--- title: "Deltek WorkBook Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Deltek WorkBook Software - reviews, pricing plans, popular comparisons to other Project Accounting products and more." source_url: "https://www.capterra.com/p/237145/Deltek-WorkBook/" page_type: "product" language: "en" --- # Deltek WorkBook Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Deltek WorkBook ## What is Deltek WorkBook? Developed specifically for Agencies by Deltek, WorkBook works how you work. From daily tasks to the big picture; from the project team who live at the epicenter of the work to the management team charged with the overall success and growth of your agency, WorkBook offers a smart, intuitive web-based system for Financial and Resource Management Clarity. We designed WorkBook for agencies just like yours. ## What is Deltek WorkBook used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Task Management](https://www.capterra.com/task-management-software/)[Advertising Agency](https://www.capterra.com/advertising-agency-software/) Top alternative Featured Overall rating Based on 48 user reviews Reviews sentiment Positive 77% Neutral 19% Negative 4% Starting price $27 Per Feature, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Deltek WorkBook?[Manage this product listing](https://www.g2.com/products/deltek-workbook/claim_requests/new?auto=true) ## Deltek WorkBook Overview Updated September 2026 AI summary Deltek WorkBook delivers project management, resource planning, and financial tools for midsize and enterprise organizations needing unified oversight of projects and operations. Supporting project planning, time tracking, invoicing, budgeting, and document management, it offers options like Kanban boards, client portals, and integration with major platforms. Deployment is available via cloud or desktop for flexible access. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Deltek WorkBook 4.1 (48) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $27 Per Feature, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.7 (45) Ease Of Use 4.5 (2,688) Value For Money 3.7 (10) Value For Money 4.3 (1,975) Customer Service 4.3 (43) Customer Service 4.4 (2,129) ## Deltek WorkBook alternatives [4.6 (37)](https://www.capterra.com/p/132576/Screendragon/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Wrike](https://www.capterra.com/p/76113/Wrike/) [4.4 (3,040)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/76113/Wrike/) [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) [4.5 (3,552)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79104/Smartsheet/) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/113540/Bitrix24/) ## FAQs about Deltek WorkBook Overview ### Which roles and teams benefit most from Deltek WorkBook? Deltek WorkBook benefits agency leaders, finance teams, project managers, and account teams that need unified control over operations. Executives use it for business visibility and resource planning, while finance leaders manage budgeting, invoicing, and profitability. Project and client-facing teams rely on it to schedule work, track delivery, and coordinate campaigns. Answer based on 43 reviews Overview ### What company size and specific industries is Deltek WorkBook built for? Deltek WorkBook is designed for project-driven organizations, especially professional services agencies, that need CRM, project and resource management, and integrated accounting. It is best suited to service-based firms handling client projects and coordinated financial and operational workflows. Features and Usability ### What are the key features of Deltek WorkBook? Deltek WorkBook offers project management features like project planning, scheduling, Gantt/timeline view, Kanban board, and milestone tracking. It also includes time tracking, timesheet management, time & expense tracking, billing & invoicing, budget management, resource scheduling, reporting, document management, and client portal capabilities. Integrations ### Which third-party tools and platforms does Deltek WorkBook integrate with? Deltek WorkBook integrates with 6 third-party tools, including ActiveCampaign, Dropbox, Dynamics 365, Google Drive, Google Workspace, and OneDrive. These catalog integrations cover CRM, file storage, and productivity platforms, giving teams options for connecting client data, documents, and everyday workspace tools. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does Deltek WorkBook offer? Deltek WorkBook provides videos to help teams get started. Videos support self-paced learning and can be used to review product features, setup steps, and basic workflows at any time. Answer based on 4 reviews Getting Started and Support ### What customer support options does Deltek WorkBook offer? Deltek WorkBook provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. Users often describe the support team as responsive and helpful, especially during implementation and custom reporting requests, though some note uneven ticket handling and slower or less smooth service in more complex cases. Answer based on 7 reviews Features and Usability ### Is Deltek WorkBook easy to use? Deltek WorkBook feels easy for common tasks like timesheets, budgets, and project tracking, but the full system takes time to learn. Marketing agencies, finance teams, and project managers like the all-in-one setup, while some users find the interface confusing, training-heavy, and