Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
Oversee every facet of your projects from initial idea to final execution using a cloud-based Professional Services Automation (PSA) platform provided by Beyond Software. This solution empowers businesses to enhance their efficiency and financial performance by integrating their project management with financial accounting. Beyond Software offers a comprehensive set of modules designed to support the growth of professional services firms, featuring tools for financial management, project accounting, tracking time and expenses, billing and invoicing, resource allocation, as well as providing insightful dashboards and reports. By utilizing this system, organizations can ensure streamlined operations and improved decision-making processes.
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
ActiveCampaign
No
BI Book
No
Datto RMM
Yes
Datto Workplace
Yes
Deltek Replicon Time
No
Dropbox
No
Flexspring
No
GoSimplo
No
Google Drive
No
Google Workspace
No
Integrations
ActiveCampaign
Yes
BI Book
Yes
Datto RMM
No
Datto Workplace
No
Deltek Replicon Time
Yes
Dropbox
Yes
Flexspring
Yes
GoSimplo
Yes
Google Drive
Yes
Google Workspace
Yes
Pricing Details
No price information available.
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
Yes
iPad App
Yes
Android App
Yes
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
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Beyond Software
Founded
2008
Country
United States
Website
www.beyondsoftware.com
Vendor Details
Company Name
Deltek
Founded
1983
Country
United States
Website
www.deltek.com/en/products/project-erp/workbook
Product Features
Job Costing
Bills of Material
No
Budgeting & Forecasting
Yes
Change Orders
Yes
Cost-to-Completion Tracking
Yes
Invoice Management
Yes
Overrun Reporting
Yes
Percent-Complete Tracking
No
Production Cost Tracking
No
Purchase Order Management
No
Quotes / Estimates
No
Time Tracking
Yes
Work Order Management
No
Professional Services Automation
Billing & Invoicing
Yes
CRM
No
Client Portal
No
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Time and Expense
Activity Tracking
Yes
Billable Hours Tracking
Yes
Billing Rate Management
Yes
Expense Tracking
Yes
Invoice Processing
Yes
Multiple Billing Rates
Yes
Project Tracking
Yes
Reimbursement Management
Yes
Time Tracking by Client
Yes
Time Tracking by Project
Yes
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