User Guide

Projects

• Project Basics
  • Project Attributes
    • Project Options
    • Computed attributes of project
  • Project States
  • Project Categories
    • Project Custom Fields
  • Project Participants
    • Project Manager
    • Project Client
    • Project Team
    • Task Team
  • Project Settings
    • Project Rates
    • Access Control per project
  • Project Portfolio Management (PPM)
• Creating Projects
  • Creating a Blank Project
  • Importing Project from Microsoft Project
    • Mapping of Fields/Columns
    • Mapping of Priority
    • Importing Baselines
    • Mapping Resources
  • Copy Project
    • Security settings for copying templates
• Exporting Project to Microsoft Project
  • Fields/Columns exported
  • Differences between Celoxis and Microsoft Project
• Editing a Project
• Deleting a Project
• Monitoring Projects
  • Understanding when plan exceeds deadline
  • Getting Notified of Progress Updates
  • Getting Notified of At Risk and Overdue Tasks
  • Understanding Project Visual Health Indicators
  • Requesting Progress Updates on Tasks
  • Earned Value Analysis (EVA)
    • EVA Columns
  • Recalculating Projections
• Archiving/Completing Projects
• Collaborating on projects
• Project Financials
  • Budgeting Projects
  • Project Costing
    • User Cost Rates
  • Project Billing
    • Hourly Billing
      • User based
      • Time code based
    • Fixed Price
• Baseline
  • Task Baseline Attributes
  • Project Baseline Attributes
• Audit Log

Task

• Task Basics
  • Task Attributes
    • Computed attributes of a task
  • Summary Tasks
  • Task Dependencies
    • How to add dependencies
    • Adding inter-project dependencies
  • Task Constraints
  • Milestones
  • Critical Path
• Creating Tasks
  • Add Task from Gantt
  • Importing Tasks from Microsoft Project
  • Importing Tasks from CSV
  • Creating Tasks via Email
  • Copying and Moving Tasks
  • Copy tasks from other project
• Editing a Task
• Deleting a Task
• Viewing Tasks
• Exporting Tasks
  • Export Tasks to CSV
  • Exporting Tasks to Microsoft Project
• Resource Assignment
  • Assigning, Reassigning, Replacing Resources on tasks
  • Assigning resources in percentage(%) or hours(h)
• Task Scheduling
  • Basics of Scheduling
  • Automatic scheduling
    • Factors affecting Automatic scheduling
  • Manual Scheduling
    • Impact of switching scheduling modes
    • MS Project Import/Export
  • Examples for scheduling logic
• Interactive Gantt
  • Printing the Interactive Gantt
• Updating Task Progress
  • Mark On Track
  • Updating Task Progress and Filling Time
    • From Celoxis
    • Task Update Via Email
• Task Visual Health Indicators
• Task Financials
  • Task Budget
  • Task Costing
  • Task Billing
• Task Colors

Resources

• Resource Basics
  • Virtual Resources
  • External Users
  • Resource Skill Sets (Keywords)
  • Resource Work Calendar
  • Resource Cost
  • Resource Off-Time & Vacation
• Creating and Deactivating Resources
• Importing Resources from CSV
• Managing Resources
  • Resource Load Chart
    • Re-allocating Resources and Adding Exceptions
  • Resource Load Chart (Real-time)
  • Finding Available Resources
  • Resource Utilization (Planned v/s Actual)
  • Resource Efficiency
  • Resource Capacity

Time Sheet

• Time Concepts
  • Time Codes
  • Time Entry Workflow
• Weekly Time
  • Filling Weekly Time
    • Some Tips
    • Filter Work Items
    • Auto fill Workitems
  • Filling Time while Updating Task Progress
  • Using the Timer
  • Filling Time for another user
  • Non-Project Time
• Viewing Time Sheets
• Editing and Deleting Time
• Approving or Rejecting Time
• Auto-Approve Time
• Finding Incomplete Time Sheets
• Invoice Time
• Bulk Actions on Time Entries
  • Bulk Actions
  • Bulk Edit of Time Entries
• Permissions for updating time entry attributes
• Auto-Update of Billable/Costable/Bill Rate/Cost Rate attributes

Expenses

• Expense Concepts
  • Expense Codes
  • Expense Workflow
• Adding Expenses
• Viewing Expenses
• Editing and Deleting Expenses
• Approving or Rejecting Expenses
• Invoice Expenses

