Deltek WorkBook

Deltek WorkBook is a cloud-based agency management platform that combines project management, resource planning, and financial management. It is designed for marketing, advertising, and creative agencies, from independent shops to global networks. Dashboards show active projects, and the platform includes more than 300 built-in reports. Teams can organize tasks with Kanban boards and calendar views, with tasks linked directly to time entry. WorkBook supports capacity planning and forecasting, with Dela’s AI Schedule Assistant for staffing decisions. Financial tools include invoice and purchase order reconciliation, mobile expense capture, and automatic posting of costs to clients or projects. Its latest release includes Ask Dela, described by Deltek as an AI orchestrator for AI-powered scheduling and smarter automation. WorkBook offers an API and integrations marketplace and connects with accounting platforms and project management systems. It is available on the web and through iOS and Android apps. Deltek directs prospective customers to request a demo; the product page does not list a price. Support options include a Support Center, professional services, customer support plans, and learning materials.

WorkBook brings agency project, resource, and financial workflows into one cloud platform. Agencies considering it will need to request a demo and confirm which support plan fits their needs.

WorkBook suits marketing, advertising, and creative agencies that need project, staffing, and financial management tools. It is designed for agencies of varied sizes, from independent shops to global networks.

Deltek WorkBook is a cloud-based agency management platform that brings project, resource, and financial management together. It is best suited to marketing, advertising, and creative agencies that need to coordinate delivery and finances across teams. Its broad workflow coverage is compelling, but custom pricing and a demo-led buying process make it a considered purchase rather than a quick choice.

Overview

WorkBook connects project work to staffing and financial operations, rather than treating project management as a stand-alone tool. Tasks can flow into time entry, while expenses and costs can be tied to clients or projects. That integration should matter most to agencies that want a shared view of delivery and its financial consequences; teams seeking only task boards may find the platform broader than they need.

Dashboards cover active projects, and more than 300 built-in reports give managers a substantial reporting foundation. The breadth is a strength for agencies overseeing many engagements, though the value depends on whether those reports address the questions a particular team needs to answer.

Key features

Project work and reporting

Kanban boards and calendar views give teams different ways to organize tasks. Because tasks link directly to time entry, WorkBook can connect planned work with recorded effort instead of leaving timesheets detached from project activity. The dashboards and report library add visibility for managers tracking active work.

Resource planning and AI

Capacity planning and forecasting help agencies consider staffing needs across projects. Dela’s AI Schedule Assistant supports staffing decisions, while Ask Dela is described as an AI orchestrator for scheduling and automation. These capabilities are relevant to firms balancing competing assignments, but they do not remove the need to assess fit with an agency’s own planning process.

Financial workflows and integrations

WorkBook supports invoice and purchase order reconciliation, mobile expense capture, and automatic posting of costs to clients or projects. Its API and integrations marketplace connect with accounting platforms and project management systems, giving agencies options to fit it into a broader software setup. Deltek also describes continuous data protection and round-the-clock cloud monitoring; customers should confirm the support coverage associated with their plan, since coverage varies.

Pricing

Deltek WorkBook: custom pricing. The product page directs prospective customers to request a demo and does not publish a price. There is no published seat count, quota, trial length, or renewal term to compare, so agencies should request pricing for their intended team size and confirm the support plan and its coverage before committing. The absence of a self-serve price makes initial budget comparisons harder.

Platforms

WorkBook is available on web, iOS, and Android, and offers an API. Deltek’s mobile app supports iOS 10.0 or higher and Android 7.0 or higher, with mobile expense capture among its financial capabilities.

Who it's for

WorkBook is aimed at marketing, advertising, and creative agencies, from independent shops to global networks. It is the stronger fit for firms that want project delivery, resource forecasting, time tracking, and financial workflows connected in one platform. A team that needs only lightweight task coordination, or that requires a clearly published price before engaging a vendor, should compare other options.

Pros and cons

• Pros: Project tasks link directly to time entry, helping connect work planning with recorded time.
• Pros: Capacity planning, forecasting, and AI-assisted scheduling address staffing needs alongside project execution.
• Pros: Reconciliation, expense capture, and automatic cost posting bring financial operations into the agency workflow.
• Cons: Custom pricing and a demo request make costs harder to assess at the outset.
• Cons: Support coverage varies by plan, so buyers need to evaluate plan terms as part of the purchase.

Alternatives

For a different capacity-planning option, consider Capacity Planning Software. NETVIBES may suit readers who want a paid product with a free plan and free trial. Acumatica Product Configurator is another paid option with pricing tailored to applications, usage, resources, and deployment preferences.

Amazon Connect is a paid option with a free trial and a listed messaging plan billed per contact. Mosaic has a free plan that includes task and portfolio management, time tracking, project and resource planning, mobile apps, and three free projects. Verint Workforce Management is another paid workforce-management option with pricing by sales contact.

Workday Adaptive Planning offers a 30-day free trial and is available across a wider range of listed platforms, including macOS and Windows. Deltek Maconomy is Deltek’s enterprise ERP option for professional services firms, with pricing by demo request. Kantata is a paid professional services automation alternative with pricing tailored to company size, goals, and team needs.

Verdict

Agencies that need project management, staffing forecasts, time tracking, and financial workflows to work together should put Deltek WorkBook on their shortlist. Its integrated scope is the main reason to choose it; custom pricing and plan-dependent support are the main reasons to look elsewhere if upfront cost clarity or predictable support terms are priorities.