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Celoxis 2026.2 is live — portfolio scenarios, LEX AI answers, faster dashboards. See what's new

Pricing Customers

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Data center

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Get more done with LEX AI

Ask your portfolio anything and get answers in plain English.

LEX overviewWhat the AI layer doesAI insightsSurface slips before they landAuto status reportsDrafted from live plan dataAgentic workflowsRoute and act on exceptions

Platform

Platform overviewOne workspace for plans, people, moneyIntegrationsJira, Azure DevOps, 400+ appsDashboards & reportingReal-time BI with drill-downMobile & desktop appsApprove and update on the goSecurity & governanceSOC 2, ISO 27001, SSO, audit trailsTemplatesPrebuilt methodologies and forms

Features

Gantt chartsPopularDependencies, baselines, critical pathResource managementCapacity, workload, skills matchingFinancial managementBudgets, margin, revenue recognitionWorkflow automationCustom apps and rule-based routingRisk & issue trackingRAG status, alerts, mitigation plansDynamic request formsIntake with conditional logic

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Built for the PMO

Portfolio governance, capacity and financials in one system of record.

Portfolio governanceStage gates and scorecardsCapacity planningDemand vs. supply by roleProject financialsCost, billing and margin

By team

PMO & portfolioStandardize delivery across programsProfessional servicesBillable work, utilization, marginIT & engineeringRoadmaps tied to capacityMarketingCampaign intake and reviewsFinanceForecast spend and recognize revenueOperationsRepeatable processes at scale

By industry

Construction & engineeringMulti-site schedules and cost controlManufacturingNPD gates and resource contentionTechnology & SaaSRoadmap to delivery in one viewGovernment & public sectorAuditability and on-premise optionsHealthcare & pharmaCompliance-heavy program deliveryEducation & nonprofitGrant-funded portfolio tracking

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The PPM evaluation guide

A scoring framework for shortlisting portfolio management tools.

Read the guide28 pages, no form wallProduct tourNine minutes, self-guided

Learn

BlogPractice notes from delivery teamsGuides & ebooksFrameworks you can apply this weekWebinars & eventsLive sessions and recordingsTemplate libraryStart from a proven planProduct tourSee the workspace in motionRelease notesWhat shipped, every month

Support

Help centerSearchable product documentationImplementationGuided rollout with a named leadTraining & certificationRole-based learning pathsAPI & developer docsREST API, webhooks, SDKsCommunityAsk users, share configurationsContact supportResponse within one business day

Browse the library Talk to support Resources

Knowledge Basev11.5

Overview

Home Projects Tasks Time Expense Collaboration Custom Apps Reports

Administration

Users Access Control Miscellaneous On-Premise

Guides

© 2026 Celoxis Technologies

Knowledge Base
Custom Apps
Actions
Bulk Actions

Bulk Actions

Allows multiple attributes to be modified at once, including custom fields as shown below:

PreviousImporting via CSV NextCan my client create issues via email?

Awards & recognition

Rated 4.6/5 on G2★★★★★

Rated 4.5/5 on Gartner Peer Insights★★★★★

Rated 4.5/5 on Capterra★★★★★

Enterprise project & portfolio management software for teams who need to see, plan, and control complex work.

★★★★★4.6/5 on G2

Product

Project Management Resource Management Financial Management Portfolio Management Integrations All features

Solutions

PMO Directors Project Managers Executives & CXOs IT & Services Engineering Success stories

Resources

Blog Guides & playbooks Webinars API & docs Support portal Training

Company

About Celoxis Customers Careers Partners Brand guidelines Contact

SOC 2 Type II
ISO 27001
GDPR-ready
SSO / SAML

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© 2026 Celoxis. All Rights Reserved.