About Deltek WorkBook

Deltek WorkBook is a cloud-based agency management system that provides a way to manage resources, schedule jobs and record time. With this system, organizations can manage projects, control budget, store documents and more.

Deltek WorkBook is built specifically for advertising agencies, marketing agencies, and graphic design firms. The system schedules work and tracks performance while capturing time in just one click. Teams can centralize their communications by sharing files and feedback within a task or project itself, while budgeting features allow users to monitor profitability and control costs in real-time. WorkBook also allows an agency's customers to enter requests and see the progress of their project through the client portal. 

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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

45 Reviews of Deltek WorkBook

Average User Ratings

Overall

4.13 / 5 stars

Ease-of-use

4.0

Value for money

3.5

Customer support

4.5

Functionality

3.5

Ratings Snapshot

5 stars

(18)

18

4 stars

(17)

17

3 stars

(8)

8

2 stars

(2)

2

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 45 results

June 2018

martin from Steensen Varming

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

June 2018

overall, very positive.

Pros

excellent resource planning and project management, good summary information for PMs. easy to use. HTML interface is much better than Silverlight now.

Cons

a lot of the reports are unclear, where figures are derived from. There are too many of them to be of real use. It would be great if reports were tailored to company requirements as part of set up. As an engineering firm and not an agency, we feel that sometimes our core requirements are disregarded, or overlooked.

May 2015

Erik from Luminante AB

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

May 2015

Workbook

Pros: We have used 3 different PM-tools previously and about 20 trial versions of different PM-tools previously before Workbook. No other tool keeps their promise like WorkBook when it comes of being the full solution. Most other tools can't even do half of the features that WorkBook handles. They really have an extensive solution for all parts of our business; from CRM, to Cost calculations, Quotation, resource planning, time reporting, flex-hour handling to billing and accounting and analysis all in the same interface. The platform also handles global multi-regional clients and billing in a good way. A need for us since we are handling clients with multiple debtors scattered across different countries. I know no other platform which handles that without being a very expensive custom made platform. WorkBook easily handles different regions with individual currency, payment cycles and VAT rules, making a lot of the process automated. Just set up your client sub debtors and it's all there. Cons: WorkBook is very extensive, so I would not recommend this product to smaller companies. WorkBook suits companies where there's a resource available for handling Admin / Traffic of such a tool. So if you don't have that setup, then it is not a tool for you. In other words, probably a solution for minimum 10+ employee companies. Summary: WorkBook is the only one out there we found that handles pretty much everything you need for Admin of an enterprise and at an attractive price. But it is not for micro-companies with 3-10 employees.

June 2020

Diana from Firma

Company Size: 11-50 employees

Industry: Design

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

2.0

Functionality

3.0

June 2020

The tool that best adapts to our needs, very difficult to implement

That the team is familiar with the infinity of options that it offers you is an impossible task, and although the consultants have been very friendly, we are not managing to integrate the tool into our daily life.

Pros

I looked for an ERP that could adapt to the needs of a service agency, and among a benchmark of more than 15 options we opted for a workbook for its price and proposal.

Cons

Its implementation has been very complicated, so much so that we are not yet at an optimal point in the process and not very satisfied with this.

Reasons for Choosing Deltek WorkBook

We thought it was the one that best suited our needs.

May 2015

Dolan from Ear to the Ground

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

May 2015

UK Agency Review

We were looking for an intergrated CRM / Pipeline / Job Costing and finance system. We had conducted intensive research on the options available on the market. Our challenge was to have realtime information that allowed us to react swiftly and in an accurately informed way to work in process, not only on the external spend but the recording of time and the financial impact it was having on the project and therefore the company. Workbook was a last minute option and we decided to have a demo in order to confirm our original choice but that demo changed our opinion and workbook proved it had arrived at a place the other systems were looking to achieve. It is intuitive and easy to use that the key component areas of timesheets and budgets that the majority of staff use have been adopted enthusiastically. The move from our old systems hasn;t been without teething problems but customer service has been great and they have responded to all the requests and challenges we have thrown at them. There are still some challenges around certain elements in the finance section, the replacement of Sage 100 in our case, but these are now under development as thier model is to constantly seek to improve the product. Importantly we now have the data from projects at our fingertips and this has proved invaluable and will in the long term it will have a positive financial effect on our business. I would recommend this to any business that is fast moving, needs to record time accurately and respond to clients changes and needs quickly.

March 2019

Fred from Atelier do Sul Communication design

Verified Reviewer

Company Size: 11-50 employees

Industry: Design

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

March 2019

The right decision

Overall we are very pleased with the decision we made

Pros

Multiple functionality is streamlines a day-to-day workflow and allows us to analyse what’s going on from so many angles

Cons

Learning to use this software took far too long and was not well administered. People teaching uscdidn’t seem to have a grasp on our business. No this happened a year or two before Deltek took over, I was not administered by them.