Deltek WorkBook and Deltek ConceptShare

Our partners at Tangram take you through the ways in which WorkBook makes it easier to manage your In-House Agency, including job creation, scheduling, timekeeping and tracking scope creep.

You may think that most finance teams work in a common manner, but financial workflows generally differ between companies. Learn more about how Deltek WorkBook allows you to configure your accounting and financial management system to the way your agency works.

There are a lot of reasons that contribute to scope creep, but ConceptShare's Review Chains can help you solve for inefficiencies inherent in the creative review and approval process by enabling teams to set up reviews in advance that match what was scoped.

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.

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.