How to
How to automatically build a monthly budget
Last Updated: May 27, 2026How to Build a monthly budget automatically Turn the data already in your project into a complete, monthly budget in a single click, then keep it in sync as the work progresses. Completix builds your project budget for you. Rather than entering figures by hand, you let the platform read the data already in the...
How to create Weekly Status Reports
Last Updated: May 27, 2026How to Create a Weekly Status Report | Completix Guide How To Create a Weekly Status Report Status reports in Completix take about a minute. The page is always live, pulling values directly from your schedule, budget, and RAID log. Review, add narrative context, and post. Three steps to a posted report Open the project,...
How to review my tasks/assignments
Last Updated: May 26, 2026How to Your work, all in one place Everything assigned to you across your sites and projects, ready to review and action from a single, focused space. The “My Work” section is your personal command center in Completix. Instead of opening one project at a time to figure out what needs your attention, you get...
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: 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...
Timesheets
Last Updated: May 27, 2026Completix – Timesheets My Work Timesheets Log time against projects and tasks you are assigned to, submit for approval, and track your hours across any period. The timesheet period and approval flow are configured site-wide by your administrator. Accessing Your Timesheet The Timesheet is available under My Work in the main navigation, via the My...
Use Templates in a project
Last Updated: May 27, 2026How to Use Templates in a Project Completix supports templates in two distinct contexts: project templates managed by administrators, and document templates available when creating new documents. This guide covers both workflows. Project Templates A project template in Completix is a fully configured project that can be reused as a starting point for new work....