Deltek WorkBook 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Deltek WorkBook

4.1

(48)

Pricing

Starting at $27.00 per month

About Deltek WorkBook

Deltek WorkBook is a cloud-based agency management system that provides a way to manage resources, schedule jobs and record time. With this system, organizations can manage projects, control budget, store documents and more.

Deltek WorkBook is built specifically for advertising agencies, marketing agencies, and graphic design firms. The system schedules work and tracks performance while capturing time in just one click. Teams can centralize their communications by sharing files and feedback within a task or project itself, while budgeting features allow users to monitor profitability and control costs in real-time. WorkBook also allows an agency's customers to enter requests and see the progress of their project through the client portal.

Deltek WorkBook Screenshots

Deltek WorkBook Pricing and Plans

Starting price: $27.00 per month

Free Trial

Free Version

Basic

$27.00

per feature, per month

No plan information available

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Deltek WorkBook Features

Popular features found in Project Management
Billing & Invoicing
Budget Management
Document Management
File Sharing
Gantt/Timeline View
Issue Management
Kanban Board
Milestone Tracking
Multiple Projects
Prioritization
Resource Management
Time & Expense Tracking
More features of Deltek WorkBook
Accounting
Activity Tracking
Agile Methodologies
Alerts/Notifications
API
Campaign Management
Capacity Management
Client Portal
Collaboration Tools
Commenting/Notes
Cost-to-Completion Tracking
CRM
Dashboard
Data Import/Export
Data Synchronization
Data Transformation
Data Visualization
Drag & Drop
Financial Management
HR Management
Idea Management
Invoice Management
Monitoring
Percent-Complete Tracking
Portfolio Management
Progress Tracking
Projections
Project Management
Project Planning
Project Planning/Scheduling
Purchase Order Management
Reporting/Project Tracking
Reporting & Statistics
Resource Scheduling
Scheduling
Skills Tracking
Task Management
Task Planning
Task Progress Tracking
Timesheet Management
Time Tracking
To-Do List
Traditional Methodologies
Visualization

Deltek WorkBook Integrations

Google Workspace

Dropbox Business

OneDrive

ActiveCampaign

Dynamics 365

Google Drive

Deltek WorkBook User Reviews

Overall Rating

4.1

Ratings Breakdown

38%

40%

19%

Secondary Ratings

Ease of Use

3.7

Value for money

3.7

Customer support

4.3

Functionality

3.6

Have you used Deltek WorkBook and would like to share your experience with others?

Fred P.

Verified reviewer

Design

11-50 employees

Used daily for less than 2 years

Review source

Reviewed March 2019

The right decision

Overall we are very pleased with the decision we made

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Multiple functionality is streamlines a day-to-day workflow and allows us to analyse what’s going on from so many angles

Cons:

Learning to use this software took far too long and was not well administered. People teaching uscdidn’t seem to have a grasp on our business. No this happened a year or two before Deltek took over, I was not administered by them.

Verified

Reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 2 years

Review source

Reviewed April 2024

Good but some flaws

It’s really useful and helps manage the day but a recommendation would be to keep functionality limited to critical for each team so that users don’t become overwhelmed

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Data management, time line and project set up is all useful and makes managing my day easier

Cons:

There is an overly large amount of functionality that can sometimes confuse users to what the product should be doing

Hubert R.

Verified reviewer

Marketing and Advertising

5001-10000 employees

Used weekly for less than 2 years

Review source

Reviewed July 2019

Workbook: Project & Hours Tracking

Ultimately, the software was mostly used for tracking hours on tasks and assigning them to the right client. But it could get tedious depending on how many clients you have or if a client had subproject codes which necessitated using dozens of rows to track keep track of hours and billing. However, this would be more agency and client-specific issues. As a task and hour tracker, it gets the job done.

Ratings Breakdown

Ease of use

Functionality

Pros:

The program gives the ability to pin project codes for clients which means that if you have static clients you don't have to dig through codes week to week before beginning to insert hours. This removes a tedious part of hourly project tracking, unlike some other programs that require you to reinsert them week to week. The program also has a comment section that allows you to describe the tasks that were worked on, so it makes it easy to recall what exactly was being worked if you need to look back at your hours or track down projects.

