Deltek WorkBook

Deltek WorkBook

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Score 8.3 out of 100
Deltek WorkBook


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What is Deltek WorkBook?

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…

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  • $19 per monthRequired
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  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Details

What is Deltek WorkBook?

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 modular pricing to fit a company’s needs. The vendor aims to help companies reduce redundant administrative processes and give an international agency a complete view of the business.

Deltek WorkBook Features

Project Management Features

  • Supported: Task Management
  • Supported: Resource Management
  • Supported: Gantt Charts
  • Supported: Scheduling
  • Supported: Workflow Automation
  • Supported: Team Collaboration
  • Supported: Support for Agile Methodology
  • Supported: Support for Waterfall Methodology
  • Supported: Document Management
  • Supported: Email integration
  • Supported: Mobile Access
  • Supported: Timesheet Tracking
  • Supported: Change request and Case Management
  • Supported: Budget and Expense Management

Professional Services Automation Features

  • Supported: Quotes/estimates
  • Supported: Invoicing
  • Supported: Project & financial reporting
  • Supported: Integration with accounting software

Additional Features

  • Supported: CRM
  • Supported: Scrum

Deltek WorkBook Screenshots

TasksWeekly SchedulesGantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.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.Capacity Chart – Make strategic resourcing decisions with greater visibility to resources availability and forecasted capacity.Inbox Conversations with File and Time – Centralize communication by sharing files and feedback within the task or project itself.Job List KPI – Take proactive action to avoid over-servicing and control costs with real-time visibility into project progress.Pipeline Forecast – Know what business to pursue and when with precise pipeline health data.

Deltek WorkBook Competitors

Deltek WorkBook Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS
Supported CountriesGlobal
Supported LanguagesEnglish


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Frequently Asked Questions

What is Deltek WorkBook's best feature?

Reviewers rate Timesheet Tracking and Integration with accounting software highest, with a score of 9.9.

Who uses Deltek WorkBook?

The most common users of Deltek WorkBook are from Mid-sized Companies (51-1,000 employees) and the Entertainment industry.

Reviews and Ratings




(1-3 of 3)
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Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Deltek WorkBook as our company's ERP software, meaning that it is our accounting system, time & expense management, CRM and budgeting. It is used across the whole company, with some users having greater access to financials, etc. It allows us to track our time and expense on a job by job basis, so we're able to have accurate job profitability numbers in live time.
  • Time & Expense
  • Job Profitability Tracking
  • CRM
  • User Interface
The knowledge base in the organization of data is great! It is a little clunky and the user interface isn't great.
Great implementation support, but haven't had many questions since.
Christopher Fritz | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
WorkBook is being used across the whole organization and is being used as our main time tracking, booking, expense, billing portal, etc. It's a great tool for accountants and project managers as they can focus on a tool that can do a lot of things that usually would take a lot of different applications to accomplish.
  • You have a lot of business critical features in one application.
  • You can work in projects and register hours.
  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Frants E. Moraitis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Review Source
As a full ERP system with CRM, project management, finance and communication on projects
  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
  • Lot of options - Demands training of the users before they can use if fully
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