WorkBook

Course Catalog

Asset Name Description Roles DLZ Subscription
WorkBook Basic User Introduction - Starter Guide Duration: 15m read
This starter guide gives an overview of the WorkBook modules and some basic navigation.
Topics covered:
Overview of all modules
Quick menu
Add entries using quick menu
Docked items
Introduction to reports
Inbox
  • Super User
  • Time and Expense End User
  • Time and Expense Manager
  • End User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
Deltek WorkBook Product Portal WorkBook portal that houses all of WorkBook's essential and important links according to user type.
  • Super User
  • End User
  • Project Manager
  • Resource Manager
  • Finance/Accounting Administrator
  • Finance Manager
  • DLZ Functional Guide
WorkBook My Settings - Starter Guide Duration: 10m read
This starter guide gives an overview of the My Settings area
Topics covered:
  • Super User
  • Time and Expense End User
  • Time and Expense Manager
  • End User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
WorkBook Time and Expense - Starter Guide Duration: 10m read
This starter guides gives an overview of the Time and Expense module
Topics covered:
Timesheet
Using Tasks to add time
Expense entry and status
Expenses in mobile app
Mileage entry
Personal information
Absence status
  • Super User
  • Time and Expense End User
  • Time and Expense Manager
  • End User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
WorkBook Absence - Starter Guide Duration: 5m read
This starter guide gives an overview of requesting and viewing absences
Topics covered:
Absence request
Absence entries
Absence shortcuts
Absence status
  • Super User
  • Time and Expense End User
  • Time and Expense Manager
  • End User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
WorkBook Inbox and Collaboration - Starter Guide Duration: 5m read
This starter guide gives an overview of the Inbox and Conversation feature
Topics covered:
Inbox and notifications
Notification settings
Conversation settings
1:1 conversations
  • Super User
  • Time and Expense End User
  • Time and Expense Manager
  • End User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
WorkBook Tasks - Starter Guide Duration: 5m read
This starter guide shows how to list your own tasks and enter time for those tasks.
Topics covered:
Viewing tasks
Task time entry
Time entry approval
Follow-up yesterday’s time entry
  • Super User
  • Time and Expense End User
  • Time and Expense Manager
  • End User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
WorkBook Resources - Starter Guide Duration: 5m read
This starter guide gives an overview of the Resources module, focusing on how to add clients and suppliers.
Topics covered:
Overview and navigation
Resource types and details
Adding clients and suppliers
Adding contact names
Employee access to clients
  • Super User
  • End User
  • Project Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
WorkBook CRM - Starter Guide Duration: 10m read
This starter guide gives an overview the CRM module.
Topics covered:
Clients and prospects list
Adding new prospects
Pipelines
Managing activities for prospects
12 month summary forecast
  • Super User
  • Account Manager
  • Client Manager
  • DLZ Functional Guide
WorkBook Jobs - Starter Guide Duration: 15m read
This starter guide gives an overview of the jobs module.
Topics covered:
Create a new job
Job settings
Price quote/budget
Job schedule
Invoicing
Purchase orders
Managing job costs
  • Super User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
WorkBook Finance and Administration - Starter Guide Duration: 1hr read
This starter guide gives an overview of the Finance and Administration module
Topics covered:
Overview and navigation
Chart of accounts
Project postings
Creating journals
Budgets, cashflow and net revenue forecast
Debtors and creditors
Month end process
  • Super User
  • Finance/Accounting Administrator
  • Finance Manager
  • DLZ Functional Guide
WorkBook Scheduling and Resource Management - Starter Guide Duration: 15m read
This starter guide gives an overview of the Schedule module.
Topics covered:
Schedule overview
Timeline calendar
Weekly schedule
Year calendar
Task follow-up
  • Super User
  • Project Manager
  • Resource Manager
  • DLZ Functional Guide
WorkBook User Management and Useful Settings - Starter Guide Duration: 15m read
This guide covers the basics of creating and managing your WorkBook users as well as introduction to the Settings module.
  • Super User
  • System Administrator
  • DLZ Functional Guide
WorkBook Power Launch - Starter Guide Duration: 1h read
This starter guide covers the Power Launch processes as well as role based training.
Topics include:
Job processes
Resource planning processes
Client processes
Finance processes
Employee training including time entry
Project management training
Resource management training
Client services training
  • Super User
  • Time and Expense End User
  • Time and Expense Manager
  • End User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
TrafficLIVE to WorkBook Migration - Starter Guide Duration: 20m
This starter guide shows the differences between TrafficLIVE and WorkBook.
Topics covered:
Introduction to WorkBook
Comparison between the two systems with module walkthrough
WorkBook basic navigation
Frequency asked questions
  • Super User
  • Time and Expense End User
  • Time and Expense Manager
  • End User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
WorkBook Find What You Need: Filters and Search - Starter Guide Duration: 10m read
This starter guides will help you find what you need in WorkBook.
Topics covered:
Mastering the WorkBook basics
Using filters
Using search
Save your favorites
  • Super User
  • Time and Expense End User
  • Time and Expense Manager
  • End User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
What's New in WorkBook - Functional Reference Guide Duration: 30m read
This functional reference guide gives you a summary of the latest release information for WorkBook.
Topics covered:
- What’s new in WorkBook 12, 12.1, 12.2, 13
- MediaForce Import
  • Super User
  • Time and Expense End User
  • Time and Expense Manager
  • End User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Functional Guide
WorkBook Time, Expense, and Absence Series: Expense Entry - Learning Video Learn all about WorkBook expense entry, expense approval status flows, and how certain system variables affect your expense entries.

