# Deltek WorkBook

Canonical: https://technology.bytangram.com/space/TGKB/

> Dynamic module: Search Highlight (live content)

### **Deltek WorkBook Knowledge Base**

#### This knowledge base holds training materials, how-tos and general resources relating to key modules and tasks completed in Deltek WorkBook.

#### SELECT A MODULE TO BROWSE ARTICLES

![](/images/503d8288-934a-476e-a46c-51e82fba74ab)

System Overview

Resources

Settings

Tasks

Jobs

Reports

Time & Expense

Scheduling

Implementation

CRM

Finance & Administration

### **WHAT THE FUNCTION?**

Ever find yourself asking, '**[What The Function?](https://bytangram.com/wtf-series/)**'. Our webinar series is here to demystify **Deltek WorkBook**. Whether you're in finance, project management or operations, these bite-sized sessions are designed to give you practical answers, fast.

[EXPLORE THE SERIES](https://bytangram.com/wtf-series/)

### **TANGRAM BI + DASHBOARDS**

Transform your data into powerful business intelligence with **[Tangram BI services](https://bytangram.com/tangram-bi-dashboards/)**. Whether you need a fast, off-the-shelf core solution or fully customised dashboards and models, we streamline development, integrate data from multiple sources, and tailor insights to empower your team to make smarter, faster decisions.

[DOWNLOAD THE PRODUCT PACK](https://bytangram.com/insights/download-bi-dashboards-product-pack/)

### **INTEGRATE TIMEJAM & WORKBOOK**  
**TimeJam** is the easiest way to improve time tracking and connects seamlessly with **Deltek WorkBook**. Incentivise your team on Slack or MS Teams to track time in a fun way on a daily basis.

[REQUEST A DEMO](https://admin.timejam.app/partner?ref=tangram)

![](/images/5addbccc-a125-4ad8-a32f-13b330c4e29d)

**Tangram** partners with Deltek to deliver industry leading products to marketing and communications companies across the world.

