Product Overview of Celoxis
Celoxis is a comprehensive and highly customizable project management and project portfolio management (PPM) software designed to streamline the management of projects, resources, and business processes across various organizations and functions.
What Celoxis Does
Celoxis is tailored to meet the complex needs of project management, enabling teams to plan, delegate, collaborate, track, and report on projects with great agility. It is suitable for a wide range of users, from small teams to large enterprises, including Fortune 100 companies. The software helps in managing company resources, timesheets, expenses, and the overall flow of work, ensuring alignment with broader business strategies and financial goals.
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 of resources.
Project Portfolio Management
- The software enables the management of multiple projects simultaneously through dynamic dashboards and real-time reporting. It supports strategic portfolio management, capturing individual project risks, alignment to portfolio and organizational goals, and overall benefits. Users can access various reports to manage project portfolios effectively.
Project Tracking and Scheduling
- Celoxis includes tools for tracking and managing project progress, such as Gantt charts, Kanban boards, and automatic scheduling features. It allows for the creation of tasks using pre-defined templates or data from CSV files and Microsoft Project, and provides visibility into project dependencies and timelines.
Time and Expense Management
- The software features robust time and expense tracking, including multiple ways to log time (via timers, email, or proxy), automatic timesheet reminders, and configurable multilevel time approval workflows. It also supports activity and user-based billing, expense codes, and reimbursable expenses.
Reporting and Analysis
- Celoxis offers extensive reporting capabilities with multiple data visualizations (pie charts, stacked bars, bubble charts, etc.), drill-down reporting, and multi-level grouping and sorting. Users can create custom charts, reports, and dashboards, and share these with clients and coworkers. The software also supports earned value reporting, project portfolio reporting, and scheduled report delivery.
Collaboration and Communication
- The platform enhances team collaboration through a unified workspace where everyone can see resource allocations and project timelines. It includes features like project discussions, task conversations, activity streams, notification centers, @mentions, and file sharing. Additionally, it supports free client collaboration and scheduling meetings with a shareable calendar.
Risk Management
- Celoxis allows users to create, assign, and track organizational, portfolio, and project risks. It includes a risk register and risk assessment tools, enabling users to qualify risks by impact, probability of occurrence, and a risk score.
Security and Accessibility
- The software provides role-based security with global and project-level security settings, ensuring secure access to data. It is available in multiple languages and can be accessed from various mobile devices, including iOS, Android, and Blackberry.
Integration and Customization
- Celoxis integrates seamlessly with other tools like JIRA, Azure DevOps, Microsoft Project, Excel, Salesforce.com, QuickBooks Online, and Google Drive. It offers a flexible, web-based API for integrating with other popular tools and legacy applications. Users can customize the software by adding custom fields, charts, and reports relevant to their specific needs.
Additional Capabilities
- AI Insights: Celoxis is ranked as a leading AI project management software, providing predictive analytics and automation to optimize project success.
- Global Team Management: It supports managing geographically distributed teams, accommodating different time zones, part-time resources, and unavoidable absences.
- Budget and Financial Management: The software allows for tracking project financials, including cost projects, revenue forecasting, and real-time updates to project financials.
Overall, Celoxis is a powerful and flexible project management solution that helps organizations streamline their project management processes, optimize resource utilization, and make data-driven decisions.