Incredible Tool for Business Operations
We use Deltek WorkBook as our company's ERP software, meaning that it is our accounting system, time & expense management, CRM and …
Deltek WorkBook
Deltek WorkBook
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Pricing
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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…
Entry-level set up fee?
- $19 per monthRequired
For the latest information on pricing, visithttps://workbook.net/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
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.
Deltek WorkBook Features
Project Management Features
- Supported: Task Management
- Supported: Resource Management
- Supported: Gantt Charts
- Supported: Scheduling
- Supported: Workflow Automation
- Supported: Team Collaboration
- Supported: Support for Agile Methodology
- Supported: Support for Waterfall Methodology
- Supported: Document Management
- Supported: Email integration
- Supported: Mobile Access
- Supported: Timesheet Tracking
- Supported: Change request and Case Management
- Supported: Budget and Expense Management
Professional Services Automation Features
- Supported: Quotes/estimates
- Supported: Invoicing
- Supported: Project & financial reporting
- Supported: Integration with accounting software
Additional Features
- Supported: CRM
- Supported: Scrum
Deltek WorkBook Screenshots
Deltek WorkBook Competitors
Deltek WorkBook Technical Details
| Deployment Types | SaaS |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS |
| Supported Countries | Global |
| Supported Languages | English |
Comparisons
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Frequently Asked Questions
What are Deltek WorkBook's top competitors?
Basecamp, Wrike, and Microsoft Office 2016 (discontinued) are common alternatives for Deltek WorkBook.
What is Deltek WorkBook's best feature?
Reviewers rate Timesheet Tracking and Integration with accounting software highest, with a score of 9.9.
Who uses Deltek WorkBook?
The most common users of Deltek WorkBook are from Mid-sized Companies (51-1,000 employees) and the Entertainment industry.
Reviews and Ratings
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November 03, 2021
Incredible Tool for Business Operations
We use Deltek WorkBook as our company's ERP software, meaning that it is our accounting system, time & expense management, CRM and budgeting. It is used across the whole company, with some users having greater access to financials, etc. It allows us to track our time and expense on a job by job basis, so we're able to have accurate job profitability numbers in live time.
- Time & Expense
- Job Profitability Tracking
- CRM
- User Interface
January 16, 2020
WorkBook, not for the IT department.
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.
April 12, 2018
Best Professional Service Management tool
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