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 when 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.

  • Record and score every request in one intake queue
  • Model who is already committed before you approve more work
  • Run teams with different methods inside one portfolio view
Intake queue
IT demand, current quarter
Reviewed at the portfolio board
All requestsAwaiting reviewApprovedOn hold
RequestRequested byTypeScoreStatus
CRM Replacement ProgramSales OperationsBusiness system87Approved
Data Center Exit, Phase 2InfrastructureMigration74Awaiting review
SSO and MFA RolloutInformation SecuritySecurity71Awaiting review
Partner API v2ProductSoftware66On hold
Warehouse Reporting RefreshFinanceAnalytics52On hold
14Open requests
5Awaiting review
3Approved this quarter
2On hold
Intake logCRM Replacement Program
Need more infoJ. Park, 9 Jul
ApprovedD. Okafor, 14 Jul
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, and every approve, reject, or need-more-info action is logged with who took it.

02

Prioritize

Score each request against your own criteria with portfolio prioritization, so the board starts from a shared number.

03

Commit

Approvers named by your policy decide what gets funded. Before they do, you can model the demand against your people as a what-if.

04

Deliver

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

05

Govern

Stage gates are project reviews. Each one ends in Approve, Reject, or Need more info, given by a named person and recorded.

06

Report

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

Four ways an IT portfolio goes wrong quietly

None of these show up as an outage. They show up as a slipped quarter, and by then the people involved have moved on to the next urgent request.

Who actually approved this?

Approvals live in email threads. When an auditor or a new sponsor asks, nobody can show who decided what, or when.

See how intake logs every action

The same architect is on two programs

Each program manager plans around the same few specialists, and the clash surfaces in the month it hurts.

See capacity before commitment

Status says green, the numbers say otherwise

A hand-built weekly deck reflects what its author remembered to check, not what the project holds.

See reporting that holds

The invoice is not what was quoted

Vendor paperwork sits in folders and inboxes, so the gap is found after the money has moved.

See the money view
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
  • Model the demand for work you have not approved with what-if scenarios, shown as modeled until you apply them
  • Over-allocation can raise a flag in the Warning Center when a trigger you set fires, and a person decides what happens next
Resource allocationCommitted projects plus one modeled scenario
1 modeled
PersonAugSepOct
A. WhitfieldSolution Architect85%135%115%
P. NadeauLead Developer90%108%70%
S. IqbalIntegration Engineer60%85%90%
M. OkonjoData Engineer45%55%80%
CommittedModeled
What-if: Data Center Exit, Phase 2Modeled

A. Whitfield: 90% committed plus 45% modeled is 135% in September. Nothing is committed until the scenario is applied.

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

Completix is methodology agnostic. Governance sits above delivery, so teams that work differently can report into the same portfolio without changing how they work.

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 stage gate is a project review that ends in one of three outcomes, given by a named person and recorded. Nothing is approved by the system.

ApproveRejectNeed more info

One rollup

Schedule, budget, RAID, and status roll up the same way whatever the delivery method underneath, so the portfolio 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 ProgramBudget
TotalCurrent FY
Approved (BAC)1,850,000
Forecast1,910,000
EAC1,932,000
Variance-82,000
Actuals vs BAC62%
EAC vs BAC104%
Monthly forecast vs actuals
ForecastActuals

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 recorded against them. When the estimate 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 a side by side view and flags to help you match them. Invoice approval stays in your own financial system.
  • A cost counts toward the budget once you mark it to, so actuals only move on a deliberate action
  • Lock financials as of a date, with the right permission, to give you a fixed point to compare later periods 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
  • Risks, actions, issues, and decisions kept in the RAID logs, each entry with an owner and a change history of who changed what and when
Status reportCRM Replacement Program
Live
OverallRed
ScheduleAmber
BudgetRed
Summary

Data migration testing is running two weeks behind the baseline after a second extract cycle was added. Estimate at completion 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

IT project management software, common questions

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.

Yes. Completix is methodology agnostic. Each project uses the methodology and stage structure that suits it, so teams that plan with schedules and teams that work in iterations can report into the same portfolio. Governance and reporting sit above delivery, so leadership gets one consistent view regardless of how each team chooses to execute.

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. Intake requests do not carry resource demand, but you can model the demand for work you have not approved as a what-if, clearly marked as modeled, before anyone is committed.

A stage gate is a review, not an automated checkpoint. It ends in Approve, Reject, or Need more info, given by a named person and recorded. Gates are a project review and carry no financial link, so funding decisions are made at intake approval, by the approvers your policy names. Nothing is approved, escalated, or released by the system on its own.

Yes. Each project carries approved budget, forecast, estimate at completion, and variance, with actuals recorded against them. Vendor quotes and invoices are recorded on the project, with a side by side view and flags to help you match them. A cost counts toward the budget once you mark it to, and invoice approval itself stays in your own financial system.

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 each keeps a change history of who changed what and when. Because the logs live in the project itself, architecture calls and change approvals are not lost in meeting notes.

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.

Yes, that is the primary use case. Portfolio health, resource position, and budget position are visible without asking project managers to compile weekly reports in different formats, and intake management gives the PMO one place to collect and approve demand before commitments are made. The PMO overview shows how the pieces fit together.

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.