How to
How to automatically build a monthly budget
Last Updated: January 14, 2026How to automatically build a monthly budget Completix can automatically create a fully editable budget based on the data you entered. Simply click on the “Build Monthly” button and a new budget will be created in a new tab. When you have your resources identified and the allocation setup, Completix can build a pre-configured budget,...
How to create Weekly Status Reports
Last Updated: January 14, 2026How to create a weekly status report We made it extremely easy to manage weekly (or any other cadence) reports. All fields are integrated within Completix, so you are certain they are always on sync and up-to-date. It take a minute to have a perfectly accurate Status report. Step 1 – Go to your project...
How to review my tasks/assignments
Last Updated: January 14, 2026My Work Everything that is assigned to “you” can be reviewed and actioned under the “My Work” section. EVERY user, except Guests, have access to this powerful view and should use it daily to better perform project activities. My Approvals If you have been designated the “approver” for some specific action, any approval that needs...
Monthly actuals for a project
Last Updated: January 14, 2026Actuals for a project – Monthly report As a PM, f you need to know how much effort has been spent on a project in a given month, click on the “Timesheet report” icon in the Project Team’s page. Typically, your Administrator would have already setup a process for you to follow. For flexibility, Completix...
Outlook 2-way Integration
Last Updated: January 14, 2026Outlook 2-way Integration If you are a fan of Outlook, or simply must use it because it is part of your organization’s toolkit, you know that Outlook’s tasks are not automatically visible in the Calendar, which can make it difficult to track deadlines and manage your workload efficiently. In Outlook, tasks are stored separately from...
Reports
Last Updated: January 14, 2026Reports In Completix, reports, like everything else, are “in context”. Looking for a resource type report? Then go to the Resource page either at the project level (Project Team page) in the Executive Dashboard under the Resource tab. Looking for a project type report, then look at the various dashboard and export what you see....
Timesheets
Last Updated: January 14, 2026Timesheets By default when a user is invited to join a project, the status is set to OPEN. The resource has the ability to book time against the project via Timesheet. Time against a project is used to calculate Effort. Entries in the timesheet are used to automatically calculate a resource’s forecast. When a timesheet...
Use Templates in a project
Last Updated: January 14, 2026How to use templates in a project When your templates have been created by the site Admin, you can use them throughout the platform. Completix has 2 main templates categories: Documents Component Document Templates Documents can be created and attached in your project in various locations like RAID, CR, Document repository, etc. If you want...