Celoxis Reviews

1. Web-based Interface
2. Mobile Access
3. Project Gantt Chart and Timelines
4. Alerts and Notifications
5. Time Tracking
6. Ease of Use

The interface is a bit heavy for a small team like us. I wish I could easily turn off a lot of features that I currently don't use. Yes, there is a way I can turn off costing and billing and other portfolio features, but even after that, I still feel the app needs to have a more light-weighted look and feel.

I have been part of the team that tested, implemented, and using the tool as a User and also Administrator.

1) The standalone app helps us to do customization without depending on Salesforce Admins. I can create my own 'Custom Fields' and report on it. Even the 'Custom Fields' can be customized to show for only specific types of projects which is awesome.

2) The concept of 'Workspaces' which separates out the department-wise projects makes it unique. It helps to remove the noise from/to other departments.

3) The Project/Task creation AND/OR the templates option is very simple and re-usable, which takes Project Managers to create projects in less than 30 seconds.

4) Time tracking is very very simple. This has been hell in our previous tool.

5) The access control/security can be controlled by Celoxis Admin(That's me!) which is super helpful.

6) With all of the above, the adoption of Celoxis across our departments has been great compared to our previous tool.

7) Last but not least - Their Support team is awesome! You just send a Chat or Open a ticket, they respond very quickly and provide resolutions in most of the cases. NEVER SEEN a SUPPORT team like that previously.

1) Task scheduling is medium. Though they have provided different ways to achieve our requirements, it is a tedious job. I would want a tool like 'Celoxis' to think about 'Day-wise scheduling' which is already part of other PSA tools.

2) The Reporting is medium. Though we can achieve the results with multiple reports, I would want a tool like 'Celoxis' to think more about reporting capabilities (Something like a Salesforce kind of reporting structure would help everyone).

3) There are few limitations which they have already documented here: https://www.celoxis.com/kb/13.5/reports/concepts/limits
I would want them to think out of the box and help more customers, while the customers grow, these kinds of limitations will be barriers to proceed with the tool in the long-run future.

Tracking budgets, time, and delivery progress. Tracking who has what and when it is due.

My only request for improving the tool at this time is for Celoxis to implement a currency conversion calculation in the tool so that our business can report on USD across all regions, the rest we can live with, or I will submit a support case for consideration.

Gantt view is useful, calculations generally work

Difficult to use, most commonly used features are hard to find, effectively an opinionated spreadsheet.

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

excellent user interface, durable solution, endless customization alows you to create any build almots any View or analysis you wish to see.
excellent, fast, agile service!

out of the box integrations can be more suitable for the industry (such as: Salesforce, Jira integrations coverage).

Easy of use of the Gantt and Work Load, even if some other things are not really UX friendly or intuitive...

Sometimes is not clear how to perform some tasks, Customer service is very straight and I feel they do not listen to the customer needs on specific issues, then they reply very plain.

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

Ability to create dashboards that could be specific to adress my needs

the data in celoxis are task based so if you want to import data from another tool that is not task based but time based then it is not working

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.

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 intuitive, customizable PPM tool that does all of the above functions at a competitive cost and with a very modern user interface. The Gantt chart mimics the look and feel of MS Project which allowed the learning curve for our PMs to be seamless as they simply imported their Project CSV files. The resource workforce reporting is also automated and easily shows those under/over allocated. One of the best functions of this tool is the dashboard reporting - it is incredibly customizable allowing the user to select position, width, charts, filters, custom fields etc which again mimics what you'd be able to do in MS PowerPoint but in an automated fashion. I've used PPM tools customised for enterprise organisations with 50,000+ employees which cost $5m+ in licensing costs yet did not function as well as Celoxis.

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.

As centralized server solution, this software enables us to plan, manage and control whole portfolio and every project individually. As comprehensive solution this software is used by our employees, management, associates and clients. Everybody can see state of their projects/tasks with one click on their mobile phones or computers.

Software could be better with improvements in cashflow department of the project. Also as project is set of activities performed by all Project participants, it could be helpful to implement Client tasks and other stakeholders tasks.

Celoxis allows integration of planned work hours and resources with time card inputs to allow an integrated management solution that permits tracking of Planed vs. Actual labor hours and costs. Definitely a much tighter integration than I found in MS Project. However - and this is important to my clients - the ability to bidirectionally share data with Project is a significant plus as many of my clients rely on Project. Finally, I use Celoxis for multiple clients and the workspaces functionality allows me the ability to securely partition clients into their own environment thus permitting multiple clients to share the basic installation.

