Dashboard

A customizable dashboard per user that provides a quick overview of projects, tasks, scheduled events and approval items. Project/Task progress and visual health indicators enable managers to intervene where required. User friendly filters allow you to limit items of interest such as Tasks starting in next two weeks or Tasks due this week.

Graphical charts give upper management a bird's eye view of all projects and tasks.

Project Planning

• Spreadsheet style task editing

  Use the unique spreadsheet style interface to quickly add/edit tasks. Change schedule and assignments, drag and drop re-order, link/unlink, move, delete and more. Keyboard shortcuts save time when adding hundreds of tasks.

• Gantt charts

  The Gantt chart shows planned, critical path, milestones and current task progress. Zoom to day/week/month level. Convenient forward and back buttons to move ahead or behind.

  Project Gantt that shows a Gantt with one row per project with its start, end and progress.

• 2-way Microsoft Project™ synchronization

  Import Microsoft Project™ files directly. Imports tasks and schedule, resources, dependencies, constraints etc. Map users between Microsoft Project™ and Celoxis with the wizard. Export Celoxis plans to Microsoft Project™.

• Project templates

  Speed-up new project creation. Use any project as a template. Copies full task structure and documents. Automatically re-adjusts the schedule of all tasks based on new start date, effort, resource availability, vacations and holidays.

• Resource work calendars

  Customize work hours for your users. When tasks are assigned, they are automatically scheduled according to this.

Project Tracking

• Task progress updates

  Managers/team members can indicate progress as a percentage. The system automatically calculates projected end dates of parent tasks and the project.

• RAG (red-amber-green) (Health) indicators

  Indicates whether projects are on schedule, late or may slip if not attended to.

• Compare Planned vs Actual vs Projected

  Compare the planned, actual and auto calculated projected schedule and cost in real time.

• Real-time update of cost and billing

  Project cost and billing is automatically updated when time/expenses are approved. The amounts are calculated based on the resource bill/cost rates.

• Email alerts/escalations

  Includes many email alerts like 24 hr Before task start, Task delayed and more.

Resource Management

• Free resource finder

  Quickly identify resources who are free with specific skills in a given time period

• Graphical chart quickly identify and fix your resource bottlenecks

  Quickly identify overloaded and under utilized resources across projects. You can even fix the problem right then and there!

• Cross-project resource conflict finder

  Easily find out which assignments conflict with assignments from other projects.

Collaboration

• Per project message boards

  Conduct secure online discussions with your team members and client.

• Files attachments to projects and tasks

  A secure and shared storage for all your files. You can even conduct on-line discussions on them.

• Version control on files

  All files are auto-versioned so you can retrieve an older version at the click of a button.

• Meetings and events scheduler

  Use the calendar to schedule meetings. Invites are sent with accept/reject capability so you know who will attend.

• Email alerts on document updates

  Email alerts keep you updated when documents are uploaded or newer versions are available.

• FREE Client Collaboration

  Yes, client get limited access accounts which are FREE!

  Clients can raise/participate on issues, share documents and participate in on-line discussions.

Bug, Issue, Risk tracking

Track bugs/issues/risks per project.

Independent states for each like "open", "fixed", "closed" for bugs and "Open", "Mitigated" for Risks. Modify to suite your needs.

Fill time on them.

Time & Expense Tracking

• On-line submission and approvals

  Fill weekly time or for specific dates. As you type the first few letter of the task, the Advanced AJAX technology automatically presents choices matching them. Very useful when you have hundreds of tasks.

  Managers can approve/reject entries. Manager can only approve time for their projects.

• Billing and Costing (with rate history)

  Specify default billing rates and override per project if required. Time entries/Expenses can be marked as billable or costable.

  The system maintains the rate history enabling accurate billing/costing depending on the date of time/expense.

• Automatic updation of project bill/cost

  When time/expenses are approved the project bill/cost amount is automatically updated.

Email Alerts and Escalations

Users are alerted of important events like task assignments, task progress updates, task start, task delayed and so on. Users can enable/disable the notifications as per their needs. Celoxis also provides escalation by alerting project managers when tasks are delayed.

Customizations

Numerous customization options to suit your needs. Many options can be enforced as a company policy. You can customize project categories, billing codes, billing/cost rates and more.

You can create additional fields for your projects and tasks depending on your business requirement. You can then view these fields in reports as filters or sort/group by them.

Users can customize their dashboards, menu, date styles (e.g. European or American), time zone and much more.

Workflow

• Custom applications to track your business processes

  Certain jobs like sales tracking, bug/help desk tracking etc. cannot be tracked by the traditional project management concept. In these cases there is a single activity that passes through multiple 'steps' or 'phases' in a specific order. Depending on the 'step' or 'phase' different people will work on the same activity. Our unique workflow module enables you to "design" processes as per your needs and then automatically routes items through the process. Users see a simple, easy to use, custom applications like "Help Desk", "Sales Tracking" and so on.

• Automatic routing based on your rules

  The system enforces that the sequence of 'steps' is followed and automatically routes the activity to the next responsible person. For example. assume that in a bug tracing process once a bug is marked as 'fixed' it must go to the tester who can either mark it as 'resolved' or 'failed'. The system will enforce that only one of these actions can be performed and if marked 'failed', routes the bug to the one who fixed it. This enforces uniform business practices that cannot be violated.

• Escalation procedures

  Define escalation procedures. For example, in a trouble ticket system you can have the system send an email alert if a ticket is unattended for 24 hours. You can even define more complex SLAs (service level agreements).

Reports

• Pre-defined reports

  Many commonly used reports are already created to help you get started. Tweak these to suit your needs.

• Custom reports with sharing

  Create custom reports and share them. By setting security on reports you can also control who can run which reports.

• Grouping, Sorting and Totals

  Group, sort and total on mulitple columns.

• Multiple Export options

  Export to Excel™, CSV or HTML

Security

• Role based security

  Flexible and ease to administer.

  Provides fine grained control.

• Multi-level security

  Policies can be defined at the organizational level or per object thus handling the most common and complex security requirements

API

The API enables you to write custom software to integrate popular tools like Microsoft Outlook, Salesforce or some in-house software like ERP, accounting, bug tracking etc. with Celoxis. The API is extremely simple and easy. As the API is web based you can write your programs in any language of your choice e.g. PHP, Java, .NET or even javascript. For more information see the API page.