Completix gives plant and corporate PMOs one place to rank capital requests, see which named engineers are committed to what, hold gate reviews on the record, and keep CAPEX forecasts honest between now and commissioning.
| Resource | W40 | W41 | W42 | W43 |
|---|---|---|---|---|
| D. FontaineControls engineer | 130% | 130% | 95% | 80% |
| M. RuizProcess engineer | 70% | 90% | 115% | 115% |
| A. BergeronMechanical lead | 60% | 60% | 75% | 90% |
| S. OkaforMaintenance planner | 95% | 120% | 120% | 65% |
A packaging line upgrade rarely goes wrong during construction. It goes wrong when the business case is ranked on the loudest voice, when the gate review happens in a meeting nobody minuted, when the long lead order slips two weeks and the shutdown window is already booked. Completix holds the whole run in one system so the handoffs are visible.
The same platform carries plant upgrades, line expansions, obsolescence work, process improvement and new product development, from first request through to handover to operations. Plant PMOs, corporate capital committees and project managers work off one project portfolio management record rather than a set of site spreadsheets that only reconcile once a quarter.
Capital requests arrive on one form from every plant, with the sponsor, plant, requested envelope and driver captured the same way.
Requests are scored against your criteria and ranked in one queue, so the plant that shouts loudest does not automatically win.
A review at each gate, run under your policy. People approve, defer or reject, and the decision is recorded with the reviewer and date.
Long lead orders, FAT dates and vendor deliverables sit on the schedule with owners, next to the milestones that depend on them.
Forecast against approved budget, RAID kept per project, and variance surfaced in the Warning Center for the team to act on.
Posted periods, the decision log and the change record stay intact after handover to operations, so nothing has to be reconstructed.
Every stage in the strip is a place work actually sits in Completix. Nothing here is a roadmap item.
Most multi plant capital planning is a set of competing spreadsheets and a long meeting. Completix takes every request through one intake form and one scoring model, so the ranking you present to the capital committee can be explained line by line.
| Request | Plant | Capital | Score | Status |
|---|---|---|---|---|
| Line 4 packaging upgradeCAP-2214 | Rivard | 4,200,000 | 86 | Approved |
| Compressed air replacementCAP-2231 | Rivard | 1,150,000 | 74 | In review |
| Palletizer retrofitCAP-2240 | Selby | 860,000 | 69 | In review |
| Warehouse racking extensionCAP-2252 | Delmar | 620,000 | 51 | Deferred |
There is a version of this software category that claims the system enforces the gate. It does not, anywhere, and a plant that has lived through a real commissioning knows it. What matters is that the review happened, that the funding decision was taken there rather than drifting, and that six months later you can show who approved what and on what basis.
Approval is governed by your policy. Who may approve which gate, at which value, is a rule you set. Completix routes the review and holds the outcome, it does not decide it.
The funding decision sits at the gate. Money is not released by the system on a schedule. The committee commits the next tranche in the review, and that commitment is what the budget then reflects.
Variance does not live in the gate. Cost and schedule movement between gates surfaces in the Warning Center, where the project team sees it and decides what to do. The gate is where the decision is booked, not where the alarm goes off.
The trail is continuous. Gate outcomes, decision log entries and posted budget periods stay attached to the project after handover, so an internal audit or a customer dispute is a lookup rather than a reconstruction.
| Gate | Date | Reviewer | Outcome |
|---|---|---|---|
| G0 Concept | 14 Nov 2025 | Capital committee | Approved |
| G1 Business case | 22 Jan 2026 | P. Halvorsen, VP Ops | Approved |
| G2 Design freeze | 09 Apr 2026 | Capital committee | Approved with conditions |
| G3 Readiness | Scheduled 02 Oct 2026 | Capital committee | Not yet held |
A fabrication date that moves in September is a manageable conversation. The same movement discovered in the last week of October is a lost shutdown window and a year of waiting for the next one. Completix keeps the vendor milestones on the same schedule as the work that depends on them, so the compression is visible the day it happens.
Capital plans are approved project by project and staffed by the same twenty people. Because Completix holds allocation against individual users rather than role types, the double commitment is visible before the shutdown is booked, with a name and a week attached to it.
Capacity is tracked per individual user. A plan that works at role level and fails at person level fails on site, so the person level is where the check happens.
Commitments are visible across every active project a person touches, including maintenance and obsolescence work running alongside the capital program. See resource and capacity planning.
Seeing the clash in September is a scheduling decision. Seeing it in November is a shutdown you cannot use and a wait for the next one.
