Deltek WorkBook Reviews & Product Details

The API allows for deep integration with other systems at the agency and at the client. The model centered around activities as the link between users, time entries, price lists, quotes and other vouchers is excellent. Review collected by and hosted on G2.com.

The UI is difficult to use for our regular users. Power users enjoy the product, but the regular staff struggle. The poor quality documentation and training materials contribute to these problems. Review collected by and hosted on G2.com.

I like the simple interface and ease of use, I also like the wide variety of options and number of features the tool has for use. I use it daily for tracking time, resource and keeping on top of client invoicing and it is very useful. Review collected by and hosted on G2.com.

I find it hard to integrate with other platforms and tools that we use, it is also quite clunky when in use so the implementation of the tool is difficult when it comes to working with the team and ensuring timesheets are kept up to date. Review collected by and hosted on G2.com.

I have been using the system for a couple of years now and frankly it is really great in terms of capabilities and user friendly. Review collected by and hosted on G2.com.

I've struggled with the exception of correcting user errors, subscription. also Finance module is unstable in it's current state. Review collected by and hosted on G2.com.

I like how the project lifecycle is all connected with every piece of the puzzle. From PQS, POS, Tasks, and invoicing, it's a great way to get a glimpse of the entire project. Review collected by and hosted on G2.com.

It lacks inventory tracking, which is a tool our company would like to use for our fabrication piece. Review collected by and hosted on G2.com.

workbook is strong planning tool. it is able to manage no of clients to one project.

workbook provides flxible planning and project management Review collected by and hosted on G2.com.

it is slower for updates. every update take lot of downtime. Review collected by and hosted on G2.com.

Deltek workbook is very beneficial platform as it eases the process of managing the finance and accounts related matters of our organisation making the process more efficient and effective Review collected by and hosted on G2.com.

There is nothing to deslike about Deltek workbook as it is very useful for our organisation Review collected by and hosted on G2.com.

Ability to track everythig from timesheets, expenses, sick leave, vacations across multiple teams, projects or clients. Review collected by and hosted on G2.com.

The interface is very frustrating to use, with poor UI, and steep learning curve. Review collected by and hosted on G2.com.

Your consultants and staff at the Deltek conference are all wonderful. The platform itself is cluttered and non-intuitive. Review collected by and hosted on G2.com.

See above. Requires advanced training to use the most basic features. Review collected by and hosted on G2.com.

It keeps me super organized as it reminds me to stay on track Review collected by and hosted on G2.com.

Some excisting features that I'm not familiar with Review collected by and hosted on G2.com.

The 'modify grid' function gives users the chance to tailor their views to suit their needs

-- however, it would be super handy to be able to further tailor a jobs list more so that we don't need to flip through different lists for different tasks. Also, there are bugs where I am not able to give advanced users access to the Basic Jobs List

The Costs (Job Tracking) function within jobs is great to slice and dice data within a job

- to see hours used for a person, month, department, within a time period

- to quickly check purchase and invoice details on a job.

The ability to tailor dimensions against jobs and also being able to export out data via databoards

-- this means we are able to tailor our job reporting analysis to our business needs.

A lot of the other tools don't seem to have the dimension capability. Review collected by and hosted on G2.com.

Resourcing in WorkBook is super buggy and hard to administer for small lean/agile agencies.

- this is key to planning capacity and managing projects, however, we are duplicating efforts outside of WorkBook as it is easier... which is not right for a tool that is supposed to be the solution from end to end.

We do not have the luxury of traffic managers as I think the system is tailored to, and when there are many performance bugs in the resourcing functions this stops PM's from using this as an up to date source of truth.

Over the past 3 years, I have sent many queries and had video calls with different Deltek Customer service, Product Development and Product Managers, but have not seen much improvement in this area which I think is the heart of any project management tool and need to be improved.

Feature updates in the last few years have not been UX/UI focused so it doesn't create good engagement with users.

The end-user needs to be key for all updates.

- e.g. if you take the bold total line off the top of the timesheet in the v12.2 upgrade and have no option for users to add it back on (through modify grid/grouping) then this disengages users as they find the new un-bolded total at the bottom of the timesheet grid not easy to see.

Please also make sure to put focus on improving the existing core functionality rather than integrating it with new tools. We don't want new tools like ConceptShare, we want an end-end project management tool that works.

As an admin I would also like to be able to turn more non-applicable fields off for people visually, to make the UI less cluttered. We design/build simple UI solutions based on thorough CX/UX research for our clients, yet WorkBook is often criticised by users for the UI and functionality.

I would also like to tailor components within the NRF so that it is actually usable for us

- The ability to set what should show as tentative vs confirmed Revenue.

- To set these figures to only show fees revenue

- The ability to export out NRF data for external analysis Review collected by and hosted on G2.com.