The "Summary" page
One live page that pulls every moving part of your project together, your budget, risks, issues, schedule, decisions and tasks, so you always know where things stand without opening another tab.
The Summary page is your project's real-time control room. Instead of jumping between the Budget, RAID, Schedule and Status pages to piece together a picture, you get a single dashboard that reads from all of them at once. The top of the page is a grid of metric panels that you can add, remove and arrange yourself; below that sit four interactive Summary Views, Tasks, Risks, Issues and Decisions, where you can update records inline without leaving the page.
Everything on the Summary page is read live from your project. Editing a task, risk or decision here updates the source record everywhere else in Completix, so the page is safe to work from directly, not just to look at.
What you see at a glance
The page is built from two layers. The upper layer is a grid of metric panels, compact cards that each summarise one dimension of the project. The lower layer is a stack of Summary Views, full tables of the underlying records. The panels tell you how the project is doing; the views let you act on the detail.
The top of the Summary page: a configurable grid of metric panels with the Add Metric/Panel control and a live "Updated" timestamp.
Two controls sit above the grid and apply to the whole page:
- Add Metric/Panel, opens the panel picker so you can drop new cards onto the grid or remove ones you do not need.
- Refresh, recalculates every panel and view on demand. The Updated label next to it shows how long ago the data was last pulled.
Metric panels
Each panel is self-contained and colour-coded so problems jump out. Green means healthy, amber means watch, red means act. The panels available to you depend on which modules your project uses, but the most common ones are described below.
| Panel | What it shows |
|---|---|
| Issues | Open, Overdue and Total issue counts, the average age of open issues, and an Overdue Rate bar showing the share of open issues now past their due date. |
| Budget | Approved budget (BAC) against Forecast and EAC, the Variance, and two bars comparing Actuals and EAC to the approved baseline. |
| Current FY | The same budget figures, but scoped to the current fiscal year only, useful for annual reporting against an annual envelope. |
| Risk Mitigation & Aging | Mitigation status of risks (On Track, At Risk, Off Track, Not Started) and a Risk Aging breakdown by how long risks have been open. |
| Issue Mitigation & Aging | Issues grouped by severity (Low, Medium, High) with an Issue Aging breakdown by age band. |
| Top Risks | Your highest-scoring risks in rank order, each with its score and severity, so the things most likely to hurt the project stay visible. |
| Open risks | A severity breakdown of all open risks with a distribution bar, the current overall risk scope, and a 30-day risk trend. |
| Schedule variance | A single headline number: how many days ahead of, or behind, baseline the schedule currently runs. |
| Risk by Project | A Low / Medium / High risk count per project, handy when the page rolls up more than one project. |
Reading the aging bars
The aging bars in the Mitigation panels group items into three buckets, under 30 days, 30 to 90 days, and over 90 days. A long red bar in the over 90 days row is the clearest warning sign on the page: it means risks or issues have been sitting unresolved for a quarter or more.
Customising the grid
The grid is yours to shape. Use Add Metric/Panel to choose which cards appear, then drag them into the order that matters most for the project. Put the panels your team watches most, Schedule variance and Top Risks for delivery, or Budget and Current FY for financial oversight, at the top where they are seen first.
Layout is saved per project. Rearranging or hiding panels sets the layout for this project, so everyone on the team sees the same arrangement. It changes only how the page is laid out, never the underlying project data.
The Summary Views
Below the panels sit four collapsible Summary Views, one each for Tasks, Risks, Issues and Decisions. Click any view's heading to expand or collapse it, so you can focus on one area at a time. Every cell in these tables is live: change a status, owner or date here and the record updates project-wide.
Task Summary View
A flat list of every task across the project, To-Dos, checklist items and scheduled work, with its ID, status, type, owner, percent complete and due date. Overdue dates are shown in red so slippage is obvious.
The lower panel row and the Task Summary View, with its own toolbar for switching to Calendar, filtering, and hiding closed items.
The Task Summary View has its own toolbar on the right:
- Calendar, switches the table for a month calendar of the same tasks (see below).
- Tasks filter, narrows the list by status, type, owner or date.
- Hide Closed, a one-click toggle that drops completed and closed items so only live work remains. When it is on, the button is highlighted.
- The download icon exports the current view, and the more (···) menu holds additional view options.
Risk, Issue and Decision Summary Views
The remaining three views work the same way, each tuned to its record type. They share the live-editing behaviour of the Task view, so you can triage straight from the Summary page.
The Risk and Decision Summary Views. Status is editable inline; the Issue view between them is shown collapsed.
| View | Key columns | What you can do inline |
|---|---|---|
| Risk Summary | ID, Title, Status, Members, Score, Date Raised | Change a risk's status from the dropdown, see its score and severity, and add a new risk with Add Risk… at the foot of the table. |
| Issue Summary | ID, Title, Status, Owner, Priority, Date Raised | Update issue status and ownership; expand or collapse the whole view from its heading. |
| Decision Summary | ID, Title, Approvers, Status, Approval Date | Track each decision through its approval workflow and see who approved it and when. |
Scoring and severity
Risks carry a numeric Score shown as a coloured chip, for example "81 · High" or "9 · Low". The score combines probability and impact, and the colour follows the same green/amber/red logic as the panels, so a glance down the Score column tells you which risks deserve attention first.
Paging through records
Each table shows a set number of rows at a time. Use the Items per page control under a view to show more or fewer rows before paging. This keeps long logs manageable without losing the single-page overview.
Calendar view
If dates matter more than a list, switch the Task Summary View to a calendar with the Calendar button on its toolbar. The same tasks now appear on the days they are due, colour-coded by type, so you can see how the workload clusters across the month and spot crunch points before they arrive.
Calendar mode places each task on its due date. Use the arrows to move between months, or Today to jump back to the current date.
To return to the table, click the Calendar button again. The filter and Hide Closed toggles stay in effect in both modes, so whatever you have filtered out of the table stays out of the calendar too.
Filtering and focusing
The Summary page is designed to let you cut straight to what matters. Predefined toggles and filters highlight or hide records against common conditions so you are not scrolling past noise.
- Hide Closed strips finished work from a view in one click, the fastest way to see only what is still open.
- Tasks filter builds a more precise query, for example "only overdue To-Dos owned by me", which then carries across both the table and calendar.
- The colour-coding in the panels acts as a passive filter for the eye, drawing you to the red bars and high-severity chips first.
Filters affect the view, not the data. Hiding closed tasks or filtering by owner only changes what is on screen for you. Nothing is deleted, and the panels above keep counting the full project.
Tips for getting the most out of it
- Make it your morning page. Open Summary first thing, glance at the red bars and Top Risks, then jump straight into the relevant view to act, no page-hopping required.
- Set the grid for the whole team. Because the layout is saved per project, arrange it once around what your project needs most and everyone opens to the same focused view.
- Trust the timestamp. If a number looks stale after a busy editing session, hit Refresh and watch the Updated label reset.
- Edit in place. Reassigning a task owner or moving a risk to In-Progress from the Summary view saves a round trip to the RAID or Schedule page.
