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CRM in WorkBook

CRM in WORKBOOK This induction is for anyone that manages client relationships or  new business. You will learn how to create and manage prospective clients, or client contacts, how to track your pipeline, and how to record client activity. For all lessons within this induction you will need to be on a desktop and have …

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Advanced Invoicing

Deltek WorkBook Advanced Invoicing This induction is for Finance staff, Administrators, or anyone in a business whose process requires that they use invoicing types other than Invoice on account. The induction will cover the common WorkBook tasks used by most people within a business. Content includes an overview of the different types of invoice in …

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The Net Revenue Forecast

The Net Revenue Forecast This induction is for finance and administration users within a business. You will learn what the Net Revenue Forecasting functionality is, how to best configure the NRF for your business, and how to manage weekly or monthly forecasting.   For all lessons within this induction you will need to be on a …

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Advanced Scheduling

Deltek WorkBook : ADVANCED SCHEDULING This induction is for anyone who manages resources or time in a business. The induction will cover the tasks involved in creating and managing schedules across jobs and people. Content includes an creating and managing timelines, allocating people to jobs, navigating daily schedules, and reviewing resource capacity. For all lessons …

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New User Induction – The Basics

Deltek WorkBook New User Induction: The Basics This induction is for everyone in a business. The induction will cover the common WorkBook tasks used by most people within a business. Content includes an overview of WorkBook navigation, reviewing your tasks, completion of timesheets, claiming  expenses and entering absence. For all lessons within this induction you …

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