Integrations · Accounting
ControlBoard and Deltek
ControlBoard® reads projects, firms, contacts and employees from Deltek, so the field schedule runs on the projects your project accounting already holds. Firms arrive as customers with their contacts, projects arrive as jobs, and employees arrive ready to schedule. Deltek stays the system of record.
What flows where
Your system keeps the money. ControlBoard runs the work.
Read on a schedule and whenever an administrator asks.
Deltek
The ledger, billing, payroll and the records themselves. Deltek stays the system of record.
Into ControlBoard
- Projects as jobs
- Firms as customers
- Contacts
- Employees as people
ControlBoard®
Schedules the labor and equipment, tells the field, collects the hours and keeps job cost and the forecast live.
Getting connected
Give ControlBoard a Deltek API user that can read projects, firms, contacts and employees.
Review the first match against the jobs and people you already have.
Let the scheduled read keep the lists in step.
Common questions
Can we keep our Deltek organizations apart in ControlBoard?
Yes. Divisions in ControlBoard let each part of the company see and schedule its own work, with leadership seeing all of it.
Does ControlBoard write to Deltek?
No. ControlBoard reads from Deltek; time and cost stay where your accountants keep them.