OVERVIEW
Date: October 15, 2025
Time: 12:00 PM
Duration: 30 minutes
SUMMARY
Join us for a practical and forward-looking session on how Deltek WorkBook users can elevate project, resource, and financial management by incorporating AI tools into everyday use. Learn how to unlock new efficiencies, improve reporting and analysis, and prepare for Deltek’s evolving AI roadmap to help you grow your agency and optimize your processes.
Key Takeaways:
- Enhance WorkBook workflows using Microsoft Copilot and other AI tools for project updates, financial reporting, and risk tracking.
- Explore role-specific AI prompts tailored for account managers, project managers, CFOs, and COOs.
- Preview upcoming AI features in WorkBook and learn how to influence them through the Ideas Portal.