Project portfolio management software that connects strategy to delivery
Decide what to fund, check whether you can staff it, and see whether the portfolio is delivering what you approved. Intake, prioritization, funding, capacity, governance, and reporting in one PPM platform, live in weeks, not quarters.
Run the whole portfolio lifecycle in one system
Follow one request from the day it is submitted to the day it shows up in an executive report. Every stage reads and writes the same record, so nothing is re-keyed between intake forms, spreadsheets, project plans, and decks.
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IntakeRequests arrive through one form, with the same information every time.REQ-0312Billing Engine Replacement submitted
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PrioritizeEach request is scored on fit, return, risk, and capacity.Composite score78, ranked 3rd of 34
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FundFunding is decided at a gate review, budget lines follow.Gate 3Approved by Executive Committee
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ExecuteSchedule, RAID logs, and status reports stay on the same project.Phase 2Schedule and RAID logs activeOn Track
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GovernVariance surfaces in the Warning Center for its owner to review.Warning CenterEAC above approvedAt Risk
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ReportDashboards read live data, posted status reports keep the record.Status reportSeptember period postedKept as posted
Score what comes in, before you commit to it
Every request competes for the same money and people, so a ranking needs something behind it besides who asked loudest. Each request carries a composite score built from strategic fit, financial return, delivery risk, and capacity fit. When priorities shift, you can model the change in a scenario before it touches the live portfolio.
- One score per request, and reviewers can see how it was built
- The score goes into the gate review as evidence, the decision stays with people
- Scenarios show the effect of a change before you apply it
Funding is decided by people, at a gate. Could you show the record today?
When a sponsor, an auditor, or the board asks why something was funded, the answer should be one record, not a search through inboxes and meeting notes. Completix keeps the request, its score, the gate decision, and every variance raised since then together on the same record.
The score informs the review
A request's score goes into the gate review as evidence. Reviewers see how it was built, and the judgment stays with them.
Approval follows your policy
Gates are reviews, and who approves at each one follows your governance policy. Completix records the decision, it does not make it, and funds are not released automatically.
Variance goes to the Warning Center
When forecast or EAC moves away from what was approved, the variance surfaces in the Warning Center for its owner to review. Nothing is escalated or resolved automatically.
Budget and capacity, checked against each other before you commit
A prioritized list only matters if you can pay for it and staff it. Approved budget, forecast, and estimate at completion sit next to named-resource allocation, so the PMO sees where the money is going and who is overcommitted before either becomes the topic of a steering committee.
Before a new request is approved, its resource demand can be modeled on top of current commitments. Modeled values are shown as modeled, so nobody mistakes a what-if for a booking.
- Approved, forecast, EAC, and variance for every portfolio
- Named-resource allocation across every active project
One project can look fine while the portfolio is not
A project manager needs to know how their project is going. A portfolio leader needs to know what happens when every project competes for the same money, people, and time. Completix keeps both views on the same data, so a healthy sprint and an overcommitted team never hide from each other in separate tools.
Everything the PMO runs, in one platform
Strategy, investment, delivery, and governance sit on one data model, instead of three tools stitched together with exports.
Strategy & investment
Decide what deserves funding, and why.
Capacity & delivery
Staff the work and deliver it on one record.
Governance & visibility
Keep decisions accountable and reporting live.
Also see Document Management, Vendor Management, and Methodology.
PPM software shaped around how your sector runs its portfolio
A government PMO is judged on auditability, a manufacturer on capital project contention, a bank on regulatory change. Each industry page starts from what that buyer is accountable for.
PPM software, common questions
Project portfolio management software gives an organization one view of every project, program, and portfolio, so investment decisions are made across the whole portfolio rather than one project at a time. It typically covers intake, prioritization, funding, governance, resource capacity, and executive reporting.
Project management software helps a team deliver one project. PPM software helps an organization decide which projects to fund, whether it has the capacity to deliver them, and whether they are still worth continuing. Task trackers manage work, PPM manages investment.
A PMO typically uses PPM software to manage strategic alignment, demand and intake, funding decisions, resource capacity, portfolio governance, and reporting to executives, all from one system rather than a set of spreadsheets and disconnected tools.
Six things are worth checking before you shortlist a platform: intake with approval rules that follow your own policy, budget and forecast visibility across the whole portfolio, named-resource capacity planning, a logged record of every approval decision, live executive reporting, and an implementation path that does not require a system integrator.
Weeks rather than quarters, without a system integrator engagement. Completix is configured around the governance model you already run, rather than asking you to rebuild it around the software.
It can. Completix includes scheduling, RAID logs, and status reporting alongside the portfolio layer, so projects and the portfolio sit on the same record rather than being synced between systems.
Yes, through file import and export. You can bring Microsoft Project (MPP) files into Completix and export them back out. It is file-based exchange, not a live two-way sync.
Completix runs on Microsoft Azure with geo-zone deployment, so data can be held in the region your policy requires. Data is encrypted in transit and at rest, and access is controlled by role.
How Completix compares with other PPM platforms
Where Completix fits next to the tools most often on the same shortlist, from enterprise PPM suites to work management tools stretched into a portfolio role, and where it does not.
See your whole portfolio in one place
Bring a real request, a real budget, and a real team. We will walk through intake, the gate decision, and the capacity check on your own data.