Deltek WorkBook Reviews & Ratings

Deltek WorkBook

4.0 out of 5 stars

Ratings and Reviews 1 Rating

Total 4 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
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features 0 out of 5 stars
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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 Microsoft Dynamics 365 Project Operations?

Achieving success in projects while maximizing profitability can be effectively accomplished through robust Project Operations. By ensuring necessary visibility, fostering collaboration, and maintaining flexibility, organizations can significantly enhance their performance from the initial stages of prospects to the final stages of payments and profits. Implementing improved management practices along with precise project estimates, forecasting, and scope definitions can help in securing more contracts. Overseeing projects becomes more efficient with user-friendly features from Microsoft Project, including Kanban boards and Gantt charts, which streamline the entire process. Optimal team allocation is made possible by utilizing insights into resource availability, scheduling, governance, and the alignment of skills. Additionally, the ability to facilitate the submission, approval, processing, and reconciliation of time and expense reports while on the move accelerates both reimbursement processes and client invoicing. Ensuring accuracy in project accounting allows for revenue recognition in line with International Financial Reporting Standards. Moreover, being able to respond quickly to market fluctuations by leveraging actionable insights from a consolidated view of sales and financial metrics is essential. This thorough and comprehensive approach not only safeguards your organization’s competitive edge but also enhances its agility in a constantly changing environment, ultimately leading to sustained growth and success.

Media

Media

Integrations Supported

Microsoft Dynamics 365
ActiveCampaign
Deltek Replicon Time
Dropbox
Flexspring
GoSimplo
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Storagepipe
Sympa
Synatic

Integrations Supported

Microsoft Dynamics 365
Azure Marketplace
BUILDFitters
Lyftrondata
Microsoft 365
Salesbuzz
The Asset Guardian EAM (TAG)
TrueCommerce
XTendLink
proMX Time Tracking

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

$95 per user per month

Supported Platforms

SaaS

Supported Platforms

SaaS
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
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

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com/en-us/project-operations/overview/

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

ERP

Not specified

Project Accounting

Not specified

Project Management

Not specified

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