Methodology
Create/Manage Templates
Last Updated: January 14, 2026Create/Manage Templates The Site Admin has a section dedicated to templates that can be used within the platform. Once setup, each template is available to be used within a project. Completix is not limited to document templates, but has project templates, calendars, process templates, etc. All templates can be edited and renamed as required. Completix also...
How to use Gating to create a process
Last Updated: May 28, 2026How to Use Gating to Create a Process | Completix Methodology How to Use Gating to Create a Process A step-by-step example on how to set up a successful PMO process based on tiered project categories, using Completix gates, templates, and deliverables. Step 1 — Categorize Projects The first step in building a repeatable PMO...
Intake Management explained
Last Updated: May 28, 2026Intake Management – Completix User Guide Methodology Intake Management Capture, evaluate, and route new project requests through a structured approval process. Completix handles the full intake lifecycle, from submission to project creation, in a single unified view. Project intake gives your organisation a formal front door for new work. Anyone with the right permissions can...