Completix

Engineering

The design was right. The margin is where the project got away from you.

Completix gives engineering firms one live view of fee, effort and commitment across every active job, so a scope change shows up as a number this month instead of a write-off at phase close.

Built for consulting engineers, EPC firms and owner side engineering groups running concurrent multi phase jobs with shared discipline leads.

Portfolio, forecast against approved feeLive
ProjectApprovedForecastVariance
Northline Water Treatment UpgradeDetailed design4,850,0005,120,000-270,000 Watch
Harbour Road Bridge RehabilitationConstruction support2,400,0002,335,000+65,000 On plan
Eastfield Substation MEPFEED1,150,0001,148,000+2,000 On plan
Kingsway InterchangeConcept780,000845,000-65,000 Watch
Port Callan Terminal ExpansionDetailed design3,600,0003,580,000+20,000 On plan
5 active projectsFigures update as costs are posted
The honest comparison

Most engineering firms already have a system. It is a schedule tool, a spreadsheet and a mail thread.

It works until you have nine live jobs, four shared discipline leads and a client who wants to know why the fee moved. Here is what changes when the same five questions are asked of one record instead of three tools.

Schedule tool, spreadsheet, mail
Completix
Where does the fee actually stand this month
TodayThe cost spreadsheet is rebuilt monthly from timesheets and supplier invoices, usually a few weeks behind. The overrun becomes visible after the phase is closed.
With CompletixApproved, actuals, forecast and estimate at completion sit on one project record. Costs count against the budget as they are posted, so the variance is a current number, not a reconstruction.
Who is actually free next month
TodayAvailability is a discipline manager's memory plus a resourcing sheet that nobody updates after the second slip. The structural lead is promised to three jobs at once.
With CompletixAllocation is held per named individual across every project they are on, so the total commitment for that person is visible before the next job is promised to them.
What did we agree, and who agreed it
TodayThe decision is in a meeting minute, an email chain and someone's notebook. When the client questions the change eight months later, it takes a week to assemble the trail.
With CompletixDecisions are logged on the project with the rationale, the approver and the date, alongside separate risk, action and issue logs. The record is written when the decision is made.
Did anyone review the phase before the next one started
TodayDesign proceeds because the schedule says it should. The gate review happens on paper afterwards, if it happens at all.
With CompletixEach phase ends at a gate review. Approval is given by named reviewers under the policy you set. It is a human decision, recorded, not an automatic state change.
Can the client and the board see the same picture
TodayEvery reporting cycle a project manager stops delivering, chases three sources and rebuilds a deck. The board sees a version of the truth that is already a week old.
With CompletixThe status report is the live project record. When a reporting period is posted it is frozen as a snapshot, so the version the board saw in April is still exactly what they saw in April.
Fee and cost control

A fixed fee erodes quietly. Make it a number you can see in week six.

On an engineering job the damage is rarely one event. It is uncosted rework, a scope note nobody priced, and supplier commitments that were agreed but never landed in the cost sheet. Completix holds the approved budget, what has been spent, what is committed and where the job is expected to land, on the same record the project manager works in.

  • Costs count against the budget when they are posted, so actuals and forecast move together instead of on separate cycles.
  • Estimate at completion is carried alongside the approved figure, so the gap is explicit rather than inferred from a burn rate.
  • Subconsultant and supplier spend is tracked against the quote it came from, so a package that drifts is visible before the invoice is approved.
  • Take a budget snapshot when you want a fixed reference point, for example at the end of a design phase or before a change is priced.
Northline Water Treatment UpgradeForecast over approved
Approved4.85M
Actuals2.19M
Forecast5.12M
Variance-270K
Actuals to date2,190,000
Committed, not yet invoiced1,358,000
Estimate at completion5,120,000
Approved budget 4,850,000. Last snapshot taken at end of FEED, 31 March 2026.
Allocation, October 2026By individual
PersonCommitted toLoad
Ana RuizStructural leadNorthline 60%
Port Callan 50%
110%
Priya NairElectrical leadEastfield 70%
Northline 45%
115%
Devin ParkProcess engineerNorthline 40%
Kingsway 30%
Harbour Rd 20%
90%
Sara OkaforCivil designerHarbour Rd 50%
Kingsway 50%
100%
Tom WexlerGeotechnicalNorthline 35%35%
Two people are committed above capacity next month. Completix shows the conflict, the resourcing decision stays with you.
Discipline capacity

The constraint on the next win is usually one structural lead, not the fee.