harder to adapt across roles. Answer based on 12 reviews Features and Usability ### How good is the Deltek WorkBook user interface? Deltek WorkBook offers a generally clear interface with tab-based navigation, HTML views, and broad access to project and finance data. Agencies and consulting teams often find it intuitive after setup, though some users still want a more modern look, better team-specific flexibility, and less reliance on training. Answer based on 11 reviews ## Features AI summary Based on 29,194 Project Accounting reviews Capterra reviewers highlight the following as key priorities when evaluating project management software: - **Deadline Management** (**59%** of reviewers rated this feature as critical) - **Project Time Tracking** (**62%**) - **Project Time Tracking** (**62%**) Deltek WorkBook includes other project management capabilities that reviewers also consider important, such as **Time Tracking** (**57%**) and **Time Tracking** (**57%**). These features help businesses record hours accurately, monitor team effort across projects, and keep work and resource planning organized, giving teams clearer visibility into how time is spent. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Tracking Track and document all activities across devices, networks, and other systems Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Billing & Invoicing Create, manage, and send invoices or bills to customers Deltek WorkBook 54 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Transformation: Translate EDI formats into data suitable for use with company applications. - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Percent-Complete Tracking: Level of completion within a task - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Projections: Estimate or forecast of a future scenario based on the study of present trends - Purchase Order Management: Create, send, and track purchase orders and their statuses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets - Scheduling: Plan availability and assign specific time slots for tasks and resources - Skills Tracking: Track employee skills, competencies, training & qualifications - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timesheet Management: Track the amount of time spent on a job or task - To-Do List: A digital list of items that need to be completed - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - Visualization: Graphical representation of data or processes --- Get Advice We can help you find the software with the features you need. Features 3.6 (14) 3.6 Based on 14 reviews ## Pricing Value for money 3.7 (10) Free Trial Free Version Basic $27.00 Per Feature,Per Month Value for money 3.7 (10) 3.7 Based on 10 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (43) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (43) 4.3 Based on 43 reviews ## User reviews Overall rating 4.1 Based on 48 reviews Filter by rating 5(18) 4(19) 3(9) 2(2) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Senior account director Marketing and Advertising ### "Good but some flaws" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 1, 2024 It’s really useful and helps manage the day but a recommendation would be to keep functionality limited to critical for each team so that users don’t become overwhelmed Pros Data management, time line and project set up is all useful and makes managing my day easier Cons There is an overly large amount of functionality that can sometimes confuse users to what the product should be doing Switched from [Scoro](https://www.capterra.com/p/142042/Scoro/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. OE Oliver E. Market Research Manager Financial Services ### "A lot of features" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 February 6, 2023 Pros This has a comprehensive list of features for project management. Cons There is a lot to learn - onboarding can take a while. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 8, 2023 Oliver, we appreciate your business and are always happy to hear customer feedback. We're glad to know that you had a positive experience using WorkBook. Thank you for taking the time to share your thoughts with us. DP Dan P. Creative Director Marketing and Advertising ### "Good but you need a lot of training" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 May 13, 2021 Overall once you get through the hiccups it's fine just takes a while. Pros Workbook does it all, from expenses to time-off requests to time sheets to resourcing. It really does everything at once. Cons It takes a long time to learn. We spent weeks training on it then weeks implementing it. Not the easiest to master, a lot of settings to toggle that make it not the most user friendly for a big office. