Deltek WorkBook vs. Planview PPM Pro

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Deltek WorkBook
Score 8.3 out of 10
N/A
Now from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with…N/A
Planview PPM Pro
Score 9.0 out of 10
Enterprise companies (1,001+ employees)
Planview PPM Pro™ centralizes the management of projects and resources, facilitating governance, and providing visibility for improved decision making. Whether users are just getting started or advancing PMO to the next level, Planview PPM Pro is designed to provide the ability to collect, prioritize, and execute projects, enabling PMOs to focus resources on the work that delivers the most value.N/A
Pricing
Deltek WorkBookPlanview PPM Pro
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Deltek WorkBookPlanview PPM Pro
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup Fee$19 per monthOptional
Additional DetailsBASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.PPM Pro offers flexible pricing based on user types.
More Pricing Information
Community Pulse
Deltek WorkBookPlanview PPM Pro
Considered Both Products
Deltek WorkBook
Chose Deltek WorkBook
Much more dynamic, but the user interface isn't as good.
Planview PPM Pro
Chose Planview PPM Pro
PPM Pro is more robust than Trello or other Kanban-type software and more configurable than MS Project. However, it needs to work on making schedules from P6 and MS Project easier to import.
Chose Planview PPM Pro
PPM Pro provides and enterprise view and robust features that not all the other products have.
Chose Planview PPM Pro
Other tools are much more powerful and robust in reporting but at a significantly higher price point. PPM Pro delivers a lot of bang for your buck.
Chose Planview PPM Pro
Microsoft Project does not integrate the data or provide meaningful dashboards. We needed a tool that could manage a portfolio of projects versus just a single project view. In addition we needed a tool to track financials and internal effort all integrated into one product. …
Chose Planview PPM Pro
We have only used PPM PRO since we started Portfolio Management with Wake County back in 2015. The tool has served us well over the years and grown with us as we have expanded our strategic efforts. We recently implemented ProjectPlace and interfaced with PPM PRO to enhance …
Chose Planview PPM Pro
PPM Pro is easier to setup and create customer value. Easier to manage.
Chose Planview PPM Pro
I think the most winning features of Planview PPM Pro compared to other similar products is projects with strategic objectives, it can prioritize projects based on business value, helping to ensure that resources are being allocated to the most important initiatives. This can …
Chose Planview PPM Pro
Planview PPM Pro integrates all of the PM features of other applications and then adds features on top of them. Other applications tend to offer a solution around as single "need", forcing users to "build their own solution".
Chose Planview PPM Pro
Simple and easy to learn dashboards.
Reporting modules are complete and outstanding.
Chose Planview PPM Pro
Planview PPM Pro is a suite of multiple products which makes it different from other tools. PMO-related features are easy to use. Time tracking is much less cumbersome as compared to other tools. Also, the interface is clean but UI looks a bit old school. Navigation within the …
Chose Planview PPM Pro
Planview PPM Pro is limited function vs clarity.
Chose Planview PPM Pro
We selected based on many reasons. Product support, custom work intake, dashboard capabilities, and project financial tracking. The support model was solid.
Chose Planview PPM Pro
Not involved in selection process at my company. I have worked with other PPM tools at past companies - including an older version of Planview (back in early 2000's)
Chose Planview PPM Pro
I didn't use it as much, but PPMPro seems better organized than Atlassian Jira
Chose Planview PPM Pro
Planview PPM Pro does a better job of portfolio management.
Chose Planview PPM Pro
In addition to [Planview PPM Pro (formerly Innotas)], I have also used a variety of homegrown/custom PPM systems and Microsoft Project, Microsoft Project Server, JIra (with Confluence), and some other systems whose names I cannot remember. PPM Pro, by far, is the best of all …
Chose Planview PPM Pro
Project Place and Leankit -- Excited and happy to have access to both products. Integration is the key to both collaboration tools. Both very easy to use and leverage.
Chose Planview PPM Pro
Planview PPM Pro works well for the project defined and captures time tracking and financial metrics however I was not part of the selection of the tool
Chose Planview PPM Pro
PPM Pro is really the only portfolio management tool that I've used so it's hard to compare. MS Project doesn't really compare to the feature set that PPM Pro offers.
Chose Planview PPM Pro
On-premise only, not online. Microsoft has a stronger scheduling engine but capabilities and growth in PPM Pro is excellent.
Chose Planview PPM Pro
All have similar capabilities. The tool is only as good as the data you are putting into it. Make sure you have business buy-in and clear processes set.
Features
Deltek WorkBookPlanview PPM Pro
Project Management
Comparison of Project Management features of Product A and Product B
Deltek WorkBook
4.6
Ratings
50% below category average
Planview PPM Pro
-
Ratings
Task Management4.00 Ratings00 Ratings
Resource Management6.00 Ratings00 Ratings
Gantt Charts4.00 Ratings00 Ratings
Scheduling2.00 Ratings00 Ratings
Workflow Automation2.00 Ratings00 Ratings
Team Collaboration7.00 Ratings00 Ratings
Support for Agile Methodology3.00 Ratings00 Ratings
Support for Waterfall Methodology3.00 Ratings00 Ratings
Document Management2.00 Ratings00 Ratings
Email integration3.00 Ratings00 Ratings
Mobile Access5.00 Ratings00 Ratings
Timesheet Tracking10.00 Ratings00 Ratings
Change request and Case Management4.00 Ratings00 Ratings
Budget and Expense Management10.00 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Deltek WorkBook
9.0
Ratings
18% above category average
Planview PPM Pro
-
Ratings
Quotes/estimates10.00 Ratings00 Ratings
Invoicing8.00 Ratings00 Ratings
Project & financial reporting8.00 Ratings00 Ratings
Integration with accounting software10.00 Ratings00 Ratings
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User Ratings
Deltek WorkBookPlanview PPM Pro
Likelihood to Recommend
8.0
(0 ratings)
8.8
(0 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(0 ratings)
Usability
9.0
(0 ratings)
7.2
(0 ratings)
Availability
-
(0 ratings)
9.1
(0 ratings)
Performance
-
(0 ratings)
8.2
(0 ratings)
Support Rating
9.0
(0 ratings)
7.9
(0 ratings)
In-Person Training
-
(0 ratings)
10.0
(0 ratings)
Implementation Rating
-
(0 ratings)
9.9
(0 ratings)
