Celoxis
Project portfolio management with resource allocation by availability, demand and skill.
An assistant called Lex reads the project data and answers natural language commands with insights and recommendations.
- Starting price
- From $10 / user / month
- Free trial
- 14-day trial with sample data
- API
- Yes, a documented web-based REST API alongside more than 400 prebuilt integrations
Overview
Celoxis is project portfolio management software from Celoxis Technologies in Pune, India, sold as a hosted service and, unusually for the category, also as an on-premise install. Resourcing is driven by availability, demand and skills, with capacity planning, holiday handling and immediate alerts when someone is overloaded; project plans schedule automatically around time off and shifting priorities. Around that sit critical path, baselines and earned value analysis, a timesheet module with multi-level approvals, financials covering margins, and customizable dashboards. Paid plans require at least five full-access users.
Our take
The on-premise option is the reason to shortlist this over the hosted-only tools it sits beside, and it is a real install rather than a private cloud: an organisation that cannot put schedules and rates on someone else's servers has very few places left to go in this category. The tiered seat types point the same way, at a firm large enough that most people only book hours or read a plan and only some drive it. Against that, the five-user floor and the annual prepay make it the wrong shape for a small team, and the breadth is worth checking against the actual question: this is a portfolio suite with resourcing inside it, so anyone who wants only a booking board will be configuring a great deal they do not need.
Key Facts
| Category | |
|---|---|
| Starting price | From $10 / user / month Core tier, prepaid annually. Every plan requires a minimum of five full-access users; the higher tiers price team-member and timesheet users below a full seat. |
| Free trial | 14-day trial with sample data |
| API | Yes, a documented web-based REST API alongside more than 400 prebuilt integrations |
| Hosting | Cloud on AWS in the United States and Ireland, audited against ISO 27001 and SOC 2 Type 2, or on-premise on Linux, Windows or macOS with SQL Server 2016+, Oracle 11g/12c or PostgreSQL 12+ |
| Made in | India (Celoxis Technologies, Pune) |
Features
- Resource planning
- Yes, allocation by availability, demand and skills, with capacity planning, multiple locations and shifts, holiday and exception handling and instant overload alerts
- Task planning
- Yes, plans that schedule automatically around time off, delays and changing priorities, with inter-project dependencies, critical path, baselines and earned value analysis
- Time tracking
- Yes, a built-in timesheet module with inbuilt timers, multi-level approvals, automatic reminders and configurable policies
- Reporting and controlling
- Yes, custom drill-down charts and shared dashboards with PDF export and scheduled email delivery, plus financials covering margins, revenue forecasting and budget spend
Integrations
- Jira
- Salesforce
- QuickBooks Online
- Microsoft Project
- Microsoft Excel
- Slack
- Zapier
- Google Drive
- Google Sheets
- Google Forms
- Trello
- GitHub
- Zendesk
- Freshdesk
- Harvest
- Mailchimp
- SurveyMonkey
- Evernote
- Microsoft Active Directory
- Okta
- OneLogin
- SAML 2.0
- iCal
Deployment and Support
- Deployment
-
- Cloud (SaaS)
- Browser-based
- On-premise
- Support
-
- Community forum
- Onboarding
-
- Documentation and knowledge base
- Video tutorials
- Live online demos and webinars
- Company size
-
- Small and mid-sized
- Enterprise
Suitability
| Industry | Freelancers | Small and mid-sized | Enterprise |
|---|---|---|---|
| Agencies | Not stated | Not stated | Not stated |
| Architecture & Engineering | Not stated | Not stated | Not stated |
| Consulting | Not stated | Stated as a fit | Stated as a fit |
| Media & Creative | Not stated | Not stated | Not stated |
| Technology | Not stated | Not stated | Not stated |
The table combines the industries the vendor addresses with the company sizes the tool is aimed at. An empty cell means the combination is not stated, not that it is ruled out.
Pros and Cons
Strengths
- One of the few tools in this category that can be installed on your own servers instead of taken as a hosted service
- Team-member and timesheet-only users cost less than a full seat on the higher tiers, so read-only and time-entry access does not carry full price
- Resourcing accounts for locations, shifts, holidays and exceptions rather than assuming one shared working week
Limitations
- Every plan requires at least five full-access users, so the smallest teams cannot buy in
- The on-premise price is not published and comes from a quote
- List prices are prepaid annually; the page prices no monthly-billed option
Pricing
-
Core
$10 / standard user / month
Prepaid annually. Minimum five full-access users.
-
Essentials
$25 / standard user / month
Prepaid annually. Team-member users $18, timesheet users $12. Minimum five full-access users.
-
Professional
$35 / standard user / month
Prepaid annually. Team-member users $24, timesheet users $12. Minimum five full-access users.
-
Business
$45 / standard user / month
Prepaid annually. Team-member users $29, timesheet users $14. Minimum five full-access users.
-
Enterprise
Not stated
Custom pricing on request.
What It Costs Your Team
Enter your team size. The figures are worked out from the list prices above.
| Plan | Per user / month | Per year |
|---|
EstimatedList prices in USD. Excludes tax, discounts, add-ons and setup fees. The vendor's own quote is binding. How we calculate
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