- [Price Quotes &#x3E; Create a Price Quote from a &#x27;Schedule&#x27;](https://technology.bytangram.com/space/TGKB/247333091.md)
- [Expenses &#x3E; Expense Entry via Time &#x26; Expenses R12](https://technology.bytangram.com/space/TGKB/247333338.md)
- [Resources Module Overview R12](https://technology.bytangram.com/space/TGKB/247333488.md)
- [Finance &#x26; Administration Module Overview](https://technology.bytangram.com/space/TGKB/247333512.md)
- [Settings Module Overview](https://technology.bytangram.com/space/TGKB/247333523.md)
- [Revenue Forecast &#x3E; Create a Net Revenue Forecast](https://technology.bytangram.com/space/TGKB/247333692.md)
- [Deltek WorkBook Summary](https://technology.bytangram.com/space/TGKB/247431427.md)
- [Jobs &#x3E; Create a Non-Billable Job R12](https://technology.bytangram.com/space/TGKB/247431485.md)
- [Jobs &#x3E; Create a Job R12](https://technology.bytangram.com/space/TGKB/247464001.md)
- [Tasks &#x3E; Create a Template Schedule](https://technology.bytangram.com/space/TGKB/247464078.md)
- [Tasks &#x3E; Task Settings](https://technology.bytangram.com/space/TGKB/247464131.md)
- [Price Quotes &#x3E; Create a Price Quote from &#x27;Quote on another Job&#x27;](https://technology.bytangram.com/space/TGKB/247464220.md)
- [Timesheets &#x3E; Time Entry via the Tasks Module R12](https://technology.bytangram.com/space/TGKB/247464331.md)
- [Scheduling &#x3E; Weekly Schedule](https://technology.bytangram.com/space/TGKB/247464406.md)
- [GL &#x3E; Financial Budget Summary](https://technology.bytangram.com/space/TGKB/247464609.md)
- [Absence &#x3E; Absence Entry via Time &#x26; Expenses R12](https://technology.bytangram.com/space/TGKB/247465088.md)
- [Tasks &#x3E; Create Schedule from a Template](https://technology.bytangram.com/space/TGKB/247627893.md)
- [Price Quotes &#x3E; Create a Template Price Quote](https://technology.bytangram.com/space/TGKB/247627931.md)
- [Scheduling &#x3E; Timeline Calendar Summary](https://technology.bytangram.com/space/TGKB/247628038.md)
- [Time &#x26; Expense &#x3E; Types of Expenses R12](https://technology.bytangram.com/space/TGKB/247628085.md)
- [Price Quotes &#x3E; Create a Price Quote from a &#x27;Template&#x27;](https://technology.bytangram.com/space/TGKB/249561267.md)
- [Scheduling Module Overview](https://technology.bytangram.com/space/TGKB/249561303.md)
- [Time &#x26; Expense &#x3E; Time Entry Methods R12](https://technology.bytangram.com/space/TGKB/249561339.md)
- [Jobs &#x3E; Tasks Summary R12](https://technology.bytangram.com/space/TGKB/249757747.md)
- [Scheduling &#x3E; Task Matrix Summary](https://technology.bytangram.com/space/TGKB/249757920.md)
- [Jobs &#x3E; Price Summary R12](https://technology.bytangram.com/space/TGKB/249790532.md)
- [Scheduling &#x3E; Weekly Schedule Summary](https://technology.bytangram.com/space/TGKB/249790688.md)
- [Tasks &#x3E; Allocate Resources Summary](https://technology.bytangram.com/space/TGKB/249823305.md)
- [Tasks &#x3E; Create a Schedule](https://technology.bytangram.com/space/TGKB/257196198.md)
- [Time &#x26; Expense Module Overview R12](https://technology.bytangram.com/space/TGKB/257196214.md)
- [Price Quotes &#x3E; Create a Price Quote](https://technology.bytangram.com/space/TGKB/257228870.md)
- [Timesheets &#x3E; Time Entry via Time &#x26; Expense R12](https://technology.bytangram.com/space/TGKB/257261598.md)
- [Tasks Module Overview R12](https://technology.bytangram.com/space/TGKB/257261760.md)
- [Scheduling &#x3E; Timeline Calendar](https://technology.bytangram.com/space/TGKB/257327243.md)
- [Jobs Module Overview R12](https://technology.bytangram.com/space/TGKB/257327357.md)
- [Jobs &#x3E; Invoice Summary R12](https://technology.bytangram.com/space/TGKB/257327446.md)
- [Invoice &#x3E; Create an Invoice on Account](https://technology.bytangram.com/space/TGKB/257327457.md)
- [GL &#x3E; Revenue Forecast Summary](https://technology.bytangram.com/space/TGKB/257327526.md)
- [Creditors &#x3E; Remainder Handling (Creditors)](https://technology.bytangram.com/space/TGKB/257327612.md)
- [Month End Summary](https://technology.bytangram.com/space/TGKB/257327699.md)
- [Scheduling &#x3E; Task Matrix](https://technology.bytangram.com/space/TGKB/257392786.md)
- [GL &#x3E; Chart of Accounts Summary](https://technology.bytangram.com/space/TGKB/257392864.md)
- [Financial Budget &#x3E; Creating a Financial Budget](https://technology.bytangram.com/space/TGKB/257392909.md)
- [Debtors Summary](https://technology.bytangram.com/space/TGKB/257392963.md)
- [Month End &#x3E; Bank Reconciliation](https://technology.bytangram.com/space/TGKB/257393137.md)
- [CRM Module Overview R12](https://technology.bytangram.com/space/TGKB/257556638.md)
- [Jobs &#x3E; Purchase Orders Summary R12](https://technology.bytangram.com/space/TGKB/259457052.md)
- [Creditors Summary](https://technology.bytangram.com/space/TGKB/259457210.md)
- [Month End &#x3E; Manage Accounting Periods](https://technology.bytangram.com/space/TGKB/259490066.md)
- [GL &#x3E; Project Postings Summary](https://technology.bytangram.com/space/TGKB/259588147.md)
- [GL &#x3E; Journals Summary](https://technology.bytangram.com/space/TGKB/259686424.md)
- [Creditors &#x3E; Create a Creditor Invoice](https://technology.bytangram.com/space/TGKB/259686578.md)
- [Purchase Orders &#x3E; Create a Purchase Order from another Purchase Order](https://technology.bytangram.com/space/TGKB/274268238.md)
- [Purchase Orders &#x3E; System Controls](https://technology.bytangram.com/space/TGKB/274300997.md)
- [Purchase Orders &#x3E; Create a Purchase Order](https://technology.bytangram.com/space/TGKB/274464892.md)
- [Purchase Orders &#x3E; Create a Purchase Order from a Price Quote](https://technology.bytangram.com/space/TGKB/274563129.md)
- [Price Quotes &#x3E; System Controls](https://technology.bytangram.com/space/TGKB/381223047.md)
- [Jobs &#x3E; System Controls R12](https://technology.bytangram.com/space/TGKB/381223111.md)
- [Invoice &#x3E; System Controls](https://technology.bytangram.com/space/TGKB/381288594.md)
- [Time &#x26; Expenses &#x3E; System Controls](https://technology.bytangram.com/space/TGKB/381288627.md)
- [Price Quotes &#x3E; Apply a Discount or Adjustment to a Price Quote](https://technology.bytangram.com/space/TGKB/389578893.md)
- [Price Quotes &#x3E; Customise and Print a Price Quote](https://technology.bytangram.com/space/TGKB/389644310.md)
- [Price Quotes &#x3E; Add Materials to a Price Quote](https://technology.bytangram.com/space/TGKB/397181074.md)
- [Price Quotes &#x3E; Add Comments to a Price Quote](https://technology.bytangram.com/space/TGKB/400162937.md)
- [Price Quotes &#x3E; Price Quote Approval](https://technology.bytangram.com/space/TGKB/400228407.md)
- [Price Quotes &#x3E; Set Up Template Price Quote Comments](https://technology.bytangram.com/space/TGKB/400326729.md)
- [Purchase Orders &#x3E; Purchase Order Approval](https://technology.bytangram.com/space/TGKB/400359509.md)
- [Price Quotes &#x3E; Price Quote Billing Plan](https://technology.bytangram.com/space/TGKB/400359548.md)
- [Purchase Orders &#x3E; Review &#x26; Print a Purchase Order](https://technology.bytangram.com/space/TGKB/400392222.md)
- [Tasks &#x3E; Tasks Summary R12](https://technology.bytangram.com/space/TGKB/410484790.md)
- [Time &#x26; Expense &#x3E; Expense Summary R12](https://technology.bytangram.com/space/TGKB/413007884.md)
- [Time &#x26; Expense  &#x3E; Timesheet Summary R12](https://technology.bytangram.com/space/TGKB/413401103.md)
- [Invoice &#x3E; Set Up Template Invoice Comments](https://technology.bytangram.com/space/TGKB/416514128.md)
- [Invoice &#x3E; Invoice Approval &#x26; Finalisation](https://technology.bytangram.com/space/TGKB/416612427.md)
- [Invoice &#x3E; Invoice Types](https://technology.bytangram.com/space/TGKB/418512946.md)
- [Invoice &#x3E; Customise and Print an Invoice](https://technology.bytangram.com/space/TGKB/418513052.md)
- [Invoice &#x3E; Add Comments to an Invoice](https://technology.bytangram.com/space/TGKB/418545720.md)