Configurability
-
(0 ratings)
8.2
(0 ratings)
Ease of integration
-
(0 ratings)
8.2
(0 ratings)
Product Scalability
-
(0 ratings)
8.2
(0 ratings)
Vendor post-sale
-
(0 ratings)
8.2
(0 ratings)
Vendor pre-sale
-
(0 ratings)
7.3
(0 ratings)
User Testimonials
Deltek WorkBookPlanview PPM Pro
Likelihood to Recommend
For project companies with management needs and normally companies with more than 5-10 employees. For all project companies within marketing, architecture, audit, it supports, engineers and other professional services
Read full review
PPMPro is well suited for tracking new product introduction projects, as well as process changes. It serves to reliably track ongoing action items, issues, resource allocations for projects. Areas where PPMPro is less appropriate for use: Project to project dependencies, automating action item notifications on multiple platforms, integrations of PPMPro into other platforms PMO typically uses (like MS Projects, Teams, ppt, etc)
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Pros
  • You have a lot of business critical features in one application.
  • You can work in projects and register hours.
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  • New request workflow/kanban board helps visualize where new requests are in the process of the quote to cash/request to completion
  • The time tracking tool is tied directly to project tasks for seamless integration of time tracking, estimates, and actuals
  • The reporting capabilities and ease of use has allowed us visibility to data that we never had before
  • The tool is easily configurable by Administrators. We can add fields, change reports, add new dashboards within hours vs. days of trying to track things manually
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Cons
  • Lot of options - Demands training of the users before they can use if fully
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  • The base API is not a REST based interface and is difficult to use for integration with other systems in the enterprise.
  • The UI for the maintenance of the task schedule for projects can be a bit cumbersome , although the spreadsheet style editor helps somewhat. The Gantt view is not interactive.
  • The workflow engine is designed only for initial project intake, and does not allow for an integration of the work flow with the project from start to end, so it can't be used for routing artifacts like change requests, ancillary project approvals, etc.
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Likelihood to Renew
No answers on this topic
As I previously stated I am no longer in the role where I acted as Innotas admin, but because our license has been twice renewed since initial deployment and since I am in the business and have used the IT request process I created and have not heard anything to the contrary
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Usability
Gets the job done, just not the sexiest.
Read full review
PPM Pro has very effective process capabilities around Project, Demand, and Resource Management as well as Reporting/Dashboards. Very stable platform, never any downtime. We now also have PPM Pro Sandbox which we have leveraged for any new major developments such as Request Management.
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Reliability and Availability
No answers on this topic
Never any availability issues or outages. The few process issues we have ever encountered were addressed and resolved quickly.
Read full review
Performance
No answers on this topic
No issues with overall response time and performance. There have been some occasions where a Report could take few minutes to render but this is vary rare. No integration issues...
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Support Rating
Great implementation support, but haven't had many questions since.
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Their ability to assist and answer questions when needed is incredible. They create innovative ways to share information and help customers trouble shoot. I didn't give it a ten because I believe they could do a better job of personally reaching out to customers and providing improvement guidance based on where the customer is at and their needs at the time
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In-Person Training
No answers on this topic
Tim Srjezter was an excellent trainer.
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Implementation Rating
No answers on this topic
It's been since 2009. A lot has changed. We have not grown as much as we could have because of executive backing.
Read full review
Alternatives Considered
I have no knowledge of competing software with the same options.
Read full review
Microsoft Project does not integrate the data or provide meaningful dashboards. We needed a tool that could manage a portfolio of projects versus just a single project view. In addition we needed a tool to track financials and internal effort all integrated into one product. Planview PPM Pro addressed all of our needs
Read full review
Scalability
No answers on this topic
We have always used PPM Pro across multiple Business Units and Business Functions and have never encountered any scalability issues. PPM Pro offers flexibility in how the various Entities are configured across the Enterprise
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Return on Investment
  • Better understanding of financial performance
  • Job profitability tracking
Read full review
  • Planview PPM directs all the resources in the right channel, hence, credible performance.
  • Planview PPM initiates proper time, and resource tracking and hence is friendly for company functions.
  • Planview PPM is competent in managing diverse projects, and this offers highly sustainable business continuity.
Read full review
ScreenShots

Deltek WorkBook Screenshots

Screenshot of TasksScreenshot of Weekly SchedulesScreenshot of Screenshot of Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Screenshot of Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.Screenshot of Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.

Planview PPM Pro Screenshots

Screenshot of What-If scenario planning for analyzing resource capacity and demand.Screenshot of Portfolio Prioritization using Predictive AnalyticsScreenshot of a true top-down portfolio structure to categorize and align work to corporate goals and objectives.Screenshot of resource focused dashboards and reports that enable complete visibility of where resources are being deployed and the demand for them in the future.Screenshot of configurable reports and dashboards that can be shared among team members or stakeholders.Screenshot of Portfolio Prioritization using Predictive Analytics.