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Deltek WorkBook

Deltek WorkBook brings creative agency projects, resource capacity, task time, billing and financial reporting into a cloud platform for agency operations and finance teams.

By Deltek

deltek.com

Access & availability

API operations and access

Supported · check conditionsBuilt in
What you can do
  • Read and write supported objects within documented service and permission limits.
More details & conditions: API operations and access
Conditions
  • In WorkBook14.0, login-enabled employees can create personal API keys with their existing permissions, but portal/contact users cannot. Keys expire within 3 months. Dedicated API-Only users remain preferred for integrations; administrator endpoints require appropriate administrator access.

Overview

Kanban and calendar views link tasks to time entry. Capacity planning and utilization views support staffing, while project dashboards show costs, income, billing and work in progress across agency jobs. WorkBook combines delivery with agency financial processes, including cost tracking, invoicing and WIP adjustments. It is an agency operations platform; confirm required modules, user roles, implementation and support fees with Deltek before committing.
More product details

Product

Documentation
help.deltek.com/product/workbook
License Model
Proprietary
Release Notes Url
help.deltek.com/product/workbook/releasenotes/ReleaseNotes_141CU02.html
Solution Kind
Application
Version
14.1 CU02

Who it is for

Organization Types
  • Business
Use Cases
  • Agency operations
  • Resource planning
  • Project billing

Vendor · Deltek

Website Url
deltek.com

Before you choose

Check before choosing

  • WorkBook combines delivery with agency financial processes, including cost tracking, invoicing and WIP adjustments. It is an agency operations platform; confirm required modules, user roles, implementation and support fees with Deltek before committing.

Features

Professional Services Automation

Explore category

Project Time Tracking

Full supportBuilt in
What you can do
  • Record project time through timesheets.

Resource Management

Full supportBuilt in
What you can do
  • Allocate people to projects using availability and capacity.

Project Tracking

Full supportBuilt in
What you can do
  • Monitor project costs and delivery performance.

Billing & Invoicing

Full supportBuilt in
What you can do
  • Create invoices from project delivery and billing data.

Workflow details

Planning
  • Kanban
  • Resource planning
Constraints
  • Capacity
  • Budgets
  • Competing assignments
Not confirmed (3)
Measurement
Not confirmed
Granularity
Not confirmed
Workflow boundary and exception handling
Not confirmed

Project Management

Explore category

Resource Management

Full supportBuilt in
What you can do
  • Allocate people to projects using availability and capacity.

Workflow details

Planning
  • Kanban
  • Resource planning
Work Views
  • Kanban
  • Calendar
Constraints
  • Capacity
  • Budgets
  • Competing assignments
Project Financials
  • Costs
  • Billable time
  • Invoices
  • Work in progress
Not confirmed (3)
Measurement
Not confirmed
Granularity
Not confirmed
Workflow boundary and exception handling
Not confirmed

Project Tracking

Explore category

Project Time Tracking

Full supportBuilt in
What you can do
  • Record project time through timesheets.

Workflow details

Planning
  • Kanban
  • Resource planning
Work Views
  • Kanban
  • Calendar
Constraints
  • Capacity
  • Budgets
  • Competing assignments
Project Financials
  • Costs
  • Billable time
  • Invoices
  • Work in progress
Not confirmed (3)
Measurement
Not confirmed
Granularity
Not confirmed
Workflow boundary and exception handling
Not confirmed

Pricing

Deltek WorkBook

Contact vendor

Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    WorkBook combines delivery with agency financial processes, including cost tracking, invoicing and WIP adjustments. It is an agency operations platform; confirm required modules, user roles, implementation and support fees with Deltek before committing.

Technical details

AI

AI usage conditions
Usage conditions
  • WorkBook Dela AI features require administrator enablement and the user’s relevant permissions. Schedule Assistant is disabled by default and creates a preview; the user loads the schedule, with a start date of today or later. ICR accepts PDF/JPEG/PNG invoices and credit notes, creating creditor invoice headers/lines and attaching originals. A matching unblocked creditor must exist; otherwise no invoice is created. Extraction errors can fall back to a header plus attachment with a finance notification. Existing invoice workflows remain; public release notes do not establish a universal AI fee, quota or model retention period.
Action Permissions
  • Action
    Generate a schedule preview that an authorized user explicitly loads.
Human Approval
  • Selected actions
Input Modalities
  • Text
  • Image
Output Modalities
  • Structured data
Use Cases
  • Invoice data extraction
  • Schedule generation

Deployment

Delivery Models
  • Cloud (SaaS)

API

Documentation
workbookapi.deltek.com
Protocols
  • REST

Data

Export Formats
  • CSV
  • Excel workbook
Import Formats
  • PDF
  • JPEG
  • PNG

Security

Access Models
  • Role based
SSO Protocols
  • SAML

Updates

  1. Jan 13, 2026

    14.0 CU01

    This release documents WorkBook 14.0 features, including personal API keys and opt-in Dela AI scheduling and invoice recognition. Individual features retain their setup and permission requirements.

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