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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 Multiview ERP?

Our goal is to eliminate the Month End process. For nearly three decades, Multiview has been dedicated to enhancing corporate finance and back-office functions, allowing our clients to concentrate on their core business activities. While corporate finance and accounting have traditionally been used to evaluate past performance—an approach that certainly holds value—we believe that even greater benefits can be realized when this information is utilized on a daily basis to inform decisions and drive results, rather than merely reflecting on outcomes after they occur. The ability to control data resides with the CFO and can be effectively shared across the organization, making trust in the information used for decision-making paramount. In essence, the finance team plays a crucial role in narrating the story of what is happening within the organization, underpinned by precise and timely data. We invite you to be part of our mission to End Month End and transform your organization from merely chasing numbers to actively leveraging them for success. By adopting this proactive approach, you can foster a culture of informed decision-making and strategic planning within your team.

Media

Media

Integrations Supported

BI Book
Deltek Replicon Time
Dropbox
GoSimplo
Google Drive
Google Workspace
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Storagepipe
Synatic

Integrations Supported

Avalara
Azalea EHR
EasyVoice
EpicCare EMR
Juno EHR
Oracle Health Ambulatory EHR
Paylocity
Vergo

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

Multiview's pricing is broken out to two parts: one-time professional services for implementation and annual ongoing subscription.

Multiview offers inclusive, comprehensive pricing designed to eliminate hidden fees. Additionally, Multiview renders all services, including sales, implementation, support and development in-house, all of which is 100% North American-based.

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard 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

Multiview ERP

Date Founded

1990

Company Location

Canada

Company Website

www.multiviewcorp.com

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
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Project Accounting
Purchase Orders
Tax Management

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
General Ledger Entry
Vendor Management

Accounts Receivable

Billing & Invoicing
Collections Management
Partial Payments
Receivables Ledger
Recurring Billing

AP Automation

Not specified

Barcode Generators

Not specified

Barcoding

Not specified

Billing and Invoicing

Customizable Invoices
Hourly Billing
Invoice History
Multi-Currency
Project Billing
Recurring/Subscription Billing

Budgeting

Not specified

Business Intelligence

Not specified

ERP

Not specified

Expense Report

Not specified

Financial Close

Not specified

Financial Management

Not specified

Financial Reporting

Not specified

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
General Ledger
Purchasing & Receiving

General Ledger

Not specified

Healthcare ERP

Not specified

Medical Accounting

Not specified

Project Accounting

Not specified

Project-Based ERP

Not specified

Purchasing

Inventory Management
Purchase Order Management
Requisitions & Approvals
Spend Management
Supplier Management

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