Deltek WorkBook vs. Planview Daptiv

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 Daptiv
Score 7.7 out of 10
N/A
Planview Daptiv is a cloud-based project portfolio management (PPM) solution that is now owned by Planview since the January 2021 acquisition of Changepoint). Planview Daptiv PPM covers diverse needs like Portfolio Management, Project Management, Resource Management and Office Management functionalities to larger business enterprises across diverse industries, and therefore offers a wide range of features achieving this, such as a resource load charts (e.g. Gantt charts), an easy to use DeskDocs…N/A
Pricing
Deltek WorkBookPlanview Daptiv
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Deltek WorkBookPlanview Daptiv
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
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
Features
Deltek WorkBookPlanview Daptiv
Project Management
Comparison of Project Management features of Product A and Product B
Deltek WorkBook
4.6
3 Ratings
48% below category average
Planview Daptiv
6.6
6 Ratings
13% below category average
Task Management4.03 Ratings6.86 Ratings
Resource Management6.03 Ratings6.46 Ratings
Gantt Charts4.03 Ratings6.13 Ratings
Scheduling2.03 Ratings6.44 Ratings
Workflow Automation2.03 Ratings6.45 Ratings
Team Collaboration7.03 Ratings6.86 Ratings
Support for Agile Methodology3.02 Ratings5.04 Ratings
Support for Waterfall Methodology3.02 Ratings8.24 Ratings
Document Management2.03 Ratings6.53 Ratings
Email integration3.03 Ratings8.02 Ratings
Mobile Access5.03 Ratings7.01 Ratings
Timesheet Tracking10.03 Ratings6.85 Ratings
Change request and Case Management4.02 Ratings5.52 Ratings
Budget and Expense Management10.02 Ratings6.45 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Deltek WorkBook
9.0
3 Ratings
20% above category average
Planview Daptiv
7.7
2 Ratings
4% above category average
Quotes/estimates10.03 Ratings9.01 Ratings
Invoicing8.03 Ratings7.01 Ratings
Project & financial reporting8.03 Ratings7.02 Ratings
Integration with accounting software10.03 Ratings00 Ratings
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User Ratings
Deltek WorkBookPlanview Daptiv
Likelihood to Recommend
8.0
(3 ratings)
7.7
(18 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(14 ratings)
Usability
9.0
(1 ratings)
5.0
(3 ratings)
Availability
-
(0 ratings)
10.0
(2 ratings)
Support Rating
9.0
(1 ratings)
7.0
(2 ratings)
Implementation Rating
-
(0 ratings)
5.0
(1 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Deltek WorkBookPlanview Daptiv
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
I would recommend Daptiv for anyone who is look for a collaborative tool that is easy to use and provides excellent results for project management and resource allocation. The tool offers many various capabilities and is not isolated for use with one or two workgroups. Its versatility allows many workgroups across many different organizations to use it. In my previous role, I used Daptiv in both a Project Management and Account Services Information Technology role. In my current workplace, I would like to leverage Daptiv for Product Launch and tracking as well as change request visibility in the Release Management Organization of a pharmaceutical company. Both roles and companies are vastly different however Daptiv would serve a great purpose in both situations although my needs are different.
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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
  • Resource allocation, when fully integrated provides a in depth view of what everyone is working on, as well as their availability.
  • Portfolio reporting provides a good view of where all projects are at in their lifecycle.
  • Time tracking is simple to use.
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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
  • In my opinion, APIs / integrations are sometimes coming to their limit
  • In my experience, no general archive available - therefore data sets cannot be frozen
  • Data roll-up for different hierarchy levels (program / project / sub-project) is very limited, in my opinion.
  • In my opinion, when having showing a large number projects navigation on project tab is not very handy
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Likelihood to Renew
Deltek, Inc.
No answers on this topic
Planview
As previously mentioned, we were not able to get the product to solve our particular problem. After time spent implementing a custom solution, it was the decision of the executive team to discontinue the agreement. The costs of training the team didn't outweigh the cost of hiring an employee to do the translation of schedules to web view.
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Usability
Deltek, Inc.
Gets the job done, just not the sexiest.
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Planview
The main thing that I have to apologize for is the UI. Does the job but just not the flexible responsive experience that most users are used to.
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Reliability and Availability
Deltek, Inc.
No answers on this topic
Planview
In the 3 years I have worked with Daptiv I think it is been down once. The ONLY partial outages I have ever had have been with report automation.
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Support Rating
Deltek, Inc.
Great implementation support, but haven't had many questions since.
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Planview
Good support team! Developed relationships and were very pleasant to talk to. Daptiv went above and beyond on ensuring the customers were satisfied
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Implementation Rating
Deltek, Inc.
No answers on this topic
Planview
I recommend using daptiv resources on your implementation to help with setup and training.
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Alternatives Considered
Deltek, Inc.
Timelog, e-conomic project module and podio
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Planview
AdaptiveWork might not necessarily have robust Analytical abilities that Daptiv IBM Cognos BI tool have, but from the introduction I have seen of the product it has impressive capabilities. It is still work in progress and still learning about AdaptiveWork and looking forward to implementing and supporting it in the near future.
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Scalability
Deltek, Inc.
No answers on this topic
Planview
We are quickly able to add more users as needed.
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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.
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Planview
  • I am in the process of establishing a hard dollar ROI received from Daptiv. However, there have been many soft dollar benefits we have achieved. Soft benefits include IT teams that are more aligned to business objectives, "one version of the truth" for where work is being performed and resources consumed, and more accurate estimation of project requests.
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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 Daptiv Screenshots

Screenshot of Solve your resource planning challenges with 360 degree constraint-based resource management.Screenshot of Embedded Analytics empower you with better decisions through actionable insightsScreenshot of Manage, monitor, and deliver all work across teams and portfolios.Screenshot of Collaborate to assess, prioritize, and plan initiatives.Screenshot of Assess impacts, relationships, and risks across multiple portfolios.