Collaboration

• Notification Center
• Collaborating on work items
  • Followers
  • Replying from Emails
• Activity Stream
• Discussions
  • Starting a discussion topic
  • Posting a Reply in a discussion
  • Following Discussions
• Files
  • Uploading Files
  • Creating Folders
  • Adding Links
  • Deleting and Moving Files/Folders
  • Version Control
    • File Check Out
    • File Check In
    • File Revert
    • Getting notified on New versions
  • Downloading Files and Folders
  • File History
  • Discussion on a File
  • File Security
  • Adding Files and Folders to your Favorites
  • Finding relevant Files
• Calendar
  • Adding, Editing, and Deleting Calendar Event
  • Calendar Exceptions
  • Understanding Calendar Sharing
  • Viewing Calendars of multiple users
  • Sending Invites for Group Event
  • iCal Export
    • Export to Thunderbird
    • Export to Outlook
    • Export to Google Calendar

Apps

• Essentials of an App
• Creating Apps
  • Basic tab
  • States tab
  • Workflow tab
  • Triggers tab
  • State Managers tab
  • Timeout Policies tab
  • Defining security
  • Defining templates for emails sent to Requestor
• Editing or Deleting Apps
• Using Apps
  • Add/Edit/Delete an App item
    • Import via CSV
  • Performing an action
  • Adding comments
  • Reassign an app item
  • Adding Files
  • Copying or Moving an App item
  • Viewing the audit trail
  • Marking app item delayed
• Filling time on Apps
• Email Integration
  • Indirect Email Integration
  • Direct Email Integration
• Predefined Apps
  • Risk
  • Bug
  • Issue
  • To Do
  • Change Request
  • Project Approval
• App Reports

Views

Reports

• Overview on Reports
• Pre-defined Reports
• Creating, Editing, and Deleting a Report
• Report Views Types
  • Tabular
  • Pie Chart
  • Bar Chart
  • Scatter Chart
  • Calendar View
  • Gantt Chart
  • Project Views
  • Time Phased
• Filtering, Sorting, and Grouping in Reports
  • Filtering in Reports
    • Promptable Filters
    • Advanced Filter Options
  • Sorting in Reports
  • Grouping in Reports
• Sharing Reports
• Report Security
• Exporting Reports
• Starred Reports
• Resetting Filters
• Limits

Administration

• Account Management
  • Company Information
  • Set Company Holidays
  • Upload Company logo
• Custom Fields
  • Adding/Editing/Deleting Custom fields
  • Re-ordering Custom fields
  • Security on Custom Fields
  • Formula Fields
    • Syntax, Operators, Functions
    • Conditional Logic
    • Field References
    • Error handling
    • Some examples
    • Define your own Visual Indicators
• People
  • Users
    • Licensed Users
    • Virtual Users
    • Adding / Editing a User
    • Deactivating a User
    • Importing Users
  • Clients
    • Adding/Editing a Client
      • Defining your client hierarchy
      • Setting up Client Privileges
    • Deactivating a client
    • Importing/Exporting Clients
    • Client Collaboration
      • Share Information with your clients
      • Work on Documents
      • Participate in Discussions
      • Project Apps
• Access Control
  • Roles
    • Adding, Editing, and Deleting Security Roles
  • Workspace
    • Adding, Editing and Deleting Workspace
  • User Workspace - Role Membership
    • Set Single User Workspace Role Memberships
  • Security Privileges
    • Access Control
  • Security Context
  • How Security Works
  • Common mistakes when setting up the security
  • Default Security settings at Company level
  • Default Security settings For Apps
• Project Management
  • Adding, Editing, and Deleting Project Categories
  • Adding, Editing and Deleting Project States
  • Work Calendar
  • Work Calendar Exceptions
    • Work Calendar Exceptions for Resource
    • Work Calendar Exceptions for Calendar
  • Projects Settings
  • Person day calculation
• Timesheets
  • Timesheet Options
  • Billing Model
    • Switching between Billing Models
  • Adding, Editing, and Deleting Time Codes
  • Adding, Editing, and Deleting Expense Codes
• License Information
  • Understanding User Licensing
  • Account Renewal and Additional License Purchase

Personal Settings

• Changing Profile
• Changing Preferences
• Selecting Email Notifications
• Customizing your Dashboard

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