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.
ON THIS PAGE YOU WILL FIND: | ||||||
|---|---|---|---|---|---|---|
|
...
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 |
 | Dashboard | Use widgets for easy access to information, report data and databoards. |
 | 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. |
 | CRM | Create and manage clients & prospects, pipelines and CRM activities. |
 | 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. |
 | Email import | If using the email import function, you can access your emails via the WorkBook interface. |
 | 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. |
In most areas of WorkBook, you do not need to save. Documents (such as briefs) are the main exception.
...
GLOSSARY
Find below a list of common terminology used in WorkBook.
TERM | DESCRIPTION |
Project | A way of linking together/ grouping multiple jobs underneath the client, for the purposes of reporting. |
Job | A job has a unique ID and holds all invoices, quotes, schedules, forecast, for a single, or a series of, client deliverable(s). |
Schedule | A collection of phases and tasks grouped together for the purposes of planning a timeline and the basis of your SOW. |
Task | A deliverable relating to a phase and a job that you wish to (1) assign people to, (2) assign a start and end date to, (3) track time against. |
Dimension | Reporting categories that get assigned to a job. They can be set to default by client. |
Price Quote | A quote that can be output for the purposes of client approval. Has statuses assigned that will be used for forecasting revenue. |
Revenue Recognition | A way of recording revenue against a project based upon the percentage of the client approved estimate that you have delivered. |
Net Revenue Forecast | A WorkBook module that creates the revenue forecast combining actuals with forecast data. |
Activity | A billable role or 3rd party cost category. All quotes, billings, time and costs must be categorised against activities. Activities will default, where they relate to people. |
Price List | Another name for a rate card. Every job must have a price list attached. A price list is made up of multiple activities; each activity in a price list has a default hourly rate (time-based activities) or a default profit margin (3rd party activities). Every client is set-up with a default price list. |
...
Related articles
| Filter by label (Content by label) | ||||||||
|---|---|---|---|---|---|---|---|---|
|