Celoxis Features

The reports & charts are excellent, the built in timesheet is easy to use once you get used to it and is crucial for our business. To be able to view the team workload in one screen is also really useful for resource planning.

Celoxis defaults fixed price projects time entries as non-billable. For us, as our projects are billable, it is inconvenient that in a billable vs non-billable report, most of our project time will display as NB because a project has a fixed price rather than T&M. Although there is a workaround, it is tricky to remember to apply it.

I needed a tool that had the power of Microsoft Project with the ability to track budgets and capitalize labour costs. I was a software developer in a former life and wanted one tool to do it all. I hate islands of information. After trying to setup what I needed in the tools we had available... Project for the Web, Project Online, Project Power App, Asana, Jira. I came across Celoxis. I was immediately drawn to it because I could see it was designed to run the job of project management. Most other platforms are designed to have you run the rest of your project in excel. I didn't want that. Celoxis does it all and I can still publish MS Project files or excel spreadsheets if I need to publish data somewhere.

Our organization has already licenses for other Project managment tools. I could not get buy in for another project app. I would like a way for people to submit time and updates without having to use the email feature or buy a license. If I could request and update or time input and they click a link that takes them to an update page. I can't get buy in for 100 or so licenses so people can update a task.

The robust reporting feature and the ease of use of the general application. I can also have custom reports built and shared with my various clients or emails by schedule

I would like to be able to undo changes in the plan if I make a mistake a remove something that wasn't suppose to be removed example, tasks. I would also prefer that items closed on a task can be moved automatically to the bottom of the plan or If a filter can be created to just view items on the project plan that are still open. Some color coding on the plan itself will also be nice Also some more available options for the client portal so clients can access things like the RAID etc

Gantt charts and financials work well, we don't really use the resource and workload functions but they are good. Significant upgrade over Wrike for cost tracking and forecasting

Uploads in CSV are ok but added functionality here would be good

Setup easyRoll out of project was simpleSufficient high-quality graphs and reportsVery customizable without making it complicated

Missing a few advanced features, like global colour changes to Gantt Chart, but development team evolves product regularly.

It was easy to set up and configurable to our needs Liked that % complete could be independent from time logged Great scheduling and resourcing Client portal easy to use and gives us exactly what we needed

Would be good if we could add a custom field to a discussion for sorting purposes and also control the notifications that go to customers. Suggested both to Celoxis and they have added as a feature request

Project and portfolio orientation Flexible and powerful reporting offering many ways of customizing product, including dashboards Simple yet useful script-based formulas usable in custom fields and thus in reporting Privileges management and data easy segmentation Very well structured and useful API Global search Very reactive and efficient support team

Custom fields configurability in GUI is very limitated Navigation could be improved in some cases by adding more bridges between modules

I love how Celoxis is designed. It's very intuitive and has all the features I needed to be productive with work. I can very easily input everyday time entries and check project statuses.

Sometimes it gets very slow but it's not much of a deal for me.

Gantt Charts, Collaboration as teams on projects, resource planning to actuals

rather complex to configure, but great once concepts are clear no "undo" when doing project plan, which is very dangerous and strange in 2022

It's difficult to find a single PPM tool that has end-to-end functionality for program/portfolio management, day-to-day project management, resource workforce management, budget vs actuals reporting, and dashboard reporting. I've researched for the past 3-4 years and whilst there are companies out there that have been around for decades or may have more API integrations, Celoxis is by far the most...

Read more

There's always room for improvement in every software/company. I would like to see the support for Celoxis increase from 24x5 to 24x7. If they can bring some of their support onshore with a phone capability as well, that would be fantastic. Some minor enhancements on their dashboard reporting capabilities would also be helpful.

Customizable screens (they call it widgets) that could be applied to teams/groups or individuals. It made everyone rather happy as they could make it their own.

We didn't use the any of the tools to tracks costs and financials, and it sometimes was creating confusion (we asked the Celoxis dev. team if we could fully remove this from our platform)

I am really impressed with the customer service. The team is really responsive and support you with the best solution possible. The support during the implementation was crucial and it was offered throughout the implementation lifecycle without any extra cost. Moreover I also like the software as it is simple yet powerful enough to provide with end to end Project management solution.

I would like to Celoxis to include more market standard feature in Project planning (Gantt plan). The current system doesn't allow you to revert back the changes, it is a crucial feature that comes in very handy in case if you are trialling a new plan or made an error by accident. The system also doesn't let you compare the baseline plan with the current plan.

In addition to its amazing project management feature, I love the flexibility that we can create a custom app and tweak the custom fields to automate formulas, processes and creates necessary report we need.

Limitation on graph feature but I think that the capability is enough for our needs. However, we're looking forward if Celoxis can add more features that could help us get use the most of it.

