Deltek WorkBook vs. Planview AdaptiveWork

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Deltek WorkBook
Score 8.3 out of 10
N/A
Now from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with…N/A
Planview AdaptiveWork
Score 6.8 out of 10
N/A
Planview AdaptiveWork is a web-based collaborative work management software. Planview AdaptiveWork enables users to connect employees and partners and create documents, reports and specialized workflow automation. Planview AdaptiveWork is designed to work across multiple teams to enable cross-company task, project, and resource management.N/A
Pricing
Deltek WorkBookPlanview AdaptiveWork
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Deltek WorkBookPlanview AdaptiveWork
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup Fee$19 per monthNo setup fee
Additional DetailsBASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.
More Pricing Information
Community Pulse
Deltek WorkBookPlanview AdaptiveWork
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Features
Deltek WorkBookPlanview AdaptiveWork
Project Management
Comparison of Project Management features of Product A and Product B
Deltek WorkBook
4.6
3 Ratings
48% below category average
Planview AdaptiveWork
-
Ratings
Task Management4.03 Ratings00 Ratings
Resource Management6.03 Ratings00 Ratings
Gantt Charts4.03 Ratings00 Ratings
Scheduling2.03 Ratings00 Ratings
Workflow Automation2.03 Ratings00 Ratings
Team Collaboration7.03 Ratings00 Ratings
Support for Agile Methodology3.02 Ratings00 Ratings
Support for Waterfall Methodology3.02 Ratings00 Ratings
Document Management2.03 Ratings00 Ratings
Email integration3.03 Ratings00 Ratings
Mobile Access5.03 Ratings00 Ratings
Timesheet Tracking10.03 Ratings00 Ratings
Change request and Case Management4.02 Ratings00 Ratings
Budget and Expense Management10.02 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Deltek WorkBook
9.0
3 Ratings
19% above category average
Planview AdaptiveWork
-
Ratings
Quotes/estimates10.03 Ratings00 Ratings
Invoicing8.03 Ratings00 Ratings
Project & financial reporting8.03 Ratings00 Ratings
Integration with accounting software10.03 Ratings00 Ratings
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User Ratings
Deltek WorkBookPlanview AdaptiveWork
Likelihood to Recommend
8.0
(3 ratings)
6.7
(68 ratings)
Likelihood to Renew
-
(0 ratings)
7.5
(26 ratings)
Usability
9.0
(1 ratings)
7.3
(5 ratings)
Availability
-
(0 ratings)
8.2
(3 ratings)
Performance
-
(0 ratings)
9.1
(5 ratings)
Support Rating
9.0
(1 ratings)
8.0
(6 ratings)
In-Person Training
-
(0 ratings)
8.2
(2 ratings)
Online Training
-
(0 ratings)
5.4
(5 ratings)
Implementation Rating
-
(0 ratings)
8.2
(4 ratings)
Configurability
-
(0 ratings)
8.0
(1 ratings)
Ease of integration
-
(0 ratings)
8.2
(1 ratings)
Vendor post-sale
-
(0 ratings)
9.1
(1 ratings)
Vendor pre-sale
-
(0 ratings)
9.1
(1 ratings)
User Testimonials
Deltek WorkBookPlanview AdaptiveWork
Likelihood to Recommend
Deltek, Inc.
My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
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Planview
The tool is pretty intuitive and relatively easy to and navigate. We have setup a process where a "won" project in SalesForce creates a base project in Planview AdaptiveWork and then sends notifications that a new project has arrived. We then apply the appropriate template to match SKUs that has been sold and assign project resources. From there the project manager uses Planview AdaptiveWork daily to track project progress and enter status information. Ultimately financial milestones are tracked and processed, leading to project completion
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Pros
Deltek, Inc.
  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
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Planview
  • Highly customizable, can develop organization specific workflows, modules, etc.
  • Interface (in most instances) is easy to use. Timesheets, project details, and report modules are fairly easy to navigate and understand.
  • Good comms tools like discussions, group pages, automatic reminders and notifications.
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Cons
Deltek, Inc.
  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
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Planview
  • Yes, Clarizen has time tracking functionality. But in the end, so does much other software, and they do it with a better, less confusing interface which is one of the reasons our organization ended up switching. The platform was crowded and made it confusing for users who only used it to track time (like me).
  • Our organization also wanted software that would better house PTO information, in addition to time tracking, and Clarizen's program wasn't efficient enough.
  • The point above also goes with expenses. We wanted a more diligent and robust expense report system. For our needs, Clarizen wasn't it.
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Likelihood to Renew
Deltek, Inc.
No answers on this topic
Planview
I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.
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Usability
Deltek, Inc.
Gets the job done, just not the sexiest.
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Planview
It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented.

The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.
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Reliability and Availability
Deltek, Inc.
No answers on this topic
Planview
Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.
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Performance
Deltek, Inc.
No answers on this topic
Planview
Reports: Quick to Reasonable

Most Ancillary Pages: Quick to Reasonable
(By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.)

Work Plan (with 100 sub items): Reasonable to Slow
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Support Rating
Deltek, Inc.
Great implementation support, but haven't had many questions since.
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Planview
It's a good experience overall. Clarizen was useful when needed. It's mostly needed for advice on how to do more sophisticated actions or how to change something that was set up administratively. It's seldom used otherwise. The product consistently works, the documentation is acceptable, and the generally intuitive product is easy enough for most staff to pick up without much issue.
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In-Person Training
Deltek, Inc.
No answers on this topic
Planview
• We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period.
• Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here
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Online Training
Deltek, Inc.
No answers on this topic
Planview
Our trainer, Alex, is exceptional and knows the product really well. I swear he must have wrote the product himself! His manner with training is very easy going, gives you homework that is applicable to what you need to learn and stages it correctly for you. It was a pleasure to be trained by him.
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Implementation Rating
Deltek, Inc.
No answers on this topic
Planview
I performed the implementation with our Clarizen provide trainer, who knew the product 100% and it went quickly and without a problem. It was a pleasurable process without the problems other software implementation often encounter. Kudos to the Clarizen team for making this a worry free process for their clients because it is worry free.
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Alternatives Considered
Deltek, Inc.
Timelog, e-conomic project module and podio
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Planview
Clarizen is easy to use, web based, and collaborative. It also does a great job organizing tasks across projects which is great for helping contributors get their work done on time. Management loves the reports they can create on overall status, costs, and when projects are forecasted to go live
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Return on Investment
Deltek, Inc.
  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Read full review
Planview
  • Great customer feedback related to real-time availabilty of project status. We could tailor gant charts to various customers within an organization fairly quickly.
  • Seeing real-time breakdown of costs and time for projects was great. The main page with summary charts was a great way to get information at a glance.
  • Clarizen use definitely helped us stream-line project planning and assisted with identifying bottlenecks.
  • We run many projects in parallel with similar timepoints (pre-, interim-, and post-). The software was pretty straight forward, permitting us to create one project outline then dupiclating it (as a template) for a number of others.
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ScreenShots

Deltek WorkBook Screenshots

Screenshot of TasksScreenshot of Weekly SchedulesScreenshot of Screenshot of Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Screenshot of Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.Screenshot of Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.

Planview AdaptiveWork Screenshots

Screenshot of Complete Portfolio ManagementScreenshot of Integration Through an Array of AppsScreenshot of Real-Time Project ManagementScreenshot of Robust Social Collaboration - From Ideation to Project Delivery