Manage Projects
The “Budget” page
Last Updated: May 26, 2026Manage Projects The Budget page A live, month-by-month view of what your project will cost and what it has spent, connected to the data driving it and ready to adjust as plans change. The Budget page is where you plan, track, and report on a project’s finances. It lays your costs out across the timeline...
The “Documents” page
Last Updated: May 26, 2026Completix – The Documents Page Manage Projects The Documents Page Store, organise, and collaborate on every project file in one smart repository. Upload anything, create native documents and sheets, manage approvals, and keep your team aligned without leaving Completix. Every project in Completix includes a dedicated smart document repository. All attachments created anywhere in the...
The “Governance” page
Last Updated: May 26, 2026Manage Projects The Governance page Follow your organization’s process gate by gate, with deliverables, templates, and approvals laid out in the order they need to happen. When a project needs to follow a defined process, the Governance page is where a Project Manager works. It lays out each gate in sequence, with the deliverables, documents,...
The “Minutes” page
Last Updated: May 26, 2026Manage Projects The “Minutes” page Capture every meeting in one place, keep the agenda, notes and attachments together, and turn the decisions that come out of a meeting into tracked work without ever leaving the minute. Taking meeting notes has never been this tidy. The Minutes page lets you store, search and organize every minute...
The “Overview” page
Last Updated: May 26, 2026Manage Projects The Overview page The home of your project: who is involved, what is being delivered, the baselines you are measured against, and any details your team needs to succeed. The Overview page showcases what a project is about and brings all of its key details together in one place. It welcomes every team...
The “Project Team” page
Last Updated: May 27, 2026Project Team Managing Your Project Team Add people to your project, assign roles, set hourly rates, and track how capacity, forecast hours, and actual time are distributed across every team member, all from a single tab. What is the Project Team Tab? The Project Team tab is your central view for everyone involved in a...
The “RAID” page
Last Updated: May 26, 2026Manage Projects The “RAID” page Capture and track every risk, action, issue, and decision in one place. Score risks, run mitigation plans, route decisions through approval, and keep the whole team aligned, without a single email thread. ⚙ Risks · To-Do · Issues · Decisions On this page What is the RAID page The four...
The “Schedule” page
Last Updated: May 26, 2026Manage Projects The Schedule page Plan, sequence, and track every task in your project. The work breakdown structure and Gantt timeline now live side by side, so what you edit and what you see stay in sync. The Schedule page is where your project schedule lives. It is a key component of every project and...
The “Status” page
Last Updated: May 26, 2026Manage Projects The Status page A live, always current view of where your project stands, ready to post as a point in time status report for your sponsors. The Status page is where your project tells its story to the people who fund and oversee it. It gathers the metrics sponsors care about most, health,...
The “Summary” page
Last Updated: May 26, 2026Manage Projects The “Summary” page One live page that pulls every moving part of your project together, your budget, risks, issues, schedule, decisions and tasks, so you always know where things stand without opening another tab. The Summary page is your project’s real-time control room. Instead of jumping between the Budget, RAID, Schedule and Status...
The Project Settings page
Last Updated: May 26, 2026Manage Projects The Project Settings Page Every project in Completix can be tailored to the way your team works. Use Project Settings to control behavior, decide what appears in reports, choose which tabs and fields are visible, set the working calendar, and connect external tools. Project Settings are scoped to a single project, so the...