| Asset Name | Description | Roles |
|---|---|---|
| WorkBook Power Launch Series: User Testing - eLearning | This course will guide you through the User Testing stage of your WorkBook Power Launch implementation. |
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| WorkBook Agency Solutions Coffee Break Series: Using Multiple Currencies with WorkBook - Video | Learn about multicurrency behavior and setup in WorkBook. |
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| TrafficLIVE to WorkBook Migration - Functional Reference 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 |
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| WorkBook Agency Solutions Coffee Break Series: WorkBook SCRUM and Workflow Management - Learning Video | Learn and utilize WorkBook's SCRUM board for agile workflows. Topics Covered: -SCRUM -Production Board -Future Features in Development |
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| WorkBook Quick Start Series: Power Launch - Self-Paced Learning | This course takes you through the WorkBook Power Launch processes, and how to use the system from the perspective of the employee, project manager, and resource manager. |
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| WorkBook Basic User Introduction - Functional Reference Guide | Duration: 15m read This course 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 |
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| WorkBook My Settings - Functional Reference Guide | Duration: 10m read This course gives an overview of the My Settings area Topics covered: |
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| 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 |
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| WorkBook Inbox - Functional Reference Guide | Duration: 5m read This starter guide gives an overview of the Inbox feature. Topics covered: Inbox Notification settings Conversation settings 1:1 conversations |
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| WorkBook Tasks - Functional Reference 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 |
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| WorkBook Resources (Clients, Suppliers, Employees) - Functional Reference 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 |
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| WorkBook CRM - Functional Reference 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 |
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| WorkBook Jobs - Functional Reference 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 |
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| WorkBook Scheduling and Resource Management - Functional Reference 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 |
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| WorkBook User Management and Useful Settings - Functional Reference Guide | This guide covers the basics of creating and managing your WorkBook users and an introduction to the Settings module. Topics covered:
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| 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 |
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| WorkBook Find What You Need: Filters and Search - Functional Reference 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 |
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| WorkBook What's New in Version 13.4 - Video | This video gives you a summary of the latest release information for WorkBook. Specific updates were made in the areas of Finance and Accounting, Jobs, and Scheduling Module, and UI/UX.
Topics Covered:
- CRM Updates - 37s
- Job Reconciliation Report - 21s
- Supporting Agile Processes - 37s
- User Experience Updates - 1min 3s
- Danish Bookkeeping Act Support - 32s |
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| WorkBook What's New in Version 13.3 - Learning Video | This Learning Video gives you a summary of the latest release information for WorkBook. Specific updates were made in the areas of ConceptShare Integration, Regulatory Time Tracking, Google and Microsoft Updates, Jobs Module, Finance and Accounting, and UI/UX. Topics Covered: -Integrated Proofing - 10s -Task Level Reviews - 6s -Updated Job Level Reviews - 15s -Copy Task Settings - 8s -Allow Unrestricted Bookings on Group Scheduling Resources (GSRs) - 19s -Basic User Access to the Scrum Board - 24s -1009-NEC Form Updates - 34s -Other Features and Updates - 58s
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| What's New in WorkBook versions 12-13.2 - Functional Reference Guide | Duration: 30m read This functional reference guide gives you a summary of the latest release information for WorkBook 12-13.2. Specific updates were made in the areas of CRM, Finance and Accounting, Resources, Jobs, and UI/UX. Topics covered: - What’s new in WorkBook 12, 12.1, 12.2, 13, 13.1, 13.2 - MediaForce Import |
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| WorkBook Quick Start Series: Advanced User - Self-Paced Learning | This course provides a Quick Start guide to using the WorkBook Advanced User features.
- Add a new client |
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| WorkBook Quick Start Series: Finance and Administration - Self-Paced Learning | Duration: 1hr read This functional reference 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 revenue forecast -Debtors and creditors -Month end process |
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| WorkBook Quick Start Series: Month-End Process - Self-Paced Learning | This course takes you through the WorkBook Month-End process, using the Finance and Administration module. Learn how to book vouchers, time entries, invoices, reconcile WIP accounts, close the accounting period and make post closure adjustments. |
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| WorkBook Quick Start Series: Resource Management - eLearning | This course explains the role of the resource manager, the considerations prior to using the resource management tools and a guide on how to use WorkBook to manage the bookings for a team of employees. |
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| WorkBook Agency Solutions Coffee Break Series: Digital Proofing - Learning Video | Duration 26 min Learn about Digital Proofing in Conceptshare and how to integrate into your WorkBook workflow. Topics covered -SME Introduction - 11s -What are Coffee Breaks - 42s -Proofing and Digital Proofing - 4min30s -ConceptShare Projects - 1min56s -ConceptShare Review Builder - 3min44s -ConceptShare Settings - 1min130s -ConceptShare Reviews - 7min26s -Feedback Summary - 1min13s - WorkBook and ConceptShare Integration - 5min07s -Conclusion - 7 secs |
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| WorkBook Agency Solutions Coffee Break Series: Single Sign-On - Learning Video | Learn about Single Sign-On in WorkBook and how to connect Okta and WorkBook.
