Completix

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PMO software

Stop assembling the portfolio.
Start steering it.

Completix keeps strategy, funding, capacity and delivery on one set of live data, so your PMO decides what gets done and leadership sees the portfolio as it stands today, without anyone rebuilding it by hand.

Schedule your free demo → Contact us
Live in weeks, not quarters
No system integrator required
Portfolios  /  Enterprise portfolio Search projectsJL
Project list
FY26 · 5 active projects
Status: AllStage: All
Project status
On Track 2At Risk 2Off Track 1
EAC vs BAC
$4.26Mof $4.14M103%
ProjectEAC vs BACStatus
RFERP ModernizationGate 3 · Execution$1.92M$1.80MAt Risk
MKCustomer Portal RefreshGate 3 · Execution$880K$900KAt Risk
SNData Lake Phase 2Gate 2 · Planning$760K$760KOn Track
AGRegional Data MigrationGate 3 · Execution$328K$300KOff Track
TBVendor Onboarding ToolGate 4 · Closing$372K$380KOn Track
Showing 5 of 5·Live data
Capacity vs demand
Delivery team · Jul to Dec
Over in Oct, Nov
JulAugSepOctNovDec
DemandOver capacityCapacity
Projects  /  ERP Modernization
RF
ERP Modernization
PM R. FontanaFrom intake REQ-0248
At Risk
OverviewBudgetScheduleResourcesRAID
Viewing: every field
Objective
Digital transformation
Linked from portfolio strategy
FY26 strategic objective
Approval
Executive Committee
Approved per policy
EVCFLM3 of 3 approved
Budget
$1.92MEAC of $1.80M approved
Actuals vs BAC52%
EAC vs BAC107%
Stage gate
G1G2G3G4
Gate 3, Execution
Review pendingTo-dos 2 of 3
Resource demand
DP
D. Park
Week of Oct 27, across active projects
ERP Modernization 70%Customer Portal Refresh 50%Over 100%
120%allocated
Live project data
Intake log · REQ-0248
Submitted by R. Fontana · Aug 18
Need more info from Finance · Aug 22
Approved by Executive Committee · Sep 4

One record answers the board, finance and delivery.

Completix keeps the intake approval, the budget, the gate review and the resource demand on the same project record, so every audience reads the same facts instead of a version built for them.

Objectives from portfolio strategy sit on the record too, which is what makes project portfolio management a view of one set of data, not a reconciliation of several.

Pick an audience to see what it reads
BoardObjective, approval, budget and the gate
FinanceApproval, budget and EAC
DeliveryThe gate and the resource demand
For executives

Give executives the portfolio without asking for a report

Executive dashboards draw from the same live project data as everything else, so the Executive Committee sees current status and budget without the PMO rebuilding a deck first.

When a point-in-time record is needed, the project manager posts a status report. The live view comes first, and once a report is posted it is kept as a snapshot that does not change, so what leadership saw on a given date stays what leadership saw.

  • Dashboards built from current project data
  • Posted status reports kept as unchanging snapshots
  • Portfolio reporting without a manual rebuild
Explore executive dashboards → Status reports → Portfolio reporting →
Status report · ERP Modernization
Reporting period: September
Posted
RFPosted by R. Fontana · Sep 26At Risk
Project rating
ScheduleOn Track
BudgetAt Risk
ResourcesAt Risk
Budget
$1.92MEAC of $1.80M approved
Actuals vs BAC52%
EAC vs BAC107%
Milestones
Build completeSep 19
Gate 3 reviewOct 15
Go-liveDec 8
Summary
Build complete, sign-off pending the Gate 3 review
Forecast rose on added integration work
Resource conflict raised with the PMO for the week of Oct 27
Report historySep 26Aug 29Jul 31
Snapshot kept
Posted report
Fixed, Sep 26
Live view
Keeps updating
For finance

Put the funding decision and the forecast on the same record

Funding decisions sit at intake approval. A request carries its budget, the approvers come from your policy, and every action on it, approve, reject, need more info, is logged with who and when. Projects are created from intake requests, not entered by hand, so that approval is the way into the portfolio.

From there EAC is calculated automatically and changes to resource allocation move the forecast. Budgets are set per fiscal year at portfolio and line-of-business level, and locking needs lock permission. Releasing funds still follows the approval process your organization already uses.

