Completix

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The "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, assign allocation and manually add effort to better reflect the reality of a budget. This can be useful if you need to account for “external” resources, material, or anything that is impacting your cost.

If you need to track expenses, Vendors can also be added, and expenses tracked with quotes to invoices match.

Overview

The Project Team page​

From this page, you can gather all financial data related to resources, including Allocation estimates and Actual spent.

The “Status” indicates if the user is Active on the project or not. Active means a resource can collaborate in the project and can add time in Timesheet. A “Closed” status indicates the user was part of the project at some point, but not anymore.

The top row shows the totals for the project in real-time.

The "Project Team" page​

The “Current Allocation” indicator shows today’s value. More details about overall allocation will appear by clicking on the pill.

The 
Total Allocation” column shows the total value of all allocations for the project (present/past/future) and the corresponding cost amount based on the rate/hr. The rate can be set at the site level by the Administrator , but can also be overwritten by the Project Manager for the specific project.

Timesheet

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 Timsheet. Time against a project is used to calculate Effort.

Timesheet entries are available from project Planned Start date until the latest of “Planned end” or “Scheduled end”.

Timesheets can be accessed in 2 ways:

The Project Team page​
The Project Team page​

Timesheet Report

The Project Team page​

If you need to know how much effort has been spent on a project in a given month, click on the “Timesheet report” icon. 

The Project Team page​

Allocation

Allocation allows each resource to be “booked” for a particular initiative. To add an allocation, you just need to select a time period and a percentage (%). For example a user is allocated 20% of his/her time from March 1st to Dec 22nd. Completix takes care of calculating the cost, and reporting it properly. Allocations can be added/removed and changed at anytime and the estimate will be reflected in real-time.

Allocation doesn’t mean spent budget, it is simply used for forecasting purposes as well as to understand where resources are deployed and in which capacity. If a user is assigned to multiple projects, the combined allocation is reported and visible in the Executive Dashboard.

The Project Team page​

Effort

The Project Team page​

When a resource actually spends time in your project, it is called “effort”. Effort is used to calculate the Actuals in the budget and it is derived from the Timesheet entries for that resource. in the calendar view, you can clearly see when and how much time was spent in your project by a specific resource.

So, if a resource, for example, spent 5 hours working in your project, it means your budget actuals are reflected as such and will use the rate indicated in the page. If the Effort goes over the allocation, the indicator will turn “RED” to alert you the resource is costing you more than what was allocated.

All these metrics can help the Project Manager and the executive team fully understand what is happening and improve forecasting accuracy.

Vendors

When managing a project, vendors are part of your “extended team” and you can your expenses easily. 

Create a new vendor

The Project Team page​

Add a new expense

  • Attach quotes and invoices
  • type the amount for the expense to be tracked
The Project Team page​

Sync to Budget

The expenses values are now automatically available, and always in sync, in the Budget component.

The Project Team page​

Changelog

Aug 29, 2024

  • New – Users Calendar. Unified view of all user’s calendar
  • New – Vacation calendar. Visualize your resources’ vacations in a searchable centralized calendar
  • New – Allocation Gantt. A new view that represent resources’ allocation in a Gannt chart
  • New – My Availability. Each user can set their own working time and days off. The availability is fully automated with the schedule, forecast and allocation
  • New – Effort based schedule. You can now assign effort to tasks in the schedule and report them in the Timesheet. Timesheet entries are automatically calculated and pre-populated.
  • New – Task based Timesheet. You can now report time against assigned schedule’s tasks. This functionality is tied to Effort based schedule.
  • New   Each project has a dedicated general chat
  • New –  Timesheet custom entries. Add non-billable hours to the timesheet and visualize reports. For example you can track a resource’s vacation days.
  • New   Added new interactive resources’ effort reports with time/cost views
  • New – Multi-Language support
  • Improved –  Timesheet reports now include “To Date” tally
  • Improved – In the resource view, actuals and forecast are now displayed side-by-side
  • Improved – Vendors logos are now automatically added to the vendor component.
  • Improved – New schedule, forecast and actuals triggers have been added to improve the warning engine
  • Improved – Search functionality now includes RAID items
  • Improved – Gantt charts have a new rounded look and have the resource(s) assigned visible in the bar
  • Improved – Raid. You can now hide all RAID items, while in list view, that are closed with the click of a button.
  • Change – Allocation calculation are no longer tied to the project end, and instead rely on the allocation calendar
  • UI tune-up– All dashboards have bigger graphic counters and a new coloring scheme to clearly separate the budget data from the rest.
  • Fix – Various bug fixes