Topics covered:
-Expense Entry - 3 min
-Delete an Expense Entry - 45 secs
-Copy an Expense Entry - 49 secs
-System Variables - 25 secs
  • Super User
  • System Administrator
  • Project Manager
  • Resource Manager
  • Finance/Accounting Administrator
  • Finance Manager
  • DLZ Enhanced
WorkBook Time, Expense, and Absence Series: Absence Entry - Learning Video Learn all about WorkBook absence entry, holiday status, and weekly schedule in this learning video.

Topics covered:
-Absence Entry - 3 min
-Holiday Status - 20 secs
-Weekly Schedule -15 secs
  • Super User
  • System Administrator
  • Project Manager
  • Resource Manager
  • DLZ Enhanced
WorkBook Time, Expense, and Absence Series: Time Entry - Learning Video Learn all about WorkBook time entry, task details, task cards, Weekly and Daily views, and add entry shortcuts.

Topics covered:
-Add Job to Time Entry, Weekly, and Daily Views - 1 min
-Pin a job, switch between weeks, and other options - 40 secs
-Submit for approval, Task Details, and Task Card - 35 secs
-Add Entry Shortcut - 37 secs
  • Super User
  • Project Manager
  • Resource Manager
  • DLZ Enhanced
WorkBook Reports Series: Essential Reports - Quick Reference Guide Duration: 15 min read

Learn about the most popular reports in WorkBook and how each one is accessed and configured.

Topics covered:
Employee Profitability
Employee List
Weekly Timesheet Check
Job Profitability
Price Quote List
Finance Bookings Report
Job Value Statement
  • Super User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Enhanced
WorkBook Reports Series: Report Layouts and Watermarks - Infographic Duration: 10m read
An infographic for WorkBook administrators which explains how to upload and manage the PDF outputs for invoices, purchase orders and price quotes.

Topics covered:
-Watermarks
-Report Layouts

[Keywords and Related Searches - reports, layout, watermarks, priority, rules, dimensions, watermark, invoice]
  • Super User
  • Time and Expense End User
  • Time and Expense Manager
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • DLZ Enhanced
WorkBook Reports Series: List of Reports - Infographic Duration: 1 hour read
An infographic containing an extensive list of various reports in WorkBook with their corresponding report number, path, and short description.

Topics covered:
- Finance and Administration
- Jobs
- CRM
- Resources
- Scheduling
- Inbox
- Time and Expense

[Keywords and Related Searches - reports, purchase orders, price quote, task, schedule, invoice, job ]
  • Super User
  • Time and Expense End User
  • Project Manager
  • Resource Manager
  • Account Manager
  • Finance/Accounting Administrator
  • Client Manager
  • Finance Manager
  • Time Administrator
  • DLZ Enhanced
WorkBook Reports Series: Configure Groups Used in Finance Reports - Learning Video Duration: 4 min

Learn how to setup and configure Finance Account Groups and Reports.

Topics covered:
Finance Reports - 50s
Setup Finance Account Groups - 2m50s
  • Super User
  • Project Manager
  • Finance/Accounting Administrator
  • Finance Manager
  • DLZ Enhanced
WorkBook Reports Series: Create Your Own Job Reports - Learning Video Duration: 8 min

Learn the best practices to efficiently produce a WorkBook report.

Topics covered:
Basics of Reporting - 19s
Jobs List View - 42s
Modifying Grid View - 1min13s
Expenditure Overview Cost Prices - 44s
Export Grid Data - 38s
Reports Quick Menu Option - 1min28s
Create Your Own Job Report - 2min34s
  • Super User
  • Project Manager
  • Resource Manager
  • DLZ Enhanced
WorkBook Reports Series: Reports and Profiles - Learning Video Duration: 6 min

Learn about various Report Profiles and Report Statistics.

Topics covered:
Report Profiles - 50s
Accessing the Resource Card - 2m50s
Report Profile - 3m33s
Report Statistics - 53s
  • Super User
  • Project Manager
  • Resource Manager
  • Administrator
  • DLZ Enhanced
WorkBook Finance Series: Forecasting Revenue - Learning Video Duration: 23 min

Learn all about how to forecast revenue in this WorkBook learning video.

Topics covered:
-Setting up forecasting revenue - 9 min
-Creating a new revenue forecast - 8 min
-Revenue forecast options - 5 min
  • Super User
  • Finance/Accounting Administrator
  • Finance Manager
  • DLZ Enhanced
WorkBook Finance Series: Month-End Process - Self-Paced Learning Duration: 1h 30m
This course takes you through the month end process using the WorkBook Finance and Administration module.
Topics covered:
Project posting
WIP reconciliation and bank reconciliation
Closing the accounting period
Post closure adjustments
  • Super User
  • Finance/Accounting Administrator
  • Finance Manager
  • DLZ Enhanced
WorkBook Mobile in WorkBook Series: WorkBook Mobile App - Infographic Duration: 10m read
An infographic for the WorkBook mobile app which explains how to utilize your Inbox, manage your tasks and resources, add a time entry or absence, create expense entries and upload receipts via photo share.

Topics covered:
-Inbox
-Tasks
-Time entry
-Expense entry
-Photo share
-Resources
-Whiteboard
-Resources

[Keywords and Related Searches - mobile app, WorkBook, sign in, login, task settings , date , allocate ]
  • Super User
  • Time and Expense End User
  • DLZ Enhanced
Workbook Core Certification Exam Duration 1h30m

The Deltek Professional WorkBook Core Certification validates skills within the WorkBook product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek WorkBook Certification exam has demonstrated proficiency within multiple areas of Deltek WorkBook. To receive Deltek WorkBook Certification, you must pass the knowledge based exam.
  • Super User
  • System Administrator
  • DLZ Enhanced