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DJ Diana J. hr Design ### "The tool that best adapts to our needs, very difficult to implement" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 2/10 June 9, 2020 That the team is familiar with the infinity of options that it offers you is an impossible task, and although the consultants have been very friendly, we are not managing to integrate the tool into our daily life. Pros I looked for an ERP that could adapt to the needs of a service agency, and among a benchmark of more than 15 options we opted for a workbook for its price and proposal. Cons Its implementation has been very complicated, so much so that we are not yet at an optimal point in the process and not very satisfied with this. Alternatives considered [SAP S/4HANA Cloud](https://www.capterra.com/p/152293/SAP-S-4HANA/) [Deltek Maconomy](https://www.capterra.com/p/1006/Deltek-Maconomy/) [Paymo](https://www.capterra.com/p/137033/Paymo/) [EXACT](https://www.capterra.com/p/6364/EXACT-V12/) [Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/) Reasons for choosing Deltek WorkBook We thought it was the one that best suited our needs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VV Vladimir V. Project Manager Civil Engineering ### "Easy workload planification" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 6/10 January 31, 2020 Easy overall visibility on the workload of a team. Easy modifications to the planning daily. Pros Good visibility on the workload of the team and easy changes regarding assigned hours. Création of projects. Cons Not easily adaptable to specific needs of a team, organisation. Problèm with our web server, Many delays during the day within the software. The interface could be improved for a better and more modern and fun user expérience. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AB Anna B. Operations Lead Design ### "Waiting for the promised UX / performance improvements" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 4/10 August 28, 2019 I still see the huge potential of this tool, but am not sure when in the future we will be able to realise the true potential Pros It is one central place for all data relating to managing projects, and has some good views in the JobsList and Costs tracking. It is also great to be able to tailor your view (to a point) Cons There are so many bugs / performance issues throughout the system, which means we don't use it to the full extent. I cannot wait for the promised UX improvements to come to reality, but we are still waiting. There is so much great data in the system, but it is very difficult to get customised exports in one report so current analysis is still extreme admin heavy, downloading and collating multiple exports which is far from ideal. Reasons for choosing Deltek WorkBook It promised to do the work of 7 tools in one space Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Hubert R. Analyst Marketing and Advertising ### "Workbook: Project & Hours Tracking" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 July 30, 2019 Ultimately, the software was mostly used for tracking hours on tasks and assigning them to the right client. But it could get tedious depending on how many clients you have or if a client had subproject codes which necessitated using dozens of rows to track keep track of hours and billing. However, this would be more agency and client-specific issues. As a task and hour tracker, it gets the job done. Pros The program gives the ability to pin project codes for clients which means that if you have static clients you don't have to dig through codes week to week before beginning to insert hours. This removes a tedious part of hourly project tracking, unlike some other programs that require you to reinsert them week to week. The program also has a comment section that allows you to describe the tasks that were worked on, so it makes it easy to recall what exactly was being worked if you need to look back at your hours or track down projects. Cons The navigability of the software can be confusing at times. Especially if you are mostly just using the program for work task tracking. Often, I would have messages that I wasn't sure how to get rid of or messages in the inbox making you think there was something urgent that needed to be taken care of but was really for just something from the previous week like clicking on a button to resubmit approvals or things of that nature. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VV Vladimir V. Project Manager Civil Engineering ### "Good planning software! " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 July 27, 2019 Pros Easy to schedule and manage time. Easy to create projects and tasks. Cons The software is not flexible in term of features. Hard to personnalize for specific needs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. FP Fred P. CEO Design ### "The right decision" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 17, 2019 Overall we are very pleased with the decision we made Pros Multiple functionality is streamlines a day-to-day workflow and allows us to analyse what’s going on from so many angles Cons Learning to use this software took far too long and was not well administered. People teaching uscdidn’t seem to have a grasp on our business. No this happened a year or two before Deltek took over, I was not administered by them. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB Jeff B. Business Analyst Marketing and Advertising ### "I love WorkBook!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 7, 2018 We have created more efficient business processes, reduced our dependence on emails and paper, and are now able to capture time entries for everyone in our company. Pros WorkBook is extremely easy to use, has all of the features we need to creative project management, and they provide us with amazing customer service! Cons That I didn't know about it 10 years ago. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/237145/Deltek-WorkBook/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.