Completix

For PMO leaders

Stop assembling the portfolio. Start steering it.

Completix turns the PMO from a reporting function into the nerve center of delivery, so when leadership asks the hard question, you already have the answer.

Live in weeks, not quarters No system integrator required No credit card to start
app.completix.com/portfolio
Portfolio health · Q3 FY26Live
18
On track
4
At risk
2
Off track
ERP MigrationGate 3 · Executing
Data Lake Ph.2Gate 2 · At risk
Portal RebuildGate blocked
BI SuiteGate 1 · Initiated
Approved (BAC)$4.14M
Forecast (EAC)$4.02M
Variance+$120K
The shift

The most strategic function in the business, running on the least strategic tools.

The PMO is supposed to set direction. Most spend the week assembling it instead. Completix moves the PMO from administrator to advisor.

Where most PMOs areWhere Completix puts you
Status compiled by hand from a dozen project files→Portfolio status that is always current, on demand
Intake decided by whoever pushes hardest→Intake scored on value, risk and effort, then ranked
Each PM governs their projects their own way→One governance model enforced on every project
Overruns and conflicts found after they cascade→Triggers flag the problem while you can still act
The board deck is a multi-day fire drill→The board view is live and already built
What you are measured on

Six questions a PMO has to answer. Completix answers all six.

Every steering committee and board meeting comes down to these. Walk in with the answer instead of a promise to follow up.

01

"Which initiatives should we actually fund?"

Structured, scored intake ranks every request on value, risk, effort and ROI before a resource is committed.

Intake management
02

"Is every project being run the right way?"

One configurable stage-gate model is enforced on every project, so governance is not left to each PM.

Project governance
03

"Are we over-committed on people?"

Real-time capacity across every portfolio shows where teams tip into over-allocation before delivery slips.

Resource management
04

"Will we land on budget?"

Budget, forecast and actuals tracked live at project and portfolio level, with variance flagged automatically.

Financial management
05

"What is about to go wrong?"

A trigger-based warning engine fires the moment a threshold is crossed, giving you time to act, not just react.

Risk management
06

"What do I tell the board?"

Executive dashboards with RAG status, budget variance and milestones, boardroom-ready without manual assembly.

Executive dashboards
Question 02 · Governance

Every project, run the same right way.

Build the standard once, then let the platform hold it. Gates are mandatory, reviews are routed automatically, and nothing advances until it has cleared the checkpoint, regardless of who the PM is.

  • Configurable stage-gate workflows with mandatory checkpoints
  • Automated gate reviews and approval routing
  • Governance templates applied at project creation
  • Policy compliance checks and audit-ready records
  • Escalation paths triggered by RAG status or missed gates
Explore project governance →
✓
ClearedGate 1 · DiscoveryCharter and high-level schedule approved
✓
ClearedGate 2 · PlanningScope, budget and resourcing signed off
3
In reviewGate 3 · ExecutionBuild complete, UAT sign-off pending
!
BlockedGate 4 · DeploymentHeld until Gate 3 approval is recorded
5
UpcomingGate 5 · CloseoutBenefits captured and traced to closure
Questions 03 + 04 · Capacity and budget

Know your capacity and your spend before you commit.

See the gap between planned budgets and actual spend, and the line where teams tip into over-allocation, at portfolio level and not just project by project.

  • Budget, actuals and forecast tracked live at project and portfolio level
  • Automatic variance analysis with monthly breakdowns
  • Real-time capacity to spot over-allocation before delivery slips
  • Fiscal year controls and budget locking for financial discipline
  • Vendor cost tracking, quotes reconciled to invoices
Explore financial management →
Portfolio readout · FY26
Approved (BAC)$4.14M
Forecast (EAC)$4.02M
Spent to date$1.7M of $4.14M
Team utilization · Q3
John S.100%
David P.128%
Maria C.72%
Sandy B.94%
Question 05 · Risk

See the problem while you can still fix it.

Configurable triggers fire the moment a threshold is crossed across schedule, budget and RAID. Quiet risk becomes a flagged, owned item before it ever reaches the executive team as a surprise.

  • Trigger-based warning engine across schedule, budget and RAID
  • Severity precedence and escalation ladders applied automatically
  • RAID logs linked to the projects and milestones they affect
  • Thresholds you define, not generic defaults
Explore risk management →
Warning centerLive
Off track
ERP RolloutScheduled end 74 days late
At risk
Data Platform MigrationForecast 5% over approved budget
At risk
Biotech Onboarding6 tasks past their due date
At risk
Marketing LaunchMilestone 13 days behind baseline
Completix vs the field

PPM is not project tracking.

If you have outgrown a task tracker but cannot stomach a multi-quarter Planview rollout, Completix is built for exactly that gap.

PMO capabilityCompletixMonday / AsanaPlanview / Clarity
Stage-gate governance✓Configurable✗✓Heavyweight
Scored, routed intake✓Rule-based✗△Config-heavy
Executive portfolio dashboards✓Automated△Manual✓Complex setup
Resource capacity planning✓Real-time△Basic✓
Automated risk early-warning✓Trigger-based✗△Partial
Time to first valueDaysDaysMonths
Engagement modelDirect, no SIPer-seat creepSI + license heavy
✓ Full, native capability  Â·  â–³ Partial or paid add-on  Â·  ✗ Not available
Why Completix

Enterprise governance, without the enterprise rollout.

Built for organizations running complex portfolios, without the overhead and lock-in of legacy PPM incumbents.

Live in weeks, not quarters

No professional services engagement and no configuration sprint. Completix maps to your governance model out of the box and ships value in days.

Enterprise security and residency

Built on Azure with geo-zone deployment options for data residency requirements. SOC-grade security, always on.

Governance without the config tax

Standardize intake, approvals and audit trails in days. The model maps to real enterprise environments without a heavyweight build.

A team, not a ticket queue

Direct access to the people who build Completix means faster resolutions and a partner who understands your governance model.

Works with the stack your teams already use
Jira MS Project SharePoint OneDrive Google Drive Outlook Excel Word
Get started

Walk into the next board meeting with the answers already built.

Give your PMO the intake structure, governance and live visibility to steer the portfolio, not just report on it.

Contact us →
Live in weeks, not quarters No system integrator required No credit card to start