Deltek WorkBook
About Deltek WorkBook
WorkBook contains a lot of features as well as being extremely user friendly. It runs equally great on both Mac's and PC's.
<strong>CRM</strong>
Activity tracking
Pipeline progress
Converting Pipelines to Projects
Email integration
<strong>PROJECT & RESOURCE MANAGEMENT</strong>
Task lists and resource scheduling
Gantt chart planning
Time sheet + iPhone app for time entry
Expense & Mileage entry
Cost estimation/quotes
Purchase orders
Billing
Document Management
<strong>FINANCE & ACCOUNTING</strong>
Accounts Payable/Receivable
Chart of Accounts
Work in progress
Accounts Payable voucher approval workflow
Finance budgeting
US/Canadian Sales Tax
Cheque payments
Bank payments
Bank Reconciliation
Subscription Management Module (automated billing)
WorkBook can also be integrated to other finance systems if you prefer to use an existing system instead of the built-in accounting system.
WorkBook is complying with SOX regulations.
Key benefits of Deltek WorkBook
WorkBook is a leading software solution tailored for the Professional Services Industry. It contains a lot of great tools for collaboration in your organization. Unlike many other plug and play project management app's found on the internet, WorkBook contains all the necessary functionality to run your project driven business. WorkBook provides a much deeper level of functionality than the competition.
You can choose to include all modules (CRM, Project and Resource Management and Accounting) or simply just pick the modules you need. You only pay for what you need.
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Reviews
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- Industry: Design
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The right decision
Reviewed on 2019/03/17
Overall we are very pleased with the decision we made
Overall we are very pleased with the decision we made
Pros
Multiple functionality is streamlines a day-to-day workflow and allows us to analyse what’s going on from so many angles
Cons
Learning to use this software took far too long and was not well administered. People teaching uscdidn’t seem to have a grasp on our business. No this happened a year or two before Deltek took over, I was not administered by them.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Good but some flaws
Reviewed on 2024/04/01
It’s really useful and helps manage the day but a recommendation would be to keep functionality...
It’s really useful and helps manage the day but a recommendation would be to keep functionality limited to critical for each team so that users don’t become overwhelmed
Pros
Data management, time line and project set up is all useful and makes managing my day easier
Cons
There is an overly large amount of functionality that can sometimes confuse users to what the product should be doing
- Industry: Marketing & Advertising
- Company size: 5,001–10,000 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 6.0 /10
Workbook: Project & Hours Tracking
Reviewed on 2019/07/30
Ultimately, the software was mostly used for tracking hours on tasks and assigning them to the...
Ultimately, the software was mostly used for tracking hours on tasks and assigning them to the right client. But it could get tedious depending on how many clients you have or if a client had subproject codes which necessitated using dozens of rows to track keep track of hours and billing. However, this would be more agency and client-specific issues. As a task and hour tracker, it gets the job done.
Pros
The program gives the ability to pin project codes for clients which means that if you have static clients you don't have to dig through codes week to week before beginning to insert hours. This removes a tedious part of hourly project tracking, unlike some other programs that require you to reinsert them week to week. The program also has a comment section that allows you to describe the tasks that were worked on, so it makes it easy to recall what exactly was being worked if you need to look back at your hours or track down projects.
Cons
The navigability of the software can be confusing at times. Especially if you are mostly just using the program for work task tracking. Often, I would have messages that I wasn't sure how to get rid of or messages in the inbox making you think there was something urgent that needed to be taken care of but was really for just something from the previous week like clicking on a button to resubmit approvals or things of that nature.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
overall, very positive.
Reviewed on 2018/06/28
Pros
excellent resource planning and project management, good summary information for PMs. easy to use. HTML interface is much better than Silverlight now.
Cons
a lot of the reports are unclear, where figures are derived from. There are too many of them to be of real use. It would be great if reports were tailored to company requirements as part of set up.
As an engineering firm and not an agency, we feel that sometimes our core requirements are disregarded, or overlooked.
- Industry: Financial Services
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
A lot of features
Reviewed on 2023/02/06
Pros
This has a comprehensive list of features for project management.
Cons
There is a lot to learn - onboarding can take a while.
Response from Deltek
Oliver, we appreciate your business and are always happy to hear customer feedback. We're glad to know that you had a positive experience using WorkBook. Thank you for taking the time to share your thoughts with us.
Deltek WorkBook FAQs
Below are some frequently asked questions for Deltek WorkBook.Q. What type of pricing plans does Deltek WorkBook offer?
Deltek WorkBook offers the following pricing plans:
- Starting from: US$27.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
It is recommended that you are a minimum of 15 users in order to reap the full rewards of using WorkBook. Pricing starts from €20 / $27 per user per month. You choose the modules you require and pay per user per month thereafter.
Q. Who are the typical users of Deltek WorkBook?
Deltek WorkBook has the following typical customers:
201–500, 501–1,000, 1,001–5,000
Q. What languages does Deltek WorkBook support?
Deltek WorkBook supports the following languages:
English
Q. Does Deltek WorkBook support mobile devices?
Deltek WorkBook supports the following devices:
Q. What other apps does Deltek WorkBook integrate with?
Deltek WorkBook integrates with the following applications:
ActiveCampaign, Dropbox Business, Dynamics 365, Google Drive, Google Workspace, OneDrive
Q. What level of support does Deltek WorkBook offer?
Deltek WorkBook offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
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