped at a gate Avg decision 9 days
Capacity and financial control

Know what you can deliver before you commit to it.

Approving a portfolio you cannot staff is the most expensive mistake a PMO makes. See the capacity you actually have, and the money already committed, in the same view.

  • Capacity across portfolios

    Workforce availability month by month, so you can spot the over-allocation before it turns into a delay.

  • What-if scenario modelling

    Model resource and budget scenarios across the portfolio before you commit, without touching the live plan.

  • Budget, forecast and actuals

    Track spend at project and portfolio level, with variance surfaced against the thresholds you set.

See resource management
Capacity forecast · Delivery team 2 people over capacity in Q2
JANFEBMARAPRMAYJUN D. Park 78%85%104%128%122%98% J. Smith 72%96%116%119%101%80% S. Bolton 64%70%88%94%82%75% M. Chen 42%61%72%68%74%70% C. Kent 38%45%66%71%63%48%
Under 50% Healthy Near limit Over capacity
Warning Center

Prevent what you can. Resolve what you can't.

Configurable triggers fire the moment a threshold is crossed, so your team has time to act, not just react. Set the tolerance, and the portfolio tells you when something is going wrong.

Warning Center

All Off Track At Risk Updated 1 minute ago · Refresh
Total warnings
248
active across the scope
At risk 78%Off track 22%
Projects affected
14 / 60
projects · 23% have warnings
Flagged 23%Clear 77%
Top affected project
Data Platform Migration
38 warnings · 15% of total
At risk 60%Off track 40%
Top firing trigger
Schedule Finish
84 occurrences · 34% · 6 active triggers
At risk 70%Off track 30%
Warnings by trigger
34%of warnings come from the top trigger type
Schedule Finish
Schedule Finish84
Project Budget Forecast31
RAID – Task Due22
Project Scheduled End18
Milestone Due14
RAID – Issue Due11
Schedule Actuals7
Warnings by project
52%of warnings come from 3 projects
Data Platform Migration · ERP Rollout · Biotech Onboarding
Data Platform Migration38
Marketing Launch16
ERP Rollout31
CRM Integration12
Biotech Onboarding24
Mobile App19
Cloud Sec.9
Other · 414
Details
Search
StatusProjectTriggerTrigger ValueActual ValueBaselineExplanation
At Risk Data Platform Migration Project Budget Forecast +1% of approved budget $1.24M $1.18M Forecast 5% over approved budget
Off Track ERP Rollout Project Scheduled End >2% of planned end date Nov 12, 2026 Aug 30, 2026 Scheduled end over 74 days late
At Risk Biotech Onboarding RAID – Task Due Overdue tasks 6 tasks 0 6 tasks past their due date
At Risk Marketing Launch Milestone Due Milestone slip Oct 03, 2026 Sep 20, 2026 Milestone 13 days behind baseline

Thresholds you define

Budget forecast, schedule slip, milestone dates, overdue RAID items. You set the tolerance, Completix watches it.

Across the whole portfolio

See which projects are firing, which trigger fires most, and where the risk is concentrated.

Time to act, not just react

Triggers fire ahead of the reporting cycle, so a forecast breach becomes a decision rather than an explanation.

End to end

One connected process, from request to boardroom.

01

Objective

Set what the business is funding this year.

02

Intake

Requests scored and routed to the right approvers.

03

Approval

Stage gates and sign-offs enforce the governance.

04

Delivery

Schedules, RAID, and status in one workspace.

05

Control

Capacity and spend tracked against plan.

06

Read-out

Executive dashboards, always current.

Why Completix

All the power. None of the pain.

Built for organisations running complex portfolios, without the overhead and lock-in of the legacy PPM incumbents.

Strategy and delivery in one place

Most tools tell you a project is green. Completix tells you which objective it serves, what it is costing, and whether it still deserves the funding.

Live in weeks, not quarters

No professional services engagement and no lengthy configuration sprint. Completix maps to your governance model out of the box.

A team, not a ticket queue

Direct access to the people who build Completix, and a customization service for the requirements your organisation cannot compromise on.

Enterprise security and residency

Built on Azure with geo-zone deployment, encryption in transit and at rest, role-based access control, and complete audit logging.

Completix vs. the field

PPM is not project tracking.

If you have outgrown Monday but cannot stomach an 18 month Planview rollout with a consulting invoice attached, Completix is built for exactly that gap.

CapabilityCompletixMonday / AsanaPlanview / Clarity
Objectives linked to initiatives Native, objective to project ×Not a native concept ~Available, configuration heavy
Executive portfolio dashboards Built in, always current ~Typically manual or add on Available, complex to configure
Stage gate governance Configurable gate reviews ×Not a native concept Available, heavyweight
Policy driven intake routing Rules assign the approvers ×Not a native concept ~Available, configuration heavy
Threshold based early warning Warning Centre triggers ×Not a native concept ~Partial
Resource capacity planning Live utilisation and what if ~Basic workload views Available
Document sign off and routing Sign off in platform ~Typically via integration ~Often via external tools
Time to first value Days Days ×Commonly months
Pricing and engagement model Direct, no SI required ~Per seat, scales with headcount ×Usually licence plus SI engagement
Native capability ~Partial, add on, or integration ×Not available natively

Comparison reflects Completix's understanding of typical mid market deployments of these platforms as of 2026. Capabilities vary by edition and configuration, so verify against your own requirements.

Customer stories

In their words.

The Warning Center alone justified the switch. We caught a budget overrun six weeks before it would have surfaced in our usual reporting cycle.
MM Michele M.
Head of IT, Iterchimica
For the first time we have a full view of everything in flight, all in one place and in order. No more chasing updates across spreadsheets and email, just numbers I trust in the boardroom.
VS Voula S.
VP, Project Development

See the portfolio the way your board wishes it could.

See Completix against your own portfolio. No professional services engagement, no lengthy configuration sprint.

  • Live in weeks, not quarters
  • No system integrator required
  • Azure hosted, enterprise grade security