Resources
Add a Resource to a project
Last Updated: January 14, 2026Add a Resource to a Project You can add three types of resources to your project: Team Member: Full project collaboration Guest: Limited access to a subset of data Manual User: A placeholder name without a real user attached. For example, if you are not sure of the resource yet, you can call it “Developer...
Allocate a resource to a project
Last Updated: January 14, 2026Allocate a resource to a project Resource allocation helps your organization to understand who does what, for how many hours and for how long.. Another important function is the ability to quickly show if you need a new hire or your team has the ability to take on more work. Completix has developed a simplified ...
Reports
Last Updated: January 14, 2026Reports In Completix, reports, like everything else, are “in context”. Looking for a resource type report? Then go to the Resource page either at the project level (Project Team page) in the Executive Dashboard under the Resource tab. Looking for a project type report, then look at the various dashboard and export what you see....
Review a resource effort
Last Updated: January 14, 2026Review a resource Effort When a resource work in your project, you have the ability to check, in real time, how many hours you have been “billed”. This effort goes against the Allocation estimate to ensure your budget is always on target. Each resource has access to a timesheet where he/she can put time against...
Timesheets
Last Updated: January 14, 2026Timesheets By default when a user is invited to join a project, the status is set to OPEN. The resource has the ability to book time against the project via Timesheet. Time against a project is used to calculate Effort. Entries in the timesheet are used to automatically calculate a resource’s forecast. When a timesheet...