- [Invoice &#x3E; Apply a Discount or Adjustment to an Invoice](https://technology.bytangram.com/space/TGKB/418578533.md)
- [Price Quotes &#x3E; Create a Price Quote from &#x27;an Invoice&#x27;](https://technology.bytangram.com/space/TGKB/418578970.md)
- [Price Quotes &#x3E; Create a Price Quote from &#x27;another Price List&#x27;](https://technology.bytangram.com/space/TGKB/426049603.md)
- [Invoice &#x3E; Edit Invoice after Finalisation](https://technology.bytangram.com/space/TGKB/426115097.md)
- [Price Quotes &#x3E; Create a Price Quote from &#x27;Expenditures from Job&#x27;](https://technology.bytangram.com/space/TGKB/426410046.md)
- [Price Quotes &#x3E; Create a Price Quote from &#x27;Default Price List&#x27;](https://technology.bytangram.com/space/TGKB/426704919.md)
- [Invoice &#x3E; Create an Invoice from &#x27;Default Price List&#x27;](https://technology.bytangram.com/space/TGKB/429031490.md)
- [Invoice &#x3E; Create an Invoice from &#x27;Expenditures from Current Job&#x27;](https://technology.bytangram.com/space/TGKB/429031503.md)
- [Invoice &#x3E; Create an Invoice &#x27;from a Price Quote&#x27;](https://technology.bytangram.com/space/TGKB/429064275.md)
- [Invoice &#x3E; Create an Invoice from &#x27;Schedule from Current Job&#x27;](https://technology.bytangram.com/space/TGKB/431521849.md)
- [Invoice &#x3E; Create an Invoice from &#x27;Payment Plan from Price Quote&#x27;](https://technology.bytangram.com/space/TGKB/431554586.md)
- [Invoice &#x3E; Create an Invoice from an &#x27;Invoice from another Job&#x27;](https://technology.bytangram.com/space/TGKB/431751189.md)
- [Invoice &#x3E; Create an Invoice from a &#x27;Price List from another Job&#x27;](https://technology.bytangram.com/space/TGKB/431783963.md)
- [Invoice &#x3E; Create a Credit Note](https://technology.bytangram.com/space/TGKB/445644918.md)
- [Invoice &#x3E; Consolidated Invoicing Summary](https://technology.bytangram.com/space/TGKB/445710554.md)
- [Invoice &#x3E; Create a Partial Invoice](https://technology.bytangram.com/space/TGKB/445710763.md)
- [Invoice &#x3E; Create a Final Invoice](https://technology.bytangram.com/space/TGKB/445809074.md)
- [Invoice &#x3E; Create a Consolidated Invoice](https://technology.bytangram.com/space/TGKB/446038151.md)
- [Deltek WorkBook Overview Release 12](https://technology.bytangram.com/space/TGKB/450691073.md)
- [Jobs &#x3E; Briefing Summary R12](https://technology.bytangram.com/space/TGKB/452919449.md)
- [Briefing &#x3E; Create a Brief Template R12](https://technology.bytangram.com/space/TGKB/452919616.md)
- [Briefing &#x3E; Create a Task Brief R12](https://technology.bytangram.com/space/TGKB/452919663.md)
- [Invoice &#x3E; Elimination of Partial Invoice](https://technology.bytangram.com/space/TGKB/453017636.md)
- [Price Quotes &#x3E; Create a Project Price Quote](https://technology.bytangram.com/space/TGKB/453017664.md)
- [Briefing &#x3E; Create a Job Brief R12](https://technology.bytangram.com/space/TGKB/453083270.md)
- [Briefing &#x3E; Brief Approval R12](https://technology.bytangram.com/space/TGKB/453116204.md)
- [Time &#x26; Expense &#x3E; Mileage Summary R12](https://technology.bytangram.com/space/TGKB/500695083.md)
- [Scheduling &#x3E; Capacity Status Graph](https://technology.bytangram.com/space/TGKB/529170566.md)
- [Implementation &#x3E; Layouts, Watermarks &#x26; Print Settings](https://technology.bytangram.com/space/TGKB/565280775.md)
- [Advanced Tools &#x3E; Ad-Hoc Import](https://technology.bytangram.com/space/TGKB/597262428.md)
- [Employee Settings &#x3E; Positions](https://technology.bytangram.com/space/TGKB/603029723.md)
- [Global System Settings &#x3E; Login Customisation](https://technology.bytangram.com/space/TGKB/610238506.md)
- [Implementation &#x3E; Import Activities &#x26; Price Lists](https://technology.bytangram.com/space/TGKB/610238591.md)
- [Implementation Files](https://technology.bytangram.com/space/TGKB/610435259.md)
- [Implementation &#x3E; Import Clients &#x26; Debtors](https://technology.bytangram.com/space/TGKB/612958321.md)
- [Implementation &#x3E; Import Suppliers &#x26; Creditors](https://technology.bytangram.com/space/TGKB/613023864.md)
- [Implementation &#x3E; Import Contacts](https://technology.bytangram.com/space/TGKB/613023906.md)
- [Implementation &#x3E; Import Employees](https://technology.bytangram.com/space/TGKB/613056585.md)
- [Folders, Reports &#x26; Documents &#x3E; Report Layouts &#x26; Watermarks](https://technology.bytangram.com/space/TGKB/613154883.md)
- [Resources &#x3E; Group Scheduling Resources R12](https://technology.bytangram.com/space/TGKB/613187745.md)
- [Resources &#x3E; Employee Summary R12](https://technology.bytangram.com/space/TGKB/616071356.md)
- [Resources &#x3E; Employee without Access to WorkBook R12](https://technology.bytangram.com/space/TGKB/616136876.md)
- [Resources &#x3E; Create a Client R12](https://technology.bytangram.com/space/TGKB/616136899.md)
- [Employee Settings &#x3E; Create &#x26; Manage Teams](https://technology.bytangram.com/space/TGKB/616202323.md)
- [Implementation Overview](https://technology.bytangram.com/space/TGKB/616235136.md)
- [Resources &#x3E; Create an Employee R12](https://technology.bytangram.com/space/TGKB/616235150.md)
- [Resources &#x3E; Clients Summary R12](https://technology.bytangram.com/space/TGKB/616235169.md)
- [Resources &#x3E; Supplier/Vendor Summary R12](https://technology.bytangram.com/space/TGKB/616300783.md)
- [Implementation &#x3E; Login Customisation](https://technology.bytangram.com/space/TGKB/618594349.md)
- [Settings Module Overview version 2](https://technology.bytangram.com/space/TGKB/618823819.md)
- [Employee Settings &#x3E; Information R12](https://technology.bytangram.com/space/TGKB/633700461.md)
- [Client Settings &#x3E; General Client Settings R12](https://technology.bytangram.com/space/TGKB/633765920.md)
- [Employee Settings &#x3E; Employee Basic Settings R12](https://technology.bytangram.com/space/TGKB/633798735.md)
- [Create a Client &#x3E; Client Settings R12](https://technology.bytangram.com/space/TGKB/634126341.md)
- [Employee Settings &#x3E; Rates &#x26; Billable Targets R12](https://technology.bytangram.com/space/TGKB/636715107.md)
- [Employee Settings &#x3E; Capacity Profile R12](https://technology.bytangram.com/space/TGKB/636715114.md)
- [Employee Settings &#x3E; Login Settings R12](https://technology.bytangram.com/space/TGKB/636747858.md)
- [CRM &#x3E; System Controls](https://technology.bytangram.com/space/TGKB/639402005.md)
- [CRM &#x3E; Pipelines Overview R12](https://technology.bytangram.com/space/TGKB/646250505.md)
- [CRM &#x3E; Activities Overview R12](https://technology.bytangram.com/space/TGKB/646316047.md)
- [CRM &#x3E; Clients &#x26; Prospects List Overview R12](https://technology.bytangram.com/space/TGKB/646316057.md)
- [CRM &#x3E; Resource Search R12](https://technology.bytangram.com/space/TGKB/646447109.md)
- [Implementation &#x3E; Storage Providers](https://technology.bytangram.com/space/TGKB/674889775.md)
- [Implementation &#x3E; Email Integration Creditor Invoices](https://technology.bytangram.com/space/TGKB/675348557.md)
- [Client Settings &#x3E; Projects R12](https://technology.bytangram.com/space/TGKB/675348667.md)
- [Client Settings &#x3E; Contacts R12](https://technology.bytangram.com/space/TGKB/677871683.md)
- [Client Settings &#x3E; Information R12](https://technology.bytangram.com/space/TGKB/678100999.md)
- [CRM &#x3E; Create a Pipeline R12](https://technology.bytangram.com/space/TGKB/691798061.md)
- [CRM &#x3E; Convert Pipeline to a Job R12](https://technology.bytangram.com/space/TGKB/691798125.md)
- [CRM &#x3E; Mark Pipeline as Lost R12](https://technology.bytangram.com/space/TGKB/691798193.md)
- [Debtors &#x3E; Creating a Debtor](https://technology.bytangram.com/space/TGKB/698187874.md)
- [Resources &#x3E; Create a Supplier/Vendor R12](https://technology.bytangram.com/space/TGKB/704184321.md)
- [Create a Supplier/Vendor &#x3E; Supplier Settings R12](https://technology.bytangram.com/space/TGKB/704184375.md)
