Deltek WorkBook and Deltek ConceptShare

Deltek WorkBook's new UI and UX improvements aim to tame the chaos for, empathize and build trust with end-users. With improvements to visual and behavioral consistency, WorkBook's fresh new look is a testament to listening to our customers.

WorkBook 13.1 allows users to streamline workflows to support faster performance and scalability. With enhancements to the user interface, components, and system checks, this release helps agencies manage large data sets, save time when collaborating with the team, and improve data integrity.

The ability to create report layouts that look exactly how you want them, is something that can make a big difference, not only for your internal team, but for how you present yourself to clients. Learn how you can use WorkBook’s built-in report editor to easily create reports that look exactly how you want.

Dimensions are an invaluable part of the WorkBook system and are key to developing detailed reports and mining better insights that will guide you on your path to LevelUp. Here’s how to set up Dimensions to group, filter and tag data throughout the entire system so that you can create custom reports at any level of detail.

Whether you’re a new user, or have years of experience, the WorkBook Product Portal gives you easy access to the kind of product-focused information you need. Now, you can easily access WorkBook how-to articles, videos, training assets and engagement communities, quickly and easily from the same place.

It's not too late to watch all the valuable Deltek Agency Solutions sessions you may have missed at Deltek Insight 2021. Sessions were recorded live and are available for on-demand viewing with your All Access pass until October 28th, 2021.

Our partners at Tangram take you through three ways WorkBook makes collaboration easier for remote teams.

When agency priorities shift so frequently, it is important that you are able to track what changes have been made so that you have an audit trail to follow when need be. WorkBook records Change logs at multiple levels to provide the detail you need.

This year, Deltek Insight is coming to you virtually! Join us for two days of content, connection and customer appreciation. Deltek Agency Solutions users can hear directly from Product Managers, get insight into the roadmap and learn tips and tricks from the experts. Register today!

The release of WorkBook 13, which makes the agency management experience simpler and more intuitive, illustrates our commitment to continually improving WorkBook’s usability to suit the market’s industry-specific, and geographically specific needs.