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 help project managers, teams, and organizations efficiently plan, delegate, collaborate, track, and report on projects. It is particularly useful for managing multiple projects simultaneously, ensuring alignment with organizational goals, and optimizing resource utilization. The software is suitable for a wide range of users, from small businesses to Fortune 100 companies, and supports international teams working in different time zones.
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 the allocation of resources 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 within a single portfolio, with dynamic dashboards updated in real-time. It includes tools for strategic portfolio management, capturing individual project risks, and aligning projects with organizational goals and financial outcomes.
Project Tracking and Scheduling
- Celoxis features robust project tracking tools, including Gantt charts, Kanban boards, and automatic scheduling. It allows users to track project dependencies, adjust project schedules automatically when deadlines change, and visualize project timelines in various formats.
Time and Expense Management
- The software includes a time and expense module that allows users to manage time spent on tasks and the associated costs. It supports multiple methods for filling time, such as via timers, email, or proxy, and includes features like automatic timesheet reminders, one-click approvals, and configurable multilevel time approval workflows.
Budgeting and Financial Management
- Celoxis provides tools for budget and time tracking, enabling users to monitor project financials, run cost projections, and perform revenue forecasting. It also supports invoicing, expense codes, and reimbursable expenses, although third-party integration may be necessary for a full invoicing system.
Reporting and Analysis
- The software offers extensive reporting capabilities, including multiple data visualizations (such as pie charts, bar charts, Gantt charts, and more), drill-down reporting, and customizable dashboards. Users can create reports on custom fields, share reports with clients and coworkers, and schedule automated report deliveries.
Collaboration and Communication
- Celoxis enhances team collaboration through a unified platform where users can see resource allocations and project timelines. It includes features like project discussions, task conversations, activity streams, notification centers, and file sharing. The software also supports free client collaboration and scheduling meetings with a shareable calendar.
Risk Management
- The software allows users to create, assign, and track organizational, portfolio, and project risks. It includes tools for qualifying risks by impact, probability of occurrence, and risk score, as well as a risk register and risk assessment capabilities.
Security and Integration
- Celoxis offers role-based security settings, both at the global and project levels, ensuring varied user roles and dynamic project roles. The software integrates seamlessly with popular tools like JIRA, Azure DevOps, Microsoft Project, Excel, Salesforce, QuickBooks Online, Google Drive, and more. It also supports mobile access on various platforms, including iOS, Android, and Blackberry.
Customization and Scalability
- Celoxis is highly customizable, allowing users to personalize the software with custom fields, charts, and reports. It is scalable to accommodate thousands of projects and users, making it suitable for businesses of all sizes. The software also provides a flexible, web-based API for integrating with other legacy applications.
In summary, Celoxis is a powerful and versatile project management tool that combines advanced features, ease of use, and affordability to help organizations streamline their project management processes, optimize resource utilization, and make data-driven decisions.