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About

Manage all aspects of your projects from conception to completion with a cloud-based Professional Services Automation (PSA) solution from Beyond Software. Beyond Software helps businesses maximize productivity and profitability by enabling them to connect their project and financial accounting. Its suite of modules to help professional services organizations grow include financial management, project accounting, time and expense, billing and invoicing, project resources, and dashboards and reports.

About

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. Streamline projects, people and finance from end-to-end in one best practice solution designed to help you grow. Boost productivity and optimize utilization through better project and resource planning.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Beyond Software is designed for project-oriented organizations such as CPAs, Accountants, Architects, Engineers, Consulting Companies, Software Publishers, Marketing firms, and Contractors.

Audience

Project-driven organizations, including advertising and design companies, communication and PR firms, digital and web companies, consulting engineers, architects, consulting, and affiliates, reviews and ratings

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$19.00/month/user
Starting at $19 per user / per month
30 users minimum
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I like it because it has one of the best prices in the market for a project management software, I have really seen an improvement in my work tasks and the most efficient activity strategy building processes that I have been able to observe. I also like the interface design, I think it is very dynamic.

Cons

  • The program has not been so easy in terms of support, I have definitely had to investigate on my own about some doubts that have arisen.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Beyond Software
Founded: 2008
United States
www.beyondsoftware.com

Company Information

Deltek
Founded: 1983
United States
www.deltek.com/en/products/project-erp/workbook

Alternatives

BigTime

BigTime

BigTime Software

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Copper Project

Element Software
BQE CORE

BQE CORE

BQE Software
JAMIS Prime ERP

JAMIS Prime ERP

JAMIS Software
Jovaco Project

Jovaco Project

Jovaco Solutions

Categories

Categories

Job Costing Features

Bills of Material Not Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Supported
Invoice Management Supported
Overrun Reporting Supported
Percent-Complete Tracking Not Supported
Production Cost Tracking Not Supported
Purchase Order Management Not Supported
Quotes / Estimates Not Supported
Time Tracking Supported
Work Order Management Not Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Not Supported
Collaboration Tools Supported
CRM Not Supported
Document Management Supported
Portfolio Management Supported
Project Management Not Supported
Proposal Generation Not Supported
Quote Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Advertising Agency Features

Campaign Management Supported
Collaboration Supported
Document Management Supported
File Sharing Supported
Project Management Supported
Task Management Supported
Time Tracking Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Integrations

ActiveCampaign Not Supported
BI Book Not Supported
Datto RMM Supported
Datto Workplace Supported
Deltek Replicon Time Not Supported
Dropbox Not Supported
Flexspring Not Supported
GoSimplo Not Supported
Google Drive Not Supported
Google Workspace Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft OneDrive Not Supported
Project.BI Not Supported
SAP Financials Not Supported
Storagepipe Not Supported
Sympa Not Supported
Synatic Not Supported

Integrations

ActiveCampaign Supported
BI Book Supported
Datto RMM Not Supported
Datto Workplace Not Supported
Deltek Replicon Time Supported
Dropbox Supported
Flexspring Supported
GoSimplo Supported
Google Drive Supported
Google Workspace Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft OneDrive Supported
Project.BI Supported
SAP Financials Supported
Storagepipe Supported
Sympa Supported
Synatic Supported
Claim Beyond Software and update features and information
Claim Beyond Software and update features and information
Claim Deltek WorkBook and update features and information
Claim Deltek WorkBook and update features and information