- [Creditors &#x3E; Creating a Creditor](https://technology.bytangram.com/space/TGKB/704184486.md)
- [CRM &#x3E; Create Pipeline Activity R12](https://technology.bytangram.com/space/TGKB/713293873.md)
- [CRM &#x3E; Create a Prospect R12](https://technology.bytangram.com/space/TGKB/719389357.md)
- [Storage Providers &#x3E; Azure Storage](https://technology.bytangram.com/space/TGKB/720076809.md)
- [Storage Providers &#x3E; OneDrive for Business (Old MS OAuth)](https://technology.bytangram.com/space/TGKB/720076869.md)
- [Storage Providers &#x3E; Google Drive](https://technology.bytangram.com/space/TGKB/720076894.md)
- [Creditors List Summary](https://technology.bytangram.com/space/TGKB/720077045.md)
- [General Ledger Summary](https://technology.bytangram.com/space/TGKB/720240675.md)
- [Company Settings &#x3E; Manage Accounting Periods](https://technology.bytangram.com/space/TGKB/728104965.md)
- [Prospect Card &#x3E; Contacts R12](https://technology.bytangram.com/space/TGKB/730628196.md)
- [CRM &#x3E; Prospect Card R12](https://technology.bytangram.com/space/TGKB/731742209.md)
- [Prospect Card &#x3E; Information R12](https://technology.bytangram.com/space/TGKB/731742287.md)
- [Employee Settings &#x3E; Additional Settings](https://technology.bytangram.com/space/TGKB/731742532.md)
- [Create an Employee &#x3E; Employee Settings R12](https://technology.bytangram.com/space/TGKB/734658598.md)
- [Resources &#x3E; Deactivate an Employee R12](https://technology.bytangram.com/space/TGKB/737476609.md)
- [Revenue Forecast &#x3E; Reviewing, Editing &#x26; Approving](https://technology.bytangram.com/space/TGKB/769884167.md)
- [WorkBook API &#x3E; Authentication](https://technology.bytangram.com/space/TGKB/769884204.md)
- [Revenue Forecast &#x3E; Configuration](https://technology.bytangram.com/space/TGKB/769916929.md)
- [WorkBook API &#x3E; User Permissions](https://technology.bytangram.com/space/TGKB/769916998.md)
- [Retainers &#x3E; Retainer Module Reporting](https://technology.bytangram.com/space/TGKB/769949711.md)
- [WorkBook API &#x3E; API Overview](https://technology.bytangram.com/space/TGKB/769949718.md)
- [Retainers &#x3E; Retainer Module Setup](https://technology.bytangram.com/space/TGKB/770015250.md)
- [Retainers &#x3E; Creating a Master Billing Job](https://technology.bytangram.com/space/TGKB/770015260.md)
- [The WorkBook Retainer Module](https://technology.bytangram.com/space/TGKB/770048024.md)
- [Report 185 - Job Profitability](https://technology.bytangram.com/space/TGKB/770113559.md)
- [Retainers &#x3E; Creating a Retainer Project](https://technology.bytangram.com/space/TGKB/770179073.md)
- [Retainers &#x3E; Creating Delivery Jobs](https://technology.bytangram.com/space/TGKB/770179080.md)
- [Resources &#x3E; Reactivate an Employee R12](https://technology.bytangram.com/space/TGKB/786563077.md)
- [Revenue Forecast](https://technology.bytangram.com/space/TGKB/869990566.md)
- [WorkBook Architecture Summary](https://technology.bytangram.com/space/TGKB/872611844.md)
- [Implementation &#x3E; Revenue Recognition in WorkBook](https://technology.bytangram.com/space/TGKB/872906768.md)
- [Revenue Forecast &#x3E; Send a Revenue Forecast](https://technology.bytangram.com/space/TGKB/879362102.md)
- [Revenue Forecast &#x3E; Refreshing Individual Line Items](https://technology.bytangram.com/space/TGKB/879427710.md)
- [Revenue Forecast &#x3E; Lock &#x26; Finalize](https://technology.bytangram.com/space/TGKB/879788141.md)
- [Employee Settings &#x3E; Client Access Settings R12](https://technology.bytangram.com/space/TGKB/885588050.md)
- [Retainers &#x3E; Automated Transactions](https://technology.bytangram.com/space/TGKB/885588172.md)
- [Revenue Forecast &#x3E; Viewers](https://technology.bytangram.com/space/TGKB/885915653.md)
- [Revenue Forecast Configuration &#x3E; Forecast Methods](https://technology.bytangram.com/space/TGKB/885915753.md)
- [Employee Settings &#x3E; Company Access Settings R12](https://technology.bytangram.com/space/TGKB/885948445.md)
- [Report 186 detailed](https://technology.bytangram.com/space/TGKB/910753852.md)
- [Implementation &#x3E; Import Prospects](https://technology.bytangram.com/space/TGKB/910983201.md)
- [Retainers &#x3E; Reporting Items In &#x26; Out of Scope](https://technology.bytangram.com/space/TGKB/920158237.md)
- [Report 150 - Customer &#x26; Job Expenditure](https://technology.bytangram.com/space/TGKB/952041499.md)
- [Report 186 - Expenditures/Invoicing Summary by Dimension](https://technology.bytangram.com/space/TGKB/952205350.md)
- [Report 540 - Estimated/Allocated/Used Hours](https://technology.bytangram.com/space/TGKB/954793989.md)
- [Report 426 - 12 Month Forecast](https://technology.bytangram.com/space/TGKB/955482194.md)
- [CRM Settings &#x3E; CRM Setup](https://technology.bytangram.com/space/TGKB/956399919.md)
- [Report 16 - Price Quote (Internal)](https://technology.bytangram.com/space/TGKB/956530693.md)
- [Report 89 - Price Quote List](https://technology.bytangram.com/space/TGKB/956530720.md)
- [Report 452 - Price Quote Activity Overview](https://technology.bytangram.com/space/TGKB/956530750.md)
- [Report 535 - Price Quote Billing Plan](https://technology.bytangram.com/space/TGKB/956530778.md)
- [Report 443 - Payment Plan Status](https://technology.bytangram.com/space/TGKB/956530806.md)
- [Report 26 - Price Estimate Draft (Internal)](https://technology.bytangram.com/space/TGKB/956563473.md)
- [Report 460 - Net Revenue 12 Months (Invoices and Future Price Quotes)](https://technology.bytangram.com/space/TGKB/956563511.md)
- [Report 184 - List of Price Quote / Expenditures in a Period](https://technology.bytangram.com/space/TGKB/956563544.md)
- [Reporting Options in WorkBook](https://technology.bytangram.com/space/TGKB/957907116.md)
- [CRM &#x3E; Pipeline Log R12](https://technology.bytangram.com/space/TGKB/958005249.md)
- [In The Box Reporting](https://technology.bytangram.com/space/TGKB/958005370.md)
- [Folders, Reports &#x26; Documents &#x3E; Report Profiles](https://technology.bytangram.com/space/TGKB/958988297.md)
- [Grid View Reporting](https://technology.bytangram.com/space/TGKB/959021106.md)
- [Scheduling &#x3E; Schedule: Active and Inactive Statuses](https://technology.bytangram.com/space/TGKB/1019117569.md)
- [Implementation &#x3E; Import Finance Chart of Accounts](https://technology.bytangram.com/space/TGKB/1072562181.md)
- [Implementation &#x3E; Import Jobs](https://technology.bytangram.com/space/TGKB/1072824359.md)
- [Implementation &#x3E; Import Time Entries](https://technology.bytangram.com/space/TGKB/1072824413.md)
- [Implementation &#x3E; Import Sales Invoices](https://technology.bytangram.com/space/TGKB/1072824479.md)
- [Implementation &#x3E; Import Vendor Invoices](https://technology.bytangram.com/space/TGKB/1072824591.md)
- [Implementation &#x3E; Import Price Quotes](https://technology.bytangram.com/space/TGKB/1073250353.md)
- [Implementation &#x3E; Import Materials](https://technology.bytangram.com/space/TGKB/1073250475.md)
- [Implementation &#x3E; Import Employee Cross-Company Access](https://technology.bytangram.com/space/TGKB/1092485152.md)
- [Implementation &#x3E; Import Pipelines](https://technology.bytangram.com/space/TGKB/1092550665.md)
- [Implementation &#x3E; Import COA Opening Balance](https://technology.bytangram.com/space/TGKB/1116700673.md)
- [System Variable 1179 &#x2013; Prevent rescheduling of automatic bookings in the past](https://technology.bytangram.com/space/TGKB/1141637134.md)
- [System Variable 1172 - Allow creation of manual bookings in the past R12](https://technology.bytangram.com/space/TGKB/1142358017.md)
- [Price Quotes &#x3E; Enable Line Level Currencies](https://technology.bytangram.com/space/TGKB/1186299945.md)
- [Finance &#x3E; VAT/GST/Tax Settings](https://technology.bytangram.com/space/TGKB/1207533786.md)
- [Databoard Export Scheduling](https://technology.bytangram.com/space/TGKB/1207599105.md)
