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Description

Achieve project success and maximize profitability through Project Operations. Gain the necessary visibility, collaboration, and flexibility to enhance performance across your project-driven organization—from initial prospects to final payments and profits. Secure more contracts with improved management practices and precise project estimates, forecasting, and scope definitions. Efficiently oversee projects with user-friendly Microsoft Project features, such as Kanban boards and Gantt charts. Ensure optimal team allocation by leveraging insights on resource availability, scheduling, governance, and skill alignment. Facilitate the submission, approval, processing, and reconciliation of time and expense reports on-the-go to expedite reimbursement and client invoicing. Enhance your project accounting accuracy and recognize revenue in accordance with International Financial Reporting Standards. Quickly respond to market changes by utilizing actionable insights derived from a unified overview of your project's sales and financial metrics. This comprehensive approach ensures that your organization remains competitive and agile in a rapidly evolving landscape.

Description

Crafted by industry experts, Deltek WorkBook serves as a comprehensive management solution tailored for agencies, offering effective strategies to foster growth. By simplifying the management of projects, personnel, and finances from start to finish, WorkBook enables you to concentrate on client needs while making informed decisions for the future, ensuring enhanced control, insights, and visibility whenever required. Additionally, by integrating Deltek ConceptShare, you can effortlessly incorporate online proofing into your project management processes without sacrificing essential features. Moreover, with the Deltek Power Launch implementation, you can rapidly adopt WorkBook’s tailored, role-specific configurations, further enhancing your agency’s management capabilities. This all-in-one best practice solution streamlines projects, resources, and finances, paving the way for your agency's growth. By refining project management and resource allocation, you can significantly elevate productivity and improve overall utilization rates. Embrace this innovative approach to agency management and witness the transformation in your operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
AXtension Content Gate Yes 
ActiveCampaign No 
Azure Marketplace Yes 
BI Book No 
BUILDFitters Yes 
Dropbox No 
Flexspring No 
Google Drive No 
Google Workspace No 
Microsoft 365 Yes 
Microsoft Dynamics 365 Business Central No 
Microsoft OneDrive No 
Microsoft Project Yes 
Project.BI No 
The Asset Guardian EAM (TAG) Yes 
UMT360 Yes 
appRules Portal Yes 
proMX 365 Project Portfolio Management Yes 
proMX Time Tracking Yes 

Integrations

Microsoft Dynamics 365 Yes 
AXtension Content Gate No 
ActiveCampaign Yes 
Azure Marketplace No 
BI Book Yes 
BUILDFitters No 
Dropbox Yes 
Flexspring Yes 
Google Drive Yes 
Google Workspace Yes 
Microsoft 365 No 
Microsoft Dynamics 365 Business Central Yes 
Microsoft OneDrive Yes 
Microsoft Project No 
Project.BI Yes 
The Asset Guardian EAM (TAG) No 
UMT360 No 
appRules Portal No 
proMX 365 Project Portfolio Management No 
proMX Time Tracking No 

Pricing Details

$95 per user per month
Free Trial No 
Free Version No 

Pricing Details

$19.00/month/user
Starting at $19 per user / per month
30 users minimum
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

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

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com/en/products/project-erp/workbook

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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