Celoxis Project Management
| Pleasing interface
| More functions than most alternatives
| Quick to become proficient at using the system
| Amazing reporting capabilities
Celoxis is a smart choice for project managers who really need an in-depth system that assists teams with all facets of project management. Celoxis has more functions and features than almost every other system we’ve reviewed. From task creation, to expense tracking, to workflow creation, to reporting, Celoxis has it all.
The user interface is well organized and displays all needed tools in a single location for easy access and use. The clever use of drop down menus aids project managers and users with navigation, and the layout itself is easy to understand. After loading Celoxis, the dashboard is shown, providing a meaningful overlook to the project and current tasks. The dashboard can also be easily customized to add filters, edit screens, and even run reports.
Schedule and Task Status
The Task Status and Schedule Status sections consist of small graphs on the Dashboard provide quick overviews of the status of tasks and schedules. They are useful project management features that show:
- On time tasks
- Overdue tasks
- At risk tasks and schedules
- Completed tasks
- Future tasks
- Budget status
- Productivity levels
Each task and schedule status graph can also be customized. These visual aids are also great resources for project managers and users. Each has an option to “click on for more details”, which allows for users to see tasks and schedules in more details such as deadlines, budgets, and percent complete.
All well structured projects should have workflows for many of the processes to ensure that things are done in a standardized and controlled manner. Celoxis promotes this by offering a tool to create and edit workflows. It does not require any sort of graphical knowledge, and a user or project manager can create these workflows by using the user interface to select and specify each level of the workflow.
Project managers know that managing budgets and tracking expenses for each project is important for efficient and successful project management. Without expense tracking, projects can be delayed, or even worse, fail completely.
Celoxis allows project managers and users to manage budgets and track expenses effectively. By accessing the “expenses” screen, users can add expenses, approve expenses, review invoices, and even run reports on all expenses and “my expenses”, which features expenses that you, as a user, has entered and recorded.
Celoxis provides expense tracking and allows users and project managers to associate costs with tasks within projects. This is also simple to do:
– Click [Expenses] -> [Add Expense]
– Select the Project and Task
– Enter the summary for the expense
– Click [Add Line Item]. This will allow you to specify the expense in greater detail with the ability to enter a category, description, amount, date, and more.
Celoxis has an extremely functional reporting system and allows for maximum customization, including the ability to create custom reports, and specify specific users for viewing. In addition to this, reports can be downloaded as HTML and CSV, and also added to the Dashboard.
As mentioned earlier in this review, reports can also be run from each section available on the Dashboard. Filters and fields can be added and customized according to the project manager or user’s needs.
Creating custom reports is simple and intuitive process. Reports can be created on a variety of project elements, such as:
- Time entry
- Task update
- Activity log
- …and the entire project
When creating a report, filters can be added to these reports to further refine and specify exactly which data you wish to report on, and also supports the ability to display charts and graphs, which can be handy when users, project managers and executives require quick overviews of the current state of the project or particular elements of it.
The speed of Celoxis is another prominent strong point. Transitions between screens and sections are seamless, smoothly, and instantaneous.
Ease of Use
This system is quite easy to use. First time users may be overwhelmed by the abundance of options, due to the exceptional detail in almost every system tool and feature. First time users are encouraged to review the help section, as it provides detailed instructions for all the system’s functions, and also has many accompanying videos.
Celoxis is a fantastic system. For project managers and executives who love reports, Celoxis is going to be one of the best choices as an online project management and collaboration tool. There are no significant faults with this system, and as a result of extensive testing, it is evident that it is smart choice.