Financial Management

Financial management for project portfolios.

Set the fiscal-year budget. Lock the record. Defend every dollar in between.

Manage portfolio budgets, forecasts and actuals against a controlled fiscal-year baseline. Completix keeps financial decisions, variances and historical snapshots connected to the projects and portfolios they govern.

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Portfolio Financial Health Live · FY 2026

Locked as of Jun 30, 2026

Approved FY budget

$18.4M

EAC

$19.6M

Actuals to date

$11.3M

Variance (Budget − EAC)

−$1.2M

Actuals vs approved61% of budget

EAC vs approved107% of budget

Locked snapshots stay fixed even as live actuals keep moving forward.

The fiscal-year financial cycle

Six touchpoints. One continuous record.

Portfolio finance runs on a repeating cycle. Completix carries the same numbers through every stage, from budget to year-over-year comparison.

Set FY Budget

Allocate the year's approved capital across the portfolio.

Lock as of Date

Freeze the record for close, audit, or the board.

Forecast (EAC)

Rolling estimate at completion, recalculated as actuals land.

Track Actuals

Spend and commitments update live.

Surface Variance

Gaps against budget land in the Warning Center for review.

Compare Year-over-Year

Ground the next budget ask in real trend data.

Financial control for the people who make portfolio decisions

Portfolio Managers

See investment, forecast and actuals across the portfolio.

PMOs

Standardize financial baselines and identify emerging variance.

Project Managers

Manage project budgets and forecasts without a separate workbook.

Finance & Executives

Review controlled financial snapshots and see where investment is trending.

Budget & lock

Set the year's number. Lock it when it counts.

Completix lets you set a fiscal-year baseline for project budgets and lock the financial record as of any date, for period close, audit, or a board package. Locked snapshots stay fixed as a permanent, auditable historical record, even as live actuals keep moving forward.

Set fiscal-year budgets at portfolio, program, and project level from one place
Lock financials as of any date you choose, for period close, audit, or executive review
Locked snapshots stay fixed and auditable even as live actuals keep moving forward
Every lock is tied to who triggered it and when

Lock Financials

Lock as of Jun 30, 2026 Lock

Q2 Close

Locked Jun 30, 2026

$9.1M

Q1 Close

Locked Mar 31, 2026

$4.2M

FY2025 Year-End

Locked Dec 31, 2025

$16.9M

Locking freezes the financial record as of the chosen date. Live tracking continues underneath, unaffected.

Governance built into the spend, not bolted on

Funding sits at a gate. Variance sits in the open.

Budget is not just a number to report after the decision, it is part of the decision itself. Completix connects funding, portfolio prioritization, and stage-gate portfolio governance so the financial position is visible before and after an initiative is approved.

Gate 1 · Initiation

Passed Jan 2026

$1.2M

Released

Gate 2 · Planning

Passed Apr 2026

$2.8M

Released

Gate 3 · Execution

Review pending Sep 2026

$5.4M

In Review

Gate 4 · Go Live

Scheduled Q1 2027

$9.0M

Locked

Funding, governed by policy

Each gate is a review, and approval at every gate is governed by policy, with a full approval trail behind every release.

Variance, reviewed by a person

Gaps against budget surface in the Warning Center for human review. Nothing escalates automatically.

Forecast vs actuals

ActualsEAC

Portfolio · rolling estimate at completion · FY2026

EAC

$19.6M

Budget vs actual

$11.3M / $18.4M

At-risk initiatives

2 of 5

Forecast and actuals, in the same view

Know it's trending over before it's over.

Completix recalculates the estimate at completion as actuals land, so financial exposure surfaces while there is still time to act, not after close. Forecasts also move with changes in resource capacity, and financial performance can flow directly into portfolio reporting for the executive view.

Rolling EAC updates automatically as new actuals are recorded
See budget vs. actual side by side, from the full portfolio down to a single project
Initiatives trending past their locked budget surface early, not at close
Actuals stay live at all times, with no separate reporting step to run

Multi-year view

This year's numbers, next to last year's.

Year-over-year financial trends help ground the next funding and budget cycle in real data, rather than a guess.

Quarterly spend, FY2025 vs FY2026

FY2025FY2026

FY2026 spend to date

$11.3M

Same point, FY2025

$10.1M

Year-over-year change

+12%

Connected by design

Financial management does not sit in isolation.

Portfolio financials become more useful when they connect to the decisions around them. Completix connects investment to prioritization, capacity, governance and reporting, so financial performance is part of the portfolio record rather than another spreadsheet.

Portfolio management Resource capacity Scenario planning Project portfolio management

Common questions

Financial management, answered

What portfolio and finance teams usually ask before moving off spreadsheets.

Does locking a budget stop actuals from updating?

No. Locking financials as of a chosen date freezes a historical snapshot for close, audit, or a board package. Live tracking of actuals and forecast continues underneath, unaffected, so you always have both the point-in-time record and the current picture.

Does passing a stage gate automatically release funds?

No. Gate reviews are human decisions governed by policy. Approval at a gate does not automatically release or unlock funding, it records that the review has taken place and who approved it, with a full trail behind the decision.

What is the difference between the approved budget and the EAC?

The approved budget is the fiscal-year figure you set and can lock as of a date. The EAC, estimate at completion, is a rolling forecast that recalculates as new actuals land, so you can see whether an initiative is trending over budget while there is still time to act.

How are budget variances surfaced?

Gaps against budget appear in the Warning Center for human review. Nothing escalates or resolves automatically, variances are surfaced so a person can decide what happens next.

Can I compare spend across fiscal years?

Yes. Completix sets this year's quarterly spend next to last year's, so year-over-year trends can inform the next funding and budget cycle instead of starting from a guess.

Is financial management connected to portfolio prioritization?

Yes. Budget is treated as part of the decision, not just a report after it. Financial position connects to portfolio prioritization and stage-gate governance, so funding, ranking, and approval sit on the same record.

One fiscal-year record, from budget to board.

See how Completix carries portfolio financials from budget and funding through forecast, actuals, variance and historical snapshots.

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No spreadsheets required · See your portfolio finances live in under 30 minutes

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