- [Price Lists &#x26; Activities &#x3E; Personal Expense Types](https://technology.bytangram.com/space/TGKB/1207599112.md)
- [GL &#x3E; Chart of Accounts &#x3E; Create a New Account](https://technology.bytangram.com/space/TGKB/1211072682.md)
- [Employee Settings &#x3E; Employee Creditor Mapping](https://technology.bytangram.com/space/TGKB/1229389856.md)
- [Price Lists &#x26; Activities Summary](https://technology.bytangram.com/space/TGKB/1268318246.md)
- [Employee Settings Summary](https://technology.bytangram.com/space/TGKB/1268318271.md)
- [Advanced Tools Summary](https://technology.bytangram.com/space/TGKB/1268318300.md)
- [Company Settings Summary](https://technology.bytangram.com/space/TGKB/1268318344.md)
- [Time &#x26; Expense &#x3E; Material Summary R12](https://technology.bytangram.com/space/TGKB/1268318388.md)
- [Report 409 - Utilisation Report](https://technology.bytangram.com/space/TGKB/1287389201.md)
- [Report 298 - Employee Statistics](https://technology.bytangram.com/space/TGKB/1287454729.md)
- [Price Lists &#x3E; Create a Price List from Scratch](https://technology.bytangram.com/space/TGKB/1305739269.md)
- [Price Lists &#x3E; Duplicate a Price List](https://technology.bytangram.com/space/TGKB/1307869233.md)
- [Price Lists &#x3E; Activity Access](https://technology.bytangram.com/space/TGKB/1311572023.md)
- [Troubleshooting &#x3E; Time Logged Incorrectly](https://technology.bytangram.com/space/TGKB/1311572119.md)
- [Price Lists &#x3E; Adding Exceptions](https://technology.bytangram.com/space/TGKB/1315995837.md)
- [Finance &#x3E; AR / AP Groups](https://technology.bytangram.com/space/TGKB/1326415886.md)
- [Tasks &#x3E; Create Recurring Task Bookings](https://technology.bytangram.com/space/TGKB/1373536327.md)
- [Deltek WorkBook Overview](https://technology.bytangram.com/space/TGKB/1373536507.md)
- [Deltek WorkBook Release 13](https://technology.bytangram.com/space/TGKB/1373536598.md)
- [Price Lists &#x3E; Mass Update of Price List](https://technology.bytangram.com/space/TGKB/1375928375.md)
- [Tasks Module Overview](https://technology.bytangram.com/space/TGKB/1375928651.md)
- [Tasks &#x3E; Tasks Summary](https://technology.bytangram.com/space/TGKB/1382907950.md)
- [Timesheets &#x3E; Time Entry via the Tasks Module](https://technology.bytangram.com/space/TGKB/1382907977.md)
- [Time &#x26; Expense &#x3E; Time Entry Methods](https://technology.bytangram.com/space/TGKB/1391656969.md)
- [Time &#x26; Expense  &#x3E; Timesheet Summary](https://technology.bytangram.com/space/TGKB/1391656985.md)
- [Timesheets &#x3E; Time Entry via Time &#x26; Expense](https://technology.bytangram.com/space/TGKB/1391657006.md)
- [Absence &#x3E; Absence Entry via Time &#x26; Expenses](https://technology.bytangram.com/space/TGKB/1391657067.md)
- [Time &#x26; Expense &#x3E; Types of Expenses](https://technology.bytangram.com/space/TGKB/1391657217.md)
- [Time &#x26; Expense Module Overview](https://technology.bytangram.com/space/TGKB/1392050181.md)
- [Time &#x26; Expense &#x3E; Expense Summary](https://technology.bytangram.com/space/TGKB/1392050366.md)
- [Expenses &#x3E; Expense Entry via Time &#x26; Expenses](https://technology.bytangram.com/space/TGKB/1392050395.md)
- [Time &#x26; Expense &#x3E; Mileage Summary](https://technology.bytangram.com/space/TGKB/1398079526.md)
- [Time &#x26; Expense &#x3E; Material Summary](https://technology.bytangram.com/space/TGKB/1398276385.md)
- [CRM Module Overview](https://technology.bytangram.com/space/TGKB/1402765321.md)
- [Resources Module Overview](https://technology.bytangram.com/space/TGKB/1406107759.md)
- [CRM &#x3E; Clients &#x26; Prospects List Summary](https://technology.bytangram.com/space/TGKB/1414234192.md)
- [Resources &#x3E; Employee Summary](https://technology.bytangram.com/space/TGKB/1414234218.md)
- [Resources &#x3E; Create an Employee](https://technology.bytangram.com/space/TGKB/1414234246.md)
- [CRM &#x3E; Pipelines Summary](https://technology.bytangram.com/space/TGKB/1414266883.md)
- [CRM &#x3E; Create a Pipeline](https://technology.bytangram.com/space/TGKB/1414266989.md)
- [Create an Employee &#x3E; Employee Settings](https://technology.bytangram.com/space/TGKB/1414267162.md)
- [CRM &#x3E; Resource Search Summary](https://technology.bytangram.com/space/TGKB/1416429572.md)
- [CRM &#x3E; Pipeline Log](https://technology.bytangram.com/space/TGKB/1416888369.md)
- [CRM &#x3E; Convert Pipeline to a Job](https://technology.bytangram.com/space/TGKB/1416921102.md)
- [CRM &#x3E; Mark Pipeline as Lost](https://technology.bytangram.com/space/TGKB/1417019393.md)
- [CRM &#x3E; Prospect Card](https://technology.bytangram.com/space/TGKB/1421443347.md)
- [Resources &#x3E; Deactivate an Employee](https://technology.bytangram.com/space/TGKB/1421443510.md)
- [Resources &#x3E; Group Scheduling Resources](https://technology.bytangram.com/space/TGKB/1421443642.md)
- [CRM &#x3E; Activities Summary](https://technology.bytangram.com/space/TGKB/1421541398.md)
- [CRM &#x3E; Create Pipeline Activity](https://technology.bytangram.com/space/TGKB/1421541434.md)
- [CRM &#x3E; Create a Resource Search](https://technology.bytangram.com/space/TGKB/1421541524.md)
- [CRM &#x3E; Create a Prospect](https://technology.bytangram.com/space/TGKB/1421541681.md)
- [Prospect Card &#x3E; Information](https://technology.bytangram.com/space/TGKB/1421541801.md)
- [Prospect Card &#x3E; Contacts](https://technology.bytangram.com/space/TGKB/1421541930.md)
- [Resources &#x3E; Reactivate an Employee](https://technology.bytangram.com/space/TGKB/1422983182.md)
- [Jobs &#x3E; Create a Job](https://technology.bytangram.com/space/TGKB/1423540358.md)
- [Jobs &#x3E; Create a Non-Billable Job](https://technology.bytangram.com/space/TGKB/1423540428.md)
- [Resources &#x3E; Clients Summary](https://technology.bytangram.com/space/TGKB/1423540479.md)
- [Resources &#x3E; Create a Client](https://technology.bytangram.com/space/TGKB/1423540513.md)
- [Jobs Module Overview](https://technology.bytangram.com/space/TGKB/1423835145.md)
- [Jobs &#x3E; System Controls](https://technology.bytangram.com/space/TGKB/1423835196.md)
- [Create a Client &#x3E; Client Settings](https://technology.bytangram.com/space/TGKB/1423835289.md)
- [Create a Client &#x3E; Information](https://technology.bytangram.com/space/TGKB/1424425030.md)
- [Client Settings &#x3E; General Settings](https://technology.bytangram.com/space/TGKB/1424425112.md)
- [Create a Client &#x3E; Projects](https://technology.bytangram.com/space/TGKB/1424425256.md)
- [Create a Client &#x3E; Contacts](https://technology.bytangram.com/space/TGKB/1424457744.md)
- [Jobs &#x3E; Briefing Summary](https://technology.bytangram.com/space/TGKB/1437040669.md)
- [Briefing &#x3E; Create a Job Brief R13](https://technology.bytangram.com/space/TGKB/1437499399.md)
- [Briefing &#x3E; Create a Task Brief](https://technology.bytangram.com/space/TGKB/1437499493.md)
- [Briefing &#x3E; Brief Approval](https://technology.bytangram.com/space/TGKB/1437499601.md)
- [Briefing &#x3E; Create a Brief Template](https://technology.bytangram.com/space/TGKB/1437499657.md)
- [Resources &#x3E; Supplier/Vendor Summary](https://technology.bytangram.com/space/TGKB/1437958226.md)
- [Resources &#x3E; Create a Supplier/Vendor](https://technology.bytangram.com/space/TGKB/1437958277.md)
- [Create a Supplier/Vendor &#x3E; Supplier Settings](https://technology.bytangram.com/space/TGKB/1437958366.md)
- [Briefing &#x3E; Create a Job Brief](https://technology.bytangram.com/space/TGKB/1470627862.md)
- [Employee Settings &#x3E; Employee Basic Settings](https://technology.bytangram.com/space/TGKB/1494646892.md)
- [Employee Settings &#x3E; Information](https://technology.bytangram.com/space/TGKB/1494777857.md)
- [Employee Settings &#x3E; Login Settings](https://technology.bytangram.com/space/TGKB/1494777915.md)
- [Employee Settings &#x3E; Client Access Settings](https://technology.bytangram.com/space/TGKB/1503789065.md)
- [Employee Settings &#x3E; Company Access Settings](https://technology.bytangram.com/space/TGKB/1503821840.md)
