Celoxis : PPM Software for Data-Based Project Scalability
Celoxis: in summary
Celoxis is a powerful Project Portfolio Management (PPM) software designed for businesses managing complex projects. It offers advanced planning tools such as interactive Gantt charts, resource management, and task dependency tracking, enabling teams to stay organized and efficient.
The platform excels in:
- tracking time spent on each project,
- providing financial forecasts to maintain each project’s budget,
- and generating customizable reports and project dashboards,
giving businesses the ability to make data-driven, informed decisions.
Celoxis is also multilingual and integrates with over 400 business applications, such as JIRA and Azure DevOps, making it adaptable to organizations worldwide.
What are Celoxis' main features?
Celoxis stands out with its comprehensive range of PPM (Project Portfolio Management) features that simplify strategic planning, project execution, and resource optimization. Here’s a detailed overview of the software's main features.
Strategic Planning and Advanced Analysis
Celoxis empowers you to make informed decisions with powerful strategic planning tools:
- What-if Analysis: Simulate different scenarios to understand their impacts on your projects and portfolios. This helps evaluate risks and opportunities before committing to a decision.
- Dynamic Project Planning: Automatically adjust schedules and resources in response to changes such as delays, absences, or shifting priorities. This feature ensures smooth and proactive execution.
Real-Time Project Management and Tracking
Detailed tracking is essential for project success:
- Portfolio Tracking: Access customizable dashboards that provide a comprehensive view of your projects, including budgets, timelines, and overall health. You can configure key performance indicators (KPIs) for real-time tracking.
- Project Intake Management: Centralize all project requests in a single interface, prioritize them based on strategic goals, and assign them according to your team’s capacity.
- Leverage advanced project control tools, such as RAG health indicators, Earned Value Analysis (EVA), and critical path management, to keep projects on track.
Resource Optimization and Proactive Management
The tool also enables you to track resource performance and utilization rates to prevent team overload.
- Advanced Resource Management: Plan resources based on roles, skills, availability, and time zones. This comprehensive view allows precise and balanced allocation.
- Overload Alerts: Receive real-time notifications to adjust workloads and prevent overburdening. This promotes effective management and prevents team burnout.
Consolidated Financial Tracking at the Portfolio Level
Celoxis provides complete visibility into the finances of your projects and portfolios. You can:
- Monitor overall budgets: View consolidated budgets to better control costs across all projects.
- Analyze profitability: Assess financial performance across projects and portfolios using custom metrics (margins, ROI, etc.).
- Accurate financial forecasting: Anticipate gaps between planned and actual budgets with forecasting tools based on consolidated data.
- Dynamic financial reports: Generate comprehensive reports to present stakeholders with a clear overview of portfolio financial health.
Customizable Project Dashboards and Reports
Celoxis offers customizable dashboards and powerful reporting tools, allowing teams to gain precise insights into the performance of each project within the portfolio.
With a wide range of widgets, users can track key performance indicators (KPIs), project progress, and resource utilization. Reports can be tailored to specific business needs and shared for cross-functional visibility.
Time and Expense Tracking
Lastly, Celoxis simplifies time and expense tracking by enabling team members to log time spent on tasks and record expenses. The software integrates these data points into project finances, providing an accurate picture of project profitability while streamlining client billing and cost management.
Its benefits
Efficient portfolio management
Advanced reporting and analytics capabilities
Versatile project management tool for all business sizes
GDPR, ISO 27018
Its disadvantages
Celoxis is not suited to teams with fewer than 5 members
Appvizer's opinion
We are delighted with Celoxis' intuitive user interface, which stands out as one of the most accessible in the PPM market. Its ease of use facilitates rapid onboarding, even for teams without advanced technical skills, significantly reducing training time.
We also appreciate its extensive features, which, combined with high customization options, allow the tool to adapt to various project environments and requirements. The customizable dashboards, along with Celoxis' robust analytics and reports, impressed us by transforming complex data into actionable insights.
Additionally, we observed a significant improvement in our project and resource visibility, enabling quicker and more informed decision-making. Celoxis' technical support is also exemplary, demonstrating ideal responsiveness and availability in case of technical issues, which is reassuring.
We highly recommend Celoxis to any company that wishes to optimize its project management with a flexible, powerful tool backed by excellent customer service.
Celoxis: its best resources
Celoxis Empowers SweetRush to Conquer the Exponential Growth Challenge
Goodman Fielder Transforms Food Industry Operations with Celoxis
Modernizing Practices at Historic Academy
Transforming Medical Device Research with Celoxis En
Global Franchises Leverage Celoxis to Drive Digital Transformation
Celoxis Drives S.I.'s Mission for People & Governance
Celoxis: its rates
Celoxis offers three plans, but pricing is based on usage according to the selected features, such as:
- Advanced analytics & B.I.,
- Aggregated dashboards,
- Advanced scheduling,
- Team performance,
- Resource conflict management,
- Portfolio and KPI management,
- Free client portal,
- Project templates, etc.
Focus on the available plans as of May 2024:
- "Team Member" version at $15 per month.
- "Manager" version at $25 per month.
- A custom quote version, billed based on usage.
Cloud
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On Premise
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Celoxis: the complete test
In our comprehensive evaluation of Celoxis, we thoroughly tested its capabilities in real project management conditions to provide a detailed and authentic assessment of its features.
Project Planning and Scheduling
In our assessment of the project planning and scheduling features, we were particularly impressed by the intuitive user interface that facilitates the creation of complex and dynamic project plans.
We could easily define:
- Tasks,
- Milestones,
- Dependencies,
- Automatic scheduling,
- Multiple resources per task.
The resource assignment feature allowed us to allocate specific tasks to resources based on their availability and skills, a crucial aspect for efficient time and team management.
The use of Gantt charts for scheduling visualization simplified the understanding of project timelines.
We tested the critical path analysis, which identifies tasks with no delay margin, helping us prioritize efforts to avoid project timeline impacts. This real-time analysis capability allowed our project managers to spend less time reconfiguring plans and more time proactively leading teams.
Resource Management
Celoxis' resource management feature was tested in the context of multiple simultaneous projects, requiring astute team allocation.
Celoxis provided us with a detailed and updated view of various elements, allowing us to allocate our resources more judiciously to appropriate tasks:
- Resource availability,
- Skills,
- Current workload,
- Availability, holidays, and absences.
We appreciated the ease of resolving resource conflicts, thanks to alerts that notify managers in case of over-allocation. This feature was essential to maintaining a balanced workload and preventing burnout, ensuring sustained productivity without compromising team well-being.
Customizable Reports and Real-Time Information
Celoxis' reporting and dashboard capabilities are among the most advanced we have tested.
The tool allows extreme customization of dashboards, which enabled us to monitor specifically the most critical metrics for our projects.
We used widgets to tailor the dashboards to our needs, displaying information ranging from overall project progress to precise financial details, tracking requests to benefits, and covering everything in between.
Information is also reported in real-time, providing a 360-degree view of all projects and teams, and users can receive automatic alerts to stay informed of progress.
During our test, the reporting features allowed for detailed trend and forecast analysis, essential for anticipating challenges before they occur.
The ability to schedule automatic reports also facilitated the regular distribution of relevant information, ensuring that all stakeholders remain well-informed and engaged throughout the project lifecycle.
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