Business & Enterprise
Create and Manage Portfolios
Last Updated: January 14, 2026Create and manage Portfolios By grouping together individual projects into a Portfolio, you can create a summary dashboard with unified data from all individual project. Each project vital information is displayed in real-time for you to consume. Create a Portfolio The first step is to create a portfolio. In the main menu, go to “All...
Create and Manage Programs
Last Updated: January 14, 2026Create and manage Programs By grouping together individual projects, you can create a Program that can be reported independently and reflect a unified group of projects as a single entity. Each project’s vital information is displayed in real-time for you to consume. Create a Program The first step is to create a program. In the...
Program vs Portfolio
Last Updated: January 14, 2026Difference between Programs and Portfolios Both program and portfolio are used to group individual projects together, however they have distinct functionalities. A Program is an entity on its own and it is managed like a project. It has its own set of documents, its own status report and its own budget that need to be...
Reports
Last Updated: May 27, 2026How to Reports Completix reports are contextual, each report lives where the data lives. Resource effort, timesheet entries, project dashboards, and vacation calendars are all accessible directly from the relevant section of the platform, and export instantly to PDF or CSV. How reports work in Completix Reports in Completix follow a simple principle: go to...
Resources allocation overview
Last Updated: May 27, 2026Completix Docs | Managing Resource Allocation How to Managing Resource Allocation Completix lets you allocate team members to projects at the individual project level, then surfaces a unified cross-project view in the Executive Dashboard. This article walks through both: setting allocation on the Project Team page, and reviewing portfolio-wide utilisation in the Resources tab. The...
The Executive Dashboard – Projects Tab
Last Updated: May 26, 2026Executive Dashboard Projects A cross-project command center that aggregates live data from every project your organisation runs. This page covers the Projects tab: the metric panels, summary views, and everything you can do to configure and filter your dashboard. The Executive Dashboard gives executives, portfolio managers, and PMOs a real-time overview of all projects across...
The Executive Dashboard – Resources Tab
Last Updated: May 26, 2026Executive Dashboard Resources A cross-portfolio resource intelligence hub. Monitor utilisation, spot overallocations, and plan capacity for every team member, across all active projects, from a single, unified view. The Resources tab in the Executive Dashboard aggregates resource data from every project in your portfolio into one place. Unlike the per-project Team page, which shows capacity...