WorkBook Features: Resourcing, Project Management & Collaboration

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

CRM & Pipeline Management >

Finance & Accounting >

*Deltek Industry Snapshot 2017: Marketing Services.