Business & Enterprise
Create and Manage Portfolios
Last Updated: May 30, 2026Completix – Portfolios Business & Enterprise Create and Manage Portfolios Group related projects into a Portfolio to get a unified, real-time view of budgets, statuses, and health across every initiative. Portfolios live in the main menu and include dedicated Overview, Team, Status, RAID, and Documents pages. Portfolios are accessible directly from the main navigation menu....
Reports
Last Updated: May 29, 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 30, 2026Completix Docs | Managing Resource Allocation Resource Management 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. Every...
The Executive Dashboard – Projects Tab
Last Updated: May 29, 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 29, 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...