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Features

Every capability a portfolio needs, in one platform.

Celoxis covers the whole path a project takes - a request arriving, a plan that holds, the people booked to it, the hours and the cost, and the margin at the end. One system, one set of numbers, with Lex reading the live data alongside you.

Try for freeBook a demo
  • 14-day free trial
  • 400+ integrations
  • Cloud or on-premise

The platform

Thirteen capabilities, one place they all report from

Nothing here is a separate product or a module you bolt on later. Pick the one you came for.

  • 25 years
    Building PPM software
  • 400+ apps
    Native, Zapier or REST API
  • 4.6 / 5
    Rated on G2
  • Fortune 500
    To five-person teams

Project Planning & Execution

From the request arriving to the project closing

Demand is collected and ranked before anyone schedules it, plans recalculate when reality moves, and health is visible without asking a project manager for a status report.

Project Alignment

Project request tracking

Collate requests from email, web forms and spreadsheets into one queue instead of three inboxes. Rank them on your own business KPIs, match the demand against the capacity you actually have, and approve the mix that earns it.

  • Requests created from email, forms or spreadsheets
  • Configurable ranking logic against your KPIs
  • Custom fields, workflow and approval routing
  • Scoring, what-if analysis and decision insights
See intake in a demo

Project Planning & Execution

Plans that recalculate when reality changes

Build the schedule once and let it adjust. Automatic scheduling works from your own work calendars, so a holiday, a shift pattern or a slipped predecessor moves the dates instead of leaving them wrong.

  • Interactive Gantt with critical path
  • All four dependency types, with lead and lag
  • Inter-project dependencies across the portfolio
  • Fixed effort, fixed duration or fixed units, and multiple resources per task

Portfolio Health

Know a project is slipping before the status meeting

Health is computed from the plan, not typed into a slide. RAG indicators, baselines and earned value sit beside the schedule, and alerts go out the moment a threshold is crossed - so problems are addressed from the dashboard rather than discovered in it.

  • RAG health on tasks, milestones and projects
  • Baselines, plan vs. actual and earned value
  • Critical path analysis and real-time schedule projection
  • Automatic email alerts on deviation

Resource & Capacity

Allocate by availability, skill and real capacity

Workload is read across every project a person is booked on, and the hours they log come back to the same record - so utilisation, cost and margin all report from one number.

Resource & Capacity

The whole workforce, on one heatmap

Allocate people to tasks on availability, demand and skills, and see the effect immediately. Analytics break down by role, skill or any custom field you keep on a resource, so a gap is visible as a gap rather than as a late project.

  • Capacity planning across the portfolio
  • Multiple locations, shifts and time zones
  • Holidays, leave and calendar exceptions
  • Instant overload alerts before the booking sticks
Resource management in detail

Time & Expense

Timesheets people actually fill in

Built-in timers, a familiar weekly grid and automatic reminders, with the approval chain your finance team needs behind it. Approved time flows into costing, billing and QuickBooks Online without a second entry.

  • Inbuilt timers and a weekly timesheet grid
  • Multi-level approvals and customisable policies
  • Automatic reminders for missing entries
  • Expenses logged against a project or a task

Financial Control

Budget, cost and margin on the same screen as the schedule

Project accounting is part of the plan rather than a spreadsheet kept alongside it, which is what makes profitability current instead of quarterly.

Financial Control

Real-time spend, receivables and profitability

Track budgets at project and task level, against fixed labour and material costs, job-role rates, fixed-price and hourly engagements. Planned against actual is visible while there is still time to act on it.

  • Profit and margin tracking by project and portfolio
  • Job role based costing, fixed price and hourly
  • Project and task level budgets, labour and material
  • Financial health indicators and planned versus actual

Forecast & Cash Flow

Forecast the money, not just the dates

Revenue forecasting, cost projection and cash flow sit beside the delivery plan, with custom financial KPIs for the measures your business runs on. Invoicing and the QuickBooks Online sync close the loop.

  • Revenue forecasting and cost projection
  • Cash flow and margin tracking
  • Custom financial KPIs and formula fields
  • Invoicing, with approved time into QuickBooks Online

Real-time Insights

Consolidated insight, without an export step

Every field in the system is reportable, including the ones you invented. Charts drill down to the records behind them, and the same view can be a dashboard widget, a PDF or a scheduled email.

Real-time Insights

A 360-degree view that is current, not compiled

Portfolio dashboards aggregate across projects with drill-down at every level, so an executive sees the roll-up and a project manager sees the row that caused it. Users can hold several shared dashboards and resize the widgets on them.

