WorkBook is an end-to-end business management tool used to manage projects and provide one place for financials, project management, resource management and timesheets. It is designed specifically for agencies, who use it to manage Clients, Forecasts, Projects, Workflow, Capacity Planning, Timesheets, Accounting and Finance.
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MODULES
WorkBook is a modular system, with the UI and functionality tailored according to license type, user permission set and your company’s system configuration.
ICON | MENU | DESCRIPTION |
 | Inbox | Automated notifications (i.e. overdue deadlines, digital approvals required). “Chat” facility & messages with other people within your company. Conversations relating to: project briefs, tasks, resourcing, estimates, timesheets can all take place in WorkBook Chat. |
 | Tasks | Individual task list, approvals and follow-up views, including assigned tasks, price quote, time entry, and WIP adjustment approvals. |
 | Time & Expense | Log and submit timesheets, absences and expenses. |
 | Resources | Create and maintain employee, client, prospect and supplier records. |
 | Jobs | Create and maintain jobs and job-related data, including price quotes, schedules, purchase orders, invoices, and costs. |
 | Scheduling | Overall capacity, utilisation and resource planning views. |
 | Finance & Administration | Finance tasks are completed here, including project postings, net revenue forecast, cost entries and creditor invoices. |
 | Settings | Core system and company settings are managed here, including dimensions, activities and price lists, system and company variables, and approval workflows. |
 | Dashboard | Use widgets for easy access to information, report data and databoards. |
 | Email import | If using the email import function, you can access your emails via the WorkBook interface. |
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