Deltek WorkBook

Deltek WorkBook is a cloud agency-management platform that combines project delivery, staffing, and financial administration. It suits marketing, advertising, and creative agencies ranging from independent shops to global networks. The broad scope is its central advantage, while request-based pricing makes it a considered purchase.

Overview

WorkBook connects project activity with resource decisions and financial operations instead of isolating task management in a separate system. Teams can link tasks to time entry, capture expenses on mobile, and post costs automatically to clients or projects. That connected workflow is valuable when managers need to see delivery and its financial effect together; it is less compelling for a small team that only needs a simple task board.

Project dashboards cover active engagements, and more than 300 built-in reports provide a substantial starting point for operational and financial visibility. The quantity gives larger agencies room to answer varied management questions, although each organization will still need to determine whether the available reports fit its processes.

Key features

Tasks, time, and reporting

Kanban boards and calendar views support different ways to organize work. Direct task-linked time entry keeps recorded effort associated with the work being performed, which is more useful for project oversight and billing control than disconnected timesheets. Dashboards and the report library extend visibility across active projects.

Resource planning and AI

Capacity planning and forecasting help agencies compare expected demand with available people. Dela’s AI Schedule Assistant is intended to support staffing decisions, while the latest release adds Ask Dela, described by Deltek as an AI orchestrator for scheduling and automation. These tools are most relevant to agencies regularly balancing competing project needs; teams with little staffing complexity may gain less from them.

Financial operations

WorkBook handles invoice and purchase-order reconciliation, captures expenses through its mobile app, and automatically posts costs to clients or projects. Those links can reduce the separation between project administration and finance, particularly where client-level cost attribution matters.

Integrations, security, and support

An API and integrations marketplace connect WorkBook with accounting platforms and project-management systems, giving organizations a route to fit it into an existing stack. Deltek describes continuous data-protection safeguards, 24x7x365 cloud protection, and teams monitoring and responding to threats. Customer help includes a Support Center, professional services, customer support plans with varying coverage, global consultants, and self-paced material in the Deltek Learning Hub. Deltek also directs customers to its Trust Center for security, privacy, and compliance information.

Pricing

WorkBook uses paid, custom pricing. The product page directs prospective customers to request a demo and does not publish a subscription figure, seat allowance, trial period, or renewal terms. Buyers should therefore obtain a quote and confirm what is included in the chosen support coverage before committing. The single listed plan, Deltek WorkBook, is likewise priced on request, so there is no cheaper published tier to evaluate against the full platform.

Platforms

WorkBook is available on web, iOS, Android, and through an API. Deltek’s mobile documentation supports iOS 10.0 or higher and Android 7.0 or higher. The combination suits distributed agency teams that need browser access, mobile expense capture, and integration options.

Who it's for

WorkBook is aimed at marketing, advertising, and creative agencies of all sizes, from independent firms to global networks. It is a strong fit when project management, capacity planning, time, expenses, and client-facing financial control need to share one platform. Agencies seeking only lightweight task tracking, or those that require immediately transparent self-serve pricing, should look elsewhere.

Pros and cons

Pros

• Connected agency workflows: tasks, time, expenses, and project costs can stay tied together.
• Deep reporting base: dashboards and more than 300 built-in reports support oversight across active projects.
• Planning assistance: capacity forecasting, Dela’s scheduling assistant, and Ask Dela address staffing and automation.
• Integration and mobile reach: web, iOS, Android, API access, and an integrations marketplace support varied operating environments.

Cons

• Custom-cost buying process: no published price, trial length, or plan limits makes early comparison difficult.
• Potentially broad scope: organizations wanting only task management may be paying for capabilities they will not use.
• Support varies by plan: coverage must be clarified during the sales process.

Alternatives

For a wider shortlist of capacity tools, see Capacity Planning Software.

• frePPLe is a free, open-source-oriented option with Community, Cloud, and Cloud PLUS offerings; choose it when capacity scenarios and self-hosting matter more than WorkBook’s agency-finance combination.
• SAVIOM is a paid resource-planning product with Power and Lite licenses; consider it when schedule editing, reporting, and authority assignment are the priority.
• Turnella offers a free Core plan, making it a candidate for teams wanting no-cost web task and planning access.
• NETVIBES is a paid platform with a free option and an Enterprise Data Science plan; evaluate it when portfolio-oriented roles are central.
• Acumatica Product Configurator uses tailored pricing; choose it for a configuration-focused deployment.
• Mosaic offers a free Starter plan with task, portfolio, time, and resource planning plus mobile apps; it suits teams wanting a lower-commitment starting point.
• Planisware Orchestra provides SaaS subscriptions priced on request and may suit organizations evaluating enterprise orchestration.
• Verint Workforce Management is a paid workforce-management platform with pricing on request; consider it for a broader workforce-management focus.

Verdict

Choose Deltek WorkBook when an agency needs project tracking, staffing, time, expenses, and financial administration connected in one cloud service. Its reporting depth and agency-oriented workflow coverage are the main reasons to shortlist it. Look elsewhere if you need a simple project tool or transparent, self-serve pricing before speaking with sales.