The Status page
A live, always current view of where your project stands, ready to post as a point in time status report for your sponsors.
The Status page is where your project tells its story to the people who fund and oversee it. It gathers the metrics sponsors care about most, health, schedule, budget, key issues, decisions, and risks, into a single, executive ready view. Because everything on the page is live, it always reflects the true state of the project the moment you open it, with no manual assembly required.
When you are ready to report out, you post the page as a status. Each post is preserved as a dated snapshot, so over time the page becomes a complete, chronological record of how the project has been communicated to stakeholders.
The values on the Status page, including any you edit by hand, feed the dashboards and portfolio rollups across Completix. What you report here is reflected everywhere else, so the page is both a report and a source of truth.
On this page
A live, customizable page
The page opens in Live Report mode, an always current view that pulls its numbers straight from the rest of the project. The health you set, the percent complete from your schedule, the figures from your budget, and the items you have flagged in RAID all surface here automatically.
You control what the report contains and how it reads. Use Add Panel/Field at the top right to bring in additional panels or custom fields, and the section menu to show, hide, and reorder blocks. Hidden a section by mistake? Reopen the menu to restore it. Arrange the page so it reads the way your sponsors expect, then leave it, the layout is remembered.
Posting a status
While the report is live it keeps changing as the project changes, which is perfect for working but not for reporting, sponsors need a fixed version they can refer back to. That is what Post update is for.
Click Post update (next to the report title) and Completix captures the page exactly as it stands, every value, status, and narrative, and saves it as a dated, point in time copy. That snapshot never changes again, even as the live project moves on, so it remains an accurate record of what you reported on that date and can be shared with stakeholders with confidence.
The Post update button sits beside the report title; every status you post is listed by date in the left rail.
A posted status is a frozen copy. Editing the live page afterwards never alters an update you have already posted, so your reporting history stays trustworthy.
The update history
Every status you post is kept in the list down the left side of the page, newest at the top, each labelled with the date it was posted. Live Report always sits at the very top so the current view is one click away.
Select any dated entry to reopen that exact report as it looked when posted, ideal for preparing a steering committee, comparing how a metric read last month versus this month, or answering "what did we tell the sponsor back then?" The search box above the list helps you jump to a specific date quickly when the history grows long.
Live values and manual edits
Because the page is live, most values arrive automatically from elsewhere in the project. When you need to override one, for a sponsor specific read or to reflect something the data does not yet show, you can edit any value by hand.
An edited value displays a small re sync icon to flag that it no longer matches its live source. Click that icon at any time to discard your override and snap the value back to the real time figure.
A manual override stays in place until you re sync it. If the underlying data keeps moving, an old override can quietly drift out of date, so re sync once the reason for it has passed.
Trend graphs
Because each post is preserved, the page can show you not just where a value is today but how it got there. In Live Report mode, hover over a card and a small graph icon appears in its corner. Click it to open a chart of that value over time, drawn from your posted updates.
It works for any tracked metric, percent complete, budget, health, and more, so you can answer "is this improving or slipping?" at a glance, and show sponsors the trajectory rather than a single number out of context.
Health
Health is the headline of the report, the colour sponsors look for first. Completix breaks it into four reads so you can communicate nuance instead of a single verdict: an Overall status based on scope, schedule, and budget together, plus an independent status for Scope, Schedule, and Budget.
This lets you tell an honest, specific story, for example, On Track overall and on schedule and budget, but Off Track on scope because requirements are still settling. Each status carries an optional Steps to green note where you record what is being done to recover a status that is not green, turning a red light into a plan.
Overall health with independent Scope, Schedule, and Budget reads, plus a Steps to green note for any status that is not green.
Key Issues, Decisions, and Risks
These three sections surface the items that matter most to sponsors, and they fill themselves in. Whenever you mark an issue, decision, or risk as Key on the RAID page, it appears here automatically, complete with its severity and current status. Remove the Key flag and it drops off the report.
