Celoxis is one of the most comprehensive platform for project management, time and expense tracking, workflow and collaboration. We have developed the features based on feedback from real project managers and team members working in diverse industries e.g. software development, marketing, construction to entertainment.

Customizable dashboard for quick analysis Project Templates Two-way synchronization with Microsoft Project™. Custom attributes (pull-down, text box, check box) Single and Multi-project Gantt charts Weekly & Monthly view of Gantt charts Dynamic Gantt chart that forecasts project and task end dates. Critical path analysis. Track bugs, issues, risk, approvals, etc. Project folder. Special folder for client collaboration. Full audit trail of changes Task Management Multiple users per task Outlook Integration (Beta) Attach documents/web links to tasks. Email notifications: task is assigned, status is updated, etc. Working hours & holidays considered for scheduling. Task duration units in minutes, hours, days, weeks, months, years User allocation in hours or percentage Bulk mode to create, edit, update & delete tasks Dependencies (Successors and Predecessors) with lead/lag times Constraints (Must Start On, Finish No Later Than, Start No Earlier Than, etc) Unlimited hierarchy of sub-tasks Full audit trail of changes Online status updates with history Sort columns, filters and other preferences saved across login sessions. Financials (costing, budgeting) Organization wide user cost rates (labour cost rates). Override in project. Estimated cost for each task and overall project. Automatically computed.

Customizable time codes. Project specific billing rates. User cost rates and billing rate history. Financials summary with key earned value indices and variances. Rolled-up values for summary tasks. Financial and schedule health indicators. Collaboration Project, user and organization level folders. Project and organization level discussion forums. Notes, phone logs, emails per task. Sophisticated full text search for projects and task items like notes, emails, etc. Client folder and client forum for secure client collaboration. Clients can login to check project status. Resource Management Resource utilization chart: availability, capacity, under and over utilization. Edit resource allocations directly from the utilization chart. Drill down utilization graph. Quickly identify resource conflicts. Quickly identify users with skills and availability in a specific period. Reports, Alerts Report with multi-dimensional analysis capability (Analyze same data in different ways) Export data to Microsoft Excel.

Integrated with PM. Real time updates to project financials. Online approval. Time sheets and expenses can be approved/rejected. Customizable time and expense codes. Billable, costable and reimbursable flags to facilitate billing and disbursement process. Overtime and regular rates. Full audit trail of time entry details History of user cost rates and billing rates is maintained. Organization wide labour cost rates. Override in project. Project specific billing rates.

Calendar view while filling time sheets Time and expense is filled per task. Add comments to each time and expense entry. Filters to ease viewing and filling of time entries. Batch modes for creating, approving and processing. Linked to project accounting: as time sheets and expenses are approved, the project data is automatically updated. Email notifications on various events. Missing time entries report. Report with multi-dimensional analysis capability (Analyze same data in different ways) Export data to Microsoft Excel.

Calendar Shareable calendar Outlook Integration (Beta) Multiple views (yearly, monthly, weekly & daily) Task and Project dates shown in calendar Events of many different types Repeating events with reminders Invites for scheduling meetings Invitees that are not users of Celoxis can also accept/reject invitations Integrated with PM (deadlines for projects automatically appear in your calendar) Contact Management Address Book with many pre-defined fields + 4 custom fields Rolodex feature Searchable Communication history (send emails to contacts, log phone calls, attach documents) Follow up reminders while creating emails / phone logs / notes automatically appear in your calendar. Pick contacts from address book when adding notes / sending email / adding phone logs / scheduling meetings Discussion Forums Company wide forums + Project specific forums Threaded view Subscriptions. Receive emails when messages are posted. Participate directly via your email client. Replies to messages sent from Celoxis are automatically filed under the appropriate topic and other members (who are subscribed) receive email with your message. Favorite topics & forums

Document Management Organize documents into folders Upload any kind of document (images, video, audio etc) Unlimited nesting of folders Check-in/Check-out (version control) on documents Exclusive/Non-exclusive checkouts. Exclusive means only one person can change the document at a time. For non-exclusive checkouts all users who currently have checked out a document receive email alert about document updates. Overwrite warning if you try to check in an older version in non-exclusive mode. Search a folder and its sub folders Web links. More than bookmarks. The web page is fetched, indexed and searchable by keywords. Email Management Emails sent through Celoxis can be filed under task / contact. Automatic filing of replies. Replies to emails initiated from Celoxis are automatically filed under appropriate task / contact. Continue email discussion via your email client and still have emails filed under appropriate task/contact. Communication history is automatically updated Phone logs File phone logs under task / contact. Convenient timer to let you know the duration of the call In/Out board Let others in your organization know when you are in/out of office

Workflow     Learn More » Define and manage any of your business processes Unlimited process states and transitions As activities are completed, system routes the process to the next state based on defined rules. For multiple states, the user is prompted for the next state. Define automatic rules which are executed under user specified conditions. System automatically marks processes as delayed after user specified inactivity interval Alerts to users when they are supposed to work on something Alerts to managers in case of delays Attach documents to each process Insert comments as you make progress Complete audit trail: who changed what and when Predefined applications Categories Just like folders to organize your processes Apply security at the category level and all sub categories inherit the policies Apply different timeout rules across categories Custom Forms Define and capture business specific information Text box, pull down, file attachments, essay type text and check box fields Attach forms to any transition System automatically prompts user with forms and enforces mandatory data

Reports Sophisticated designer Select criteria, pick output columns, title etc. Save reports Share reports with others Setup reports to be run automatically when you access your "home page" Customizations Personalize the view of records you see Preferences of sorting and filtering are saved across login sessions Define custom email templates to be used to send emails Control which notifications you want Email Integration Initiate processes via emails / web forms Create a web form on your website / an email address and have your customers/partners/resellers send email or fill forms. Direct Email integration: Each combination of category & process type gets a unique email address. Sending email to this address automatically initiates a process in the given category Particularly useful for help desk/customer support type applications Indirect Email integration: Create a mail with a specific format. All necessary information to initiate a process is part of the email itself. Useful to integrate your existing applications with Celoxis Workflow or through a web form on your website.