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Celoxis: Project Portfolio Management Software

Celoxis helps project managers and PMOs coordinate multiple projects through a centralized dashboard. It is designed for organizations that need to balance resource capacity with project demand.

At a glance

Category
Productivity
Best for
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.
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
celoxis.com
Screenshot of Celoxis website

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.

Best For

Project Management Offices (PMOs)Mid-market companiesEnterprise-level project teamsOrganizations requiring on-premise deployment

Integrations

JIRAAzure DevOpsQuickBooks OnlineSalesforceSlackGoogle DriveMicrosoft ExcelMicrosoft ProjectZapierZendesk

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.

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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