Cons:

The navigability of the software can be confusing at times. Especially if you are mostly just using the program for work task tracking. Often, I would have messages that I wasn't sure how to get rid of or messages in the inbox making you think there was something urgent that needed to be taken care of but was really for just something from the previous week like clicking on a button to resubmit approvals or things of that nature.

martin c.

Used daily for more than 2 years

Review source

Reviewed June 2018

overall, very positive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

excellent resource planning and project management, good summary information for PMs. easy to use. HTML interface is much better than Silverlight now.

Cons:

a lot of the reports are unclear, where figures are derived from. There are too many of them to be of real use. It would be great if reports were tailored to company requirements as part of set up. As an engineering firm and not an agency, we feel that sometimes our core requirements are disregarded, or overlooked.

Oliver E.

Verified reviewer

Financial Services

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed February 2023

A lot of features

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This has a comprehensive list of features for project management.

Cons:

There is a lot to learn - onboarding can take a while.

Vendor Response

Oliver, we appreciate your business and are always happy to hear customer feedback. We're glad to know that you had a positive experience using WorkBook. Thank you for taking the time to share your thoughts with us.

Replied February 2023

Diana J.

Verified reviewer

Design

11-50 employees

Used daily for less than 2 years

Review source

Reviewed June 2020

The tool that best adapts to our needs, very difficult to implement

That the team is familiar with the infinity of options that it offers you is an impossible task, and although the consultants have been very friendly, we are not managing to integrate the tool into our daily life.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I looked for an ERP that could adapt to the needs of a service agency, and among a benchmark of more than 15 options we opted for a workbook for its price and proposal.

Cons:

Its implementation has been very complicated, so much so that we are not yet at an optimal point in the process and not very satisfied with this.

Reasons for choosing Deltek WorkBook

We thought it was the one that best suited our needs.

Anna B.

Verified reviewer

Design

11-50 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

Waiting for the promised UX / performance improvements

I still see the huge potential of this tool, but am not sure when in the future we will be able to realise the true potential

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

It is one central place for all data relating to managing projects, and has some good views in the JobsList and Costs tracking. It is also great to be able to tailor your view (to a point)

Cons:

There are so many bugs / performance issues throughout the system, which means we don't use it to the full extent. I cannot wait for the promised UX improvements to come to reality, but we are still waiting. There is so much great data in the system, but it is very difficult to get customised exports in one report so current analysis is still extreme admin heavy, downloading and collating multiple exports which is far from ideal.

Reasons for choosing Deltek WorkBook

It promised to do the work of 7 tools in one space

Veronick L.

Verified reviewer

Information Technology and Services

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed January 2020

Easy workload planification

Easy overall visibility on the workload of a team. Easy modifications to the planning daily.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Good visibility on the workload of the team and easy changes regarding assigned hours. Création of projects.

Cons:

Not easily adaptable to specific needs of a team, organisation. Problèm with our web server, Many delays during the day within the software. The interface could be improved for a better and more modern and fun user expérience.

Dan P.

Verified reviewer

Marketing and Advertising

Self-Employed

Used weekly for less than 12 months

Review source

Reviewed May 2021

Good but you need a lot of training

Overall once you get through the hiccups it's fine just takes a while.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Workbook does it all, from expenses to time-off requests to time sheets to resourcing. It really does everything at once.

Cons:

It takes a long time to learn. We spent weeks training on it then weeks implementing it. Not the easiest to master, a lot of settings to toggle that make it not the most user friendly for a big office.

Verified

Reviewer

51-200 employees

Used daily for less than 6 months

Review source

Reviewed March 2018

Can be complicated without training

Time tracking at work

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I enjoy how responsive the Workbook team is to assisting in custom builds to accommodate certain business structures

Cons:

The software isn't as user friendly as I'd like, and the system can be fairly confusing (and not particularly intuitive) if you haven't received proper training.

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