Completix

IT Project Management Software

Every request looks urgent. Capacity decides which ones are real.

Completix is project portfolio management software built for IT and software organizations. IT portfolios do not fail at the code. They fail at the point where more work is committed than the team can absorb, and nobody has the evidence to say so in the room where the decision gets made.

  • Score and rank incoming demand in one intake queue
  • See who is already committed before you commit them again
  • Run agile, waterfall, and hybrid teams inside one portfolio view
Intake queue
IT demand, current quarter
Ranked by score, reviewed at the portfolio board
All requestsAwaiting reviewApprovedOn hold
RequestRequested byTypeScoreStatus
CRM Replacement ProgramSales OperationsBusiness system87Approved
Data Center Exit, Phase 2InfrastructureMigration74In review
SSO and MFA RolloutInformation SecuritySecurity71In review
Partner API v2ProductSoftware66Queued
Warehouse Reporting RefreshFinanceAnalytics52Queued
14Open requests
5Awaiting review
3Approved this quarter
2Held for capacity
How the work moves

How IT project portfolio management works in Completix, from intake to reporting

The IT portfolio is a pipeline, not a list. Completix holds every stage of that pipeline in one place, so the trade-off you made in March is still visible in September.

01

Intake

Requests arrive through one demand and intake management form with the fields you need, not five inboxes and a spreadsheet.

02

Prioritize

Score demand against your own criteria and rank it with portfolio prioritization, so the board argues about the ranking, not the data.

03

Commit

Approve against real capacity and a real project budget, with the people you are spending named individually.

04

Deliver

Each team keeps its own method. Schedules, RAID logs, and expenses roll up the same way regardless.

05

Govern

Stage gates are reviews. Approval is routed by your policy and given by named people, never by the system.

06

Report

Status is live in the platform. Posting a period freezes that view as a snapshot nobody can rewrite later.

Who it is for

Built for every IT and software delivery context

Whether you run a central IT PMO, a product engineering group, an infrastructure function, or a client delivery business, the tooling and vocabulary change but the underlying problem does not. Too much demand, too few of the right people, and no single place where the trade-offs are recorded.

IT PMOs

Portfolio governance, intake prioritization, and executive reporting across a large concurrent project portfolio.

  • One intake process for every request that reaches IT
  • Portfolio health and spend in one executive dashboard
  • Consistent governance across teams that deliver differently

Software development

Multi-team delivery coordination, release planning, and the link between sprint level work and portfolio level funding.

  • Sprint teams reporting into the same portfolio as everyone else
  • Cross-team dependencies recorded rather than remembered
  • Scope changes captured as decisions with an owner and a date

Infrastructure and operations

Cloud migrations, data center exits, and platform rollouts where third parties hold critical path work.

  • Vendor deliverables tracked against the project record
  • Change windows planned against the same resource pool
  • Risks and issues owned in the project, not in a side spreadsheet

Managed services and consulting

Client delivery across many concurrent engagements, where utilization and commitments decide the margin.

  • Consultant allocation visible across every client account
  • Engagement budgets, forecasts, and actuals in one place
  • Client reporting produced from the project, not rebuilt each week

Digital transformation programs

Multi-year, multi-workstream programs with an executive sponsor who wants a straight answer every month.

  • Workstream dependencies visible at program level
  • What-if scenarios before funding is committed
  • Gate reviews with a documented approval trail

Security and compliance programs

Remediation and control work that has to be evidenced later, often to somebody outside the organization.

  • Remediation actions with named owners and due dates
  • Evidence captured as the work happens, not reassembled after
  • Posted status periods held as a fixed historical record
Capacity before commitment

The architect everyone needs is already spoken for

In IT the constraint is rarely money, it is four or five named specialists that every program depends on. Completix tracks resource allocation per individual person, not per role type, so a conflict shows up while you can still do something about it.

  • Allocation by person and by month across every active project, with what-if scenarios for the commitments you have not made yet
  • Overallocation visible against the intake queue, so approvals happen with the number in front of you
  • Variance surfaces in the Warning Center, and a person decides what happens next
Resource allocationAll active projects, next three months
1 conflict
PersonRoleAugSepOct
A. WhitfieldSolution Architect100%135%120%
P. NadeauLead Developer90%95%70%
S. IqbalIntegration Engineer60%85%90%
M. OkonjoData Engineer45%55%80%
R. LindqvistBusiness Analyst75%65%50%
A. Whitfield is committed to CRM Replacement and Data Center Exit in the same window.
Mixed delivery, one portfolio

Your teams do not deliver the same way, and they should not have to

Completix is methodology agnostic. Governance sits above delivery, so a sprint team and an infrastructure program can report into the same portfolio without either one changing how it works.

Method per project

Choose the methodology and stage structure that fits each piece of work. The portfolio does not force one shape onto every team.

Gates are reviews

A gate is a review with approval routed by your policy and given by named people. Nothing is approved by the system, and funding decisions are made at the gate, by humans.

One rollup

Schedule, budget, RAID, and status roll up consistently whatever the delivery method underneath, so the portfolio view compares like with like.

On integrations: Completix supports custom integrations with the systems you already run. Scope is assessed during discovery and delivered as part of a services engagement, rather than assumed to work out of a connector list.

