Deltek WorkBook Review


What is Deltek WorkBook?

Deltek WorkBook Review

I recently had the opportunity to test out a powerful and versatile software that has impressed me with its robust features and user-friendly interface. This software falls under multiple categories including Project-Based ERP Software, Professional Services Automation Software, Project Management Software, and Project, Portfolio & Program Management Software. This powerful tool is none other than Deltek WorkBook.

Deltek WorkBook surpassed my expectations with its comprehensive and innovative solution for project-based businesses. It offers a wide range of features and functionalities that cater to various project management needs. With its user-friendly design and intuitive layout, this software makes it incredibly easy to navigate through its features.

One of the standout features of Deltek WorkBook is its ability to manage various aspects of project-based businesses seamlessly. From resource management to financial tracking, this software provides a holistic approach to project management. It allows users to easily track project progress, allocate resources efficiently, and monitor overall project profitability.

Deltek WorkBook also excels in terms of collaboration and communication. It offers a centralized platform for team members to collaborate, communicate, and share files effortlessly. This feature greatly improves team efficiency and promotes effective collaboration, especially for remote teams.

Another noteworthy feature of Deltek WorkBook is its robust reporting capabilities. It provides detailed and customizable reports, allowing users to gain valuable insights into project performance, financials, and resource utilization. These reports are essential for making informed decisions and ensuring project success.

Furthermore, Deltek WorkBook understands the importance of integration. It seamlessly integrates with other popular tools and software, ensuring a smooth and streamlined workflow. Additionally, it offers flexible customization options, allowing businesses to tailor the software to their specific needs and processes.

I am not the only one who is impressed by Deltek WorkBook's capabilities. Other users have also praised this software for its functionality and reliability. One user even described it as "the ultimate project management solution" while another commended its ability to "streamline processes and enhance productivity."

Key Features of Deltek Workbook:

  • Comprehensive project management functionalities
  • User-friendly interface and intuitive navigation
  • Efficient resource management and allocation
  • Real-time project tracking and progress monitoring
  • Centralized collaboration and communication platform
  • Customizable and detailed reporting capabilities
  • Seamless integration with other tools and software
  • Flexible customization options

Frequently Asked Questions:

  1. Can Deltek WorkBook integrate with existing software?
    Yes, Deltek WorkBook offers seamless integration with other popular tools and software to ensure a smooth workflow.
  2. What type of businesses can benefit from Deltek WorkBook?
    Deltek WorkBook caters to project-based businesses across various industries, including marketing agencies, consulting firms, and creative agencies.
  3. Does Deltek WorkBook provide detailed reports?
    Yes, Deltek WorkBook offers customizable and detailed reports that provide valuable insights into project performance, financials, and resource utilization.
  4. Is Deltek WorkBook suitable for remote teams?
    Yes, Deltek WorkBook offers a centralized platform for collaboration and communication, making it ideal for remote teams.

Overview of Deltek WorkBook

Seller :
Deltek
HQ Location :
Herndon, VA
Year founded :
1983
Language supported :
Danish English Japanese
User satisfaction :
97
Devices Supported :
Windows iPhone/iPad Mac Web-based
Deployment :
Cloud Hosted
Customer Types :
Small Business Large Enterprises Medium Business
Pricing Model :
Monthly payment Quote-based
Support :
Email Phone Training Tickets

Overview of Deltek WorkBook Features

  • Credit Card Integration For Expense Entries
  • Add All Cost Elements To The Project
  • Upload Briefings To Ensure All Team Members Knows What To Do
  • Create Gantt Charts And Link Tasks (Bindings)
  • Easy Adding Prospects And Contacts
  • Business Intelligence, Dashboard & Report Writer Add-On
  • Follow-Up On Tasks Assigned -> Hours Allocated -> Hours Used
  • General Ledger Imports
  • Flexible Accounting Period Control
  • Create Great Looking Price Quotes And Invoices That Can Be Emailed To The Client
  • Collaboration With Team Members And Get Instant Notifications
  • Financial Budgets
  • Adding Pipelines With Weighted Revenue
  • Automatic Posting Of Project Related Costs To System Accounts
  • Collaborate With Your Client Through The Client Portal
  • Request Supplier Quotes And Create Purchase Orders
  • Easy Conversion Of A Pipeline To A Project
  • Integration To Activecampaign For Email Marketing
  • Start & Stop Timer
  • Flexible Sales Tax And Vat Setup
  • Sox Compliant
  • Numerous Data Exports
  • Really Easy Time Sheet/Expense Entry On Iphone & Ipad App
  • Traffic Views For Resource Planning Including Calendar View
  • Cheque Cutting And Bank Integration
  • Bank Reconciliation
  • Pipeline Forecasting / Cash-Flow Forecasting Dashboard For The Next 12 Months
  • Saving Files
  • Chart Of Accounts And Easy Journal Entry
  • Sync Contacts To Outlook And Google Contacts
  • Saving Files To Projects And Comment On Them
  • Flexible Customizable Finance Reports
  • Activities & Follow-Up List
  • Integration To Email And Calendar (Outlook And Gmail)
  • Accounts Receivable Due Invoices Reminder
  • 21 Built-In Dimensions + 10 Custom Defined Dimensions
  • Subscription Module For Automatic Billing
  • Intelligent OCR Supplier Invoice Scanning And Electronic Approval
  • Accounts Payable & Accounts Receivable With Balance Ageing
  • Logging Progress Of Sales Activities
  • Easy Adding Projects & Tasks
  • Accounts Receivable Interest Calculation
  • Multi-Company, Multi-Currency And Inter-Company Transactions/Settlement
  • Manage Contacts On Lists
  • Follow-Up On Client/Project/Employee Profitability
  • Numerous Views For Controlling And Follow-Up

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