Most sessions are mixed. Tell us who’s joining and the specialist sets the depth for each role.
PMO & portfolio leaders
Standardize intake, gates and reporting across programs, and defend the portfolio with data instead of opinion.
Project managers
The scheduling depth you already expect - dependencies, calendars, constraints, baselines - without rebuilding plans in a second tool.
Professional services
Billable utilization, rate cards and margin per engagement, with time and expenses captured against the work.
Operations teams
Repeatable processes at scale: request forms, approval routing and automation that mirror how work already moves.
IT & engineering
Roadmaps tied to real capacity, Jira and Azure DevOps kept in sync, with SSO and audit trails as standard.
Executives & finance
One live view of spend, forecast and delivery risk, reconciled with the plans the teams are actually running.
Tell us who’s attending and we’ll build the agenda around them.
Inside the session
You’ll see the product, not a slide deck.
The specialist works in a live Celoxis workspace. Pick any area below and it goes on the agenda - or bring a problem of your own and the session starts there.
app.celoxis.com/dashboards
Portfolio health, RAG status and budget variance on one screen — then drill from the roll-up to the task that moved it.
app.celoxis.com/gantt
Change a duration or a dependency and the schedule, baseline variance and critical path update while you watch.
app.celoxis.com/resources
See who is over-committed next quarter, then test a reassignment before anyone commits to a date.
app.celoxis.com/financials
Budget against actuals by category, with timesheets, expenses and invoicing feeding margin as delivery happens.
app.celoxis.com/automation
Your intake form, approval chain and exception routing — plus LEX answering a portfolio question in plain English.
After you submit
Three steps, no chasing
No sales sequence, no waiting to hear back.
01
Send your details
Three fields, plus a phone number if you want a call. Your request reaches the Celoxis team immediately.
Under a minute
02
A specialist gets in touch
Someone who knows your industry asks about your portfolio, systems and timelines, then offers times that suit your team.
Within one business day
03
Your personalized walkthrough
A live session built around what you told us - your own plan included, if you send one - and a written summary afterwards you can share internally.
30-45 minutes
What our customers say
What teams say once they’re live
A few of the 500+ organizations running their portfolios on Celoxis today.
“
Whether it’s tracking project portfolios, scheduling resources and tasks, or generating weekly reports, Celoxis has become our go-to solution.
Abir Sandra HabbalSr. IT Manager, McDonald’s UAE
“
Celoxis has been instrumental in driving our project management transformation and organizational excellence.
Nin RobertsHead of PMO, Goodman Fielder
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25 years as a PMP - Celoxis is the best project and portfolio management tool I have ever worked with.
Kelly TalsmaPMO Director, Knape & Vogt
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Real-time insights into resource utilization and revenue forecasting have made our decisions quicker and more accurate.
PC CampbellDirector of Program Management, Nextern
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The reporting is the best that I’ve seen and is definitely one of the strongest muscles of Celoxis. Celoxis is truly a powerhouse when it comes to project management.
Michael MilshteinDir. of Engineering & Development, SweetRush
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Celoxis is feature-rich, easy to implement and highly customizable - its reporting is superb and its support exceptional.
Laura YueBusiness Analyst, GroundProbe
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Celoxis’ flexibility, user-friendly interface and responsive support make it an outstanding tool for project and resource management.
Cyril SolaEngineering Manager, Markem-Imaje
Before you book
Questions people ask first
Yes. Before the session, a specialist reviews what you told us about your portfolio, team size and the systems you run today, then builds the walkthrough around that. Send a Microsoft Project or Excel plan in advance and we’ll import it, so you see your own schedule inside Celoxis.
Most sessions run 30 to 45 minutes: a short discovery conversation, then the walkthrough, then questions. Deeper technical, security or procurement sessions are booked separately once you know Celoxis fits.
Whoever has to sign off. PMO, delivery, finance, IT and executives all get different depth in the same session - see the breakdown above.
Celoxis is configured, not rebuilt. Custom fields, request forms, approval routing, workflow states, rate cards and role-based dashboards follow how you already work, and waterfall, agile and hybrid portfolios run side by side in the same system.
Yes. Native integrations for Jira, Azure DevOps, Microsoft 365, Google Workspace, Salesforce, QuickBooks and Slack, 400+ apps through Zapier, plus a REST API and webhooks for anything custom. SSO through SAML and Okta is standard.
It goes to the Celoxis team that prepares and schedules your demo, and is used to tailor the session and follow up about it. You can opt out at any time; the privacy policy sets out how we store and process your data.
Yes. Celoxis publishes its pricing, so you don’t need a demo to get a number - but the specialist will walk through the tier that fits your team size and deployment, and what a rollout typically involves.
That’s fine. Plenty of these sessions are scoping conversations, not buying decisions. You’ll get a straight read on whether Celoxis fits what you’re trying to do, and a written summary either way.
Yes. The 14-day free trial needs no credit card. Most teams evaluating a full portfolio still book a session, because importing a real plan and configuring rate cards goes faster with a specialist.
One session is usually enough to know
Bring a plan, a portfolio problem, or just a list of questions. A specialist will show you exactly how Celoxis handles it - and tell you straight if it doesn’t.