Deltek WorkBook Reviews, Demo & Pricing

Name: Deltek WorkBook
Rating: 3.7 (3 reviews)

Last Updated Jul 16, 2026

Overview

Is your agency facing growth challenges that complicate project management and client interactions? Deltek WorkBook offers client collaboration and real-time project visibility to address these issues. It simplifies operations and improves client relationships, helping agencies overcome growth obstacles. Explore Deltek WorkBook features to learn how they can enhance your workflows.

Overall Rating

Based on 3 users reviews

3.7

All Reviews

Rating Distribution

Positive

67%

Neutral

33%

Negative

Starting Price

Custom Pricing

Product Snapshot

Deltek WorkBook Specifications

Time Tracking
Task Management
Reporting
Budget Management
Resource Allocation
Employee Management
Mobile App
Project Templates
Project Scheduling
Dashboard

View All Specifications

What Is Deltek WorkBook?

Overview

Deltek WorkBook is a cloud-based agency management system for agencies and in-house teams. It offers a comprehensive suite of solutions to manage people, projects, and finances from a unified platform. The software provides better control, insight, and visibility in real time. It also helps agencies achieve digital transformation, streamline a distributed workforce, and build the foundation for organizational maturity and growth.

What Is Deltek WorkBook Best For?

Deltek WorkBook is known for its exceptional customer support team, offering quick and efficient responses that elevate customer satisfaction. The team's extensive technical expertise and experience enable them to provide tailored support to meet each customer's unique needs. Moreover, the software is also recognized for its resource transparency features, which help businesses forecast their team’s capacity weeks or months in advance.

Deltek WorkBook Pricing

The vendor offers the following four packages:

Projects
Projects + CRM
Projects + Finance
Full Suite

However, the cost of each plan depends on your organization’s size, type, and needs. Get a personalized Deltek Workbook pricing quote tailored to your company’s requirements.

Deltek WorkBook Integrations

The software offers true API integrations with Deltek ConceptShare and FreeWheel’s Strata applications to streamline organizational operations and data exchange. Furthermore, Deltek integrates with the various third-party apps from its Marketplace, including:

Vector Solutions
NeoSystems
Vena Solutions
Midnite Dynamics

How Does Deltek WorkBook Work?

Here's how you can navigate the dashboard and make use of the software's features:

Login to Deltek Workbook software using your credentials
Set up projects or tasks within the software, allocating them to the relevant team members
Start tracking work hours using the integrated timer or manual entry
Implement expense tracking to capture and manage project-related expenses
Assign resources to projects and tasks, optimizing team workload
Input client information and details to streamline client interactions and project billing
Utilize the document management feature to store and organize project-related documents
Use reporting tools to gain insights into project progress, time utilization, and financial aspects

Schedule a free Deltek WorkBook demo to explore how the platform can enhance your agency's capabilities.

Who Is Deltek WorkBook For?

The software is used by organizations off all sizes in the following project-based industries and sectors:

Advertising
Marketing
Energy
Consulting
Nonprofit
Government contracting
Construction
Aerospace and Defense

Is Deltek WorkBook Right For You?

Are you seeking a comprehensive agency management system that streamlines projects, people, and finances seamlessly from start to finish? Deltek WorkBook could be the ideal solution for your needs. Trusted by renowned clients like Ogilvy, McCann, and Wunderman Thompson, this software offers both security and scalability, providing you with the confidence to grow your business confidently.

Still have any queries about Deltek WorkBook software? Call us at (661) 384 7070, and our customer support team will address all your concerns to help you make an informed decision.

Deltek WorkBook Features

Task And Time Management

With flexible task management features such as Kanban boards and seamless calendar integration, you can efficiently organize and prioritize your HR management contact tasks, ensuring that nothing falls through the cracks. Integrating task management and time entry simplifies your workday, providing more time to concentrate on the creative process rather than cumbersome administrative tasks.

