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TEMPLATES

Keep succeeding OVER AND OVER

Make it easy for everyone else to understand your process with a uniform approach

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The gateway to CONTINUED projects' success

Templates allow for a constant form and structure, which makes it easier for your team to deliver consistent results. Let's face it, uniformity is the key for continued success.
Templates should not be limited to documents or schedules, but should encompass the whole platform.

Everything that you need for speed of execution, scale, and governance

Completix gives you the ability to template EVERYTHING. Create a project, a process, or a document and use it over an over again to achieve speed and precision at scale.

Faster Onboarding

New hires can become productive much faster

Higher Productivity

No time wasted looking for the proper format

Better Readeability

No time wasted looking for the proper format

Lower your Risks

When everything is different, it's much harder to spot trouble

Empower the PMO to achieve its mandate

Customizable Methodology

By creating multiple repeatable processes based on project size and importance, you can apply the appropriate control where it matters

Better Project experience

By creating a simplified process for small initiative, resources are not overwhelmed by deliverables that should not be required

Guaranteed uniformity

All Project Teams will deliver the same artifacts in the same order, thus greatly improving the readability of results

Speed of execution

By having all the forms and deliverables clearly defined and readily available, the team can focus on execution.

Flexible approach

For custom initiatives, each component can be customized with templates from the library

Templates Library

Import common document templates or create new one and make them available to everyone.

Try Completix and see how we can help your PPM practice

Project Managers

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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