CRM Replacement ProgramTotal budget, financial year to date
Approved1,850,000
Forecast1,910,000
EAC1,932,000
Variance-82,000
Approved budget1,850,000
Forecast to complete1,910,000
Estimate at completion1,932,000
Actuals posted to date1,144,000
Monthly forecast and actuals
ForecastActuals
Where the money actually went

IT budget management: a program goes over quietly, one approved change at a time

Approved, forecast, and estimate at completion sit on the same card, with actuals posted against them. When forecast pulls away from approved, you can see it in the month it happens instead of in the year end review.

  • Vendor quotes and invoices recorded against the project, with the variance shown at the point of review
  • Costs count toward the budget when you post them, so actuals only move on a deliberate action
  • Budget snapshots taken when you choose, giving a fixed point to compare the next period against
Reporting up

Project reporting for IT leadership, without waiting until Friday

Status reporting in Completix is live and current, assembled from the project itself rather than typed into a deck. When a reporting period closes, posting it creates a snapshot of exactly what was true that week, and that snapshot does not change afterwards.

  • One current view of every project, rolled into executive dashboards without collecting weekly emails in five formats
  • Posted periods held as a fixed record, so you can show what was reported and when
  • Decisions kept in the RAID log with an owner, a date, and the reasoning behind them
Status reportCRM Replacement Program
Live
OverallAmber
ScheduleAmber
BudgetRed
ScopeGreen
Summary

Data migration testing is running two weeks behind the baseline after a second extract cycle was added. Forecast now exceeds approved budget by 82,000, driven by additional integration effort. A change request covering the extra scope is with the sponsor for review.

Posted periods
Week ending 18 JulySnapshot
Week ending 11 JulySnapshot
Week ending 4 JulySnapshot
What comes with it

Key PPM features for IT and software teams

Every project carries the same working parts, so nothing lives in a side spreadsheet that only one person maintains.

Schedules

Task structure, dependencies, and baselines for teams that plan that way, alongside teams that do not.

RAID logs

Risks, actions, issues, and decisions, each as its own log, every entry owned and dated.

Warning Center

Variance across the portfolio surfaced in one view. It tells you where to look, you decide what to do.

Vendor and expense records

Quotes and invoices held against the project, with the difference between them visible before you approve.

Document repository

Architecture decisions, contracts, and sign offs attached to the project they belong to.

Executive dashboards

Portfolio health, spend, and delivery position in one screen for the people who only get ten minutes.

Common questions

IT project management software, answered

The questions IT and software buyers ask most often before booking time with us. If yours is not here, ask it directly and we will answer it in writing.

Ask a question

What is IT project management software?

IT project management software gives an IT organization one place to record incoming demand, decide what to fund, plan the people who will do the work, and report on delivery. Completix goes a step further into project portfolio management, connecting strategy, prioritization, funding, governance, and delivery rather than tracking tasks alone.

Does Completix work for both agile and waterfall IT delivery?

Yes. Completix is methodology agnostic. Sprint based teams, traditional waterfall projects, and hybrid delivery all sit inside the same portfolio, and each project uses the methodology and stage structure that suits it. Governance and reporting sit above delivery, so leadership gets one consistent view regardless of how each team chooses to execute.

How does Completix handle resource management across concurrent projects?

Resource allocation is visible at project and portfolio level, tracked against named individuals rather than role types. You can see who is committed to what, at what percentage, across all active work, and overallocation is visible before a new commitment is approved. That capacity picture is available at the point you review incoming demand.

How do stage gates and approvals work?

A gate is a review, not an automated checkpoint. Approval is routed according to your governance policy and given by named people, and the decision is recorded with its rationale. Funding decisions are made at the gate by the people accountable for them. Nothing is approved, escalated, or released by the system on its own.

Can Completix track IT project budgets and vendor spend?

Yes. Each project carries approved budget, forecast, estimate at completion, and variance, with actuals posted against them. Vendor quotes and invoices are recorded on the project and the difference between them is visible at the point of review. Costs count toward the budget when you post them, so actuals only move on a deliberate action.

How does the RAID log work for IT projects?

Risks, actions, issues, and decisions are held as four separate logs inside the project and viewed one at a time. Every entry has an owner and a status, and decisions carry the approver and the reasoning behind them. The RAID log lives in the project itself, so architecture calls and change approvals are not lost in meeting notes.

Can Completix integrate with our development and operations tooling?

Completix supports custom integrations with the systems you already run. Integration scope is assessed during discovery and delivered as part of a services engagement by the product team, rather than assumed to work from a standard connector list. Microsoft Project plans can be imported and exported as MPP files.

Is Completix suitable for an IT PMO managing a large portfolio?

Yes, that is the primary use case. Portfolio health, resource position, budget position, and strategic alignment are visible without asking project managers to compile weekly reports in different formats, and intake management gives the PMO a structured way to evaluate and rank demand before commitments are made. See the PMO overview for how the pieces fit together.

How long does implementation take?

Most teams are working in the platform within days of starting onboarding, because Completix is delivered directly by the product team rather than through a reseller or system integrator. Larger deployments involving single sign on or custom integrations are scoped during discovery and measured in weeks rather than quarters.

Get started

See it against your own portfolio

Bring a live program and a week of real demand. We will walk through intake, capacity, and the portfolio view with your numbers rather than a sample dataset.

Deployed directly by Completix, with no system integrator required.