Customer Resources


Get More From WorkBook

Get the most out of your WorkBook solution and take your product knowledge to the next level by familiarizing yourself with tips and tricks for experienced users, what’s new in the latest release, available product certification courses and more.

Upcoming Events

WorkBook Blog



    Enhance your WorkBook Experience

  • ...
    Deltek Marketplace
    Streamline your agency's ecosystem with Deltek Partner products.

  • ...
    WorkBook Intelligence
    Enhance operational analytics and make better decisions with customizable, visual dashboards by adding WorkBook Intelligence to your agency management system.

  • ...
    Deltek Global Consulting
    Optimize your Deltek solution to fit the way you work with the help of Deltek Global Consulting.

Watch WorkBook in Action

Get practical tips to tackle these challenges in our 30-minute Solution Speed Session webinar series:
Watch Solution Speed Sessions

How-To Videos

Take a deeper dive into WorkBook.


Make Time
Entry Effortless

Qualify and Track
New Business

Develop your New
Business Strategy

Balance Workload
and Utilization

Forecast Resources for
Strategic Staffing


Manage Projects
and Protect Margins

Control Project Accounting
and Cost Tracking

Centralize Agency Communication and Accelerate Reviews

Improve Financial Data
through Approval Workflows

Create More Accurate
Financial Forecasts


WorkBook ConceptShare
Integration

WorkBook CRM
Deep Dive

Watermarking Assets
in Deltek ConceptShare


Coffee Break Videos

Register for Coffee Break Sessions here and watch all previous sessions.


Digital Proofing
with ConceptShare

Watch Recording

WorkBook and
Single Sign-On

Watch Recording

WorkBook and Calendar Synchronization

Watch Recording

WorkBook Tips You Should Know

Register Here

Coming Soon

Coming Soon



Learn More About WorkBook



Training

WorkBook offers you a variety of training that helps you achieve your learning objectives.

Deltek Learning Zone

Explore WorkBook content available in the Deltek Learning Zone (DLZ).

Certification

The product certifications are expertly developed by Deltek subject matter experts to validate your knowledge of Deltek products.WorkBook Certification coming late 2021.


Help

Get step-by-step instructions to help you complete your tasks or configure WorkBook to meet your needs with WorkBook Online Help.



Join Deltek Project Nation

Join Customer
Advisory Council

The Customer Advisory Council is a space where clients can lean into one another to share how they use WorkBook, industry trends, and product management can collaborate on features and enhancements.

Join Customer Curriculum Council (Deltek University)

Make your voice heard and help Deltek University define the future of training content. Join the Customer Curriculum Council.

Join the WorkBook
Partnership Program

The WorkBook Partnership Program is a select group of customers who can influence the product roadmap, while enjoying an exclusive level of benefits.

Watch or Attend our Quarterly Town Halls -
NA

Watch or Attend our Quarterly Town Halls - EMEA

Watch or Attend our Quarterly Town Halls - APAC

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