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Deltek WorkBook

Deltek WorkBook

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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Recent Reviews

TrustRadius Insights

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 …
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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 month
    Required
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

Screenshot of TasksScreenshot of Weekly SchedulesScreenshot of Screenshot 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.Screenshot of Capacity Chart – Make strategic resourcing decisions with greater visibility to resources availability and forecasted capacity.Screenshot of Inbox Conversations with File and Time – Centralize communication by sharing files and feedback within the task or project itself.Screenshot of Job List KPI – Take proactive action to avoid over-servicing and control costs with real-time visibility into project progress.Screenshot of Pipeline Forecast – Know what business to pursue and when with precise pipeline health data.

Deltek WorkBook Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS
Supported CountriesGlobal
Supported LanguagesEnglish
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Comparisons

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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!

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:

  • 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.

  • 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.

  • 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.

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