TrustRadius: an HG Insights company

Deltek WorkBook

Score8.3 out of 10

6 Reviews and Ratings

Get a Demo

What is Deltek WorkBook?

Now from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with modular pricing to fit a company’s needs. The vendor aims to help companies reduce redundant administrative processes and give an international agency a complete view of the business.

Categories & Use Cases

Media

Tasks
Weekly Schedules
Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.
Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.
Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.
Capacity Chart – Make strategic resourcing decisions with greater visibility to resources availability and forecasted capacity.
Inbox Conversations with File and Time – Centralize communication by sharing files and feedback within the task or project itself.
Job List KPI – Take proactive action to avoid over-servicing and control costs with real-time visibility into project progress.
Pipeline Forecast – Know what business to pursue and when with precise pipeline health data.

1 / 10

Key Features

Learn about the best (and worst!) features Deltek WorkBook has to offer, as determined by TrustRadius' reviewers.
Based on 6 ratings of Deltek WorkBook's features
View all features

Top Performing Features

  • Timesheet Tracking

    Timesheet tracking is the ability to track all billable and non-billable hours for each project.

    Category average: 8.4

  • Budget and Expense Management

    Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

    Category average: 8.5

  • Quotes/estimates

    Ability to create, manage and send project fee proposals to customers

    Category average: 8.6

Areas for Improvement

  • Scheduling

    Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

    Category average: 8.2

  • Workflow Automation

    Workflow automation is the ability to route work requests along an approval process automatically.

    Category average: 8.6

  • Document Management

    Document management provides for centralized management of all project documents.

    Category average: 7.9

Reviews

What users are saying about Deltek WorkBook.
View all reviews

WorkBook, not for the IT department.

Incentivized
Christopher FritzView profile
Head of Global IT in Information Technology at Vertic (51-200 employees employees)

Pros

  • You have a lot of business critical features in one application.
  • You can work in projects and register hours.

Cons

  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.

Return on Investment

  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.

Incredible Tool for Business Operations

Incentivized
Verified User
Executive in Corporate (51-200 employees employees)

Pros

  • Time & Expense
  • Job Profitability Tracking
  • CRM

Cons

  • User Interface

Return on Investment

  • Better understanding of financial performance
  • Job profitability tracking

Alternatives Considered

QuickBooks Desktop Enterprise

Other Software Used

Slack, Asana, Google Sheets, Lucidchart

Usability

Best Professional Service Management tool

Incentivized
Frants E. MoraitisView profile
Co Founder in Professional Services at Gratisal ApS (11-50 employees employees)

Pros

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management

Cons

  • Lot of options - Demands training of the users before they can use if fully

Return on Investment

  • Faster month end finance closing
  • Stronger control of project contribution margin
  • Higher quality of our project management
  • 1 system for CRM, finance and project management gives a higher workflow quality

Related Products

Products similar to Deltek WorkBook that may also meet your needs.
All comparisons
Basecamp
CompareLearn more
Wrike
CompareLearn more
Microsoft Office 2016 (discontinued)
CompareLearn more