Deltek WorkBook
Deltek WorkBook is a cloud-based agency management platform combining project management, resource planning, and financial management.
What Deltek WorkBook is
Deltek WorkBook is a cloud-based agency management platform combining project management, resource planning, and financial management. It is designed for marketing, advertising, and creative agencies ranging from independent shops to global networks. Dashboards cover active projects, and more than 300 built-in reports support project reporting. Teams can organize work with Kanban boards and calendar views, with tasks linked directly to time entry. Capacity planning and forecasting support staffing, alongside Dela’s AI Schedule Assistant. Financial tools include invoice and purchase-order reconciliation, mobile expense capture, and automatic posting of costs to clients or projects. The latest release includes Ask Dela, described by Deltek as an AI orchestrator for scheduling and automation. WorkBook offers an API, an integrations marketplace, and connections to accounting and project-management systems. It is available on the web, iOS, Android, and through its API. Deltek provides support resources and directs prospects to request a demo; pricing is on request.
Good
- Combines project, resource, and financial management
- More than 300 built-in reports
- Kanban and calendar task views
- Capacity planning and forecasting
- iOS, Android, web, and API access
Watch out
- Pricing is available only on request
- Support coverage varies by plan
- Mobile app requires iOS 10+ or Android 7+
Who it suits
WorkBook suits marketing, advertising, and creative agencies of any size that need project, staffing, and financial management together. It also fits teams using web, mobile, or API access.
Verdict
Deltek WorkBook connects agency delivery, staffing, time, and financial processes in one cloud platform. Prospective customers must request a demo to obtain pricing and evaluate support coverage.
Plans and prices
From Deltek WorkBook's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Deltek WorkBook | Priced on request | Pricing not listed on the product page; request a demo |
The facts
Each one read from Deltek WorkBook's own pages, with the date it was checked.
What it does
- AI
- The latest WorkBook release includes Ask Dela, which Deltek describes as its AI orchestrator for AI-powered scheduling and smarter automation.checked 5 Oct 2026
- AI assistance
- The product page describes Dela AI assistance, including AI-assisted scheduling and the Ask Dela AI orchestrator.checked 12 Oct 2026
- Compliance information
- Deltek says its products are designed with compliance in mind and directs customers to its Trust Center for security, privacy, and compliance information.checked 12 Oct 2026
- Financial management
- The product supports invoice and purchase order reconciliation, expense capture through its mobile app, and automatic cost posting to clients or projects.checked 12 Oct 2026
- Integrations
- WorkBook connects with accounting platforms and project management systems and offers an API and integrations marketplace.checked 12 Oct 2026
- Intended users
- WorkBook is designed for marketing, advertising, and creative agencies of all sizes, from global networks to independent shops.checked 5 Oct 2026
- Pricing
- The WorkBook product page directs prospective customers to request a demo and does not state a price.checked 5 Oct 2026
- Product
- Deltek WorkBook is a cloud-based agency management platform combining project management, resource planning, and financial management.checked 5 Oct 2026
- Project reporting
- Project dashboards include more than 300 built-in reports.checked 12 Oct 2026
- Security
- Deltek says its cloud is protected 24x7x365 and that it uses monitoring capabilities and safeguards for continuous data protection.checked 12 Oct 2026
- Support
- Deltek provides a Support Center, professional services, and customer support plans; support coverage varies by plan.checked 5 Oct 2026
- Support and learning
- Deltek lists customer care and global consultants, plus self-paced learning materials on the Deltek Learning Hub.checked 12 Oct 2026
- Tasks and time
- Teams can manage work with Kanban boards and calendar views, and tasks link directly to time entry.checked 12 Oct 2026
- Time tracking
- Yeschecked 20 Sep 2026
- What it does
- WorkBook is a cloud-based agency management platform combining project management, resource planning, and financial management.checked 12 Oct 2026
- Who it serves
- It is designed for marketing, advertising, and creative agencies of all sizes, from global networks to independent shops.checked 12 Oct 2026
The company
- Company history
- Deltek says it was founded in 1983 by Don deLaski.checked 12 Oct 2026
Where it runs
- Mobile platforms
- Deltek’s help documentation says the mobile app supports iOS 10.0 or higher and Android 7.0 or higher.checked 5 Oct 2026
Money
- Resource planning
- WorkBook shows capacity weeks or months ahead and includes an AI Schedule Assistant for staffing decisions.checked 12 Oct 2026
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