A Total Agency Management System

Built specifically for agencies and in-house teams, WorkBook makes managing projects, people and finance easier, so you can focus on what’s important.

Power Your Agency’s Success with Workbook

Built by agency veterans, Deltek WorkBook is a total agency management system that provides best practice solutions to help your agency grow. WorkBook makes it easier to focus on your clients and make strategic decisions for the future by streamlining projects, people and finance from end-to-end, giving you better control, insight and visibility at any time. Take it a step further by seamlessly connecting Deltek ConceptShare to bring online proofing into your project management workflow without losing valuable functionality. And with a Deltek Power Launch implementation, you can get up and running faster using WorkBook’s custom-designed, role-based configuration to help manage your agency better.

Get Full Visibility Into Project Performance

Integrate agency operations from end-to-end, providing accurate, real-time visibility every step of the way
Visual dashboards with filtering dimensions and 300+ built-in reports give you exactly the information you need
Implement WorkBook modularly so your agency can grow with the same system over time

Manage Tasks and Time

Make the most of your day with flexible task management features like Kanban boards and calendar integration
Integrate task management and time entry so you have more time to focus on the creative process
Easily submit time when you finish a task, no job numbers to memorise

Enable Client Collaboration

Build a stronger relationship by giving clients and brand managers transparency via the client portal
Make it easier for clients to submit job requests and view project status
Accelerate the review cycle and get faster approvals by connecting Deltek ConceptShare for online proofing

Get Full Resource Transparency

Make strategic staffing decisions by forecasting your team’s capacity weeks or months in advance
Identify when it would be smarter to bring in freelance or begin the hiring process
Avoid employee burnout and balance workload to protect your most valuable asset