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 Priority
  • Importing Baselines
  • Mapping of Fields/Columns
  • Mapping Resources
• Copy Project
  • Security settings for copying templates

Exporting Project to Microsoft Project

• Differences between Celoxis and Microsoft Project
• Fields/Columns exported

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
  • Fixed Price
  • Hourly Billing
    • User based
    • Time code based

Baseline

• Task Baseline Attributes
• Project Baseline Attributes

Audit Log