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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 Vision?

Effortlessly manage client connections, monitor opportunities, estimate project expenses, and cultivate client relationships. By enhancing customer satisfaction and minimizing project risks, timely and budget-friendly project delivery becomes achievable. Accelerated reporting enables the provision of role-specific metrics to decision-makers, while project managers encounter significant hurdles in ensuring that projects are completed on time and yield maximum profitability. A clear vision is essential for their achievements. - Access to real-time data allows for the early identification of issues, facilitating prompt corrective measures. - Utilize tools designed to oversee project status and employee utilization effectively. Furthermore, all financial, project, and resource planning information can be consolidated within a single comprehensive system, ensuring streamlined operations and enhanced oversight.

Media

Media

Integrations Supported

BI Book
Deltek Replicon Time
Dropbox
Flexspring
Google Drive
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Project.BI
SAP Financials
Storagepipe
Sympa
Synatic

Integrations Supported

Blackbox Connector
Bottomline Paymode
Emburse Expense Enterprise
FMIS Asset Management
Longview Tax
Manufacturo
Sourcing Force

API Availability

API Availability

Pricing Information

$19.00/month/user
Starting at $19 per user / per month
30 users minimum
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online 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

1989

Company Location

United States

Company Website

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

Categories and Features

Advertising Agency

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

Project Accounting

Not specified

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

Project-Based ERP

Not specified

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Multi-Currency
Nonprofits
Project Accounting
Purchase Orders

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

Budgeting

Asset Planning
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Version Control

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Profitability Analysis
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Enterprise Asset Management
Financial Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Time Tracking
Workflow Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Pipeline Management
Source Tracking

Payroll

Reporting/Analytics

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

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Task Management
Templates

Reconciliation

Not specified

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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