Completix

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Portfolio Prioritization

Portfolio Prioritization - Completix
Portfolio Prioritization

Score every project the same way.

Set the criteria that matter, weight them the way your organization actually weighs decisions, and score each one by hand. Completix adds it up. The same scoring fields work on an intake request, a project, or a portfolio.

Live in weeks, not quarters No system integrator required
Scoring4 criteria
ERP Upgrade
Strategic fit 35% Risk 25% Cost 20% Resource 20%
Strategic fit35%
8 / 10
28.0
Risk-adjusted value25%
8 / 10
20.0
Cost efficiency20%
9 / 10
18.0
Resource fit20%
7 / 10
14.0
80
Total scoreAuto-calculated Reviewed at the gate
What you are judged on

Six questions a prioritization decision has to survive.

This is what a PMO leader gets asked when the funding list is challenged, in the room, by the people whose projects did not make the cut.

Can I score every project the same way?

The same set of criteria, applied to every request, not a different judgment call each time.

Are the weights ours to set?

Strategic fit can matter more than cost, or the reverse, depending on what your leadership actually values.

Is the math done for me?

People enter the judgment, Completix adds it up, so no one is tallying scores by hand before a review.

Does priority stay current as things change?

Scope, risk, and cost move. A project's score should be able to move with them, not stay frozen from the day it was approved.

Can everyone work from the same basis?

When a project is challenged, the score behind it should be something the whole room already agreed to, not something built to defend it after the fact.

When the question is bigger, is there a next step?

Some decisions need more than a score, a resource, budget, or schedule change modeled before you commit.

Why prioritization matters

Capital follows strategy, not whoever pushes hardest.

When every request competes for the same limited budget, the projects that win are too often the ones with the most political capital, not the most strategic value. A consistent standard changes what that competition rewards.

Same bar, every request

No department, sponsor, or long-running project is graded on a curve. Everything answers to the same criteria.

Trade-offs surface early

You see what is competing for capacity before the budget runs out, not after commitments are already made.

Strategy breaks the tie

When two requests look similar on paper, the criteria tied to your strategy decide which one moves first.

Priority is not permanent

A project earns its place. It doesn't keep it by default.

Scope grows. Risk shows up. Markets shift. A request that scored well at intake can look very different a year in, and a portfolio that never revisits the question ends up funding momentum instead of strategy.

  • Re-score when something changes

    Scope, risk, or cost moving enough to change where a project stands is reason enough to score it again.

  • Sunk cost stops being the argument

    A lower score after a rescore is a legitimate reason to revisit funding, not a reason to look away.

ERP Upgrade, rescored
Scored at kickoff
Original scope82
-21 points
Rescored after scope change
Expanded scope, added risk61
Flagged for review
Quarterly portfolio review6 requests scored
ProjectSponsorScore
ERP UpgradeM. Reyes80
Data Platform ModernizationS. Whitfield77
Customer Portal RefreshJ. Okoro71
Compliance Audit PrepD. Larsen68
Mobile App RelaunchP. Han54
SAP Activate RolloutR. Novak49
One shared basis

The debate moves from opinions to evidence.

When budget is finite, someone's request does not get funded. That conversation goes differently when everyone in the room is looking at the same score, built from criteria the group agreed to in advance, instead of relitigating each project's case from scratch.

  • Same criteria, same conversation

    Every sponsor defending a request is arguing against the same yardstick, not a different story each time.

  • A defensible answer, not just a decision

    When a request doesn't make the cut, the score is the reason, and it's one you can show, not just tell.

When the question is bigger

Some calls need a model, not just a score.

A score tells you how a project compares. It will not tell you what happens to capacity if you fund four of these instead of three. For that, build a modeling project, load the resources, budget, and schedule you are considering, and apply it to see the impact before you commit anything for real.

  • Nothing real moves until you apply it

    A modeling project stays separate from live data until you choose to apply it.

  • Resources, budget, and schedule together

    Model a change across all three at once, not one variable in isolation.

More on scenario planning
Modeling project
Q3 capacity scenario
6 loaded
+$180K
+3 weeks
Apply scenario
Modeled impact
Resource utilization88% to 104%
Portfolio budget+$180K
Two linked projectsDelivery date shifts

See your portfolio scored, weighted, and ranked.

Book a demo and we will walk through how a criteria set gets built, scored, and rolled up into a ranked register.

Book a demo