Completix

< 1 min read

The "Schedule" page

This is where your project schedule resides. It is a key component and drives the delivery of your project.

Completix provides a powerful, yet simplified, version of a typical scheduler, that provides enough functionalities to fulfill the majority of Project Managers needs.

Currently, by design, Completix does not support “Effort” or “Workload”. As we simplified the whole process, we use “Allocation” to calculate how many hours a resource is assigned to a project and the “Timesheet” to verify the actuals.

The Schedule page​

The Finish date with the highest value is used within the platform as the “Scheduled end” date for the project and will trigger a schedule variance against the “Planned end” date.

Each task, in the schedule, will be visible and reconciled in various dashboards and calendars.

Duration

Completix supports tasks duration in:

  • Days “d”.  This is the default unit of measurement.
  • Minutes”‘m”. 
  • Hours “h”

Supported formats are:

  •  5d
  • 6d 1h
  • 4d 4h 3m

For increased control, you have the option to show/hide the task start/end time.   

The "Schedule" page​

Resources

The Schedule page​

You can assign a task to any resource(s) you want. You can chose from the drop down list of user in your project, or add a simple name if a resource is not assigned yet. For example, a task will be assigned to a “Designer”, but at the moment you don’t have one; simply type “Designer” on the resource column and you can change it later with the proper resource assigned.

Completix supports multiple resources per task.

Dependencies

For each task you can set a dependency that will reflect in the calculation of the scheduled date. Completix supports; FS, SS, SF, FF as well as lag. The format is “taskID_Dependency_type lag” The "Schedule" page​ 

Examples:

  • 45FS -5
  • 32SS +7
  • 4FS

Effort Driven Planning: Forecasts and Actuals

forecast

If “effort driven planning” is enabled, you can track your project by effort. You can assign each resource “how much time” they have been allocated to complete a task (in the Forecast column) and automatically track it via the Actuals column. Triggers can be setup so that alerts can be seen if the actuals have a variance against the forecasts. 

When “Effort based planning” is enabled, the Timesheet component will be enhanced at the task level. 

Timeline

Custom timelines can be built based on your schedule. Simply mark the task as a “timeline” item and  whenever you need a timeline built, only those tasks will be included.

The Schedule page​
The Schedule page​

Milestones

You can mark any task as a milestone; the end date of that task will be considered as such. 

The Schedule page​

You can mark any task as a milestone; the end date of that task will be considered as such. By designating a task as milestone, you can achieve 2 main functionalities: 

1. Automatically add to a timeline

When building a timeline via the “Build Timeline” button, the milestone will automatically be picked up.

The Schedule page​

2. Automatically added to the status report's timeline

In the Status report, you can add a milestone manually or directly from the schedule. If you chose to pick from a task marked as milestone in the schedule:

The Schedule page​

Select the milestone you want in the status

The Schedule page​

The status report’s timeline will show the selected milestone, and will automatically keep it up-to-date

The Schedule page​

Views

The schedule can be viewed in different ways to best suite your style. Each view provide a unique benefit, and you can switch between view modes at will.

SpreadSheet: Classical MS Project style

Gantt: Gantt type chart that follows the Spreadsheet mode hierarchy

Kanban: List and card view that can be organized at your discretion

Calendar: Each schedule task is placed in it’s own execution date to provide a better time bound view 

Baseline

A Baseline can be taken at anytime and you have the option to view it side-by-side the current schedule. 

baseline

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

Completix for mobile is not ready yet

We are working hard creating a mobile version that meets your needs