Deltek WorkBook
Cloud agency management for projects, resources, and finances.
At a glance
- Editor scoreNot yet scored
- PricingPricing on request
- Best forAgencies wanting reporting-heavy PSA software
- Resource planningYes
- Facts checked20 Sep 2026
Where it wins
- 300+ built-in reports across project dashboards
- Capacity planning, forecasting, profitability, and margin reporting
- Web, mobile, API, and AI-assisted scheduling support
Where it doesn't
- Pricing is handled through contact sales
- Its breadth may exceed the needs of narrowly focused agencies
- Proprietary software with no open-source deployment option
Our verdict on Deltek WorkBook
Deltek WorkBook is a cloud-based agency management platform for marketing, advertising, and creative agencies. It brings project management, resource planning, time management, financial management, billing, reporting, and forecasting into one system. Teams can use Kanban boards and calendar views to manage work, link time entries to tasks, capture billable hours, record mobile expenses, create invoices, and monitor project profitability. It is aimed at agencies ranging from independent shops to global networks.
WorkBook uses a contact-sales pricing model. The published commercial approach centers on requesting a demo rather than selecting a publicly stated plan. That makes the buying process more consultative and gives larger agencies a path to discuss their operational requirements before choosing the product. Buyers should evaluate how the proposed package covers reporting, resource planning, time tracking, project financials, billing, and integrations.
Reporting and financial control are the product's clearest strengths. Project dashboards include more than 300 built-in reports, while capacity planning, utilization reporting, profitability analysis, margin tracking, expenses, invoicing, and forecasting cover the operational and financial sides of agency work. API-based integrations connect WorkBook with accounting platforms, project management systems, and Deltek Unionpoint, and Dela adds AI-assisted scheduling. Agencies that need a broad PSA system with substantial reporting and resource visibility should consider WorkBook. Smaller teams seeking only task tracking or a simple time tracker may prefer a narrower tool.
Deltek WorkBook pricing
Deltek WorkBook fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Resource planning | Yes |
| Utilization reporting | Yes |
| Project financials | Yes |
| Time tracking | Yes |
| Billing and invoicing | Yes |
| Client portal | Not verified |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SSO/SAML |
| Support | Community, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: Accounting platforms, Project management systems, API integrations, Deltek Unionpoint |
| Pricing | Pricing on request |
| Website | deltek.com |
| Facts checked | 20 Sep 2026 |
Deltek WorkBook integrations
Deltek WorkBook lists 4 integrations on its own site.
- Accounting platforms
- Project management systems
- API integrations
- Deltek Unionpoint
Alternatives to Deltek WorkBook
- AcceloA full-cycle PSA platform for firms managing delivery, utilization, billing, and client work.—
- ProductiveA broad PSA suite for agencies that need planning, profitability, and automation.5.7
- ScoroScoro brings project delivery, resource planning, time, sales, and finance into one platform.5.7
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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