Deltek WorkBook App

The Deltek WorkBook mobile app allows you to collaborate on project tasks, update timesheets or keep track of those receipts for expense claims on-the-go.

GET THE APP

• On your preferred device go to the App store and search for Deltek WorkBook, or,

• Go to:

  • iOS App Store 

  • Google Play Store 

Open

LOG IN TO THE APP

• Enter the URL for your WorkBook environment e.g. companyname.workbook.net

• Based on your usual login method, either:

  • Enter your user name & password, or,

  • Click sign in with identity provider

Open

CONVERSATIONS & NOTIFICATIONS

See communications from colleagues and collaborate on jobs.

• Go to menu > inbox

• You can filter your conversations & notifications by:

  • All - all conversations & notifications

  • Unread - conversations & notifications you have not read yet

  • Favourite - conversations & notifications you have favourited

• You can start a new conversation by clicking the speech bubble icon

TASKS

Manage your to do list on-the-go.

• Go to menu > tasks to see what you have been assigned

• You can filter your tasks on today, due and all active

TIME ENTRY

If you’re out of the office on a shoot or simply on your way home, you can keep up to date with your timesheets via the app.

• Go to menu > time entry to add time to tasks and jobs

• This brings you to the time entry view

EXPENSES

If you have a lot of work expenses, keeping track of those receipts can be difficult. By using the WorkBook App you can photograph the receipt and save it straight into WorkBook.

• Go to menu > expenses

• You can filter your current expenses by status

  • 10 - under preparation

  • 20 - for approval

  • 40 - approved

  • All - all expenses regardless of status

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