Deltek WorkBook vs. PlanPlus Online

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
PlanPlus
Score 10.0 out of 10
Mid-Size Companies (51-1,000 employees)
PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.
$34.99
Per User per Month
Pricing
Deltek WorkBookPlanPlus Online
Editions & Modules
No answers on this topic
PlanPlus Online Professional Edition
$34.99
Per User per Month
PlanPlus Online Planner Edition
$69.99
Per/Year
PlanPlus Online Business Edition
$199.99
per 5 users/per month
Offerings
Pricing Offerings
Deltek WorkBookPlanPlus
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup Fee$19 per month$1,500 Up to 12 hours of Account Configuration Assistance Setup Include: Provision accounts and licenses (1hr), Kick-off Call (1 hr), and 10 additional hours of account configuration assistance to be used toward the following items, as needed by customers internal administrator: User Setup, Record Access, & Personal Preferences; Data Migration; Custom Fields & Page Layouts; Web-forms & Surveys; Views & Reports; Standard Sales Processes; Project Templates. Exact accomplishments may vary from this list based on Administrator's skills and requirements.
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 WorkBookPlanPlus Online
Project Management
Comparison of Project Management features of Product A and Product B
Deltek WorkBook
4.6
3 Ratings
48% below category average
PlanPlus Online
-
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
PlanPlus Online
-
Ratings
Quotes/estimates10.03 Ratings00 Ratings
Invoicing8.03 Ratings00 Ratings
Project & financial reporting8.03 Ratings00 Ratings
Integration with accounting software10.03 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Deltek WorkBook
-
Ratings
PlanPlus Online
8.6
3 Ratings
11% above category average
Customer data management / contact management00 Ratings10.03 Ratings
Workflow management00 Ratings9.03 Ratings
Territory management00 Ratings7.03 Ratings
Opportunity management00 Ratings10.03 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings10.03 Ratings
Contract management00 Ratings7.03 Ratings
Quote & order management00 Ratings5.02 Ratings
Interaction tracking00 Ratings10.03 Ratings
Channel / partner relationship management00 Ratings9.03 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Deltek WorkBook
-
Ratings
PlanPlus Online
9.0
3 Ratings
18% above category average
Case management00 Ratings9.03 Ratings
Call center management00 Ratings9.03 Ratings
Help desk management00 Ratings9.02 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Deltek WorkBook
-
Ratings
PlanPlus Online
10.0
3 Ratings
28% above category average
Lead management00 Ratings10.03 Ratings
Email marketing00 Ratings10.03 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Deltek WorkBook
-
Ratings
PlanPlus Online
9.7
3 Ratings
25% above category average
Task management00 Ratings10.03 Ratings
Billing and invoicing management00 Ratings9.02 Ratings
Reporting00 Ratings10.03 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Deltek WorkBook
-
Ratings
PlanPlus Online
9.7
3 Ratings
24% above category average
Forecasting00 Ratings10.03 Ratings
Pipeline visualization00 Ratings10.03 Ratings
Customizable reports00 Ratings9.03 Ratings
Customization
Comparison of Customization features of Product A and Product B
Deltek WorkBook
-
Ratings
PlanPlus Online
8.5
3 Ratings
12% above category average
Custom fields00 Ratings10.03 Ratings
Custom objects00 Ratings9.03 Ratings
Scripting environment00 Ratings8.02 Ratings
API for custom integration00 Ratings7.02 Ratings
Security
Comparison of Security features of Product A and Product B
Deltek WorkBook
-
Ratings
PlanPlus Online
7.0
3 Ratings
17% below category average
Single sign-on capability00 Ratings6.01 Ratings
Role-based user permissions00 Ratings8.03 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Deltek WorkBook
-
Ratings
PlanPlus Online
8.0
2 Ratings
10% above category average
Social data00 Ratings8.02 Ratings
Social engagement00 Ratings8.02 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Deltek WorkBook
-
Ratings
PlanPlus Online
9.5
3 Ratings
28% above category average
Marketing automation00 Ratings10.03 Ratings
Compensation management00 Ratings9.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Deltek WorkBook
-
Ratings
PlanPlus Online
8.0
3 Ratings
7% above category average
Mobile access00 Ratings8.03 Ratings
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User Ratings
Deltek WorkBookPlanPlus Online
Likelihood to Recommend
8.0
(3 ratings)
10.0
(3 ratings)
Usability
9.0
(1 ratings)
8.0
(1 ratings)
Support Rating
9.0
(1 ratings)
10.0
(1 ratings)
User Testimonials
Deltek WorkBookPlanPlus Online
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.
Read full review
PlanPlusOnline
I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.
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
Read full review
PlanPlusOnline
  • Weekly and Monthly Planner is very productive.
  • Task Delegation and Pipeline Tracker are easy to use and efficient.
  • Goal Planning helped us as well to identify our chances.
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.
Read full review
PlanPlusOnline
  • When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
  • The inability to make personalized the labels for our insurance terms.
Read full review
Usability
Deltek, Inc.
Gets the job done, just not the sexiest.
Read full review
PlanPlusOnline
It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI
Read full review
Support Rating
Deltek, Inc.
Great implementation support, but haven't had many questions since.
Read full review
PlanPlusOnline
There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.
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Alternatives Considered
Deltek, Inc.
Timelog, e-conomic project module and podio
Read full review
PlanPlusOnline
PlanPlus Online is much nicer than Salesforce and also much faster.
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.
Read full review
PlanPlusOnline
  • Better lead management
  • Increased lead efficiencies with drip programs
Read full review
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.

PlanPlus Screenshots

Screenshot of Mobile interface on iPadScreenshot of Mobile interface on iPhoneScreenshot of Desktop browser interfaceScreenshot of Another screenshot of desktop browser interface