Methodology
Creating and Managing Templates
Last Updated: May 29, 2026Site Administration Creating & Managing Templates Templates give your team a consistent, pre-configured starting point for every project. As a Site Administrator, you define project templates that encode your organization’s methodology, and manage the individual schedule, document, and intake form components that are available on your site. A Project Template is the top-level template —...
How to use Gating to create a process
Last Updated: May 29, 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 30, 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...