Manage a Project -Tips & Tricks
Once a project has been created, the team, schedule and budget are defined, the Project Manager’s job is to manage the day-today grind and ensure everything runs as per plan. However, it’s not that simple; minutes need to be taken, task need to be assigned, updates need to be tracked and documents needs to be produced.
Completix has been designed to deliver a project end-to-end from a single platform and is optimized to ensure global collaboration, speed of execution and to avoid common mistakes coming from using multiple tools.
Tip # 1 - Minutes-to-Raid...and save a lot of effort
While taking minutes, assign tasks, issue and more to your team and make sure you click on the RAID checkbox. Upon filing the minute, a new item will be AUTOMATICALLY created in the RAID and the assigned user will have the task in his/her own dashboard.
Tip # 2 - RAID discussions to keep it localized
In the RAID, use the Board view to comment with your teammates each item and keep the discussion within a specific item.
Tip # 3 - Delegate updates and save everyone's time
Rather than having endless meetings to gather the status, delegate to your teammate to update their task’s “%Complete” and add comments if necessary. By default, the PM and the assigned resource, have the permission to edit that field. The project status will always be up-to-date so you can confidently report the progress.
Tip # 4 - Co-author documents to avoid versioning issues
Instead of sending documents back and forth via email, simply work on them online with you teammate. You will see everyone’s changes in real-time. No more working on wrong versions or that annoying email back and forth.
Tip # 5 - Add Reminders to never forget
Add personal reminders to tasks, issues and risks or simply add custom ones. Make sure you will never forget to follow up. All your reminders are nicely unified in your personal dashboard (My Dashboard), so you can easily manage them in a single view.
Tip # 6 - For a more accurate budget, use Resource allocation
Whenever you allocate a resource, Completix estimates for you the cost. Completix allocation is extremely simple: add start and end date and % of time a resource is expected to spend on the project. That’s it. We do all the legwork to estimate for you.
Tip # 7 -Use the dropdown buttons to insert values In the Budget
Instead of going back and forth to copy values and paste them in the budget, use the dropdown button to insert resource estimates, actuals and approved budgets. It is an incredible timesaver and you will never make a cut&paste mistake ever again. In addition, when you add values from the buttons, you are inserting “live” data and therefore they will stay in-sync. ALWAYS.
Tip # 8 - Stop looking for a template... They "should" all be there
When you setup your site, make sure to add all of your templates in the “document template” section under the Admin panel. By doing so, these “templates” will be automatically available when creating a new document and are ALWAYS shown in the document repository under the green Templates folder
Tip # 9 - Customize the Status to suit your needs
Our Status has the most common components used in every Weekly Status report. If you don’t need, or simply don’t want, all of that information, just hide the component. You can always bring it back at anytime.
Another extremely useful customization, is the ability to manually override all data within the status to produce something very specific to your needs. Each value can be brought back in sync with live data, separately or all together.
Tip # 10 - Keep the status report focused with Top 5 Issues and Risks
Assign a Top5 badge to Issues and Risks. They will automatically show up in the Status report.
Tip # 11 - Make it private and hide it from Team members
Whenever you want to hide something from your team members, you can apply the lock 
Lock can be applied to the following:
- Documents
- Project Tabs
- Budget in the Status
- Budget in the Home page
- Minutes
