WorkBook Resources

Discover how Deltek solutions help you connect and automate the projects that fuel your business.


Featured Report

Creative Industry Report

Creative Industry Report

There is no crystal ball to predict exactly what the agency of the future will look like, but it could be significantly different from today's model. Download the latest report from Deltek and the Society of Digital Agencies to learn the state of agencies and hear perspectives from industry leaders.

The report includes articles related to:

  • The new agency maturity model
  • Importance of team culture and happiness
  • Managing client expectations
  • Handling late-paying clients and AR relationships
Download Now

Product Demo Videos

WorkBook Videos

Explore our extensive set of demo videos to take a deep dive into the product and learn how WorkBook can help manage your agency. Whether you want to improve revenue forecasting, accelerate month-end closing, gain full resource visibility or better manage tasks and time, our range of video topics has it covered.

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Product Portal

Take your WorkBook knowledge to the next level and save time with easy access to videos, how-to articles, training assets and engagement communities, all in one place. Whether you're a new user or have years of experience, the WorkBook Product Portal provides useful resources.
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Additional Resources

Increase Agency Efficiency & Profitability

Increase Agency Efficiency & Profitability

10 practical ways to increase efficiency and profitability for marketing and creative agencies.

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Next-Level Production

Next-Level Production

Award-winning creative agency, Media One, uses Deltek WorkBook to organise and track global projects.

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People & Profits

People & Profits

Use this practical guide to ensure profit growth while retaining your best talent.

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Blogs

Get Critical Data with WorkBook Databoards
May 10, 2023

Get Critical Decision-Making Data with Deltek WorkBook Databoards

By Regan Riddoch

Reporting is essential to make better decisions. Because every agency has different needs, WorkBook includes databoards to help customize how data is reported.

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Best Practices for Agency Month-End
March 15, 2023

Best Practices for Agency Month-End

By Project Nation Guest Author

Many agency stakeholders play a part in how efficiently the month-end process can be completed. Use Deltek WorkBook to implement best practices to ensure your month-end process goes smoothly.

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Tips for Agency Growth
March 14, 2023

Four Tips to Position Your Agency for Profitability & Growth

By Regan Riddoch

Learn four tips to position your agency for growth

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EVENTS

29

Jun
customer town hall

Q2 Deltek Agency Solutions Customer Town Hall - ANZ

30

Aug
customer town hall

Q3 Deltek Agency Solutions Customer Town Hall - ANZ

09

Nov
customer town hall

Q4 Deltek Agency Solutions Customer Town Hall - ANZ

View all events

Developer Resources

We are committed to helping you make the most of your investment by providing useful learning materials that enable you to successfully build and customise Deltek solutions. These developer resources—including technical API/SDK reference documentation—can be used to expedite technical onboarding and improve the design and development experience.
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Support and Services

Customer Support

Customer Support

Award-winning support and customer care that provides the expertise and guidance to meet your business needs.

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Product Training

Whether you prefer self-paced learning, videos, infographics or quick reference guides, our offerings have you covered.

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Consulting Solutions

Consulting Solutions

Our consultants and project managers across the globe can help you implement, upgrade or enhance Deltek products.

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