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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
AXtension Content Gate
Azure Marketplace
BI Book
BUILDFitters
Deltek Replicon Time
GoSimplo
Google Drive
Google Workspace
Microsoft 365
Microsoft Dynamics 365 Business Central
Project.BI
SAP Financials
Storagepipe
Sympa
The Asset Guardian EAM (TAG)
TrueCommerce
UMT360
appRules Portal
proMX Time Tracking

Integrations

Microsoft Dynamics 365
AXtension Content Gate
Azure Marketplace
BI Book
BUILDFitters
Deltek Replicon Time
GoSimplo
Google Drive
Google Workspace
Microsoft 365
Microsoft Dynamics 365 Business Central
Project.BI
SAP Financials
Storagepipe
Sympa
The Asset Guardian EAM (TAG)
TrueCommerce
UMT360
appRules Portal
proMX Time Tracking

Pricing Details

$95 per user per month
Free Trial
Free Version

Pricing Details

$19.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Project Management

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

Product Features

Advertising Agency

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

Project Management

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

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