WorkBook Features: Resourcing, Project Management & Collaboration
Stay ahead of the game by integrating all of your communication, and project and resource management activities into one, easy-to-use tool.
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WorkBook’s Resourcing, Project Management & Collaboration
57% of agencies say that a lack of visibility into over-servicing affects their profit margins the most.* That’s why you need a tool that helps you manage project planning, resource allocation and cost control, while giving you the foresight to spot potential problems before they affect your bottom line.
Request a DemoKey Features
Collaborate with the Team and the Client
- Centralise communication by sharing files and feedback within the task or project itself
- Stay ahead of the game with instant notifications of conversation activity or action is needed
- Facilitate the creative process by streamlining the review and approval process
- Allow your customers to enter requests and see project progress by adding the Client Portal
Manage Projects & Tasks
- Make the most of your day with flexible task management features like Kanban and scrum boards
- Easily submit time when you finish a task
- Quickly adjust timelines and tasks and instantly alert team members when priorities change
Control Costs & Manage Budgets
- Input vendor quotes to the appropriate project and generate matching POs
- Monitor project profitability and control costs in real-time
- Add the Mileage, Expense & Materials Entry module to capture every associated project cost
- Take action to avoid project overruns and employee burnout before they occur
Allocate Resources & Optimise Employee Utilisation
- Drag ‘n drop resources directly to tasks
- Improve resource assignments with task qualifications based on availability, experience and skill
- Forecast your team’s capacity weeks or months in advance
- Add Calendar & Email Integration to avoid scheduling conflicts by syncing assignments to users’ calendars
Other Features
*Deltek Industry Snapshot 2017: Marketing Services.
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