Manage Projects
The “Budget” page
Last Updated: January 14, 2026The “Budget” page Track and forecast your project budget from this page. Built like a spreadsheet, you can customize it the way you want. The Actual and Forecast values are counted against the baseline Approved budget, in the Home page, for variance. The Red “Assign” button Assign a value to a predefined field (Forecast or...
The “Documents” page
Last Updated: January 14, 2026The “Documents” page For each project, you have a dedicated “smart” repository for your documents. Every attachment of the project is also available in this repository. You can create subfolder and drag and drop files around for your convenience. You can also double click to open, single click to edit, just like in MS Windows....
The “Gating” page
Last Updated: January 14, 2026The “Gating” page When a process needs to be followed, the Gating page is where a Project Manager would go. The Gates Typically, your Administrator would have already setup a process for you to follow. For flexibility, Completix gives the ability to Project Managers to edit the process to suit every need, If the process...
The “Minutes” page
Last Updated: January 14, 2026The “Minutes” page Taking meeting’s notes has never been so efficient. You can store, search and organize every minute with a few simple clicks. You can search by content, create folders for better organization and even filter by category for a superior search experience. To search by category, click on the 3 dots on the...
The “Overview” page
Last Updated: January 14, 2026The project “Overview” page Showcase what the project is about and all its details in this page. It serves as a welcome to all project team members, so they can understand what they are working on, the priorities, the scope and everything else that is important for a successful delivery. It also defines the initial...
The “Project Team” page
Last Updated: January 14, 2026The “Project Team” page This page hosts all resources that are part of the project and can collaborate toward its success. Details about each resource can be edited and made specific for this initiative, including the role and the rate. Allocation can be set to ensure optimal utilization. You also have the ability to add “manual” resources,...
The “RAID” page
Last Updated: January 14, 2026The “RAID” page Track all activities and follow-ups in the RAID page. Assign resources, update each task status and always be on top of everything that is happening in your project. All RAID items are automatically displayed in the various dashboards to help you manage your time in the best way possible. For a better experience,...
The “Schedule” page
Last Updated: January 14, 2026The “Schedule” page This is where your project schedule resides. It is a key component and drives the delivery of your project. Completix provides a powerful, yet simplified, version of a typical scheduler, that provides enough functionalities to fulfill the majority of Project Managers needs. Currently, by design, Completix does not support “Effort” or “Workload”....
The “Sprint” page
Last Updated: January 14, 2026The “Sprint” page If your project has been created as Agile, the sprint page will be shown instead of the Schedule. For greater flexibility, multiple sprints can be running at the same time, and closed sprints can be re-opened. The Backlog The backlog has been designed in a spreadsheet style for quick data input and...
The “Status” page
Last Updated: January 14, 2026The “Status” page Show the status of the project and showcase the key metrics that are typically reported to the sponsors. Post a weekly status to keep history of the progress. Each section has a “graph” functionality that shows all historical values as you post them. You can show/hide and move around components in the...
The “Summary” page
Last Updated: January 14, 2026The “Summary” page Track your project’s data from a single view that summarizes what is happening in real-time. Review all tasks, risks and issues and interact directly from the dashboard to update the information. Predefined button help to highlight and show only what is important, so you can focus on what matters. If you prefer a...
The Project Settings page
Last Updated: January 14, 2026The Project Settings Page You can reach the Project Settings page in 2 ways: Each project can be configured to suit your needs. Hide tabs, setup a different calendar, or hide fields that you don’t need. Options Allow manual override of data in the status: This option lets you chose is the Status is fully...