Celoxis offers a number of pre-defined reports to get you started. In most cases, these should suffice your needs. Predefined reports will show Celoxis as the creator. Privileges on these are preset to allow for the most common requirements. You can modify any of the above reports to suit your requirements or make copies and modify the copies.
For Executives
Budget Allocations.
Projects (by Schedule)
Revenue per Client
Project Portfolio Analysis
For Managers
- My Projects
- Tasks Status
- Project Status (Top level Tasks)
- Project Status (Gantt)
- Cost Overruns
- Portfolio - By Client
- Portfolio - By Project Type
- Portfolio - Project Costs
- Portfolio - Benefit v/s Alignment
- Portfolio - Risk v/s Priority
- Portfolio - Project Profitability
- Portfolio - Revenue (Planned v/s Actual)
- Resources - Hours (Allocation v/s Availability)
- Resources - Billable Utilization
- Resources - Capacity
- All Projects By Client
For Managers
- Project Status (Gantt)
- Resources - Effort (Planned v/s Actual)
- Resources - Costs (Planned v/s Actual)
- Resources - Hours (Billable v/s Non-billable)
- Resources - Billing
- Resources - Who's Doing What
- Resource Load
- Resource Utilization
- Resource Resources - Capacity
- Incomplete Timesheets
- Activity Stream
- Discussions
- Documents
- Open Issues
- Open Bugs
- My To Dos
- Resources - Planned Costs
- My Projects
- Projects - Revenue (Planned v/s Actual)
- Projects - Hours (Billable v/s Non-Billable)
- Project Status (Top level Tasks)
- Projects - Margins (Planned v/s Actual)
- Upcoming Milestones
- Tasks Status
- Late Tasks
- Activity Stream
For Team
- My Tasks
- My ExpensesMy Unsubmitted Time Entries
- My Open Items
- Activity Stream
- Discussions
- Documents
For Client
- Project Status
- Project Documents
- Project Discussions
- My Existing Requests
For Administration
- Billing Summary
- Billed Time
- Billed Expenses
- Projects
- At Risk Tasks
- Files
- Discussions
Project-Specific reports
- Workload
- Unassigned Tasks
- Tasks (List)
- Discussions
- DocumentsCash Flow
- Work Trend
- Discussions
- Files
- Issues
- Bugs
- Risk Register
- Gantt (Client Shared)