- [Resources &#x3E; Employee without Access to WorkBook](https://technology.bytangram.com/space/TGKB/1573519365.md)
- [Employee Settings &#x3E; Rates &#x26; Billable Targets](https://technology.bytangram.com/space/TGKB/1573552295.md)
- [Employee Settings &#x3E; Capacity Profile](https://technology.bytangram.com/space/TGKB/1573552413.md)
- [Jobs &#x3E; Tasks Summary](https://technology.bytangram.com/space/TGKB/1590394881.md)
- [Jobs &#x3E; Price Summary](https://technology.bytangram.com/space/TGKB/1590394950.md)
- [Jobs &#x3E; Invoice Summary](https://technology.bytangram.com/space/TGKB/1590394987.md)
- [Jobs &#x3E; Purchase Orders Summary](https://technology.bytangram.com/space/TGKB/1590558727.md)
- [System Variable 1172 - Allow creation of manual bookings in the past](https://technology.bytangram.com/space/TGKB/1590559750.md)
- [Global System Settings Summary](https://technology.bytangram.com/space/TGKB/1598455850.md)
- [Folders, Reports &#x26; Documents Summary](https://technology.bytangram.com/space/TGKB/1598455908.md)
- [CRM Setup Summary](https://technology.bytangram.com/space/TGKB/1598456023.md)
- [Projects &#x26; Jobs Summary](https://technology.bytangram.com/space/TGKB/1598456190.md)
- [Tax Summary](https://technology.bytangram.com/space/TGKB/1598456225.md)
- [Company Approvals Summary](https://technology.bytangram.com/space/TGKB/1598456278.md)
- [Clients &#x26; Resources Summary](https://technology.bytangram.com/space/TGKB/1598456324.md)
- [Scheduling Module Overview R12](https://technology.bytangram.com/space/TGKB/1598456684.md)
- [R12 Scheduling &#x3E; Task Matrix Summary](https://technology.bytangram.com/space/TGKB/1598456729.md)
- [R12 Scheduling &#x3E; Task Matrix](https://technology.bytangram.com/space/TGKB/1598456761.md)
- [R12 Scheduling &#x3E; Weekly Schedule Summary](https://technology.bytangram.com/space/TGKB/1598456829.md)
- [R12 Scheduling &#x3E; Weekly Schedule](https://technology.bytangram.com/space/TGKB/1598456860.md)
- [R12 Scheduling &#x3E; Timeline Calendar Summary](https://technology.bytangram.com/space/TGKB/1598456914.md)
- [R12 Scheduling &#x3E; Timeline Calendar](https://technology.bytangram.com/space/TGKB/1598456934.md)
- [Scheduling &#x3E; Capacity Status Graph R12](https://technology.bytangram.com/space/TGKB/1598456985.md)
- [Finance Summary](https://technology.bytangram.com/space/TGKB/1598554156.md)
- [Dimensions Summary](https://technology.bytangram.com/space/TGKB/1598554297.md)
- [Implementation &#x3E; SAML Authentication](https://technology.bytangram.com/space/TGKB/1598849025.md)
- [Global System Settings &#x3E; Currency Codes and Rates](https://technology.bytangram.com/space/TGKB/1602224129.md)
- [Storage Providers &#x3E; OneDrive for Business (MS OAuth 2.0)](https://technology.bytangram.com/space/TGKB/1634795589.md)
- [Implementation &#x3E; Two Factor Authentication](https://technology.bytangram.com/space/TGKB/1648066561.md)
- [Reporting &#x3E; Job List 18 - Project Retainer](https://technology.bytangram.com/space/TGKB/1656946689.md)
- [Reporting &#x3E; Job List 17 - Expenditure Overview Cost &#x26; Sale](https://technology.bytangram.com/space/TGKB/1656946881.md)
- [Reporting &#x3E; Job List 9 - Scheduled Hours](https://technology.bytangram.com/space/TGKB/1656947073.md)
- [Reporting &#x3E; Job List 4 - Expenditure Overview Sales Prices](https://technology.bytangram.com/space/TGKB/1656947267.md)
- [Reporting &#x3E; Job List 8 - Price Quote State Overview](https://technology.bytangram.com/space/TGKB/1656947454.md)
- [Reporting &#x3E; Job List 5 - Task Progress View](https://technology.bytangram.com/space/TGKB/1656947641.md)
- [Reporting &#x3E; Job List 15 - Contact User Job List](https://technology.bytangram.com/space/TGKB/1656947828.md)
- [Reporting &#x3E; Job List 12 - Purchase Orders Overview](https://technology.bytangram.com/space/TGKB/1656948014.md)
- [Reporting &#x3E; Job List 19 - Contact Project Retainer Job List](https://technology.bytangram.com/space/TGKB/1656979457.md)
- [Reporting &#x3E; Job List 16 - Basic Job List](https://technology.bytangram.com/space/TGKB/1656979649.md)
- [Reporting &#x3E; Job List 3 - Expenditure Overview Cost Prices](https://technology.bytangram.com/space/TGKB/1656979841.md)
- [Reporting &#x3E; Job List 14 - Debtor Settings Edit](https://technology.bytangram.com/space/TGKB/1656980028.md)
- [Reporting &#x3E; Job List 1](https://technology.bytangram.com/space/TGKB/1658421249.md)
- [Reporting &#x3E; Job List 2 - Status Report](https://technology.bytangram.com/space/TGKB/1658454017.md)
- [Reporting &#x3E; Job List 7 - Price Quotes Overview](https://technology.bytangram.com/space/TGKB/1659699201.md)
- [Job List 13 - Jobs List with Dimensions Settings](https://technology.bytangram.com/space/TGKB/1659699587.md)
- [Reporting &#x3E; Job List 11 - Invoice Overview](https://technology.bytangram.com/space/TGKB/1659764737.md)
- [Implementation &#x3E; Import Data](https://technology.bytangram.com/space/TGKB/1659961345.md)
- [Price Lists &#x26; Activities &#x3E; Price Lists](https://technology.bytangram.com/space/TGKB/1660157953.md)
- [Reporting &#x3E; Jobs List 13 - Jobs List With Dimension Settings](https://technology.bytangram.com/space/TGKB/1682046977.md)
- [Reporting &#x3E; Job KPI](https://technology.bytangram.com/space/TGKB/1683193857.md)
- [Timesheets &#x3E; Time Entry Via the Deltek WorkBook App](https://technology.bytangram.com/space/TGKB/1684275201.md)
- [Deltek WorkBook Release 13.2 Snapshot: Highlights &#x26; Watchouts](https://technology.bytangram.com/space/TGKB/1720221697.md)
- [Reporting &#x3E; Job List 6 - Gantt View](https://technology.bytangram.com/space/TGKB/1791655937.md)
- [Year-End: How To Close The Fiscal Year](https://technology.bytangram.com/space/TGKB/1794342979.md)
- [Dashboard Reporting](https://technology.bytangram.com/space/TGKB/1823375403.md)
- [Create a New Dashboard](https://technology.bytangram.com/space/TGKB/1823408199.md)
- [Export, Import &#x26; Maintenance &#x3E; Personal Expense Credit Card Import](https://technology.bytangram.com/space/TGKB/1830256948.md)
- [Custom Management Reports in WorkBook (via Chart of Accounts)](https://technology.bytangram.com/space/TGKB/1849425964.md)
- [Report 264 - Financial Postings](https://technology.bytangram.com/space/TGKB/1862893570.md)
- [Introducing Deltek Unionpoint](https://technology.bytangram.com/space/TGKB/1863811073.md)
- [Deltek WorkBook App](https://technology.bytangram.com/space/TGKB/1874853889.md)
- [Expenses &#x3E; Expense Entry Via the Deltek WorkBook App](https://technology.bytangram.com/space/TGKB/1875017729.md)
- [Finance &#x3E; Validate Finance Settings (Fixing Financial Errors)](https://technology.bytangram.com/space/TGKB/1880817665.md)
- [Jobs &#x3E; Managing Team Members on a Job](https://technology.bytangram.com/space/TGKB/1884258305.md)
- [Creditor Payment Proposals](https://technology.bytangram.com/space/TGKB/1889501552.md)
- [Creating a Part-Payment on a Payment Proposal](https://technology.bytangram.com/space/TGKB/1894383617.md)
- [Creditor Invoice Summary](https://technology.bytangram.com/space/TGKB/1900740609.md)
- [Cost Entry Summary](https://technology.bytangram.com/space/TGKB/1900740636.md)
- [Administrative Follow-Up Summary](https://technology.bytangram.com/space/TGKB/1901068289.md)
- [Export, Import &#x26; Maintenance Summary](https://technology.bytangram.com/space/TGKB/1901068322.md)
- [GL &#x3E; Financial &#x26; Management Reporting](https://technology.bytangram.com/space/TGKB/1901166593.md)
- [Implementation &#x3E; Import Absence](https://technology.bytangram.com/space/TGKB/1903034369.md)
- [Price Lists &#x26; Activities &#x3E; Activities Setup](https://technology.bytangram.com/space/TGKB/1910964251.md)
- [Debtors &#x3E; Remainder Handling - Debtor Payments](https://technology.bytangram.com/space/TGKB/1911095300.md)
- [Scheduling &#x3E; Scrum Board Set Up](https://technology.bytangram.com/space/TGKB/1911554050.md)
- [Scheduling &#x3E; Scrum Board Summary](https://technology.bytangram.com/space/TGKB/1912078488.md)