Topics covered
- SME Introduction - 36s |
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| WorkBook Agency Solutions Coffee Break Series: WorkBook and Calendar Synchronization - Learning Video | Learn about Calendar Synchronization and how it can make your WorkBook system more efficient. Topics covered - Introduction - 21s |
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| WorkBook Agency Solutions Coffee Break Series: 3 WorkBook Tips You Should Know - Learning Video | Learn about various WorkBook tips and how it can make your WorkBook system more efficient.
Topics covered
- Introduction - 57s |
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| 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 |
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| 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 |
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| 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 |
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| WorkBook Time and Expense - Functional Reference 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 |
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| WorkBook Reports Series: Essential Reports - Infographic | Duration: 15 min read Learn about the most popular reports in WorkBook and how each one is accessed and configured. Topics covered: |
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| 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] |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| WorkBook Dashboards in WorkBook Series: WorkBook Intelligence - Learning Video | Duration: 4 min Learn all about the WorkBook Intelligence, an Analytical Intelligence Add-on Tool that takes your WorkBook data and summarizes it into useful views to help give insights into your business. Topics covered: -WorkBook Intelligence - 40s -Client Analysis Dashboard - 1min31s -Jobs through WorkBook Intelligence - 1min18s |
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| WorkBook Jobs Series: Jobs Cost/Analysis - Learning Video | Duration: 6 minutes
Learn all about the Jobs Costs or Analysis sub module within WorkBook.
Topics Covered: -Summary - 1min11secs -Hours - 52secs -Materials - 45secs -Purchases and Purchase Orders - 1min11secs -Adjustments - 46secs -Invoice Overview - 10secs -Financial Postings - 15secs -Open Entries - 13secs |
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| WorkBook Jobs Series: Job Scheduling - Learning Video | Learn about creating a job schedule including adding milestones and dependencies. Topics covered: -Introduction - 9s -Topic Overview - 30s -View Schedule - 1min02s -Schedule Information and tabs - 1min45s -Update Schedule - 1min20s -Dependencies - 49s -Milestones - 20s -Output the Schedule - 30s -Option 1: Create Schedule from Quote - 1min09s -Option 2: Create from Blank - 1min20s -Option 3: Copy from Another Job - 44s -Option 4: Copy from a Template - 36s -Conclusion - 16s |
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| WorkBook Job Finance Series: Price Quotes - Learning Video | Learn how to create and output price quotes in WorkBook. Topics covered: -Create a New Price Quote - 1 min 19 sec -Price Quote Details - 3 min 7 sec -Add a Purchase to a Price Quote - 56 sec -Print and Layout the Price Quote as a PDF - 2 min 22 sec |
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| WorkBook Job Finance Series: Invoicing - Learning Video | Learn all about WorkBook invoicing, invoice details, and finalizing and printing an invoice. Topics covered: -Create an Invoice - 2 min 52 sec -Invoice Details - 2 min 38 sec -Finalize and Print an Invoice - 1 min 36 sec |
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| WorkBook Job Finance Series: Purchase Orders - Learning Video | Learn all about the WorkBook Purchase Order submodule in this learning video. Topics covered: -Create a purchase order - 28 sec -Copy a purchase order - 38 sec -Header, Footer, and Details - 54 sec -Approving and canceling a purchase order - 1 min |
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| 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 |
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| WorkBook CRM in WorkBook Series: CRM - Video | Learn all about the WorkBook CRM module, opportunities, client and prospects, activities, resource searches and 12 month summary forecasts. Topics covered: -Opportunities - 3 min 54 sec -Client and Prospect List - 0 min 57 sec -Activities - 55 sec -Resource Search - 1 min 26 sec -12 Month Summary Forecast - 1 min 03 sec |
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| WorkBook Best Practice Series: Project Management - Self-Paced Learning | Duration: 1h 30m read This course takes you through some best practice tips for improving your project management and how these can be applied to your Deltek WorkBook system. Topics covered: - Confirm a precise scope of work - Set the project budget - Establish the right project team - Kick off the project and get everyone aligned - Follow up with progress management - Control the finances - Close the project and learnings |
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| 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 ] |
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| 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. |
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| Deltek WorkBook Product Portal | WorkBook portal that houses all of WorkBook's essential and important links according to user type. |
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| WorkBook Support Documentation and Customer Care Articles Portal | This portal provides links to the current online help and support documentation. |
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