Because the link is live, the status report always reflects your current priorities without any duplicate data entry, you manage the items once in RAID, and the report stays in step. Each section shows its items in a compact table so sponsors can scan the headline concerns in seconds.
| Title | Severity | Status |
|---|---|---|
| Vendor delivery delay | Low | Closed |
| Integration defect in sync layer | Low | In Progress |
| Scope clarification with finance | Medium | Open |
| Data quality in legacy records | Low | Open |
| Title | Status |
|---|---|
| Adopt phased cutover approach | Approved |
| Extend UAT window by two weeks | Pending |
Key Issues, Decisions, and Risks populate automatically from items flagged Key in RAID.
Schedule
The Schedule section gives sponsors the timeline at a glance, without the detail of the full plan. A % Complete bar shows overall progress, drawn live from your project schedule, and three reads frame the dates that matter: the Planned end (the baseline commitment), the Scheduled end (where the current plan now lands), and the Current phase. When the scheduled end drifts past the planned end, the gap is immediately visible, an early, honest signal of slippage.
Live percent complete with Planned end, Scheduled end, and Current phase.
Budget
The Budget section answers the financial questions every sponsor asks, what did we approve, what do we now expect to spend, and how far apart are those two numbers, without sending anyone to a spreadsheet. It mirrors the figures from the project's Budget page and presents both the total and the current fiscal year.
- Approved (BAC) — the Budget at Completion, the figure that was signed off.
- Forecast — the latest projected total based on current spend and plans.
- EAC — the Estimate at Completion, what the project is now expected to cost in full.
- Variance (BAC − EAC) — the gap between approved and expected; a positive, green variance means you are tracking under budget.
Beneath the headline figures, Actuals vs BAC and EAC vs BAC show how much has actually been spent and how the estimate compares to the approved budget. As with every section, a value can be hidden if it is not relevant to a given audience, or manually overridden, with the re sync icon marking any figure that no longer matches its live source.
Headline budget figures, shown for both the total and the current fiscal year.
Major Milestones
Major Milestones give sponsors the headline dates that define the project, the moments that signal real progress, without the detail of the full schedule. You decide which milestones earn a place here, so the section stays focused on what executives actually care about.
You can add milestones manually for dates that live outside the plan, or pull them in directly from the Schedule so they stay aligned with the project's real timeline. Each milestone carries its target date and a status, making it easy to see at a glance which dates are holding and which are at risk.
| Title | Date | Status |
|---|---|---|
| Design signoff | Feb 21, 2025 | On Track |
| Pilot go live | Mar 19, 2026 | On Track |
Headline dates, sourced manually or pulled from the Schedule, each with a target date and status.
Timeline
The Timeline gives sponsors a clean, visual sense of how the project plays out across the months and years ahead, without asking them to read a detailed Gantt chart. It is built for you automatically: on the Schedule page you simply choose which tasks should appear, and they render here on a single, easy to read strip.
Because it is driven by the schedule, the Timeline stays in step as the plan evolves, no separate upkeep, so the picture sponsors see always matches the project's real direction.
Narrative sections
Numbers tell sponsors where the project is; the narrative tells them why, and what is coming. Alongside the metrics, the report carries the written context that turns a dashboard into a story:
- Project Details — the essentials at a glance: customer, project type, priority, manager, and sponsors.
- Status Summary — a short written read on where the project stands this period, the part sponsors often read first.
- Planned for Next Period — what the team intends to focus on next, so sponsors know what is coming and can flag concerns early.
These sections are yours to write freely, and like everything else on the page they are captured in each posted update, so the story behind every period is preserved alongside its numbers.
Frequently asked questions
If I edit the live page after posting, does the old report change?
No. A posted status is a frozen, point in time copy. Live edits only affect the Live Report; every dated update in the rail stays exactly as it was when you posted it.
How do items get into Key Issues, Decisions, and Risks?
Mark the item as Key on the RAID page. It then appears on the Status page automatically, with its severity and status, and disappears again if you remove the Key flag.
What does the re sync icon mean on a value?
It means that value has been manually overridden and no longer matches its live source. Click the icon to discard the override and return the value to the real time figure.
Can I change which sections appear and in what order?
Yes. Use Add Panel/Field to bring in panels or custom fields, and the section menu to show, hide, and reorder blocks. A hidden section can always be restored from the same menu.
Where do the trend graphs get their data?
From your posted updates. Each post adds a data point, so the more regularly you post, the richer the history a card's graph can show.