Resources & Customer Support | WorkBook

Featured Report

2021 SoDA Report On: The Next Agency Model

Download the latest report from Deltek and the Society of Digital Agencies to learn how agencies adjusted during a difficult 2020 and what advice they will take into the new year.

See survey results and important trends
Read articles from agency leaders
Get advice about the future of agency

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Product Demo Videos

Explore our extensive set of demo videos to take a deep dive into the product and learn how WorkBook can help manage your agency. Whether you want to improve revenue forecasting, accelerate month-end closing, gain full resource visibility or better manage tasks and time, our range of video topics has it covered.

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Additional Resources

Next-Level Production

Award-winning creative agency Media One uses Deltek to organize, prioritize and track global projects.

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Avoid Over-Servicing

Practical tips and best practices on how to avoid scope creep and increase billings.

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Better Agency Operations

See and learn about Deltek WorkBook’s unique features and functions with real-world context and examples.

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BLOGS

February 24, 2021

How do you track the health of your agency?

By Deltek Partner Guest Blog

Mike Haile, a Deltek WorkBook Partner, shares which metrics are most important to track in order to assess and ensure agency health.

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

By Teresa Robbins

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.

WHAT'S NEW IN THE WORKBOOK MOBILE APP

By Natasha Hall

With the release of version 2.1.6 of the WorkBook mobile app, users can continue to accomplish their daily tasks from anywhere. This version includes appealing enhancements to the User Interface, Tasks, and Resources that can help users be more productive on the go.

EVENTS

04

Mar

thought leadership webinar

Best Practices for Resource Management and Freelancer Usage – What is The Best Way Forward?

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Developer Resources

We are committed to helping you make the most of your investment by providing useful learning materials that enable you to successfully build and customize Deltek solutions. These developer resources—including technical API/SDK reference documentation—can be used to expedite technical onboarding and improve the design and development experience.

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Support & Services

Customer Support

Award-winning support and customer care that provides the expertise and guidance to meet your business needs.

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Product Training

Whether you prefer self-paced learning, videos, infographics or quick reference guides, our offerings have you covered.