How to use the Deltek WorkBook’s iOS and Android App

• Time entry    
  • Calendar: When the app is opened, the calendar will show today’s day by default. Find the day you need by using the arrowheads or selecting a date in the calendar.
    1. Go to a particular month by swiping right or left on the calendar or use the shortcuts in the footer to move the selected day, one week at a time.
    2. When a date is selected, the time entry will show the records for that day. The date that is being displayed is indicated by a white circle and the current date will be shown by a faded circle when another day is selected in the same month.
• Absence    
  1. First, select what type of absence this is, then how long the absence is.
  2. Fill out the dates and enter a short description of the request.
• Add time entry    
  1. The search will find any records with the exact match.
  2. In the task list, filter tasks if they are due or active.
  3. When the record is found, tap to add it.
  4. Searching for jobs works generally the same as tasks; filter on tasks to register time more accurately
• Registering time 
  • When selecting a task or job, registering hours is available.
• Inbox
  • The Inbox will show all the user's messages, some of the functionality though will be limited. For example, notifications will redirect to the web version.
• Resources
  • The Resource directory is a list of employees in your company.
  • Tapping on an employee, will open their contact details. From here:    
    • call them directly,
    • email them using the email client on your device,
    • clicking on either Skype or the address will open up the respective app.
  • In the right corner there is a '+' menu. When tapping to Create conversation, the window will open up the conversation dialog from the web application. This allows starting a 1:1 conversation with another employee, calling on Skype or sending an Email.
  • In the directory, scroll quickly through the list by scrolling up and down on the letters on the right. Scrolling in the list itself will move the list one resource at a time.
• Photo share
  • In Photo share upload a photo to either a whiteboard, an expense entry or just to the receipt archive.
    • Choose which size the photo should be, either the original size, 25%, 10% or 50% of the original size and afterwards add a description.
• Upload expense entry
  • Upload expense entries straight from the phone to the Collaboration app to action in the web version. To do this allow the Deltek WorkBook app to access to to photos.
    1. The easiest way to do this is by first finding the photo (receipt) to upload.
    2. Click on the Share icon
    3. Then if the Collaboration icon isn't in your list, go to More
    4. Scroll through the list to find it. Drag the slider to show green
    5. Then click Done
  • When you click on the  '+' icon, there is the Post image dialog. 
    • The comment field is how the image is identified in the online version.
    • The size is how the image will be uploaded.
    • Lastly choose where in the web version this image should uploaded.