Deltek WorkBook vs. Project Insight

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
Project Insight
Score 4.0 out of 10
N/A
Project Insight is a web-based project and portfolio management software. Project teams can access, edit and update their projects information anytime, anywhere, with any supported browser, tablet and mobile device. Features for experienced project managers include: MS Project import/export, intelligent scheduling, resource allocation, Outlook integration, document management, approvals, time/expense tracking, issue management, 100s of dashboards and advanced permissions.
$45
per user or volume licensing options.
Pricing
Deltek WorkBookProject Insight
Editions & Modules
No answers on this topic
Enterprise
$45
per user or volume licensing options.
Free
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Offerings
Pricing Offerings
Deltek WorkBookProject Insight
Free Trial
YesYes
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
Community Pulse
Deltek WorkBookProject Insight
Top Pros
Top Cons
Features
Deltek WorkBookProject Insight
Project Management
Comparison of Project Management features of Product A and Product B
Deltek WorkBook
4.6
3 Ratings
49% below category average
Project Insight
4.3
2 Ratings
55% below category average
Task Management4.03 Ratings6.02 Ratings
Resource Management6.03 Ratings3.02 Ratings
Gantt Charts4.03 Ratings7.01 Ratings
Scheduling2.03 Ratings2.01 Ratings
Workflow Automation2.03 Ratings8.01 Ratings
Team Collaboration7.03 Ratings4.02 Ratings
Support for Agile Methodology3.02 Ratings3.01 Ratings
Support for Waterfall Methodology3.02 Ratings4.01 Ratings
Document Management2.03 Ratings1.02 Ratings
Email integration3.03 Ratings7.02 Ratings
Mobile Access5.03 Ratings00 Ratings
Timesheet Tracking10.03 Ratings2.01 Ratings
Change request and Case Management4.02 Ratings5.01 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
Project Insight
5.0
1 Ratings
40% below category average
Quotes/estimates10.03 Ratings00 Ratings
Invoicing8.03 Ratings00 Ratings
Project & financial reporting8.03 Ratings5.01 Ratings
Integration with accounting software10.03 Ratings5.01 Ratings
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User Ratings
Deltek WorkBookProject Insight
Likelihood to Recommend
8.0
(3 ratings)
4.0
(2 ratings)
Usability
9.0
(1 ratings)
-
(0 ratings)
Support Rating
9.0
(1 ratings)
4.0
(1 ratings)
User Testimonials
Deltek WorkBookProject Insight
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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Project Insight
My rating would vary depending on the types of projects that need to be managed. Since I am in software, I don't think it was an excellent fit to manage software projects unless they are small projects with only a few tasks. On the other hand, if you are needing to manage a wide range of departments that are working on a single project with many moving pieces, then I would think that PI might be a better fit. Think of it as a jack of all trades, but master of none.
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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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Project Insight
  • History tracking for any changes made to data.
  • Tracks all milestones and retains records for lifetime of account.
  • Easy extracting for reporting purposes.
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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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Project Insight
  • Not a good fit for all types of projects
  • Very Complex
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Usability
Deltek, Inc.
Gets the job done, just not the sexiest.
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Project Insight
No answers on this topic
Support Rating
Deltek, Inc.
Great implementation support, but haven't had many questions since.
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Project Insight
I found Project Insight somewhat opaque overall. I thought the training was sparse and answers to questions few and far in between. There was a lot of power there for the dedicated user/administrator. For me, who was a casual user and administrator, I found support lacking. I didn't administer Project Insight much, just some work on integrations with other tools.
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Alternatives Considered
Deltek, Inc.
Timelog, e-conomic project module and podio
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Project Insight
  • When I got to the company where I used Project Insight, we had our own custom tool that fit the tasks that it was designed for but wouldn't grow with the company unless resources were put onto expanding capabilities. We needed something more.
  • We replaced that tool with Redmine. It worked well and was easy to use, but it looked pretty dated when we got it, and since we didn't have many resources for managing, it looked dated after a few years without receiving upgrades. It was a decent tool for small teams that were focused on similar tasks. Redmine was much more straightforward than Project Insight and felt more reliable since we never had an issue with our internal servers. On the other hand, Redmine felt dated and didn't fit as many of the tasks that were needed. Redmine's price was right if you installed it locally and was probably still cheaper if you used their SAAS version.
  • Jira, on the other hand, felt like an excellent tool for software teams. Jira had a great project and task management and felt right for a software team. Jira also had useful integrations, even with Project Insight. Jira seemed pretty unreliable, worse than Project Insight. Our team would have preferred Jira, but I think it didn't work for other teams.
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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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Project Insight
  • Reduction in costs on materials (i.e. - paper documentation)
  • Improved efficiency given that our field members need to report back on an hourly basis
  • Web based platform allows anyone access to the same information
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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.