About Deltek WorkBook
Deltek WorkBook is a project management software from Deltek that supports various aspects of project-based businesses. It combines resource management, project tracking, and financial management so teams can keep projects on schedule and within budget. The software offers tools for collaboration, reporting, and analytics which assist in making informed business decisions. Users can manage multiple projects, allocate resources efficiently, and track project profitability in real-time. Key capabilities: Resource management Project tracking Financial management Reporting tools Analytics Best for: project managers and team leaders that need effective management of project resources and finances.
Deltek WorkBook is a cloud-based agency management system designed to streamline operations for marketing agencies, creative teams, and in-house departments. Developed by industry veterans, WorkBook integrates project management, resource planning, and financial oversight into a single platform, providing real-time visibility and control over every aspect of agency work. This comprehensive system enables agencies to digitally transform their operations, manage distributed teams, and optimize productivity. By consolidating project and financial data into one system, WorkBook offers end-to-end management, helping agencies to grow efficiently while maintaining profitability and resource balance. The platform features a user-friendly interface with visual dashboards, Kanban boards, and calendar integration to simplify task and time management. It includes a client portal for transparent collaboration, making it easy for clients to submit job requests and track project progress. Users benefit from seamless API integrations with third-party tools like FreeWheel’s Strata, allowing for custom workflows tailored to their needs. Additionally, the system is accessible via a mobile app, enabling team members to stay connected and productive from anywhere.
Pros & Cons
- +Comprehensive management of projects, people, and finances in one system.
- +Real-time visibility and control over agency performance.
- +Modular design allows for growth without system changes.
- +Strong integrations with popular industry tools.
- +Mobile accessibility via iOS and Android apps.
- −Pricing may be steep for smaller agencies or startups.
- −Implementation may require a learning curve due to the extensive features.
Features
Key features
- Full Project Visibility
- Visual dashboards and 300+ built-in reports offer real-time visibility into project performance.
- Task and Time Management
- Kanban boards and calendar integrations help streamline task management, with integrated time entry for simplicity.
- Client Collaboration
- Client portals offer transparency and ease of project status tracking for clients and brand managers.
- Resource Forecasting
- Tools for capacity forecasting help with strategic staffing and workload balancing.
- Financial Management
- Integration of projects and financials in one system provides a full view of agency performance.
Additional features
- CRM & Pipeline Management
- Manage incoming work and revenue projections.
- Finance & Accounting
- Full financial visibility integrated with project data for tracking profitability.
- Resource Management & Collaboration
- Tools for managing staffing, timelines, and teamwork across projects.
- Client Portal
- Enhance collaboration by giving clients access to project progress and allowing them to submit job requests.
- Mobile App
- Access key features like task management, communication, and time tracking via mobile.
- API Integrations
- Open API for integrating with third-party software like FreeWheel’s Strata, providing a custom and streamlined workflow.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Deltek WorkBook
Deltek WorkBook is a project management software from Deltek that supports various aspects of project-based businesses. It combines resource management, project tracking, and financial management so teams can keep projects on schedule and within budget. The software offers tools for collaboration, reporting, and analytics which assist in making informed business decisions. Users can manage multiple projects, allocate resources efficiently, and track project profitability in real-time. Key capabilities: Resource management Project tracking Financial management Reporting tools Analytics Best for: project managers and team leaders that need effective management of project resources and finances.
Deltek WorkBook Details
Deltek WorkBook's In-App Market Place
Does Deltek WorkBook have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
mobile app serves as a mini version of the platform
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), RUB (₽), CHF (CHF), SEK (kr), NOK (kr), DKK (kr), SGD (S$), NZD (NZ$)
Pros & Cons
- Comprehensive management of projects, people, and finances in one system.
- Real-time visibility and control over agency performance.
- Modular design allows for growth without system changes.
- Strong integrations with popular industry tools.
- Mobile accessibility via iOS and Android apps.
- Pricing may be steep for smaller agencies or startups.
- Implementation may require a learning curve due to the extensive features.
Deltek WorkBook's Support Options
Email Address
privacy@deltek.compportChatbot
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