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Deltek WorkBook

Deltek WorkBook

Overview

What is Deltek WorkBook?

Now from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says…

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Learn from top reviewers

Incredible Tool for Business Operations

Rating: 8 out of 10
November 3, 2021
IncentivizedVetted ReviewVerified User
We use Deltek WorkBook as our company's ERP software, meaning that it is our accounting system, time & expense management, CRM and budgeting. It is used across the whole c...
Continue reading
Verified user
Executive
Deltek WorkBook3 years of experience

WorkBook, not for the IT department.

Rating: 7 out of 10
January 16, 2020
IncentivizedVetted ReviewVerified User
WorkBook is being used across the whole organization and is being used as our main time tracking, booking, expense, billing portal, etc. It's a great tool for accountants and ...
Continue reading
Christopher Fritz
Technician - Information Technology
Head of Global IT
Vertic
Deltek WorkBook3 years of experience

Best Professional Service Management tool

Rating: 10 out of 10
April 12, 2018
IncentivizedVetted Review
As a full ERP system with CRM, project management, finance and communication on projects
Continue reading
Frants E. Moraitis
General Manager - Professional Services
Co Founder
Gratisal ApS
Deltek WorkBook7 years of experience
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Pricing

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Deltek WorkBook

Deltek WorkBook

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Unavailable

What is Deltek WorkBook?

Now from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor…

Entry-level set up fee?

  • $19 per month
    Required
For the latest information on pricing, visithttps://workbook.net/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Deltek WorkBook?

Now from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with modular pricing to fit a company’s needs. The vendor aims to help companies reduce redundant administrative processes and give an international agency a complete view of the business.

Deltek WorkBook Features

Project Management Features

  • Supported: Task Management
  • Supported: Resource Management
  • Supported: Gantt Charts
  • Supported: Scheduling
  • Supported: Workflow Automation
  • Supported: Team Collaboration
  • Supported: Support for Agile Methodology
  • Supported: Support for Waterfall Methodology
  • Supported: Document Management
  • Supported: Email integration
  • Supported: Mobile Access
  • Supported: Timesheet Tracking
  • Supported: Change request and Case Management
  • Supported: Budget and Expense Management

Professional Services Automation Features

  • Supported: Quotes/estimates
  • Supported: Invoicing
  • Supported: Project & financial reporting
  • Supported: Integration with accounting software

Additional Features

  • Supported: CRM
  • Supported: Scrum

Deltek WorkBook Screenshots

Screenshot of TasksScreenshot of Weekly SchedulesScreenshot of Screenshot of Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Screenshot of Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.Screenshot of Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.Screenshot of Capacity Chart – Make strategic resourcing decisions with greater visibility to resources availability and forecasted capacity.Screenshot of Inbox Conversations with File and Time – Centralize communication by sharing files and feedback within the task or project itself.Screenshot of Job List KPI – Take proactive action to avoid over-servicing and control costs with real-time visibility into project progress.Screenshot of Pipeline Forecast – Know what business to pursue and when with precise pipeline health data.

Deltek WorkBook Competitors

Deltek WorkBook Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS
Supported CountriesGlobal
Supported LanguagesEnglish
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Comparisons

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Reviews From Top Reviewers

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Deltek's software has proven to be a valuable tool for users in various industries, addressing a wide range of needs. One of the key use cases is the centralization of decision-making data, allowing users to easily obtain information, focus on goals, and identify areas for improvement. This organization feature has been highly praised by users, as it saves significant time and increases efficiency, resulting in cost savings for businesses.

Another important use case is the tracking and management of time spent on different projects. By providing valuable insights into resource allocation, the software helps users optimize their workforce and enhance project performance. Users also appreciate the consolidation of multiple tools into one platform, streamlining their workflows and eliminating the need for separate tools.

While some users find that the software solves problems that were already addressed by other tools, many have successfully implemented components such as budgets, timesheets, supplier costs, invoicing, and project management. However, there are still areas where external analysis is required, such as custom KPI calculations.

Although there can be initial challenges with data entry and updates, once users overcome the learning curve, they generally find the software effective. It has been particularly praised for its fast and efficient project management capabilities, ensuring objectives are met within set timelines and efficiently managing business resources.

Users appreciate the easy visibility of team workloads and the ability to modify daily planning within the software. Additionally, it helps simplify business processes by reducing dependence on emails and paper documents while enabling time entry capture for all company employees.

Overall, Deltek's software has proven to be a valuable asset for organizations seeking to streamline project management, improve communication and collaboration among teams, and enhance resource allocation and tracking capabilities. While some improvements are desired by certain users and ongoing evaluation is necessary for individual business needs, the software has consistently provided solutions to a variety of challenges faced by its users.

Users of the software have made several recommendations based on their experiences. The most common recommendations include:

  • Familiarize yourself with the program and its capabilities: Users have found that taking the time to understand the software and its features is beneficial. By becoming familiar with the program, users are able to maximize its potential and utilize it more effectively for project and resource management.

  • Improve user-friendliness in project management: Some users have suggested that the software could benefit from enhancements in its user-friendliness, particularly in relation to project management. This recommendation highlights the importance of ensuring that users can easily navigate and utilize all aspects of the software.

