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What is Deltek WorkBook?

Developed by specialists in the field, Deltek WorkBook is a robust management platform designed specifically for agencies, providing effective approaches to stimulate growth. It streamlines the oversight of projects, staff, and financial resources from inception to completion, which allows you to prioritize client requirements while making strategic choices for the future, ensuring that you have enhanced control, insights, and visibility whenever necessary. Furthermore, by integrating Deltek ConceptShare, you can seamlessly add online proofing to your project management workflows without compromising on crucial functionalities. In addition, the Deltek Power Launch implementation allows for a swift adoption of WorkBook's customized, role-specific setups, further improving your agency's management capabilities. This comprehensive best practice solution not only optimizes projects, resources, and finances but also lays the groundwork for your agency's sustained growth. By honing in on project management and resource distribution, you can significantly boost productivity and enhance overall utilization rates. Embracing this forward-thinking strategy for agency management will undoubtedly lead to a remarkable transformation in your operational effectiveness. As you navigate through these enhancements, your agency will be well-equipped to adapt to the ever-evolving landscape of the industry.

What is Deltek PIM?

Deltek PIM: Streamlined Email Management. This all-in-one solution for managing emails seamlessly connects with Microsoft Outlook while offering limitless storage capacity. With just a few clicks, you can swiftly search through all emails related to your company and projects. Access your emails through Deltek ERP, any web browser, or directly within Outlook. The PIM Outlook plugin handles the automation of email filing and archiving, ensuring that you maintain a single, central copy of all emails to prevent duplication. All essential information is readily available at your fingertips. You can perform quick searches for all company and project email addresses in mere seconds. There are no constraints regarding storage limits or file sizes, allowing you to unleash your full potential. Additionally, you enjoy round-the-clock access, all while benefiting from full integration with both Microsoft Outlook and Deltek ERP for superior email and document management. This powerful tool not only enhances productivity but also simplifies the entire email management process.

Media

Media

Integrations Supported

ActiveCampaign
BI Book
Deltek Ajera
Deltek Costpoint
Deltek Maconomy
Deltek Replicon Time
Dropbox
Flexspring
GoSimplo
Google Drive
Google Workspace
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Microsoft Outlook
Project.BI
SAP Financials
Storagepipe
Sympa
Synatic

Integrations Supported

ActiveCampaign
BI Book
Deltek Ajera
Deltek Costpoint
Deltek Maconomy
Deltek Replicon Time
Dropbox
Flexspring
GoSimplo
Google Drive
Google Workspace
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Microsoft Outlook
Project.BI
SAP Financials
Storagepipe
Sympa
Synatic

API Availability

Has API

API Availability

Has API

Pricing Information

$19.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Deltek

Date Founded

1983

Company Location

United States

Company Website

www.deltek.com/en/products/project-erp/workbook

Company Facts

Organization Name

Deltek

Date Founded

1983

Company Location

United States

Company Website

more.deltek.com/Deltek-PIM-Demo

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

PIM

Content Syndication
Data Modeling
Data Quality Control
Digital Asset Management
Documentation Management
Master Record Management
Version Control

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