Site Settings

Site Settings is the central administration area for your Completix environment. It is accessible to site administrators from the main navigation and contains eight sections, each governing a distinct aspect of how the platform behaves across all projects and users.

The left-hand sidebar lists all available sections: General, Features, Options, Labels and Categories, Dashboard, Custom Fields, Trigger Warnings, and Policies. Clicking any item opens its configuration panel on the right without leaving the settings modal.

Changes saved in Site Settings apply immediately and site-wide. Individual projects can override some defaults (such as label colours and field structure) for their own context, but the values defined here serve as the baseline for every new project created on the site.

The Features panel lets administrators turn product capabilities on or off across the entire site. Disabling a feature removes the associated tabs and UI elements from every project, keeping the interface focused for your team's workflow.

Each feature card shows a toggle and a short description of what it controls. Available features include Capex/Opex, Governance, Change Requests, Expenses, Resource Forecast, Resource Allocation, Project Intake, Timesheets, Budget Fiscals, Financials, Outstanding Approvals, Lesson Learned, Portfolios, and the Executive Dashboard.

Options set platform-wide defaults that affect every project and user. Settings are grouped into three areas: General, Timesheet, and Financials.

General

These settings control core platform behaviour:

Timesheet

Controls how timesheets are submitted, approved, and counted:

Financials

The Fiscal Year setting defines the start date of your financial year. The platform uses this date to compute fiscal period breakdowns across budgets and dashboards. The default is Jan 01, yielding a Jan 01 to Dec 31 fiscal year.

Labels and Categories lets you edit all of the reusable lists used across the platform. Changes made here propagate to every project on the site, providing consistent taxonomy without manual duplication.

The following lists are configurable from this panel:

Each list supports adding new entries using the + icon next to the list heading. Existing entries can be renamed or recoloured directly in the list. The RAID status values you define here are reflected in the RAID log for each project.

For added flexibility, individual projects can override the default colours and structure defined here to suit their specific needs without affecting the site-wide defaults.

The Dashboard settings page controls what is displayed on the Executive Dashboard. Configuration is split across three tabs: Metrics, Panels, and Columns.

Metrics tab

Metrics are the individual KPI cards shown at the top of the Executive Dashboard. They are grouped into four categories:

Use the checkbox next to each metric to include or exclude it. The Deselect All button at the top right of each group clears all selections in that group at once.

Custom Fields lets you define additional data points that appear on project home pages and in the budget component. Two separate lists are available:

Project Custom Fields appear on each project's overview page and can capture any supplementary information relevant to your organisation. Available field types include Text, Date, Date and Time, Currency, Tag, Percent, Number, People, Progress, and Checkbox. The first custom field is mandatory and serves as a key identifier visible across dashboards and reports, though it can be renamed to match your terminology.

Budget Custom Fields are part of the budget component and allow you to define your own budget KPIs beyond the standard fields. These fields are also surfaced in the dashboards and can be configured in the Dashboard settings to appear in the relevant metrics and columns.

Each custom field has an enable toggle. Only enabled fields are visible on projects and in the dashboards. New fields can be added using the + icon at the top of each list.

Trigger Warnings define the thresholds at which warning colours and indicator icons are applied throughout the platform. When a project or task reaches a configured threshold, the relevant fields and dashboard icons change colour to reflect the new status.

Triggers are organised into six groups, each expandable to reveal its detailed settings:

Each individual trigger has an enable toggle. Disabled triggers are not evaluated, so no warning will be raised for that condition regardless of the actual values.

For RAID Triggers, threshold conditions combine a completion percentage with a days-away value, for example triggering an At Risk warning when a task is less than 50% complete and the due date is two or fewer days away.

Policies define site-wide approval routing rules and control how project risk trends are calculated. Each policy type can have multiple rules that route requests to different approvers based on request attributes.

Four policy types are available:

Each policy shows its current status (Active or inactive) and can be expanded to view and manage its rules. Click the chevron to expand a policy.

Adding and managing rules (Project Intake Approval example)

Within the Project Intake Approval policy, the Default Approvers section defines who receives all requests that do not match a specific rule. Individual rules are added using the Add Rule button and use an attribute, operator, and value format, for example "Proposed Budget is greater than $200,000" or "Priority is Critical". Each rule specifies which members or groups are required to approve requests that match the condition.

The date and name of the last person to modify the policy is shown at the bottom of the expanded view.