Completix project status reports read from the live project, so the schedule and budget on the page are the numbers your team already maintains. You write the summary, post it when the period is done, and the record is kept.
A slide is a photograph. It was right on Tuesday, and then the budget moved. A status report that reads from the project cannot age that way, because the schedule progress and budget figures on it are the ones your team is working in right now. Open it the evening before and see the project budget as it stands, not as it stood.
When a sponsor or an auditor asks what leadership was told in a given week, you open that week. Every posted report is a snapshot, kept as the record for its period, and the full list of posted reports is there when you need it.
The report your leadership reads does not change. What changes is how much of the week it takes to produce.
| The manual way | With Completix | |
|---|---|---|
| Gathering the numbers | Open the schedule, the budget sheet, and the RAID log in separate tabs |
The report reads schedule progress and budget from the project |
| Reconciling | Chase down figures that already disagree across tools |
The figures come from one place, current when you open the report |
| Writing it up | Rebuild a slide for every project, in whatever format each manager prefers |
Add your summary to a report that has the same layout on every project |
| Closing the period | Email the file and hope everyone opens the latest version |
Post the report, and a snapshot is kept as the record for that period |
| Looking back | Dig through old decks to find what was said in March |
Open the list of posted reports and read any past period as it was |
| Next week | Start over, for every project |
The live report already reflects the changes, so you only update the summary |
A portfolio has its own status report, built the same way as a project's. The same health indicators sit at the top, with a section each for issues, risks, and decisions, so leadership reads the portfolio the way they read any single project. Each report stands on its own, written for the level it covers, not rolled up from the reports beneath it.
See how the rest of the portfolio comes together in portfolio reporting.
Status reporting sits beside the schedule, the budget, the logs, and the reviews your team already works in. Explore the areas it draws on and connects to.
From the live project. Schedule progress and budget figures read straight from the project, so they are current whenever you open the report and nobody has to retype them.
Yes. The written status summary is yours to write. The schedule and budget figures come from the project, so the summary is the part that needs a person.
Completix captures a snapshot and keeps it as the record for that period. A posted report does not change afterward, while the live status keeps moving with the project.
Yes. Posted reports are kept in a full list, and you can open any past period to see exactly what was reported at the time.
Yes. A portfolio has its own status report, with the same layout as a project's, including a section each for issues, risks, and decisions. It is its own status, not an automatic rollup of the project reports.
Yes. Custom budget fields appear alongside the standard budget figures, so your own financial targets sit on the same page.
See how Completix keeps every status report current, and keeps a record of every one you post.
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