Project Management Software
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Features

Dashboard

Each user has a customizable dashboard that acts like a portal providing a quick overview of projects/tasks. Project/Task progress and visual health indicators enable managers to intervene where required. User friendly filters allow you to limit lists to items of interest such as Tasks starting in next two weeks or Tasks due this week.

View favorite projects/tasks, scheduled events, time/expenses pending approval and more.

Project Planning

Spreadsheet style task editing

With the unique spreadsheet style interface quickly add and manipulate all task attributes like 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, actual and projected dates, critical path, milestones and current task progress. Zoom to month/week level. Project Gantt that shows a Gantt with one row per project with its start, end and progress.

2-way Microsoft Project sync

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

Project templates

Speed-up new project creation. In Celoxis any project can be used as a template as you can clone/copy the project. Copies full task structure, documents and automatically adjusts the schedule of all tasks based on new start date, effort, resource availability, vacations and holidays.

Project Tracking

Critical path and Milestones

Quickly identify tasks that are critical to ensure timely execution of projects.

Record task progress

Managers/team members can update task progress. The system then automatically calculates projected dates of parent tasks and the project.

Visual health indicators

RAG (red-amber-green) status indicates whether projects are on schedule, late or may slip if not attended to.

View planned vs actual vs projected

The Gantt shows planned vs. actual and even projected dates. i.e the date on which the system estimates the task/project to complete.

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 Planning

Assign multiple resources to tasks

Celoxis is one of the few applications allowing you to assign multiple resources to a task. You can even specify the allocation per resource as fixed hours or a percentage of the task's duration.

Drill-down charts to track over/under utilization

A color coded graphical chart displays resource utilization to quickly over/under utilized resources. Its unique drill-down capability allows managers to nail the problem instantly and fix it instantly.

Individual work calendars

This is useful if your users have different work timings. The project schedule is automatically adjusted to account for these.

Vacations and company holidays

Enter company holidays and user's vacation time. Project schedule is automatically adjusted to account for these.

Find free resources

Managers can quickly locate resources with the requisite skill set and availability for a task.

Collaboration

Per project message boards

Enables you and your team to collaborate on-line and have all discussions recorded per project.

Attach files to projects and tasks

Upload and share documents of any type. Conduct on-line discussions on documents.

Version control

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

Schedule meetings/events

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

Email alerts on document updates

You can receive email alerts when documents are uploaded or newer versions are available.

FREE Client Collaboration

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

Time & Expense Tracking

Fill and approve on-line

Fill time using either the week screen or on individual tasks. Advanced AJAX technology allows you to type a few letters of your tasks and automatically presents choices matching them. Very useful when you have hundreds of tasks. Managers can approve/reject entries. As users work on different projects, each manager can individually approve entries of their projects.

Billing and Costing (with rate history)

Define company billing rates and override at project. Time/Expense 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

Email alerts for 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.

Bug, Issue, Risk tracking

Track bugs/issues/risks for each project. These can be customized to follow procedures as per your business needs. Read about our unqiue Workflow module to see how this can be done.

Customizations

Celoxis can be fully customized as per your needs. Many options are available at the company level enforcing a common policy. For example, you can enable/disable modules, define billing codes and rates, user cost rates and more. Individual users can customize their dashboards, menu, date styles, time zone and much more.

Workflow

Design, initiate and track business processes

Activities like sales process, bug tracking, 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 sequence. Celoxis's built-in workflow module enables you to design processes as per your business needs and then enforces that those procedures are followed. The best part is that the end users see a simple, easy to use, custom applications.

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.

Define 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.

Create custom reports and share them

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.

Security

Celoxis offers multi-level role based security. This addresses the most common and complex security scenarios.