Deltek WorkBook and Deltek ConceptShare

Deltek WorkBook and Deltek ConceptShare are purpose-built for agencies and in-house teams – providing them with the control, insight and visibility they need to deliver more creative content on time and on budget. Together, Deltek agency solutions integrate to become one powerful end-to-end solution that perfectly fits your agency’s natural workflow. This blog provides key product updates, tips and insight from Deltek’s product experts on both WorkBook and ConceptShare, so you can make the most of your agency management solution.

13 Results for Category Tips and Tricks

Three Ways WorkBook's Collaboration Feature Can Help Agency Teams When Working From Home

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

Read More
Deltek Costpoint Blogs

Use Change Logs to Automatically Document Frequent Changes

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.

Read More
Girl at Computer

Set Up Timesheet Reminders to Improve Compliance

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.

Read More
Young-woman-using-digital-tablet

Predict Job Performance with WorkBook's Estimated Time to Completion Calculation

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.

Read More
Deltek Product Tips and General Info

Make Job Creation Easier by Converting Comments to Tasks

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

Read More

Make Better Decisions for Your Agency's Future by Forecasting Cash Flow

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.

Read More
Deltek Costpoint Blogs

Get Accurate Capacity and Utilization Reporting in WorkBook

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.

Read More
Deltek Costpoint Blogs

A Guide to WorkBook Conversations

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

Read More
team working

Integrate with WorkBook

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.

Read More
Deltek Product Tips and General Info

Make Daily Tasks Easier With These WorkBook Tips and Tricks

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

Read More

Subscribe to our Project Nation Newsletter

Subscribe >>

Contact Us >>