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Strategic Project Portfolio Management softwareStrategic PPM software

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

Turn strategic priorities into funded, resourced and governed delivery.

Schedule your free demo Get the 2026 PPM tools report
  • Live in weeks, not quarters
  • Strategy, investment, capacity and delivery in one platform
app.completix.com · Executive dashboard
Open risks14 total
3high
5med
6low
Top portfolios by risk exposure
Digital Transformation6
Customer Experience4
Infrastructure & Cloud2
View all (14)
Cross-project dependencies
0violated
0at risk
5on track
All handoffs on track No blocked or at-risk links
Budget rollup
Approved (BAC)$42.0M
Forecast$43.1M
EAC$43.1M
Variance−$1.1M
Actuals vs BAC$24.4M
EAC vs BAC103%
PortfolioHealthProjectsApprovedForecastVarianceWarnings
Digital TransformationOff Track14 projects$11.2M$11.7M−$0.5M71
Customer ExperienceOff Track12 projects$9.4M$9.7M−$0.3M58
Infrastructure & CloudAt Risk10 projects$8.1M$8.5M−$0.4M49
Product InnovationOn Track9 projects$5.6M$5.4M+$0.2M31

Trusted by teams at

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
One connected portfolio

Four questions your PPM software should answer. Can it answer them today?

Strategy, funding, capacity and delivery are often managed in different tools, making it difficult to see the full picture when decisions need to be made. Completix connects them in one place, so your PMO can answer the questions that matter without spending days assembling the data.

Are we funding the right priorities?

Connect projects and investment decisions to strategic priorities, so leadership can see where the budget is going and whether it supports what matters most.

See strategic alignment

Are we approving the right work?

Evaluate requests against consistent criteria, with structured intake and governance that gives your organization a clear record of what was approved, deferred or rejected, and why.

See intake and governance

Do we have the capacity to deliver it?

See the people, budget and delivery capacity required before new work is approved, so commitments are made with a realistic view of what the organization can deliver.

See capacity planning

Which projects need attention right now?

See portfolio-wide budget, schedule, risk and delivery issues in one place, so your PMO can identify projects that need attention before problems become expensive to fix.

See the Warning Center
How Completix answers them

Strategy, approval, capacity and delivery, connected from the first request.

A request carries its objective and its approval history. Once approved it becomes a project, and that project's resource demand joins the capacity plan. Its schedule, budget and risks then feed the same portfolio view.

Are we funding the right priorities?Strategic alignment

Set the objectives your organization is funding this year, then connect the projects and portfolios delivering against them. When priorities shift, you can see exactly what is affected.

  • Objectives you define. Record what the business is trying to achieve this year, with an owner.
  • Mapped to real work. See which objectives have funded work behind them, and which do not.
  • Visible on the project. Every project shows the objectives it contributes to, so the rationale stays with the work.
Explore portfolio strategy

Standardize how requests enter the portfolio and who approves them. Your policy names the approvers, people make the decision, and Completix keeps the record.

  • Policy-driven approvals. Rules can use any intake field, combine conditions, and name several approvers who approve in parallel.
  • Gate reviews on the project. Templated phase gates with Approve, Reject or Need more info outcomes.
  • A record of every action. Each approval, rejection or request for more information is logged with who and when, on the request itself.
See intake management

See resource capacity, budget, forecast and actuals together across the portfolio. Model different choices before committing the organization to work it cannot staff or afford.

  • Capacity by named person. Availability month by month, so over-allocation shows up before it becomes a delivery problem.
  • What-if scenarios. Budget, resourcing and schedule modeled together, with the live plan untouched until you apply one.
  • Budget, forecast and actuals. Fiscal-year budgets at portfolio and line of business level, with EAC calculated automatically.
See resource management

Strategy only holds up if the work underneath is tracked in the same place. Schedules, budgets, risks and reports live in the platform, and the portfolio views read from them directly.

See the full platform
Objective · FY 2026 Enter two new regional markets Owner: CCO · $1.12M approved
Localization Program$480KOn track
Regional Compliance$310KOn track
Partner Onboarding$330KAt risk
Approved$1.12M
Forecast$1.16M
Initiatives3
No funded work yet Modernize the core platform FY 2026 · no funded initiatives
Request REQ-0248Awaiting approval
Early warning

See portfolio risks before they become delivery problems.

Configurable thresholds are checked every time your data changes, and exceptions surface for your PMO to review. It works less like a report and more like a control panel for your portfolio, showing where attention is needed before the next reporting cycle arrives.

Thresholds you define

Budget forecast, schedule slip, milestone dates, overdue RAID items, resource over-allocation. 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

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

See the Warning Center
What surprised us most was how much easier it became to spot projects that needed attention. We used to find these issues when preparing our monthly reports.
Michele M. Head of IT, Iterchimica

Completix next to the tools you may be comparing.

A quick look at where Completix, lightweight work tools and traditional enterprise PPM suites typically stand today. Treat this as a starting point, not a final answer, since capabilities vary by edition and configuration.

CapabilityCompletixLightweight work toolsMonday.com, Asana, JiraEnterprise PPM suitesPlanview, Clarity, Planisware, ServiceNow SPM
Objectives linked to initiatives✓Native, objective to project~Basic goal tracking, not tied to approval or funding~Available, configuration heavy
Policy driven intake routing✓Rules assign the approvers~Partial, through forms and automations~Available, configuration heavy
Stage gate governance✓Configurable gate reviews~Partial, through approval workflows✓Available, heavyweight
Funding by portfolio and line of business✓Fiscal-year funding set at portfolio and line of business level, tracked against forecast~Budget fields at project level✓Available, complex to configure
What-if scenario planning✓Budget, resourcing and schedule modeled together~Limited, typically schedule or capacity only✓Available, complex to set up
Project execution✓Schedule with critical path, budget and EAC, RAID, status reports and documents~Strong for task and team work, budget tracking usually missing or an add on~Strong at portfolio level, project execution often thin
Threshold based early warning✓Warning Center triggers~Partial, through date and field automations~Partial

Swipe sideways to see every column.

✓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.See the 5 best PPM tools compared

Industries

Built for the governance model of your sector.

Every sector answers to different auditors, funding cycles and delivery constraints. Completix is configured around yours.

See all PMO use cases
EngineeringGovern complex deliverables and cross-functional dependencies at scale. Banking and financialKeep a record of every approval and decision on every initiative. IT services and softwareStandardize delivery processes and keep portfolio throughput in view. ManufacturingAlign capital projects and plant resourcing across the portfolio. EducationRun academic initiatives and shared resources against term and grant cycles. Defense and aerospaceTrack multi-year programs against milestone reviews, with a record of every approval. Government and public sectorKeep procurement governance, decision records and reporting visible across the portfolio. MarketingKeep campaign programs and brand initiatives visible against budget and capacity. Professional servicesTrack client engagements and billable capacity across the delivery portfolio.

See the portfolio the way your board wishes it could.

See Completix strategic PPM against your own portfolio. Most teams are live in weeks, with no mandatory system integrator.

Schedule your free demo
  • Live in weeks, not quarters
  • No mandatory system integrator
  • Security Overview and DPA available