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Deltek WorkBook Reviews

4 Ratings
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Score 7.0 out of 100

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Reviews (1-2 of 2)

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January 16, 2020

WorkBook, not for the IT department.

Christopher Fritz | TrustRadius Reviewer
Christopher Fritz
Score 7 out of 10
Vetted Review
Verified User
Review Source
WorkBook is being used across the whole organization and is being used as our main time tracking, booking, expense, billing portal, etc. It's a great tool for accountants and project managers as they can focus on a tool that can do a lot of things that usually would take a lot of different applications to accomplish.
  • You have a lot of business critical features in one application.
  • You can work in projects and register hours.
  • 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.
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 Christopher Fritz's full review
April 12, 2018

Best Professional Service Management tool

Frants E. Moraitis | TrustRadius Reviewer
Frants E. Moraitis
Score 10 out of 10
Vetted Review
Reseller
Review Source
As a full ERP system with CRM, project management, finance and communication on projects
  • 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
  • Lot of options - Demands training of the users before they can use if fully
For project companies with management needs and normally companies with more than 5-10 employees. For all project companies within marketing, architecture, audit, it supports, engineers and other professional services
Read Frants E. Moraitis's full review

Deltek WorkBook Scorecard Summary

Likelihood to Recommend (4)
7.0

Feature Scorecard Summary

Project Management
7.7
Task Management (2)
8.0
Resource Management (2)
9.0
Gantt Charts (2)
9.0
Scheduling (2)
9.0
Workflow Automation (2)
6.0
Team Collaboration (2)
6.0
Support for Agile Methodology (1)
10
Support for Waterfall Methodology (1)
10
Document Management (2)
6.0
Email integration (2)
6.0
Mobile Access (2)
4.0
Timesheet Tracking (2)
7.0
Change request and Case Management (1)
10
Budget and Expense Management (1)
8
Professional Services Automation
6.0
Quotes/estimates (2)
5.0
Invoicing (2)
6.0
Project & financial reporting (2)
6.0
Integration with accounting software (2)
7.0

What is Deltek WorkBook?

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 modular pricing to fit a company’s needs. The vendor aims to help companies reduce redundant administrative processes and give an international agency a complete view of the business.
Categories:  Collaboration,  Customer Relationship Management (CRM),  Project Management

Deltek WorkBook Features

Project Management Features

Has featureTask Management
Has featureResource Management
Has featureGantt Charts
Has featureScheduling
Has featureWorkflow Automation
Has featureTeam Collaboration
Has featureSupport for Agile Methodology
Has featureSupport for Waterfall Methodology
Has featureDocument Management
Has featureEmail integration
Has featureMobile Access
Has featureTimesheet Tracking
Has featureChange request and Case Management
Has featureBudget and Expense Management

Professional Services Automation Features

Has featureQuotes/estimates
Has featureInvoicing
Has featureProject & financial reporting
Has featureIntegration with accounting software
Additional Features
Has featureCRM
Has featureScrum

Deltek WorkBook Screenshots

Deltek WorkBook Competitors

Deltek WorkBook Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?Required

BASIC 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.

Deltek WorkBook Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS
Supported Countries:Global
Supported Languages: English