AI TOOL PROFILE
Celoxis: Project Portfolio Management Software
- Productivity
- Project Management
- Project Management Offices (PMOs)
- Mid-market companies
- Enterprise-level project teams
- Organizations requiring on-premise deployment
Pricing
Tiered pricing starts at $10 per user per month for the Core plan, with Essentials ($25), Professional ($35), and Business ($45) tiers. All prices are prepaid annually. A 14-day free trial is available.
At a glance
- Best for
- Project Management Offices (PMOs), Mid-market companies, Enterprise-level project teams, Organizations requiring on-premise deployment
- Key use cases
- Automating Project Intake, Cross-Regional Resource Coordination, Portfolio Health Monitoring, Client Collaboration
- Integrations
- JIRA, Azure DevOps, QuickBooks Online, Salesforce, Slack
- Official website
- Visit Celoxis official website
How AI is used
Celoxis is a project portfolio management platform designed for project managers, PMOs, and larger organizations. It provides a centralized view of active projects, allowing leadership to monitor health indicators and resource allocation from a single interface.
The software supports the project lifecycle from the initial intake of requests through a custom ranking process, to dynamic scheduling and delivery. The platform is available as both a cloud-hosted service and an on-premise installation.
Buyers should note that features are divided into tiers. While basic tracking is available in lower plans, capabilities such as risk management and client portals are available in the Professional and Business tiers. Organizations should confirm that their internal security requirements align with the deployment options provided.
Key Features
Project Request Automation
Captures project requests via web-forms, emails, and spreadsheets and supports ranking based on custom business KPIs.
Dynamic Project Planning
Scheduling tools designed to adjust to task delays, resource time-offs, and shifting priorities.
Resource Management
Tracks workforce utilization across different time zones and shifts, including capacity planning and overload alerts.
LEX AI Insights
Analyzes project data to provide insights and recommendations through natural language commands.
Portfolio Dashboards
Customizable dashboards with drill-down capabilities to monitor project schedules and margins.
Custom Workflow Apps
Allows users to build custom apps for tracking business processes such as risks, issues, or approvals.
Use Cases
Automating Project Intake
Collating requests from various sources and ranking them to match demand with available capacity.
Cross-Regional Resource Coordination
Allocating team members to tasks across different global time zones and shifts.
Portfolio Health Monitoring
Using drill-down dashboards to track KPIs and RAG health indicators across a set of projects.
Client Collaboration
Providing clients with access to a dedicated portal to monitor progress and share documents.
Integrations
- JIRA
- Azure DevOps
- QuickBooks Online
- Salesforce
- Slack
- Google Drive
- Microsoft Excel
- Microsoft Project
- Zapier
- Zendesk
FAQ
Is there a minimum number of users for Celoxis?
- Yes, accounts are required to have at least 5 full-access users.
Does Celoxis offer a free trial?
- Celoxis provides a 14-day free trial that includes sample data for evaluation, though it requires a business email address.
Can external clients access the software?
- Yes, Celoxis includes a free client portal that allows external users to monitor project progress, participate in discussions, and exchange documents.
What are the different pricing tiers?
- Pricing is tiered based on features, starting with Core ($10), Essentials ($25), Professional ($35), and Business ($45) per user per month, prepaid annually.
Source category: Productivity
Source subcategory: Project Management
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