- [Scrum Board &#x3E; Scrum Masters](https://technology.bytangram.com/space/TGKB/1912995841.md)
- [Scrum Board &#x3E; Individuals](https://technology.bytangram.com/space/TGKB/1912996090.md)
- [Price Lists &#x26; Activities &#x3E; Activities](https://technology.bytangram.com/space/TGKB/1914110445.md)
- [Debtors &#x3E; Debtor Reminders](https://technology.bytangram.com/space/TGKB/1918828546.md)
- [Expenses &#x3E; Reconciling Credit Card Expenses](https://technology.bytangram.com/space/TGKB/1918861356.md)
- [Export, Import &#x26; Maintenance &#x3E; Credit Card Mapping](https://technology.bytangram.com/space/TGKB/1920204819.md)
- [Project Postings &#x3E; Editing Posting Date](https://technology.bytangram.com/space/TGKB/1920401511.md)
- [Price Lists &#x26; Activities &#x3E; Material Types](https://technology.bytangram.com/space/TGKB/1925349385.md)
- [What to do if a Price List is updated on your Job](https://technology.bytangram.com/space/TGKB/1941045249.md)
- [Advanced Tools &#x3E; User Access Rights](https://technology.bytangram.com/space/TGKB/1943797815.md)
- [Folders, Reports &#x26; Documents &#x3E; Finance Account Groups](https://technology.bytangram.com/space/TGKB/1943797890.md)
- [incomplete - Folders, Reports &#x26; Documents &#x3E; Storage &#x26; Folders](https://technology.bytangram.com/space/TGKB/1944158210.md)
- [Folders, Reports &#x26; Documents &#x3E; Finance Reports Configuration](https://technology.bytangram.com/space/TGKB/1944485889.md)
- [Advanced Tools &#x3E; User Access Rights Summary](https://technology.bytangram.com/space/TGKB/1945731073.md)
- [Creditors &#x3E; Remainder Handling - Creditor Payments](https://technology.bytangram.com/space/TGKB/1947074561.md)
- [Debtors &#x3E; Processing Eliminations](https://technology.bytangram.com/space/TGKB/1947336750.md)
- [Bank Reconciliation &#x3E; Data Import - New Specification](https://technology.bytangram.com/space/TGKB/1947598858.md)
- [Personal Expense Credit Card &#x3E; Data Import - New Specification](https://technology.bytangram.com/space/TGKB/1948221443.md)
- [Creditors &#x3E; Creditor Invoices Pay When Paid](https://technology.bytangram.com/space/TGKB/1951531009.md)
- [Jobs &#x3E; Costs Summary](https://technology.bytangram.com/space/TGKB/1953857537.md)
- [Costs &#x3E; Hours](https://technology.bytangram.com/space/TGKB/1953857584.md)
- [Costs &#x3E; Summary &#x3E; Simple View Activity Based On Sale](https://technology.bytangram.com/space/TGKB/1954152449.md)
- [Costs &#x3E; Purchases](https://technology.bytangram.com/space/TGKB/1954643969.md)
- [Costs &#x3E; Purchase Orders](https://technology.bytangram.com/space/TGKB/1954644047.md)
- [Report 323 - Employee Profitability](https://technology.bytangram.com/space/TGKB/1956675585.md)
- [Report 565 - Employee Projected Utilization (Booking Data)](https://technology.bytangram.com/space/TGKB/1957560321.md)
- [Scheduling &#x3E; Time Sheet Status](https://technology.bytangram.com/space/TGKB/1959690241.md)
- [Scheduling &#x3E; Time Sheet Status Summary](https://technology.bytangram.com/space/TGKB/1959690299.md)
- [Single Sign On &#x3E; OKTA](https://technology.bytangram.com/space/TGKB/1959886902.md)
- [Journals &#x3E; Journal Types](https://technology.bytangram.com/space/TGKB/1960050765.md)
- [Journals &#x3E; Creating Journal Entries](https://technology.bytangram.com/space/TGKB/1960312892.md)
- [Client Settings &#x3E; New Employee Access to Clients](https://technology.bytangram.com/space/TGKB/1962147841.md)
- [Client Settings &#x3E; Employee Access](https://technology.bytangram.com/space/TGKB/1962147990.md)
- [Client Settings &#x3E; New Job Settings](https://technology.bytangram.com/space/TGKB/1962148139.md)
- [Client Settings &#x3E; Debtor](https://technology.bytangram.com/space/TGKB/1962148289.md)
- [Client Settings &#x3E; Create Job Permissions](https://technology.bytangram.com/space/TGKB/1962311683.md)
- [Client Settings &#x3E; Price Quote Settings](https://technology.bytangram.com/space/TGKB/1962312157.md)
- [Client Settings &#x3E; Invoice Settings](https://technology.bytangram.com/space/TGKB/1962312394.md)
- [Client Settings &#x3E; Client Products](https://technology.bytangram.com/space/TGKB/1962312631.md)
- [Client Settings &#x3E; Client Job Access](https://technology.bytangram.com/space/TGKB/1962409985.md)
- [Client Settings &#x3E; Purchase Order Settings](https://technology.bytangram.com/space/TGKB/1962410223.md)
- [Client Settings &#x3E; Change Log](https://technology.bytangram.com/space/TGKB/1962410461.md)
- [Client Settings &#x3E; Inter-Company Reconciliation](https://technology.bytangram.com/space/TGKB/1962410698.md)
- [Jobs &#x3E; Job Settings Overview](https://technology.bytangram.com/space/TGKB/1966735361.md)
- [Job Settings &#x3E; Job Finance Settings](https://technology.bytangram.com/space/TGKB/1966866433.md)
- [Job Settings &#x3E; Job Status](https://technology.bytangram.com/space/TGKB/1966932080.md)
- [Job Settings &#x3E; Basic Job Settings](https://technology.bytangram.com/space/TGKB/1966964737.md)
- [Job Settings &#x3E; Job Dimension Settings](https://technology.bytangram.com/space/TGKB/1966997505.md)
- [Job Settings &#x3E; Job Team](https://technology.bytangram.com/space/TGKB/1966997616.md)
- [Job Settings &#x3E; Job Invoice Settings](https://technology.bytangram.com/space/TGKB/1966997727.md)
- [Allocate Resources &#x3E; Group Scheduling Resources](https://technology.bytangram.com/space/TGKB/1968144385.md)
- [Allocate Resources &#x3E; Bulk Update Resources on Tasks](https://technology.bytangram.com/space/TGKB/1968144456.md)
- [Allocate Resources &#x3E; Allocate Employees to Tasks](https://technology.bytangram.com/space/TGKB/1968177153.md)
- [Advanced Tools &#x3E; Custom Translation Summary](https://technology.bytangram.com/space/TGKB/1970733058.md)
- [Journals &#x3E; Journal Entries - Moving GL Amounts](https://technology.bytangram.com/space/TGKB/1971322886.md)
- [Journals &#x3E; Journal Entries - Processing Receivables](https://technology.bytangram.com/space/TGKB/1971716098.md)
- [Custom Translation &#x3E; Adding Translation via Settings](https://technology.bytangram.com/space/TGKB/1975648257.md)
- [Custom Translation &#x3E; Adding Translation via User Interface](https://technology.bytangram.com/space/TGKB/1975681025.md)
- [Custom Translation &#x3E; Import and Export Translation](https://technology.bytangram.com/space/TGKB/1975681149.md)
- [Dimensions &#x3E; Dimension Setup](https://technology.bytangram.com/space/TGKB/1980203009.md)
- [Company Settings &#x3E; Departments](https://technology.bytangram.com/space/TGKB/1980203067.md)
- [Dimensions &#x3E; Client Groups](https://technology.bytangram.com/space/TGKB/1990950913.md)
- [Dimensions &#x3E; Job Types](https://technology.bytangram.com/space/TGKB/1991016449.md)
- [Journals &#x3E; Copying or Reversing a Journal](https://technology.bytangram.com/space/TGKB/1997373452.md)
- [Journals &#x3E; Cancel a Journal](https://technology.bytangram.com/space/TGKB/1997602827.md)
- [Journals &#x3E; Journal Entries - Processing Payables](https://technology.bytangram.com/space/TGKB/1997864961.md)
- [Journals &#x3E; Processing Receivables (Manually Matching)](https://technology.bytangram.com/space/TGKB/1998061571.md)
- [Journals &#x3E; Journal Templates](https://technology.bytangram.com/space/TGKB/2004811843.md)
- [Project Postings &#x3E; Posting Transactions](https://technology.bytangram.com/space/TGKB/2005860378.md)
- [Debtors &#x3E; Debtor Invoices](https://technology.bytangram.com/space/TGKB/2007040017.md)
- [Advanced Tools &#x3E; Databoards](https://technology.bytangram.com/space/TGKB/2009825281.md)
- [Journals &#x3E; Journal Import](https://technology.bytangram.com/space/TGKB/2023096337.md)
- [Purchases &#x3E; Moving Costs From One Job To Another](https://technology.bytangram.com/space/TGKB/2031255612.md)
- [Debtor Invoices &#x3E; Bulk Emailing Invoices](https://technology.bytangram.com/space/TGKB/2032762882.md)
