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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 Project Account?

You possess a solid grasp of the interplay between your income, budget, and expenses. Mastering profit management is essential for strategically allocating your crucial resources and serves as a fundamental management tool. Project Account allows you to concentrate on your organization's goals while providing a cost-effective way to improve the quality and efficiency of your projects. From the very beginning at the “offer stage,” you can identify and distribute resources, tasks, and costs, ensuring clarity from the start. Tools like project budgeting and comprehensive preliminary costing yield insights that illuminate the financial framework of the project early in the process. The project setup is further enhanced by additional information relevant to bookkeeping, cost accounting, and tariff structures. Furthermore, the success of a project is closely tied to the effectiveness and timeliness of project accounting methods. Project Account facilitates this process by automatically creating editable invoice proposals based on the logged services and expenses, which further streamlines your financial management. By integrating these features, you not only save valuable time but also significantly enhance the overall execution of your projects, allowing for better resource management and project outcomes. Maintaining a clear overview of your financial commitments will enable you to make informed decisions moving forward.

Media

Media

Integrations Supported

ActiveCampaign
Dropbox
Flexspring
GoSimplo
Google Drive
Google Workspace
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Project.BI
Replicon
SAP Financials
Storagepipe
Sympa
Synatic

Integrations Supported

ActiveCampaign
Dropbox
Flexspring
GoSimplo
Google Drive
Google Workspace
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Project.BI
Replicon
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

Consultinform

Company Location

Switzerland

Company Website

consultinform.ch/loesungen/erp/

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

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