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    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

    TaskRay

    Score9 out of 10
    N/ATaskRay is a project management platform for managing project within Salesforce. It enables work to be planned quickly and efficiently, across geographically distributed teams. It supports collaboration using Chatter groups, and file sharing.

    $15

    per month

    Pricing
    Deltek WorkBookTaskRay
    Editions & Modules
    No answers on this topic
    TaskRay
    $25.00
    per month
    Offerings
    Pricing Offerings
    Deltek WorkBookTaskRay
    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
    Features
    Deltek WorkBookTaskRay
    Project Management
    Comparison of Project Management features of Deltek WorkBook and TaskRay
    Feature
    Deltek WorkBook
    4.6
    3 Ratings
    50% below category average
    TaskRay
    8.6
    5 Ratings
    11% above category average
    Task Management4.03 Ratings8.75 Ratings
    Resource Management6.03 Ratings8.34 Ratings
    Gantt Charts4.03 Ratings9.34 Ratings
    Scheduling2.03 Ratings10.04 Ratings
    Workflow Automation2.03 Ratings9.05 Ratings
    Team Collaboration7.03 Ratings9.05 Ratings
    Support for Agile Methodology3.02 Ratings8.34 Ratings
    Support for Waterfall Methodology3.02 Ratings8.02 Ratings
    Document Management2.03 Ratings6.32 Ratings
    Email integration3.03 Ratings9.02 Ratings
    Mobile Access5.03 Ratings9.02 Ratings
    Timesheet Tracking10.03 Ratings10.01 Ratings
    Change request and Case Management4.02 Ratings8.02 Ratings
    Budget and Expense Management10.02 Ratings8.02 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Deltek WorkBook and TaskRay
    Feature
    Deltek WorkBook
    9.0
    3 Ratings
    16% above category average
    TaskRay
    8.5
    3 Ratings
    10% above category average
    Quotes/estimates10.03 Ratings00 Ratings
    Invoicing8.03 Ratings8.01 Ratings
    Project & financial reporting8.03 Ratings9.03 Ratings
    Integration with accounting software10.03 Ratings8.52 Ratings
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    Deltek WorkBookTaskRay
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    Any.do
    Score8 out of 10
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    Medium-sized Companies
    KanbanFlow
    Score7.3 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Microsoft To Do
    Score7.9 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Deltek WorkBookTaskRay
    Likelihood to Recommend
    8.0
    (3 ratings)
    8.3
    (5 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (1 ratings)
    Usability
    9.0
    (1 ratings)
    10.0
    (1 ratings)
    Support Rating
    9.0
    (1 ratings)
    10.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Deltek WorkBookTaskRay
    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
    Bracket Labs
    TaskRay is a great solution for small to medium sized businesses running multiple projects at the same time. It is very cost effective and their development team is actively adding new functionality regularly. If you prefer working from a tiled Kanban board view, this is highly worth evaluating.
    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
    Bracket Labs
    • Onboarding Templates
    • Scheduling Onboarding tasks and assignments to client and employees
    • Creating project logs so that everyone knows what is being worked on
    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
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    Bracket Labs
    • Unfortunately TaskRay does not allow us to share templates externally with customers.
    • We have employees all over the world and we don't think TaskRay will support other languages such as Japanese. Note, I am speaking with a sales rep next week to confirm this, so we may be incorrect.
    Incentivized
    Read full review
    Likelihood to Renew
    Deltek Inc.
    No answers on this topic
    Bracket Labs
    It's hands-down the best PM tool we have ever used. Nothing compares in ease of use and being easy to learn. It also looks great and makes sense immediately
    Incentivized
    Read full review
    Usability
    Deltek Inc.
    Gets the job done, just not the sexiest.
    Incentivized
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    Bracket Labs
    Easy Easy Easy to use
    Incentivized
    Read full review
    Support Rating
    Deltek Inc.
    Great implementation support, but haven't had many questions since.
    Incentivized
    Read full review
    Bracket Labs
    I have not had many support issues but when I have, they have been courteous helpful, and solved the issue
    Incentivized
    Read full review
    Implementation Rating
    Deltek Inc.
    No answers on this topic
    Bracket Labs
    Again, just like the app, the implementation was very easy.
    Incentivized
    Read full review
    Alternatives Considered
    Deltek Inc.
    Timelog, e-conomic project module and podio
    Incentivized
    Read full review
    Bracket Labs
    We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay. The only reason we may not end up going with TaskRay is lack of templates and slightly stunted reporting features (this is mainly due to Salesforce limitations). Our organization is growing so quickly, we need to consider tools that are better able to regiment processes in a larger group of Customer Service Representatives and give management more detailed insight into those activities.
    Incentivized
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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.
    Incentivized
    Read full review
    Bracket Labs
    • It was highly effective in organizing projects and sprints.
    • Time cards were easy to manage.
    • TaskRay's integration with Salesforce is a huge win as well as you can leverage workflows, approval processes, and alert notifications.
    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.