Average Ratings 0 Ratings
Average Ratings 1 Rating
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
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
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
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
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