There is a learning curve to climb - especially in the reporting function and I am still learning how to use the many features of the product. I would like to see more You Tube videos on how to perform advanced functions - especially with cost and resource reporting for users.

Celoxis checks all the boxes for engineering project management for me. Prior to Celoxis, we used Microsoft Project: Celoxis incorporates the advanced features of Project in cloud-based tool that provides team collaboration and scheduling that we could not get with Project or most other cloud-based scheduling tools.

With great options can come a great (big) learning curve: there are so many features in Celoxis, setting up individuals, teams, groups, and roles is critical for a successful launch, and this can be a bit daunting at first glance. However, the Celoxis team did a great job pre-sales of walking us through the tool and it's features, as well as scheduling training for our team post-sales to get up and running in the tool.

The standout feature is the flexibility of Celoxis which allows for a great deal of optional customisation.
For example, custom formula fields let us do basic and complex math that can be displayed in reports and on projects.

When comparing it to other solutions it does sport a few unique features not found in competitor products. Chiefly among them would be the semi intelligent schedule and budget prediction feature which gives a quick way to assess project status.

The biggest issue is the UX/UI which has a bit of a learning curve and needs a strict process to utilize all areas effectively. The system seems to have some legacy features that make functionality redundant.
An example would be 4 different ways to enter time into time-sheets in the UI, or 2 separate comment features that are nested into each other for no reason.

Some very simple and common features, like checklists in tasks, seem to also be absent.

While not difficult to work with, the usage-paths for all the functions have not been thoroughly tested it seems.

- ease of use
- feature rich for project management
- external users and client login option for client view
- integrations with salesforce and rest api for other apps if required
- integrated time entry and approval
- single-sign-on capability with various IDP's

- mobility options are limited
- client cannot be assigned tasks in the Project

Celoxis is a powerful project management software that is replacing MS Project in our organization, allowing us to get a portfolio view of many projects managed by multiple PMs. But best of all, our resources can enter their timesheets within Celoxis. This allows us to eliminate one piece of software and run analytics to learn about our performance and drive improvements.

It was tricky to setup. We needed the help of Celoxis to get the roles and access permissions setup correctly. The help guide was not comprehensive enough in this area to do it yourself.

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

I like that the interface is very user friendly. I also like that the reports are customizable. We have been able to integrate a lot of reporting into Celoxis that was previously done using Excel or a similar program. Celoxis is able to collect all of our data and organize it effectively, thus ensuring we don't have to go to a lot of extra work to manipulate the data into the reports we want to see.

The new interface isn't as useful for me as the previous one. It works better for my resources, but as an admin, it seems less friendly than before. Namely, the drop downs and options available under Reports and other areas are not as customizable. I liked having my full list of starred reports available previously, whereas now I find myself accessing the full 'All Reports' page more frequently to navigate. I mainly use reports in the system to it was more convenient to have only my preferred ones all listed in one place.

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)

Fast, customizable, no-nonsense interface, wide variety of reports, custom apps

Weak in communication tools, does not have an email editor, only notifications can be sent out through commenting in apps, can't attach files to those or send to multiple client officials. Discussions at Project level allow those but not at app level.

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.

No doubt, I have 2 favorite features: everything related to the Gantt View, which is extremely customizable, and now suporting different baselines; and the REST API, which is a lot better documented than when I started using it. Also, not a feature about the software, but as important, Customer Support is excelent.

So far, Celoxis hasn't turned into proper program and portfolio management.

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

As well as the standard ability to plan project, Celoxis allows you to bug track, resource plan, and create a wealth of reports. Not only that but you have unlimited client access for clientst to be able to log and view their own bugs as well as track the progress of their project, granting specific permissions and allowing full transparency.
I also like the ability to customise reports and fields, import project and export reports in csv, pdf and msproject formats.
The support team are incredibly responsive in addition to the articles and forums within the help centre.
On a daily basis I use it to plan projects, allocating estimated hours per task, check progress of a project, check the resource availability, and calculate risks.

With each release improvements are made, but whenever there is a release the system can be a little buggy, but is usually resolved very quickly and tickets are dealt with promptly.