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Deltek Platform
Architecture & Engineering
A Complete Agency Management Software
Take control of your agency’s operations with a cloud-based system that unifies projects, people, and finances for better insight and performance.
Connect Projects, People, and Finances in One Place
Take control of your agency’s operations with WorkBook. Manage projects, assign the right people, and track finances in one platform that improves collaboration, reduces complexity, and supports digital transformation.
WorkBook is a cloud-based agency management software that integrates project management, finance, and resource planning to help agencies grow smarter.
25%
increase in project visibility
30%
boost in resource utilisation
20%
reduction in billing errors
Benefits of WorkBook
Centralise Agency Operations
Unify projects, people, and finances in one platform to improve visibility and reduce complexity.
Boost Productivity & Utilisation
Boost productivity and resource utilisation with smarter project planning, real-time tracking, and better team coordination.
Drive Profitability with Insight
Control costs and increase profitability by scoping accurately, reducing delays, and improving billing efficiency.
Features of WorkBook
Track Project Performance in Real Time
- Integrate agency operations for real-time visibility
- Use dashboards with 300+ built-in reports
- Filter data to get exactly what you need
- Scale modularly as your agency grows
Simplify Task and Time Management
- Use Kanban boards and calendar views
- Link tasks directly to time entry
- Submit time instantly after task completion
- Skip job numbers with smart time tracking
Plan Resources with Forecasting Tools
- View capacity weeks or months in advance
- Spot when to hire or bring in freelancers
- Balance workloads to avoid burnout
- Make smarter staffing decisions
Manage Agency Finances with Clarity
- Reconcile invoices and POs quickly and accurately
- Capture expenses via the WorkBook mobile app
- Auto-post costs to the right client or project
- Track actuals vs. budget to assess performance
Accelerate Month-End Financial Close
- Get inbox alerts for open items during the month
- Make WIP adjustments for accurate revenue data
- View income and costs with real-time visibility
- Speed up closing with fewer manual steps