  • Consider a superior product if affordable, but acknowledge effectiveness of Workbook: While some users suggest considering other options if they are affordable, many users recognize that Workbook can still be effective in managing a variety of data in one spreadsheet. This recommendation emphasizes the flexibility and versatility of the software, while also offering insight into other potential alternatives.

Overall, these recommendations reflect the versatile and easy-to-use nature of the software, emphasizing the importance of familiarization, user-friendliness improvements, and considering alternative options if applicable.

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(1-3 of 3)

WorkBook, not for the IT department.

Rating: 7 out of 10
Incentivized
January 16, 2020
CF
Christopher Fritz
Head of Global IT
Vertic (Marketing and Advertising, 51-200 employees)
Vetted Review
Verified User
Deltek WorkBook
3 years of experience
View profile
Use Cases and Deployment Scope
WorkBook is being used across the whole organization and is being used as our main time tracking, booking, expense, billing portal, etc. It's a great tool for accountants and project managers as they can focus on a tool that can do a lot of things that usually would take a lot of different applications to accomplish.
Pros
  • You have a lot of business critical features in one application.
  • You can work in projects and register hours.
Cons
  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
Likelihood to Recommend
My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Deltek WorkBook Feature Ratings
Project Management (14)
50%
5.0
Task Management
80%
8.0
Resource Management
90%
9.0
Gantt Charts
90%
9.0
Scheduling
90%
9.0
Workflow Automation
60%
6.0
Team Collaboration
60%
6.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
60%
6.0
Email integration
60%
6.0
Mobile Access
40%
4.0
Timesheet Tracking
70%
7.0
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
60%
6.0
Quotes/estimates
50%
5.0
Invoicing
60%
6.0
Project & financial reporting
60%
6.0
Integration with accounting software
70%
7.0
Return on Investment
  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Alternatives Considered
I have no knowledge of competing software with the same options.

Incredible Tool for Business Operations

Rating: 8 out of 10
Incentivized
November 03, 2021
Verified User
Executive in Corporate
Entertainment Company, 51-200 employees
Vetted Review
Verified User
Deltek WorkBook
3 years of experience
Use Cases and Deployment Scope
We use Deltek WorkBook as our company's ERP software, meaning that it is our accounting system, time & expense management, CRM and budgeting. It is used across the whole company, with some users having greater access to financials, etc. It allows us to track our time and expense on a job by job basis, so we're able to have accurate job profitability numbers in live time.
Pros
  • Time & Expense
  • Job Profitability Tracking
  • CRM
Cons
  • User Interface
Likelihood to Recommend
The knowledge base in the organization of data is great! It is a little clunky and the user interface isn't great.
Deltek WorkBook Feature Ratings
Project Management (14)
46.42857142857143%
4.6
Task Management
40%
4.0
Resource Management
60%
6.0
Gantt Charts
40%
4.0
Scheduling
20%
2.0
Workflow Automation
20%
2.0
Team Collaboration
70%
7.0
Support for Agile Methodology
30%
3.0
Support for Waterfall Methodology
30%
3.0
Document Management
20%
2.0
Email integration
30%
3.0
Mobile Access
50%
5.0
Timesheet Tracking
100%
10.0
Change request and Case Management
40%
4.0
Budget and Expense Management
100%
10.0
Professional Services Automation (4)
90%
9.0
Quotes/estimates
100%
10.0
Invoicing
80%
8.0
Project & financial reporting
80%
8.0
Integration with accounting software
100%
10.0
Return on Investment
  • Better understanding of financial performance
  • Job profitability tracking
Alternatives Considered
Much more dynamic, but the user interface isn't as good.
Other Software Used
Usability
9
Gets the job done, just not the sexiest.
Support Rating
9
Great implementation support, but haven't had many questions since.

Best Professional Service Management tool

Rating: 10 out of 10
Incentivized
April 12, 2018
Use Cases and Deployment Scope
As a full ERP system with CRM, project management, finance and communication on projects
Pros
  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Cons
  • Lot of options - Demands training of the users before they can use if fully
Likelihood to Recommend
For project companies with management needs and normally companies with more than 5-10 employees. For all project companies within marketing, architecture, audit, it supports, engineers and other professional services
Deltek WorkBook Feature Ratings
Project Management (14)
93.57142857142858%
9.4
Task Management
100%
10.0
Resource Management
100%
10.0
Gantt Charts
100%
10.0
Scheduling
90%
9.0
Workflow Automation
90%
9.0
Team Collaboration
90%
9.0
Support for Agile Methodology
100%
10.0
Support for Waterfall Methodology
100%
10.0
Document Management
90%
9.0
Email integration
90%
9.0
Mobile Access
80%
8.0
Timesheet Tracking
100%
10.0
Change request and Case Management
100%
10.0
Budget and Expense Management
80%
8.0
Professional Services Automation (4)
95%
9.5
Quotes/estimates
100%
10.0
Invoicing
90%
9.0
Project & financial reporting
90%
9.0
Integration with accounting software
100%
10.0
Return on Investment
  • Faster month end finance closing
  • Stronger control of project contribution margin
  • Higher quality of our project management
  • 1 system for CRM, finance and project management gives a higher workflow quality
Alternatives Considered
Timelog, e-conomic project module and podio
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