CAPEX erosion is rarely one bad decision. It is a series of small absorptions that nobody netted off, discovered at close when the margin is already spent. Completix keeps approved, forecast and actual on one card and keeps vendor commitments next to them, so the gap is a number somebody owns rather than a surprise.
Every capability below is a working part of the platform, used the same way whether the initiative is a plant upgrade, a line expansion, an obsolescence replacement or a new product introduction. Implementation and configuration come from the product team directly, not from a reseller or a systems integrator.
One request form for every site, capturing sponsor, plant, driver and requested envelope so proposals arrive comparable rather than in nine formats.
Intake managementScoring criteria you define, applied to every capital request, so the annual plan can be defended line by line in front of the capital committee.
Portfolio prioritizationGate reviews run under your approval policy, with the outcome, the reviewer and the date recorded so the trail survives a role change or an audit.
Project governanceAllocation held against named individuals across every plant and project, so contention shows up with a person and a week attached to it.
Resource managementApproved, forecast, estimate at completion and variance on one card, with multi year comparison and posted periods that hold their values.
Financial managementQuotes, purchase orders and invoices matched per supplier, so equipment commitments and what has actually been billed stay reconciled.
Vendor managementModel an alternative sequence or funding split before committing, so a deferred project is a considered trade off rather than a late surprise.
Scenario planningPortfolio health, budget position and risk exposure across sites in one live view, so steering packs are read rather than assembled.
Executive dashboardsDrawings, specifications, permits and vendor documentation held against the project they belong to, not scattered across shared drives.
Document managementAnswers written to match what the product does today. If something here would change how you evaluate, ask us to show it in the demo rather than take it on the page.
Yes. Capital projects, plant upgrades, obsolescence replacements, process improvement work and NPD initiatives all sit in the same portfolio, with the same intake, scoring, gate structure and financial model. Project managers work inside individual projects while plant and corporate leadership see aggregated health across the portfolio, including projects running at other sites that draw on the same people.
Yes, with an important distinction. Completix structures the gates, routes the review and records the outcome, the reviewer and the date. It does not enforce approval or decide it. Who may approve which gate, and at what value, is a policy you set and people apply. Funding decisions are taken at the gate by the people accountable for them, and money is never released automatically by the system. That is a deliberate design choice, and it is what makes the record defensible later. See project governance.
Allocation is held against named individuals rather than role types, across every active project. When a controls engineer is committed at 60 percent to one project, 40 percent to another and 30 percent to maintenance work, the total shows as 130 percent for those weeks and the over allocation surfaces in the Warning Center. Completix shows the conflict and who owns it. Resequencing, backfilling or deferring is a decision your PMO makes. See resource and capacity planning.
Yes. Fabrication windows, factory acceptance test dates, delivery and installation sit on the same project schedule as the work that depends on them, so a supplier date moving right compresses the visible float immediately rather than at the next monthly review. Quotes, purchase orders and invoices are matched per supplier in vendor management, so committed spend and billed spend stay reconciled against the CAPEX envelope.
No, and we would rather say so plainly than imply otherwise. Cost and schedule variance is surfaced in the Warning Center for the project team and the PMO to review. There is no automatic escalation chain, no automatic reforecast and no automatic funding action. The product makes the problem visible early and attributable to an owner. What happens next is a human decision. See risk and warning management.
Yes. Executive dashboards aggregate budget position, schedule performance, risk exposure and resource commitment across every active project, and can be viewed per plant or across the whole portfolio. Status reports read live rather than being assembled the night before a steering meeting, and posting a period captures an immutable snapshot so month on month movement can be explained afterwards.
Approved budget, forecast, estimate at completion and variance are held together at project level and roll up to the portfolio view, with multi year comparison for capital programs that cross fiscal years. You can lock a budget as of a date, and posting a period captures values that do not change afterwards. Variance surfaces at project level and rolls up, so a plant level overrun is visible in the corporate picture without anyone re-keying it. See financial management.
Implementation and configuration come from the Completix product team directly, not from a reseller or a systems integrator, which is the main reason our deployments do not run like an enterprise PPM rollout. Existing project data can be imported, and Microsoft Project files can be imported and exported as MPP. Timelines depend on how much of your gate model and scoring you want configured up front, so we scope it against your actual capital process rather than quoting a number here. Talk to us about scope.
The capital lifecycle described on this page is the same one that runs under a defense program, a utility renewal plan or a university capital envelope. What changes is the constraint the portfolio is judged against, so each industry page is written for that buyer.
Completix is strategic portfolio management without enterprise implementation overhead, and the fastest way to judge that is with your own work. Pick the project with the contested resource, the moved FAT date and the forecast nobody wants to present. We will walk it through intake, gate review, schedule and budget in a live session and you can judge whether the structure holds.