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Agency Project Management, Resourcing & Collaboration
WorkBook Projects makes it easier to deliver on budget, outmaneuver over-servicing and avoid burnout, while keeping the team connected with built-in collaboration.
Demo Video
WorkBook Projects: Agency Project Management, Resourcing & Collaboration
Agencies say that some of the biggest threats to delivering projects on time and on budget include underestimating the scope of work and not having the right resource capacity in-house.* That’s why you need an agency management system that empowers Project and Resource Managers to build more accurate budgets, control costs and balance utilization, while supporting best practices that provide the foresight to avoid over-servicing and make smarter staffing decisions.
*2020/21 Agency Performance & Outlook Study - SoDA & Deltek
Benefits
Manage Budgets & Costs
Intuitive scheduling and project accounting features help you create better project plans, track costs and manage margins.
Balance Workload & Utilisation
Protect your most valuable asset and prevent burnout with real-time transparency into resource availability and capacity.
Be More Proactive
Avoid over-servicing and scope creep with actionable insights that let you get ahead of issues before they can impact delivery.
Features
Manage Profitability and Control Costs
- Monitor project profitability and control costs in real-time
- Identify and take action to avoid over-servicing and cost overruns before they occur
- Create purchase orders within the job to track third-party costs
- Schedule invoicing plans to ensure accurate and timely payment
Balance Workload
- Assign the right team to every project with visibility into resource skillsets, availability and cost
- Make adjustments as priorities change by easily reallocating tasks that automatically appear on a User’s task list
- Calendar & Email Integration help avoid scheduling conflicts by syncing assignments to User calendars
Boost Utilisation
- Get full visibility into employee performance by monitoring utilisation and productivity metrics in real time
- Make better decisions about future resource planning with insight into past metrics
Collaborate With The Team
- Centralise communication by sharing files and feedback within the task or project itself
- Reduce reliance on emails by consolidating communication and file sharing with built-in collaboration features
- Stay ahead of the game with instant notifications of conversation activity or when action is needed