Pre-defined Reports

Owned by Former user (Deleted)
Last updated: Sept 12, 2017 by Rashmi Likhite

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
  • 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
  • Resources - Capacity
  • Incomplete Timesheets
  • 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 Unsubmitted Time
  • Activity Stream

 

For Client
  • Projects
  • At Risk Tasks
  • Files
  • Discussions

Project-Specific reports
  • Workload
  • Cash Flow
  • Work Trend 
  • Discussions 
  • Files 
  • Issues
  • Bugs
  • Risk Register 
  • Gantt (Client Shared)Â