Product Overview of Celoxis
Celoxis is a comprehensive and feature-rich project management software designed to streamline the management of projects, timesheets, expenses, and business processes across various organizations and functions.
What Celoxis Does
Celoxis serves as an integrated solution for managing project portfolios, workflows, expenses, timesheets, and resources. It is tailored to enhance client and team collaboration, ensuring that all aspects of project management are efficiently handled. The software excels in planning, delegation, collaboration, tracking, and reporting, making it a robust tool for both small and large-scale project management needs.
Key Features and Functionality
Resource Management
- Celoxis offers advanced resource management capabilities, including interactive cross-project workload management, capacity planning, and resource profiling. It allows for precise resource allocation based on availability, demand, and skills, and provides real-time workload projections and alerts for over or under-allocation.
- The software accommodates part-time resources, different time zones, and vacations, making it ideal for managing geographically distributed teams.
Project Portfolio Management
- Celoxis enables strategic portfolio management by capturing individual project risks, alignment to portfolio and organizational goals, and overall benefits. It provides consolidated demand management, real-time financial management, and dynamic project status dashboards.
- Users can manage multiple projects simultaneously with the help of dynamic dashboards and various reporting tools, ensuring comprehensive oversight of the entire project portfolio.
Project Tracking and Scheduling
- The software includes robust project tracking tools, such as Gantt charts, to visualize project dependencies and progress. It also features automatic scheduling tools that adjust the project schedule based on changes in deadlines.
- Celoxis supports vacation/holiday and timezone scheduling, resource work calendars, constraints, and dependencies with lead/lag, ensuring realistic project plans.
Time and Expense Management
- Celoxis offers detailed time and expense tracking, allowing users to fill time on tasks, custom apps, and via timers or email. It includes features like automatic timesheet reminders, one-click time and expense approval, and configurable multilevel time approval workflows.
- The software supports activity and user-based billing, expense codes, reimbursable expenses, and real-time updates to project financials.
Reporting and Analysis
- Celoxis provides a wide range of reporting and analysis tools, including multiple data visualizations (pie charts, stacked bars, trend lines, etc.), drill-down reporting, and multi-level grouping and sorting. Users can create custom charts, shareable reports, and scheduled reports delivery.
- The software supports project portfolio reporting, earned value reporting, and time-phased data reporting, ensuring comprehensive insights into project performance.
Collaboration and Risk Management
- Celoxis enhances team collaboration through a unified platform where everyone can see resource allocations and project timelines. It includes features like document management, project discussions, task conversations, activity streams, and notification centers.
- The software allows for the creation, assignment, and tracking of organizational, portfolio, and project risks, with the ability to qualify risks by impact, probability, and risk score.
AI-Driven Project Management
- Celoxis introduces ‘Lex,’ an AI-powered virtual project assistant that automates repetitive tasks, predicts potential risks, and helps resolve bottlenecks. Lex enables users to interact with the platform through conversational commands, streamlining daily workflows and improving productivity.
Security and Integration
- The software offers role-based security with global and project-level security settings, ensuring varied user roles and dynamic project roles. It supports multiple languages and integrates with popular tools like Microsoft Project, Excel, Salesforce, QuickBooks Online, Google Drive, and more.
- Celoxis provides a flexible, web-based API for integration with other legacy applications and supports mobile access on various platforms.
In summary, Celoxis is a powerful project management tool that combines advanced features with ease of use, making it an ideal solution for organizations seeking to streamline their project management processes and enhance team collaboration and productivity.