Easy to keep control of a project, easy to personalise items and easy to share a project/information among the organisation.

The lack of graphics and reports options. Graphics and reports customisation is everything nowadays. Users should be capable to customise the projects reports and have the possibility to see project/status evolution within a time frame. The graphics are limited as well, the way we show information sometimes is more important than the information itself. This subject should be also improved. The way how we share the project with external users should be also improved: add external watchers and export the project Gantt. (It isn't possible to share project status, for example).

Time tracking is very simple as well. It would be great if the time sheet automatically saved like everything else on the platform. It is a bit annoying when you track your time for the day, edit one field and then it deletes all of your content because you didn't save it before editing.

The interface. The design could be nicer, it's a bit overwhelming at times. Also, bug/ issue tracking is not the greatest. It would be nice if it worked more like Jira or if the platform could connect with Jira.

Hello Prateek, Thank you for your review. Our timesheets display an "unsaved data" warning when you try to close them or navigate away before saving or submitting your changes. We are also working on further improving timesheets. We will take in your inputs and suggestions. We are also working on improving integrations such as with Jira. Thanks again for your comments!

No pros were added to this review

No cons were added to this review

The reporting functions are good and very flexible, extremely easy to use and create new reports. I like the ease of creating a project, adding tasks and moving them into different areas of the project - extremely simple and straight forward. Copying from other projects function is very easy to use.

I wish there was an option to remove resources when copying over project tasks. If I don't have the same resources on my new project this is time consuming to remove each one. Still confused about how CPI is calculated in regards to the time billed to each task vs. overall budget. This may be a training issue for myself.

I liked the most that I was able to do what I wanted without any experience with the program. More precisely I wanted to create a Gantt chart. I didn't have any experience with Celoxis and just little experience with Gantt charts. After 3 hours the Gantt Chart for a 6 month project was finished in a satisfying and complet way. I had some little issues to enter the planned effort, but after a short chat with the support the problem was easily and efficiently solved.

The export of the Gantt chart into an image is not very satisfying. I am not able to export the Gantt Chart as an image showing the complete project, or in separated but logic pieces. All I get is a section of the chart cut randomly.

The capability to use it for my project manager and at the executive level (portfolio). The quality of the dashboard and large scope of features

Inflexibility about couple of feature/setup, not matching process and forcing some workaround regularly.

It's simple to use, well laid out, reporting functionality is very good. There's a lot of features: utilisation tracking, expenses management, risk and issue tracking.

Performance can be a touch sluggish. Project Management functionality is basic, this needs to be used in conjuction with MS Project or similar for anything but the simplest of projects.

Since subscribing to Celoxis. I have been more engaging and well tracking my projects with a clear understanding and visualization. The best feature about Celoxis is that reporting feature. It will allow you to create your own reporting type or you can choose from well developed report templates, either way you will have a clear visual on your project status with every available details.

The problem I have faced is that there is one in particular with customizing my report template that I could not add a column that I needed especially when it integrated with time.

The UI is very simple and easy for end users to understand and explore. The Customer Service is amazing. The team is very prompt and knowledgeable.

The Licensing Cost per user is a bit high. There is no Viewer License (free of cost) where users can login to only view the metrics .

The structure of the system is logical. The reports are flexible and powerful. The ability to develop custom field and custom workflows is fantastic - we were able to build our financial management system for our small company in Celoxis using the custom workflows and fields. The best part is that it integrates multiple functions so you don't have to buy a bunch of different software - project and resource management, invoicing, expenses, and time tracking all in one. It has contact management too, but we haven't started using that yet.

It's not "flashy" or "sexy" like Asana or Monday. I actually prefer that - but it made it a bit of harder sell to the users because they had never heard of Celoxis and it's not as visually driven. It's more about data and information, but you can use reports, apply colors, etc. to generate visual views. The worst part is that if you delete an object by accident it's gone forever - there is no undo feature (except for you can recover a deleted project). Also the built-in expense module is mediocre, but we built our own with the custom app feature so it's fine.

For our business, we are able to run our end-to-end project lifecycle in Celoxis which we have struggled to find in any other product. This means bringing together quoting for a Professional Services project, progressing that same quote into a live project, having resource management and financial management views on the same project, generating financial forecasts across our projects and resources through reports, and managing other project management aspects such as RAID logs and status reports directly in the Project. Our team manage their holidays and timesheet recording in Celoxis which drives our actuals and invoicing. So it covers the project lifecycle well.

We've encountered some shortfalls in the details of the features. The resource scheduling which drives the financial forecasting is the shortfall that causes us the most rework or workarounds. The system does incorporate resource availability (available hours=working hours minus holidays/other absences) into the planning and timesheet recording, and it does warn you about resource scheduling conflicts...

Read more