DeltekWorkBook

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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7. WorkBook Advanced Invoicing

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

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6. WorkBook Finance Induction

Deltek WorkBook New User Induction: the basics of finance This induction is for finance people or system administrators. You should complete the basic and PM inductions first to learn about standard WorkBook themes for new users. The induction will cover the daily finance tasks you may carry out in WorkBook. Content includes an overview of …

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5. WorkBook Advanced Invoicing for PMs

Deltek WorkBook Advanced Invoicing This induction allows Project Managers to learn more about the different invoicing types. The induction will cover the common WorkBook invoicing tasks used by most people within a business. Content includes an overview of the different types of invoices in WorkBook and interactive lessons on creating the different types of invoices. …

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4. WorkBook 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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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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