Completix

FEATURES OVERVIEW - FOR PMO & EXECUTIVES

Improve your Project Success Rate

Don't take a chance with your initiatives. Ensure visibility and establish a crystal clear line of communication

Trust the data

0 %

Projects

Go over budget in companies with low project management maturity

0 %

Organizations

Do not have access to real-time project's KPI

0 %

IT Projects

Go so bad that they can threaten the very existence of the company. (McKinsey)

Stop Projects from FAILING!

Executives and PMO leaders value risk management and planning above all. Completix helps you meet your business objectives, mitigate intricate situations, and save valuable time, by leveraging Completix revolutionary framework combined with data-driven actionable intelligence

Spend minutes, instead of days, to identify trends and issues

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

Use roadmap planning to clearly view your organization alignment

Save hundreds of hours each month for your team

Gating

Consistent success with Governance

Create a repeatable experience and make it uniform with templates

Define the perfect step-by-step process and make it a breeze to follow. Incredibly simple and very effective.

Uniform deliverables with templates

Process and compliance

Documents for your projects

Project structure

Budget and Schedule

schedule
calendar
portfolio

Align strategically with Programs & Portfolios

Create Programs and report them as such

Create Portfolios to customize the perfect overview

Align your initiatives to the Organization's goals

Complete OVERSIGHT with unified Executive views

Make critical decisions with the right information. It takes seconds to understand the trend or to spot an issue across multiple initiatives.

Unified views for projects, resources, requests and approvals

executive dashboard
financials
approvals

Ensure accountability with Approvals

Decisions

Timesheets

Gating Process

Change Requests

Always know what everyone is doing with a simple Resource Allocation

Detailed view of what your resources are working on

Easily track cost and availability across multiple projects

Zoom into a particular project

Simplify the hiring process with the right data at your disposal

allocation
Resources allocation overview​
budget

Be prepared for funding and forecast discussions with an advanced integrated budget

Capex, Opex and Actuals to properly track at the Enterprise level

Synchronized and automated fields across the platform

Unified dashboard view of all financial related activities

Advanced financials for Fiscal Year budget alignment

Monthly breakdown

Period Freeze

FY indicators

financials
portfolio financials

Don't guess your team effort.
Track it!

An effective Timesheet system that can keep track of everyone's involvement

Know exactly where your resources are spending their time and identify any gaps

Automate the resources' actuals into the budget

Improve the value of new initiatives with Demand Management

Intuitive Project Intake Management

Improve the strategic value of your organization by capturing, evaluating and prioritizing all proposed ideas for projects

From Proposal to Project via a simple Workflow approval

project intake
agile
gantt

Delivery agnostic: Agile, Waterfall, and Operational activities

Specific component for different delivery style

Uniformity of deliverables, regardless of style

Total flexibility

Completix for Enterprise Project Management

Your platform of choice for PMOs and Enterprise requirements

Enterprise PPM

Changelog

Aug 29, 2024

  • New – Users Calendar. Unified view of all user’s calendar
  • New – Vacation calendar. Visualize your resources’ vacations in a searchable centralized calendar
  • New – Allocation Gantt. A new view that represent resources’ allocation in a Gannt chart
  • New – My Availability. Each user can set their own working time and days off. The availability is fully automated with the schedule, forecast and allocation
  • New – Effort based schedule. You can now assign effort to tasks in the schedule and report them in the Timesheet. Timesheet entries are automatically calculated and pre-populated.
  • New – Task based Timesheet. You can now report time against assigned schedule’s tasks. This functionality is tied to Effort based schedule.
  • New   Each project has a dedicated general chat
  • New –  Timesheet custom entries. Add non-billable hours to the timesheet and visualize reports. For example you can track a resource’s vacation days.
  • New   Added new interactive resources’ effort reports with time/cost views
  • New – Multi-Language support
  • Improved –  Timesheet reports now include “To Date” tally
  • Improved – In the resource view, actuals and forecast are now displayed side-by-side
  • Improved – Vendors logos are now automatically added to the vendor component.
  • Improved – New schedule, forecast and actuals triggers have been added to improve the warning engine
  • Improved – Search functionality now includes RAID items
  • Improved – Gantt charts have a new rounded look and have the resource(s) assigned visible in the bar
  • Improved – Raid. You can now hide all RAID items, while in list view, that are closed with the click of a button.
  • Change – Allocation calculation are no longer tied to the project end, and instead rely on the allocation calendar
  • UI tune-up– All dashboards have bigger graphic counters and a new coloring scheme to clearly separate the budget data from the rest.
  • Fix – Various bug fixes

Jun 7, 2024

  • New – Change Request impacting the schedule are now automatically updating the “Approved end date” of the project and are clearly flagged. 
  • New – Project duration (in days) is now displayed in the overview page and in the status report. 
  • Improved – Schedule and RAID filters have been improved
  • New – Baseline capability has been added to the schedule
  • New – Schedule history is now available. The schedule automatically save itself and provides multipole restore points
  • Improved – New triggers have been added to the warning engine to better support more use cases
  • New – Search is now available across the entire site  and covers multiple items
  • Improved: project search now includes RAID items
  • New: In the Simplified view, we have added the Tasks Kanban view. The Kanban view is now the default one

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

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