Release Dates:

Major release after version 5.1. It has numerous enhancements and behavioral changes.

User Interface

Minor reorganization helped reclaim up to 40% more screen real estate.
Many actions are performed via speedy AJAX pop-ups which helps retain context, reduce clicks and improve overall speed
Consolidated toolbar

All resources (users, clients, contacts) consolidated under single People menu.
Directly open a ticket, view documentation, access the community forums from the Help menu
Personal settings and Logout options consolidated under profile menu

Improved ability to quickly add task, documents, discussions to recent or current projects and tasks
LHS report panel under projects can be collapsed to gain more real estate
Client dashboard introduced similar to user dashboard

Project Management

Tasks with no resources now factored in when computing % complete of summary tasks and project
Projected dates for tasks with no progress calculated assuming today as the start date
Resources can have > 100% allocation
For tasks with multiple resources, the work is proportionately divided based on their individual allocation

Ability to add and edit tasks individually.
Enter billing details while creating projects
Phone logs attached to tasks migrated to task notes
Convenient progress update shortcuts 25, 50, 75 and 100% for tasks
Added dynamic role ‘Task Team’ for more customizable access control
Exposed the ‘Edit Time entry’ privilege. This is automatically granted to the ‘Approver’ and ‘Owner’ role.
Project document report now includes documents attached to tasks, discussions and processes.
Ability to set multiple timers on tasks.

Timesheets

Enter %complete and update on tasks when filling weekly time
Simplified approval process
Added one-click approve option
Removed detailed bulk approve screen
Removed policy ‘Allow users to fill time on tasks not assigned to them’ as tasks visible are controlled by security
Customize number of rows visible for non project time on weekly screen

Expenses

Collaboration

Improved workflow to move documents across folders
Improved presentation of discussions
Discussions can be moved across projects
Discussion posts can be sorted by date
Unified interface to add work calendar exceptions -- for individuals, work calendars and the organization
Organization wide events must now include timezone

Reports

Improved column picker -- columns are grouped hierarchically
Improved presentation of promptable filters -- reduces clutter and improves readability
Expand/Collapse in hierarchical reports remembered across log in sessions
Additional financial columns

Custom Fields

Users and Clients

Internationalization

Celoxis is available in French, German, Spanish, Chinese and Portuguese languages.

Search

Simplified interface and improved algorithm

API

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