Deltek WorkBook and Deltek ConceptShare

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.

For agencies that scope work based on hours timesheets are a necessity. That's why WorkBook helps improve agency-wide compliance by allowing you to schedule reminders that help employees remember to submit them on time.

One of WorkBook’s most insightful features is the Estimated at Completion (EAC) algorithm, which shows you how to predict how your Job will turn out. The thing that makes this possible is WorkBook's ability to calculate Estimate to Complete (ETC) which is a calculation of the hours and costs that are left to complete within the Job’s plan. Here is how you can enable ETC to get actionable insights on job performance before it's too late.

Ensure that important requests don't get overlooked by using WorkBook Conversations to easily convert comments into Tasks and Jobs.

WorkBook helps agencies create more accurate short-term cash flow forecasts, so they can be in a better position to take preemptive action to maintain the ideal balance of incoming and outgoing cash, and will be more likely to keep their agency operational for the long-term.

Accurate resource capacity and utilization metrics are crucial for agencies that are challenged with a fluctuating pipeline. Our partners at Tangram take you through some options on how to manage reduced hours and flexible working in WorkBook, and still pull accurate capacity and utilization reports.

Learn how Taft Communications uses WorkBook Conversations to centralize collaboration, streamline activities, and save time.

Every agency is unique. That’s why WorkBook makes it easier for you to create the perfect agency management system by integrating your favorite tools via a flexible API.

WorkBook makes agency management easier by giving you intuitive features that enhance user experience and make your daily tasks more efficient and productive.