See How It Works

Client Collaboration

This feature fortifies your client relationships by offering unparalleled transparency. It provides clients and brand managers access to a dedicated client portal, ensuring they remain well-informed about project progress, task updates, and project timelines.

See How It Works

Resource Transparency

WorkBook by Deltek lets you make strategic staffing decisions by forecasting your team’s capacity in weeks or months. You can identify when it would be smarter to bring in freelance or begin the hiring process, avoid employee burnout, and balance workload to protect your most valuable asset.

See How It Works

Project Performance

The software seamlessly integrates agency operations, offering end-to-end visibility in real-time throughout every phase of your projects. It provides precise and actionable insights that enable you to make informed decisions and steer your projects in the right direction.

See How It Works

Pros And Cons of Deltek WorkBook

A quick look at Deltek WorkBook 's strengths and weaknesses to
help you decide if it's the right fit

Pros

Streamlines agency management
Real-time project visibility for efficient workflows
Excellent customer support services
Efficient task and time management
Enhanced client collaboration

Cons

Initial setup complexity, according to some user reviews
Potential information overload for new users

Deltek WorkBook Pricing

An overview of Deltek WorkBook pricing plans to help you
choose the best option for your team and budget.

Projects	Projects + CRM	Projects + Finance	Full Suite

Estimates, SOWs & Briefs Project Planning & Scheduling Task Management Utilization & Capacity Forecasting Invoicing, Billing & POs Automated Approval Workflows Profitability Reporting Manage Multi-Companies & Multi-Currencies	Projects features, plus Opportunity Forecasting Client Revenue & Profitability Reporting	Projects features, plus Net Revenue and Cash Flow Forecasting Revenue Recognition WIP, AR & AP Management Financial Reporting	Projects + Finance features, plus Opportunity Forecasting Client Revenue & Profitability Reporting

Disclaimer: The pricing details were last updated on Aug 21, 2026 from the vendor's website. Please contact us for a tailored pricing list.

Deltek WorkBook Reviews

Insights from real users on Deltek WorkBook ’s features,
performance, and overall experience.

Total 3 reviews

3.7

All reviews are from verified customers

Rating Distribution

Stars

67%

Stars

33%

Stars

Share your experience

Anonymous

Not Specified, 11-50 employees

Less than a year

4.0

April 2024

“Good but some flaws”

Pros

The software's data management, timeline, and project setup features are all useful and greatly assist in managing my day.

Cons

The software offers an extensive range of functionality, which can sometimes overwhelm users and lead to confusion about its intended purpose.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Oliver

Finance, 500+ employees

Less than a year

4.0

February 2023

“A lot of features”

Pros

This software offers a comprehensive set of features for project management.

Cons

There is a significant learning curve, and it can take some time to onboard new users.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Dan

Marketing, Advertising, 1-10 employees

Less than a year

3.0

May 2021

“Good but you need a lot of training”

Pros

Workbook does it all, from managing expenses to handling time-off requests, time sheets, and resource allocation. It truly handles everything seamlessly.

Cons

It is time-consuming to learn. We dedicated weeks to training and implementation. Mastering it is not the easiest task, as there are numerous settings to adjust, making it less user-friendly for larger offices.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

View All 3 Reviews

Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

Does Deltek WorkBook software offer an API?

Yes, Deltek WorkBook agency management software offers an API.

What language does Deltek WorkBook software support?

Deltek WorkBook software supports English, French, Dutch, and Swedish languages.

What other apps does Deltek WorkBook software integrate with?

Deltek WorkBook supports integration with FreeWheel’s Strata and Deltek ConceptShare. Moreover, it integrates with a variety of apps from its Marketplace.

Does Deltek WorkBook software support mobile devices?

Yes, Deltek WorkbBook supports Android and iOS devices.

What types of pricing plans does Deltek WorkBook software offer?

Deltek WorkBook offers fours customizable and flexible pricing plans. Get a custom Deltek pricing quote tailored to your organization’s needs.

Overview

Overall Rating

Rating Distribution

Starting Price

Custom Pricing

Product Snapshot

Deltek WorkBook Specifications