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Deltek's software has proven to be a valuable tool for users in various industries, addressing a wide range of needs. One of the key use …
Overview
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…
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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…
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- $19 per monthRequired
For the latest information on pricing, visithttps://workbook.net/pricing
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- Premium Consulting/Integration Services
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- Tech 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 | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS |
| Supported Countries | Global |
| Supported Languages | English |
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Reviews and Ratings
(6)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
Deltek's software has proven to be a valuable tool for users in various industries, addressing a wide range of needs. One of the key use cases is the centralization of decision-making data, allowing users to easily obtain information, focus on goals, and identify areas for improvement. This organization feature has been highly praised by users, as it saves significant time and increases efficiency, resulting in cost savings for businesses.
Another important use case is the tracking and management of time spent on different projects. By providing valuable insights into resource allocation, the software helps users optimize their workforce and enhance project performance. Users also appreciate the consolidation of multiple tools into one platform, streamlining their workflows and eliminating the need for separate tools.
While some users find that the software solves problems that were already addressed by other tools, many have successfully implemented components such as budgets, timesheets, supplier costs, invoicing, and project management. However, there are still areas where external analysis is required, such as custom KPI calculations.
Although there can be initial challenges with data entry and updates, once users overcome the learning curve, they generally find the software effective. It has been particularly praised for its fast and efficient project management capabilities, ensuring objectives are met within set timelines and efficiently managing business resources.
Users appreciate the easy visibility of team workloads and the ability to modify daily planning within the software. Additionally, it helps simplify business processes by reducing dependence on emails and paper documents while enabling time entry capture for all company employees.
Overall, Deltek's software has proven to be a valuable asset for organizations seeking to streamline project management, improve communication and collaboration among teams, and enhance resource allocation and tracking capabilities. While some improvements are desired by certain users and ongoing evaluation is necessary for individual business needs, the software has consistently provided solutions to a variety of challenges faced by its users.
Users of the software have made several recommendations based on their experiences. The most common recommendations include:
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Familiarize yourself with the program and its capabilities: Users have found that taking the time to understand the software and its features is beneficial. By becoming familiar with the program, users are able to maximize its potential and utilize it more effectively for project and resource management.
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Improve user-friendliness in project management: Some users have suggested that the software could benefit from enhancements in its user-friendliness, particularly in relation to project management. This recommendation highlights the importance of ensuring that users can easily navigate and utilize all aspects of the software.
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Consider a superior product if affordable, but acknowledge effectiveness of Workbook: While some users suggest considering other options if they are affordable, many users recognize that Workbook can still be effective in managing a variety of data in one spreadsheet. This recommendation emphasizes the flexibility and versatility of the software, while also offering insight into other potential alternatives.
Overall, these recommendations reflect the versatile and easy-to-use nature of the software, emphasizing the importance of familiarization, user-friendliness improvements, and considering alternative options if applicable.
Attribute Ratings
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
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
46.42857142857143%
4.6
90%
9.0
- Better understanding of financial performance
- Job profitability tracking
Much more dynamic, but the user interface isn't as good.
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.
50%
5.0
60%
6.0
- 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.
I have no knowledge of competing software with the same options.
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
93.57142857142858%
9.4
95%
9.5
- Faster month end finance closing
- Stronger control of project contribution margin
- Higher quality of our project management
- 1 system for CRM, finance and project management gives a higher workflow quality
Timelog, e-conomic project module and podio