  • Fully customisable portfolio dashboards
  • Almost any report can become a widget
  • Drill down from chart to record, then act in bulk
  • Donut, bar, scatter and line visualisations
  • Report on custom fieldsUse them in filters, columns or charts. Formula fields included.
  • Custom drill-down chartsOpen the records behind a segment and run bulk actions in one go.
  • Download as PDFReports and whole dashboards export as PDF, formatting intact.
  • Scheduled email deliverySend a report to a list of people on a schedule you set.
  • Multiple dashboardsAssign several shared dashboards per user, by role or team.
  • Resizable widgetsLay out each dashboard for the person reading it.

See all of this with your own plan in it

Import an existing project and the Gantt, the capacity heatmap and the dashboards fill with your own data in the first session. Fourteen days, no credit card, nothing to install.

Start the trial

Workflows & Approvals

Your business processes, tracked beside the projects

The work that is not a project - a risk, a change request, an approval, an onboarding - usually lives in spreadsheets and email. Workflow apps give it the same fields, routing, reports and dashboards as everything else.

Workflows & Approvals

Define the process once, then let it run

Build an app with the fields you need, route each state to the right owner, and set escalation policies for the ones that stall. Items raise from a form, an email or an integration and report like any other record.

  • Custom fields, states and routing rules
  • Escalation policies on anything that stalls
  • Built-in apps for risks, issues, change requests and bugs
  • Reports and dashboards over every app you create
RisksIssuesChange requestsBugsRAID logs< Your app >

Collaboration & Client Portal

Everyone on the same thread, clients included

Discussion sits on the task it is about, files keep their version history, and clients get a portal of their own at no extra cost.

  • Team collaboration

    The conversation, the file and the decision stay attached to the work item they belong to.

    • Online discussions on projects, tasks and app items
    • @mentions and notifications that reach email
    • Document management with version control
    • Activity stream and a shareable calendar

  • Free client portal

    Customers see the projects they are paying for, and nothing else, without a licence.

    • Fully customisable, branded client portal
    • Clients view and collaborate on their projects and tasks
    • Permissions decide exactly what is visible
    • Included at no per-seat cost

Want it walked through instead?

A product expert builds the demo around your portfolio - your intake rules, your resource model, your reports - and answers the governance questions on the call. Thirty minutes, no slides.

Book a demo

Celoxis AI: Lex

Lex reads the live project data and answers in plain English

More than a virtual assistant. Lex analyses what is in your account right now and comes back with the number, the cause and a recommended action.

Celoxis AI: Lex

Ask the portfolio a question

Type the question the way you would ask a colleague - which projects are at risk this month, who is over-allocated in June, where the budget went. Lex answers from live data and takes you to the dashboard behind the answer.

  • Natural-language commands, no query builder
  • Real-time insight drawn from your own data
  • Tailored recommendations and next actions
  • Direct navigation to the relevant dashboard
See what Lex can doBook a demo

Seamless Integrations

Connected to the systems the work already lives in

Native integrations for the systems a portfolio depends on, Zapier for the long tail, and a documented REST API for everything exact. Jira and Azure DevOps bring development progress and utilisation into Celoxis, so nobody switches apps to give an update.

  • MS Project
  • Excel
  • Microsoft 365
  • Jira
  • Azure DevOps
  • Salesforce
  • Slack
  • Google Drive
  • QuickBooks
  • Okta
  • Zapier
  • Trello
  • Zendesk
  • GitHub

+ 386 more through Zapier and the REST API

See all integrations

Enterprise-Grade Security & Deployment Flexibility

Built for environments where projects drive strategy

Redundant connections, power supplies and automated failover monitoring. Encrypted off-site backups, SSL access, firewall-protected networks and world-class US data centres - run as SaaS or on your own infrastructure, with no change to what the product does.

SOC 2ISO 27001GDPRSSAE 16 Certified
99.99%Uptime, with automated failover monitoring
SaaS or On-PremiseSame product, same feature set
US data centresSSL access, firewall-protected networks
Open APISaaS and On-Premise deployments alike
Role-based accessAccess control and full audit logs
Encrypted backupsOff-site, with regular infrastructure audits
SAML 2.0 SSOOkta, Microsoft AD, Google, OneLogin, Bitium
Six languagesCurrencies, calendars and time zones per user
Any mobile browserPlus the Android and iOS apps

Frequently Asked Questions

Questions about what Celoxis does

Panels open independently and the first one is open on load.

  • Core covers projects, reports, dashboards and the Gantt. Essentials adds timesheets, job roles and resource planning; Professional adds risk tracking, intake management and costing; Business adds billing, the client portal and advanced security. Enterprise is scoped to the account. The pricing page lists the split line by line.

  • ★★★★★4.6/5 on G2
  • Implementation by our team

Read the feature list,
or run your own project through it.

Import a real plan, book the people on it and watch capacity, cost and reporting move together. Our team configures the dashboards, workflows and reports with you.

Try for freeBook a demo
  • 14-day free trial
  • No credit card required
  • Sample data included
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