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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$19.00/month/user
Free Version
Free Trial

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:

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Reviews/Ratings

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Alternatives

Copper Project

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
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Time and Expense Features

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

Advertising Agency Features

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

Project Management Features

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

Integrations

ActiveCampaign
Datto RMM
Datto Workplace
Deltek Replicon Time
Dropbox
Flexspring
GoSimplo
Google Drive
Google Workspace
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Project.BI
SAP Financials
Storagepipe
Sympa
Synatic

Integrations

ActiveCampaign
Datto RMM
Datto Workplace
Deltek Replicon Time
Dropbox
Flexspring
GoSimplo
Google Drive
Google Workspace
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Project.BI
SAP Financials
Storagepipe
Sympa
Synatic
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