Deltek WorkBook New User Induction: All things project management

This induction is for people that need to create or manage jobs in WorkBook. You should have already completed the basic induction, before you start this course.

The induction will cover all of the main WorkBook job management features, from setting up a job through to closing a job. Content includes advanced navigation features, creating schedules, quotes, POs and invoices, and managing approvals and statuses.

For all lessons within this induction you will need to be on a desktop and have your sound on. The whole course should take approximately 3 hours, but we will save your lesson progress so that you can complete it at your own pace.

Course Content

INTRODUCTION TO JOB MANAGEMENT

Navigating the Jobs Module

SCHEDULING JOBS IN WORKBOOK

Create a Job Schedule

Allocate Resources

Adjusting the Timeline

Printing a Timeline

QUOTING IN WORKBOOK

The Quote Structure

Add Quote Comments

Create a Billing Plan

Quote Approvals

Printing a Quote

PURCHASE ORDERS IN WORKBOOK

Create a Purchase Order

Printing a Purchase Order

INVOICING IN WORKBOOK

Create an Invoice

JOB MAINTENANCE IN WORKBOOK

Manage the Job Status

Approving Records