Engineering firms do not run out of work, they run out of the two or three people every job needs. Completix tracks allocation against named individuals rather than a role pool, so when a project manager asks for the structural lead in October, the answer accounts for every other job that person is already committed to.

That matters most in the weeks before a bid decision. Seeing that a discipline lead is already at 110 percent is the difference between phasing the start date and discovering the clash after the fee proposal has gone out.

Phase gates

A design phase should not end because the schedule says it ended.

Concept, FEED, detailed design, construction support. Each transition is where cost is locked in and where a firm's exposure changes. In Completix a phase closes at a gate review, and the approval is given by named reviewers under the policy you define.

  • Approval is a decision, not a state changeThe gate does not clear itself when the tasks complete. A reviewer approves it, and the record shows who, when and against what.
  • Funding for the next phase is decided hereThe gate is where the firm and the client agree what the next phase costs. Nothing is released on a schedule, it is agreed by people who can see the numbers.
  • Your methodology, not oursSet the phases, the required reviews and who has to sign each one, so the same governance applies across every job in the portfolio.
  • Variance is surfaced separatelyThe Warning Center flags projects drifting on cost or schedule so a reviewer walks into the gate already knowing where the pressure is.
Detailed design gateNorthline Water Treatment UpgradeAwaiting approval
R. HaleProject directorApproved 14 Oct
A. RuizStructural lead, technical reviewApproved 14 Oct
J. FeldCommercial manager, fee reviewPending
M. DuarteClient project managerPending
Forecast is 270,000 above the approved fee. The commercial review is open before construction support is authorized.
The project record

Every claim conversation is really an argument about what was written down at the time.

Substituting a material, accepting a client instruction, extending design by four weeks. On the day these are ordinary calls. Eighteen months later they are the entire basis of a claim, and the firm that wrote them down as they happened is in a different position from the one reconstructing an email thread.

Completix keeps four separate logs on each project, risks, actions, issues and decisions. You work in one at a time, each with its own owner and dates. There is no automatic escalation and no promotion between logs, a person makes the call and the record shows it.

RisksActionsIssuesDecisions
Decisions log, Northline Water Treatment Upgrade4 entries
RefDecisionApproved byDate
D-014Substitute cast in place clarifier walls with precast panelsSchedule recovery, priced as change order CO-07R. Hale
Project director
12 May 2026
D-011Extend detailed design by four weeksLate geotechnical results at pile location P4M. Duarte
Client project manager
28 Apr 2026
D-009Retain existing inlet works, no replacement in scopeClient instruction, recorded against scope note SN-02M. Duarte
Client project manager
09 Apr 2026
D-006Award SCADA package to Verrado ControlsQuote matched to purchase order PO-1184J. Feld
Commercial manager
21 Mar 2026
Each entry carries the rationale it was written with. Supporting drawings and correspondence attach to the project record.
Reporting week

The report should not be a second job on top of the project.

The status report in Completix is the live project record, not a document assembled from it. When you post a period it is frozen as a snapshot, so what the client saw in June stays exactly as it was in June while the project keeps moving.

Status report, Northline Water Treatment UpgradePeriod ending 30 June 2026AmberPosted 02 Jul
Monthly forecast against actualsForecastActuals
800K 600K 400K 200K Jan Feb Mar Apr May Jun
OverallAmberForecast 270,000 above approved fee, driven by the four week design extension and change order CO-07.
ScheduleDetailed design, 82 percent completeGate review scheduled, commercial sign off outstanding.
Open issues3 open, 1 raised this periodRebar delivery for pier 3 confirmed for 14 July.
Posting a period writes an immutable snapshot. The live record continues to update, previously posted periods do not change.
SchedulePhase and task planning with milestones, baselined against the schedule you committed to the client.
Subconsultants and suppliersTrack contracts and purchase orders, match quotes to invoices, and flag the packages that do not reconcile.
Project documentsDrawings, correspondence and deliverables held against the project they belong to, with the version history intact.
Warning CenterSurfaces projects drifting on cost or schedule so the portfolio review starts with the jobs that need a decision.
Next step

Bring one live job to the demo.

The fastest way to judge this is against a project you are already worried about. We will set it up the way your firm runs phases, and you can see whether the fee position looks the way you expect.

Direct implementation, no system integrator engagement required.