Jun 7, 2024

  • New – Change Request impacting the schedule are now automatically updating the “Approved end date” of the project and are clearly flagged. 
  • New – Project duration (in days) is now displayed in the overview page and in the status report. 
  • Improved – Schedule and RAID filters have been improved
  • New – Baseline capability has been added to the schedule
  • New – Schedule history is now available. The schedule automatically save itself and provides multipole restore points
  • Improved – New triggers have been added to the warning engine to better support more use cases
  • New – Search is now available across the entire site  and covers multiple items
  • Improved: project search now includes RAID items
  • New: In the Simplified view, we have added the Tasks Kanban view. The Kanban view is now the default one

Apr 20, 2024

  • New – Document search is indexed and fully integrated with external drives (OD. GD. etc).
  • Improved – Schedule and RAID filters have been improved 
  • Improved – Milestones in gantt chart are placed in different level when colliding
  • Improved – CSV exports data improvement
  • Improved – Dashboards columns are also customizable “per user” and can be set directly in the dashboard.
  • Fix – Fixed bugs in schedule and RAID where resources couldn’t be copied via context menu

Mar 16, 2024

  • New – OneDrive Integration (2-way) 
  • New – Google Drive Integration (2-way)
  • New – Schedule Kanban view
  • New – Tracking and Operational initiatives have been simplified and add the ability to migrate to a full project
  • Improved – Document templates can now be organized into folders

Jan 29, 2024

  • Improved – Site Settings’ UI has a new look with explanation and guide
  • New – Portfolio status can now be exported unified 
  • New – Jira Integration (2-way)
  • New– MS Project Integration (2-way)
  • New– Simplified view – Record is committed automatically

Dec 22, 2023

  • New – Introduced a FREE plan
  • New – Introduced a new trigger-based Warning engine
  • New – Added charts for budget’s status
  • New– Added Portfolio Manager role
  • New– Added Portfolio view in My Dash for assigned Portfolio Managers
  • New – Project type can be hidden if not in use
  • Improved – Status reports now export in PDF landscape for better readability

Nov 25, 2023

  • Fix – Bugs and UI tune-ups
  • New – RAID Cards in Kanban mode have an updated look
  • New – Added 5 custom budget fields. You can track your own custom financial targets and display them in the various dashboards and status reports
  • New – Budget templates can now be created by importing directly from MS Excel
  • New– When, in a project, components are hidden, all related options are also hidden
  • New– Added a Resource view for Portfolios

Nov 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Operational and Task Tracking as type of initiatives
  • New – Project type tags are now colored differently for a better experience
  • New – Project types are now tracked in the Dashboards
  • New– Added ability to show/hide all details’ components separately in the Overview page 
  • New – Added a “Note” field in vendor expenses.

Oct 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Financials lock
  • New – Dashboards: added alert icons for values over the baseline 

Sep 6, 2023

  • Fix – Fixed FY calculation in PM Dashboard
  • New – Introduced a new Trial start Welcome guided setup
  • New – Table’s headers have a new and improved look
  • New – Added option to include/exclude any given project in the overall Budget and/or Financials calculations
  • New – Added option to enable/disable the budget fiscal on a per project basis

Aug 25, 2023

  • Fix – Bugs and UI tune-ups
  • Update – We updated all internal libraries to the latest version 
  • New – Introduced a Simplified project type to be used for task tracking type activities
  • New – Increased the number of components that can be turned off separately
  • New – Tasks can now be added directly from the dashboards
  • New – The Trial plan has been simplified by turning off, by default, all advanced components. All features can be turn back on in the Site settings
  • New – Individual users can now customize their dashboards by show/hide columns of data. Go to “My Account” to customize it.

Aug 10, 2023

  • Fix – Bugs and UI tune-ups
  • New – Grouping of resources in MyTeams
  • New – Pre-built budget “Estimates vs Actuals”
  • New – Status report now has a new widget: Summary bar
  • New – More components can be turned off separately
  • New – New tasks can be added directly from the dashboard

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