Explore financial management → Intake management → Project budget →
  1. 1Intake requestCarries its budget
  2. 2Approval per policyApprovers named by policy, every action logged with who and when
  3. 3Project created from the requestNever entered manually
  4. 4Forecast and EAC on the projectEAC calculated automatically, locking needs lock permission
Total BudgetTotalCurrent FY
Approved (BAC)
$4.14M
Forecast
$2.29M
EAC
$4.26M
Variance
-$120K
Actuals vs BAC48%
EAC vs BAC103%
Monthly forecast vs actuals
ActualsForecast
JanFebMarAprMayJunJulAugSepOctNovDec
For the PMO

Know when a project crosses your threshold, not when the steering meeting starts

The Warning Center evaluates your triggers on every data change. Triggers are built on hard numbers and dates, such as budget, schedule and resource allocation, and anything that crosses one is surfaced for review.

Your team decides what to do about each item. Nothing is escalated or resolved automatically, so a warning stays what it should be, a prompt for a conversation between the PM and the PMO.

Risks, actions, issues and decisions are tracked in four separate RAID logs, each with a change history of who changed what and when.

Explore risk management → RAID management →
Warning Center
4 items for review
1Off Track3At Risk
Regional Data Migration
EAC over approved budget
+9%Off Track
ERP Modernization
EAC over approved budget
+7%At Risk
Customer Portal Refresh
Finish past target date
+6 daysAt Risk
D. Park
Week of Oct 27
120%At Risk
Evaluated on every data change
Budget triggerOff Track
Regional Data Migration
Surfaced Oct 24 for review
+9%EAC over approved budget
Approved $300KEAC $328K
Where it sits against your thresholds
Now +9%
0%5%At Risk8%Off Track12%
Thresholds set by your PMO
AGJLPM and PMOdecide the next stepAwaiting review
DP
Oct 13Oct 20Oct 27Nov 3ModeledNov 10Modeled
Mon94%104%118%106%96%
Tue98%108%120%109%98%
Wed96%106%116%104%94%
Thu92%102%112%102%92%
Fri80%90%98%90%82%
NormalModerate over-allocationHigh over-allocationModeled
What-if, not applied
Hatched cells are modeled values from a scenario. Color still shows severity.
For project and resource managers

Deliver against one standard and see who is actually booked

Every project runs through the same stage-gate model, configured once by the PMO. Each gate is a review with to-dos, approval is recorded against your policy, and the decision history stays on the project. The PM does not have to invent a governance process, and the PMO does not have to chase one.

Resource managers see allocation across every active project in one heatmap, with over-allocation in color, so two projects booking the same person show up well before week six. Scenario planning models a shift in priority or timeline and shows the capacity impact before anything is applied.

Explore portfolio governance → Resource capacity planning → Scenario planning →

Portfolio control for the way your industry works

Every industry has its own version of the same problem, from grant cycles to plant capital to regulatory change. See how PMOs in each one run their portfolio on Completix.

See the full PPM platform →
Defense programsMulti-year programs governed stage by stage. Education institutionsGrant and term cycles, shared staff across initiatives. Engineering and capital-intensive programsSpecialist capacity shared across large programs. Financial servicesRegulatory change and risk posture across the portfolio. Government and public sectorApproval history attached to every request and project. IT project and portfolio teamsIT demand, capacity and delivery in one portfolio. Manufacturing capital projectsPlant projects competing for the same people. Marketing and creative teamsCampaign demand and creative capacity, planned together. Professional services delivery teamsClient delivery work running on shared teams.

PMO software, common questions

What is PMO software?

PMO software is the system a project management office uses to run the portfolio: which requests come in, what gets approved, whether the organization has the capacity to deliver, how projects are governed, and what leadership sees. Completix keeps those decisions on one set of live data instead of a dozen spreadsheets.

It does not decide, people do. Requests go through an approval policy your PMO configures, with rules that can combine AND and OR conditions on any intake field and several approvers who approve in parallel. Every action is logged with who and when. A project can only be created from an intake request, so that approval is the way into the portfolio.

No. Stage gates are project reviews with to-dos, and approval is recorded against your policy. The funding decision sits at intake approval, and releasing funds still follows the approval process your organization already uses.

No. It evaluates your triggers on every data change and surfaces anything that crosses a threshold, such as budget, schedule or resource over-allocation, for human review. It never escalates or resolves anything automatically.

Completix is built so a PMO can configure it without a system integrator. See how implementation works on the services page.

Many PMOs end up choosing between a lightweight task tool that cannot govern a real portfolio and a heavyweight suite that takes a quarter of configuration. Completix is built to sit between the two. Compare the leading PPM tools for a side by side view.

Turn your PMO into the system that connects strategy to delivery.

See what is being proposed, decide what matters, understand what it will take to deliver, govern execution and give leadership a current view of portfolio performance.

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