TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Deltek WorkBook

    Score8.3 out of 10
    N/ANow 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

    Forecast

    Score8.3 out of 10
    N/AForecast.it is a project portfolio management solution built around features such as resource planning and time tracking, budget estimating, and analytics and reporting, with key third-party integrations.

    $29

    per seat (billed annually)

    Pricing
    Deltek WorkBookForecast
    Editions & Modules
    No answers on this topic
    Lite (Annual subscription)
    $29
    per seat (billed annually)
    Pro (Annual subscription)
    $49
    per seat (billed anually)
    Enterprise
    Call us
    Offerings
    Pricing Offerings
    Deltek WorkBookForecast
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup Fee$19 per monthOptional
    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 WorkBookForecast
    Project Management
    Comparison of Project Management features of Deltek WorkBook and Forecast
    Feature
    Deltek WorkBook
    4.6
    3 Ratings
    50% below category average
    Forecast
    -
    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 Deltek WorkBook and Forecast
    Feature
    Deltek WorkBook
    9.0
    3 Ratings
    16% above category average
    Forecast
    -
    Ratings
    Quotes/estimates10.03 Ratings00 Ratings
    Invoicing8.03 Ratings00 Ratings
    Project & financial reporting8.03 Ratings00 Ratings
    Integration with accounting software10.03 Ratings00 Ratings
    Best Alternatives
    Deltek WorkBookForecast
    Small Businesses
    Any.do
    Score8 out of 10
    Autotask PSA
    Score7.6 out of 10
    Medium-sized Companies
    KanbanFlow
    Score7.3 out of 10
    Workday Professional Services Automation
    Score8.2 out of 10
    Enterprises
    Microsoft To Do
    Score7.9 out of 10
    Planview AdaptiveWork
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Deltek WorkBookForecast
    Likelihood to Recommend
    8.0
    (3 ratings)
    1.0
    (3 ratings)
    Usability
    9.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (1 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Deltek WorkBookForecast
    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.
    Incentivized
    Read full review
    Forecast
    Forecast is well suited for tracking schedules, especially if it is only being controlled by a single department. When it comes to using Forecast in a larger ecosystem with more "cooks in the kitchen" it would be helpful to have the software more easily integrated with other software.
    Incentivized
    Read full review
    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
    Incentivized
    Read full review
    Forecast
    • Assign and allocate resources.
    • Identify lean departments and identify areas to increase headcount.
    • Manage agile teams.
    • Identify bottlenecks in departments or resourcing.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Forecast
    • Not as intuitive as its companion software, Harvest. This software takes longer to learn when on-boarding new staff. It is also difficult to view time notes without needing to physically open them up. This could be improved by expanding the "on hover" functionality. Personally, having spent as little time in workflow software is really important, as it gives me more time to code.
    • Because we use this software to plan schedules, items often fall through the cracks. I would like to see some more sophisticated syncing with not only Harvest but also with Asana.
    • Lack of integration with Asana. It would be nice to pull data from forecast and display it in Asana. This would be helpful for understanding how much time I have to spend on a project rather than bounce back and forth between web apps.
    Incentivized
    Read full review
    Usability
    Deltek Inc.
    Gets the job done, just not the sexiest.
    Incentivized
    Read full review
    Forecast
    No answers on this topic
    Support Rating
    Deltek Inc.
    Great implementation support, but haven't had many questions since.
    Incentivized
    Read full review
    Forecast
    I have not needed support for Forecast.
    Incentivized
    Read full review
    Alternatives Considered
    Deltek Inc.
    Timelog, e-conomic project module and podio
    Incentivized
    Read full review
    Forecast
    I have not used any other scheduling software other than Forecast. The company selected Forecast because it is used in conjunction with Harvest. The pair of web apps can be used to pull detailed data. This is very important to our agency, and making data-driven decisions is exceptionally important to our agency mission.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Forecast
    • Allow departments to run efficiently.
    • Quickly identify whether departments need to hire.
    • Easily visualize project gaps in resources.
    Incentivized
    Read full review
    ScreenShots

    Deltek WorkBook Screenshots

    Screenshot of TasksScreenshot of Weekly SchedulesProduct screenshotScreenshot 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.

    Forecast Screenshots

    Screenshot of Understand and know how to best utilize your capacityScreenshot of Easily plan and adjust workloads across the entire resource pool to prevent bottlenecks.Screenshot of Have everything in one place to groom the backlog, plan the sprint, and track the progress and velocity.Screenshot of Share real time reports with stakeholders to help them make important decisionsScreenshot of Understand the true cost of each projectProduct screenshot