Deltek WorkBook Reviews & Product Details

I like how the project lifecycle is all connected with every piece of the puzzle. From PQS, POS, Tasks, and invoicing, it's a great way to get a glimpse of the entire project. Review collected by and hosted on G2.com.

It lacks inventory tracking, which is a tool our company would like to use for our fabrication piece. Review collected by and hosted on G2.com.

workbook is strong planning tool. it is able to manage no of clients to one project. workbook provides flxible planning and project management Review collected by and hosted on G2.com.

it is slower for updates. every update take lot of downtime. Review collected by and hosted on G2.com.

Deltek workbook is very beneficial platform as it eases the process of managing the finance and accounts related matters of our organisation making the process more efficient and effective Review collected by and hosted on G2.com.

There is nothing to dislike about Deltek workbook as it is very useful for our organisation Review collected by and hosted on G2.com.

Ability to track everything from timesheets, expenses, sick leave, vacations across multiple teams, projects or clients. Review collected by and hosted on G2.com.

The interface is very frustrating to use, with poor UI, and steep learning curve. Review collected by and hosted on G2.com.

Your consultants and staff at the Deltek conference are all wonderful. The platform itself is cluttered and non-intuitive. Review collected by and hosted on G2.com.

See above. Requires advanced training to use the most basic features. Review collected by and hosted on G2.com.

It keeps me super organized as it reminds me to stay on track Review collected by and hosted on G2.com.

Some existing features that I'm not familiar with Review collected by and hosted on G2.com.

The 'modify grid' function gives users the chance to tailor their views to suit their needs -- however, it would be super handy to be able to further tailor a jobs list more so that we don't need to flip through different lists for different tasks. Also, there are bugs where I am not able to give advanced users access to the Basic Jobs List

The Costs (Job Tracking) function within jobs is great to slice and dice data within a job - to see hours used for a person, month, department, within a time period - to quickly check purchase and invoice details on a job.

The ability to tailor dimensions against jobs and also being able to export out data via databoards -- this means we are able to tailor our job reporting analysis to our business needs. A lot of the other tools don't seem to have the dimension capability. Review collected by and hosted on G2.com.

Resourcing in WorkBook is super buggy and hard to administer for small lean/agile agencies. - this is key to planning capacity and managing projects, however, we are duplicating efforts outside of WorkBook as it is easier... which is not right for a tool that is supposed to be the solution from end to end. We do not have the luxury of traffic managers as I think the system is tailored to, and when there are many performance bugs in the resourcing functions this stops PM's from using this as an up to date source of truth. Over the past 3 years, I have sent many queries and had video calls with different Deltek Customer service, Product Development and Product Managers, but have not seen much improvement in this area which I think is the heart of any project management tool and need to be improved.

Feature updates in the last few years have not been UX/UI focused so it doesn't create good engagement with users. The end-user needs to be key for all updates. - e.g. if you take the bold total line off the top of the timesheet in the v12.2 upgrade and have no option for users to add it back on (through modify grid/grouping) then this disengages users as they find the new un-bolded total at the bottom of the timesheet grid not easy to see.

Please also make sure to put focus on improving the existing core functionality rather than integrating it with new tools. We don't want new tools like ConceptShare, we want an end-end project management tool that works.

As an admin I would also like to be able to turn more non-applicable fields off for people visually, to make the UI less cluttered. We design/build simple UI solutions based on thorough CX/UX research for our clients, yet WorkBook is often criticised by users for the UI and functionality.

I would also like to tailor components within the NRF so that it is actually usable for us - The ability to set what should show as tentative vs confirmed Revenue. - To set these figures to only show fees revenue - The ability to export out NRF data for external analysis Review collected by and hosted on G2.com.

WORKbook behaves exactly as you would expect it to and then more. It is a great software suite for project management, CRM, and accounting Review collected by and hosted on G2.com.

File exchange needs to be worked on because that’s a major component Review collected by and hosted on G2.com.

Being able to favorite account codes makes filling out time cards on a daily very easy. Review collected by and hosted on G2.com.

The navigation menu could be improved, locating time card sheet is little hidden and require navigating through multiple screens. Review collected by and hosted on G2.com.

I love it, it has simply been a fantastic and powerful resource for managing and planning resources and projects. I have been able to keep my work organized and up to date. It is easy to use and also provides useful functionality for collaborating and working remotely, my colleagues and I enjoy the simple and effective use of this tool. Review collected by and hosted on G2.com.

The user interface does not turn out to be the most intuitive, there are aspects that can still be improved. Other than that, I have not had any dislikes, this product has performed well. Review collected by and hosted on G2.com.