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.
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.
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
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.
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.