- [Technical Support Requests](https://technology.bytangram.com/space/TGKB/2033647652.md)
- [Costs &#x3E; Invoice Overview](https://technology.bytangram.com/space/TGKB/2035318786.md)
- [Costs &#x3E; Open Entries](https://technology.bytangram.com/space/TGKB/2035384321.md)
- [Costs &#x3E; Financial Postings](https://technology.bytangram.com/space/TGKB/2035777537.md)
- [Implementation &#x3E; Calendar Synchronisation Setup - Microsoft 365](https://technology.bytangram.com/space/TGKB/2045116495.md)
- [Costs &#x3E; Adjustments](https://technology.bytangram.com/space/TGKB/2045804602.md)
- [Databoard SQL](https://technology.bytangram.com/space/TGKB/2052980800.md)
- [Creditors &#x3E; Purchase Order Summary](https://technology.bytangram.com/space/TGKB/2071003148.md)
- [Databoard Reporting](https://technology.bytangram.com/space/TGKB/2079686657.md)
- [Advanced Tools &#x3E; Databoard Export Scheduling](https://technology.bytangram.com/space/TGKB/2079817729.md)
- [Month End &#x3E; Bank Reconciliation Summary](https://technology.bytangram.com/space/TGKB/2091253840.md)
- [Finance &#x3E; Holding Accounts](https://technology.bytangram.com/space/TGKB/2106556418.md)
- [Finance &#x3E; VAT/GST/Tax Settings | Withholding Tax](https://technology.bytangram.com/space/TGKB/2107015169.md)
- [Employee &#x26; Resource Reports](https://technology.bytangram.com/space/TGKB/2156232712.md)
- [Management Reports](https://technology.bytangram.com/space/TGKB/2156625929.md)
- [Job &#x26; Pipeline Reports](https://technology.bytangram.com/space/TGKB/2156756999.md)
- [Build Your Own Reports](https://technology.bytangram.com/space/TGKB/2156789775.md)
- [Core Financial Reports](https://technology.bytangram.com/space/TGKB/2156888067.md)
- [Report 227 - GST/VAT/Tax Reconciliation Report](https://technology.bytangram.com/space/TGKB/2232713256.md)
- [Company Settings &#x3E; Basic Company Settings](https://technology.bytangram.com/space/TGKB/2233991203.md)
- [How to unlock Deltek WorkBook 13.6 for your agency](https://technology.bytangram.com/space/TGKB/2258567169.md)
- [Deltek WorkBook 13.5 Review &#x2013; What These Updates Mean for Your Agency](https://technology.bytangram.com/space/TGKB/2258567405.md)
- [Deltek WorkBook | What&#x27;s New](https://technology.bytangram.com/space/TGKB/2258632705.md)
- [WorkBook What The Function: WTF is all the hype about Databoards and Power BI?](https://technology.bytangram.com/space/TGKB/2259058698.md)
- [Export, Import &#x26; Maintenance &#x3E; Time Entry Price Update](https://technology.bytangram.com/space/TGKB/2274361345.md)
- [Folders, Reports &#x26; Documents &#x3E; Storage &#x26; Folders](https://technology.bytangram.com/space/TGKB/2346647553.md)
- [Creditor Invoices &#x3E; Creating an Accrual Invoice](https://technology.bytangram.com/space/TGKB/2367488011.md)
- [Creditor Invoices &#x3E; Setting up Accrual Invoicing](https://technology.bytangram.com/space/TGKB/2374041601.md)
- [Employee Settings &#x3E; Employee Creditor Mapping - Private Withdrawals](https://technology.bytangram.com/space/TGKB/2374434817.md)
- [Implementation &#x3E; Import Purchase Orders](https://technology.bytangram.com/space/TGKB/2374500353.md)
- [Finance &#x3E; Job Closure Posting Options](https://technology.bytangram.com/space/TGKB/2375516164.md)
- [Month-End &#x3E; Monthly Checklist](https://technology.bytangram.com/space/TGKB/2375548931.md)
- [Finance &#x3E; Basic Finance Settings](https://technology.bytangram.com/space/TGKB/2375909385.md)
- [Report 578 - Balance Sheet vs Budget](https://technology.bytangram.com/space/TGKB/2377351170.md)
- [Report 576 - Profit &#x26; Loss vs Budget](https://technology.bytangram.com/space/TGKB/2377809921.md)
- [Report 341  - Job Profit Analysis by Dimension](https://technology.bytangram.com/space/TGKB/2381807623.md)
- [Jobs &#x3E; Materials Summary](https://technology.bytangram.com/space/TGKB/2393899009.md)
- [Report 255 - Account Balance by Period](https://technology.bytangram.com/space/TGKB/2396946439.md)
- [Report 220 - Debtor Balance by Age 0-90 Days](https://technology.bytangram.com/space/TGKB/2401599489.md)
- [Jobs &#x3E; Applying Materials to a Job](https://technology.bytangram.com/space/TGKB/2401763329.md)
- [Report 286 - WIP Adjustments Overview](https://technology.bytangram.com/space/TGKB/2403696642.md)
- [Report 219 - Creditor Balance by Age 0-90 Days](https://technology.bytangram.com/space/TGKB/2403794945.md)
- [Report 91 - Expenditures / Invoice Overview](https://technology.bytangram.com/space/TGKB/2403958785.md)
- [Report 123 - Employee Time Statistics](https://technology.bytangram.com/space/TGKB/2404155393.md)
- [Report 224  - Statement of Accounts (Open Items)](https://technology.bytangram.com/space/TGKB/2406547457.md)
- [Report 269  - Trial Balance with Budget](https://technology.bytangram.com/space/TGKB/2407006209.md)
- [Report 14  - Approved Purchase Orders](https://technology.bytangram.com/space/TGKB/2407235585.md)
- [Report 64  - Weekly Time Sheet Check](https://technology.bytangram.com/space/TGKB/2407301121.md)
- [Job Transaction Reports](https://technology.bytangram.com/space/TGKB/2407497729.md)
- [Report 310  - Fiscal Report, 12 months](https://technology.bytangram.com/space/TGKB/2420998145.md)
- [Report 223  - Statement of Accounts (Open Items)](https://technology.bytangram.com/space/TGKB/2427125761.md)
- [WorkBook API &#x3E; Databoard API Updates in 13.8](https://technology.bytangram.com/space/TGKB/2445410308.md)
- [Folders, Reports &#x26; Documents &#x3E; Corporate Reporting Setup (308)](https://technology.bytangram.com/space/TGKB/2450030597.md)
- [Report 308 - Corporate Level Reporting](https://technology.bytangram.com/space/TGKB/2458517505.md)
- [Report 300 - Actual Write Ups/Write Downs](https://technology.bytangram.com/space/TGKB/2458648577.md)
- [Report 175 - Time Overview: Employee/Customer/Job](https://technology.bytangram.com/space/TGKB/2468184065.md)
- [Report 109 - Time Sheet with Descriptions](https://technology.bytangram.com/space/TGKB/2470379521.md)
- [Report 151 - Employee Hour Distribution Monthly View](https://technology.bytangram.com/space/TGKB/2473426945.md)
- [Report 115 - Holiday Calendar 12 Weeks](https://technology.bytangram.com/space/TGKB/2473754626.md)
- [Report 316 - Balance](https://technology.bytangram.com/space/TGKB/2476441601.md)
- [Report 318 - Group Balance With Dimensional Matrix](https://technology.bytangram.com/space/TGKB/2476900353.md)
- [Report 282 - Employee Profit Share](https://technology.bytangram.com/space/TGKB/2480570369.md)
- [Price Lists &#x26; Activities &#x3E; Expense Justification](https://technology.bytangram.com/space/TGKB/2483290115.md)
- [Report 343 - Expected Debtor Payments](https://technology.bytangram.com/space/TGKB/2485714945.md)
- [Report 345 - Expected Creditor Payments](https://technology.bytangram.com/space/TGKB/2485878785.md)
- [Report 314 - Statement of Accounts by Dimension, 12 Months](https://technology.bytangram.com/space/TGKB/2495053825.md)
- [Report 218  - Statement of Accounts](https://technology.bytangram.com/space/TGKB/2495414273.md)
- [Report 276 - Financial Statement with Percentages](https://technology.bytangram.com/space/TGKB/2499575809.md)
- [Report 303 - Work In Process (WIP) to Financial Reconciliation, Aged List (303)](https://technology.bytangram.com/space/TGKB/2499641345.md)
- [Report 167  - Work In Progress (WIP)](https://technology.bytangram.com/space/TGKB/2499739649.md)
- [Reports Hub - Recommended Reports](https://technology.bytangram.com/space/TGKB/2503933953.md)
- [Folders, Reports &#x26; Documents &#x3E; Financial Postings Report Setup (264)](https://technology.bytangram.com/space/TGKB/2515894273.md)
- [Report 229  - WIP Value Statement](https://technology.bytangram.com/space/TGKB/2531328001.md)
- [Creditor Invoices &#x3E; Intelligent Character Recognition (ICR)](https://technology.bytangram.com/space/TGKB/3126788097.md)
- [Tasks &#x3E; AI-Driven Project Schedule Generation](https://technology.bytangram.com/space/TGKB/3126886401.md)

---
Generated: 2026-09-21T06:54:24.360Z