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PORTFOLIO MANAGEMENT

Align initiatives with business objectives

Harmonize strategy with objectives. Improve ROI. Reduce risks.

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Portfolio

Build portfolios in just a few clicks

Effortlessly deal with portfolio management challenges.
Increase visibility, accountability, and efficiency by grouping based on your business needs.

Ensure Strategic Alignment

Make sure you initiatives are in line with the organization's strategy

Optimize your Forecasts

Eliminate resource bottlenecks, delivery delays, demand overload, and inefficiencies

Plan the Roadmap

Align your initiatives to your business objectives

Track your OKR

Ensure your objectives and key results are met

portfolio
portfolio

Set Goals and group initiatives in Portfolios

Gathering projects into a portfolio and creating reports for the entire collection, rather than separately, equips portfolio managers with the insights they need to make informed business decisions about costs, resources, and more.

Ensure strategic alignment against business objectives

Make a project part of different Portfolios for enhanced flexibility

Create What-if scenarios

Oversee the budget and Financials​

Portfolio Managers can confidently track budgets and fiscal year financials for each project as well as the whole portfolio.

Unified budget

Detailed financials

Freeze and lock-out capability

portfolio financials
portfolio
portfolio roadmap

Plan the roadmap

Stay focused on your goals by utilizing the roadmap tool, a platform that consolidates all portfolio projects onto a single Gantt chart. This visual representation of project timelines enables you to swiftly identify and address any conflicts, preventing them from impeding your organization's overarching objectives.

Ensure strategic alignment with a visual representation

Easily share the vision with executives

Show baselines for a quick status

Track progress and easily report to executives

Use our dashboard to monitor your portfolio's real-time progress. Each project, displays essential metrics such as progress, budget, and costs. Furthermore, you have the option to tailor the dashboard to showcase specific data and generate reports based these preferences.

Identify issues in seconds

Review the portfolio resources' utilization

Improve your success rate with alerts

Single-click unified status report

portfolio raid
portfolio summary

Try Completix and see how we can help your PPM practice

project management

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See how Completix can help your project practice

Book a free personalized demo today and one of our team member will get back to you shortly.

  • Manage projects efficiently
  • Make it repeatable
  • Communicate to all levels
  • Oversee all activities in complex environments

Changelog

Apr 20, 2024

  • New – Document search is indexed and fully integrated with external drives (OD. GD. etc)
  • Improved – Schedule and RAID filters have been improved 
  • Improved – Milestones in gantt chart are placed in different level when colliding
  • Improved – CSV exports data improvement
  • Improved – Dashboards columns are also customizable “per user” and can be set directly in the dashboard.
  • Fix – Fixed bugs in schedule and RAID where resources couldn’t be copied via context menu

Mar 16, 2024

  • New – OneDrive Integration (2-way) 
  • New – Google Drive Integration (2-way)
  • New – Schedule Kanban view
  • New – Tracking and Operational initiatives have been simplified and add the ability to migrate to a full project
  • Improved – Document templates can now be organized into folders

Jan 29, 2024

  • Improved – Site Settings’ UI has a new look with explanation and guide
  • New – Portfolio status can now be exported unified 
  • New – Jira Integration (2-way)
  • New– MS Project Integration (2-way)
  • New– Simplified view – Record is committed automatically

Dec 22, 2023

  • New – Introduced a FREE plan
  • New – Introduced a new trigger-based Warning engine
  • New – Added charts for budget’s status
  • New– Added Portfolio Manager role
  • New– Added Portfolio view in My Dash for assigned Portfolio Managers
  • New – Project type can be hidden if not in use
  • Improved – Status reports now export in PDF landscape for better readability

Nov 25, 2023

  • Fix – Bugs and UI tune-ups
  • New – RAID Cards in Kanban mode have an updated look
  • New – Added 5 custom budget fields. You can track your own custom financial targets and display them in the various dashboards and status reports
  • New – Budget templates can now be created by importing directly from MS Excel
  • New– When, in a project, components are hidden, all related options are also hidden
  • New– Added a Resource view for Portfolios

Nov 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Operational and Task Tracking as type of initiatives
  • New – Project type tags are now colored differently for a better experience
  • New – Project types are now tracked in the Dashboards
  • New– Added ability to show/hide all details’ components separately in the Overview page 
  • New – Added a “Note” field in vendor expenses.

Oct 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Financials lock
  • New – Dashboards: added alert icons for values over the baseline 

Sep 6, 2023

  • Fix – Fixed FY calculation in PM Dashboard
  • New – Introduced a new Trial start Welcome guided setup
  • New – Table’s headers have a new and improved look
  • New – Added option to include/exclude any given project in the overall Budget and/or Financials calculations
  • New – Added option to enable/disable the budget fiscal on a per project basis

Aug 25, 2023

  • Fix – Bugs and UI tune-ups
  • Update – We updated all internal libraries to the latest version 
  • New – Introduced a Simplified project type to be used for task tracking type activities
  • New – Increased the number of components that can be turned off separately
  • New – Tasks can now be added directly from the dashboards
  • New – The Trial plan has been simplified by turning off, by default, all advanced components. All features can be turn back on in the Site settings
  • New – Individual users can now customize their dashboards by show/hide columns of data. Go to “My Account” to customize it.

Aug 10, 2023

  • Fix – Bugs and UI tune-ups
  • New – Grouping of resources in MyTeams
  • New – Pre-built budget “Estimates vs Actuals”
  • New – Status report now has a new widget: Summary bar
  • New – More components can be turned off separately
  • New – New tasks can be added directly from the dashboard

Completix for mobile is not ready yet

We are working hard creating a mobile version that meets your needs