WorkBook Resources

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

Featured 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

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Product Demo 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.

Watch WorkBook in Action

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

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

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Increased Visibility & Efficiency

Global agency We Are Cognitive transformed its project management with WorkBook to empower growth.

Their Story

People & Profits

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

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Blogs

Discover how Deltek WorkBook eliminates manual processes

July 29, 2024

Overcoming Manual Processes for Agency Operations: The Deltek WorkBook Solution

By Project Nation Guest Author

Discover how Deltek WorkBook eliminates manual processes in marketing and PR agencies, boosting efficiency, accuracy, and productivity.

Overcoming Danish Regulatory Requirements with WorkBook

June 26, 2024

Overcome Challenging Danish Regulatory Requirements with the Latest Deltek WorkBook Release

By Mike McLean

We are excited to introduce Deltek WorkBook 13.5, our latest version designed with a keen focus on supporting our users with the Danish Bookkeeping Act.

Get Insights with WorkBook's Job Reconciliation Report

January 10, 2024

Get Valuable Insights in Seconds with WorkBook's Job Reconciliation Report

By Mike McLean

WorkBook’s new Job Reconciliation report provides a clear overview of the job's current and future state in a single report to enable better decision-making.

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EVENTS

Sep

customer town hall

Q3 Deltek Agency Solutions Customer Town Hall

Dec

customer town hall

Q4 Deltek Agency Solutions Customer Town Hall

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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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