--- title: Deltek WorkBook Reviews meta_title: 'Deltek WorkBook Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 53 reviews by the users' company size, role or industry to find out how Deltek WorkBook works for a business like yours. aggregate_rating: rating_value: 3.7 review_count: 53 scale: '5' date_modified: '2026-06-24' parent_category: name: ERP url: https://www.g2.com/categories/erp --- # Deltek WorkBook Reviews **Vendor:** Deltek **Category:** [Project-Based ERP Software](https://www.g2.com/categories/project-based-erp) **Average Rating:** 3.7/5.0 **Total Reviews:** 53 ## About Deltek WorkBook Deltek WorkBook is an agency management solution, built with the creative production process in mind, that integrates your agency’s project and resource management processes so that you have accurate, real-time data and insights about your agency’s overall performance. 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. Deltek WorkBook is designed specifically for Advertising Agencies, Marketing & PR Firms, Digital Agencies, In-House Agencies & Creative Teams, and Professional Services Agencies. ## Deltek WorkBook Pros & Cons **What users like:** - Users value the **all-in-one solution** of Deltek WorkBook, integrating multiple functionalities for streamlined project management. (3 reviews) - Users value the **all-in-one solution** of Deltek WorkBook, streamlining project management and client relations effectively. (2 reviews) - Users value the **comprehensive features** of Deltek WorkBook, enhancing project management and streamlining business processes. (2 reviews) - Users find **Deltek WorkBook saves time** by streamlining billing, timesheeting, payroll, and order management efficiently. (2 reviews) - Users benefit from the **efficient time tracking** in Deltek WorkBook, enhancing project management across multiple sites. (2 reviews) - Cloud Based (1 reviews) - Customer Support (1 reviews) - Data Management (1 reviews) - Ease of Use (1 reviews) - Users appreciate the **easy integration** of Deltek WorkBook with other systems, enhancing productivity and connectivity. (1 reviews) **What users dislike:** - Users often struggle with the **steep learning curve** of Deltek WorkBook, impacting productivity and user adoption. (3 reviews) - Users find the **complex usability** challenging, especially for regular staff, affecting productivity and adoption rates. (2 reviews) - Users struggle with the **lack of intuitiveness** in Deltek WorkBook, hindering productivity and adoption among non-expert users. (2 reviews) - Users find the **not intuitive** interface challenges regular users, impacting productivity and overall software adoption. (2 reviews) - Users find the **user interface not user-friendly** , making it challenging for regular users to navigate and use effectively. (2 reviews) - Organization Difficulties (2 reviews) - Difficult Setup (1 reviews) - Integration Issues (1 reviews) - Outdated Technology (1 reviews) - Training Deficiency (1 reviews) ## Deltek WorkBook Reviews ### 1. Amazing Accounting Performance with Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kaylee Z. | Staff Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Deltek WorkBook?** I love how useful it is for accounting. The support is great, and the performance is amazing. I also really appreciate how intelligent it is. **What do you dislike about Deltek WorkBook?** Could use a few integration updates and more user friendly. **What problems is Deltek WorkBook solving and how is that benefiting you?** Helping solve our accounting system and maintaining jobs easier ### 2. WorkBook experience **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2026 **What do you like best about Deltek WorkBook?** It is difficult to answer this one. I found it difficult to navigate, but it may not necessarily be the system, but the way the team set it up for use within the studio **What do you dislike about Deltek WorkBook?** One must take too many steps to get to things. When I scheduled work, one didn't have an overview of a full month or week to use in Stand Up meetings or capacity planning. It was just a bad system to navigate, but again, it may be the way the system was set up on our side. **What problems is Deltek WorkBook solving and how is that benefiting you?** We don't use the system anymore, so I can't answer this one. ### 3. WorkBook User **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2026 **What do you like best about Deltek WorkBook?** I think WorkBook is a very difficult platform to navigate, and I didn't enjoy working on it. One had to take a few steps to get scheduling done. So I can't say I liked something over the other on the platform **What do you dislike about Deltek WorkBook?** The difficulties to navigate the system and platform. Timesheets were a nightmare and scheduling very difficult. **What problems is Deltek WorkBook solving and how is that benefiting you?** We are not using the system anymore. ### 4. Helpful Timesheet Reminders, but Support Needs Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Lee-Anne L. | Head of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Deltek WorkBook?** The reminder feature for timesheets that prompted employees to submit outstanding **What do you dislike about Deltek WorkBook?** Support was not very helpful or easy to get resolution with issues **What problems is Deltek WorkBook solving and how is that benefiting you?** Project and time billing and costing ### 5. Feature-Rich Project Management with Excellent Support **Rating:** 4.0/5.0 stars **Reviewed by:** Joseph C. | Head of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2025 **What do you like best about Deltek WorkBook?** The number of features available on this project management software was immense, Customer Service was responsive. I used this cloud based system on a daily basis to manage billing, timesheeting, payroll and order management between multiple sites, and it helped to refine processed in the company. **What do you dislike about Deltek WorkBook?** This was not easy to implement in the organisation as it was beast of system connecting multiple systems and integrating into the accounting system. **What problems is Deltek WorkBook solving and how is that benefiting you?** It allowed the team to work remotely during Covid to work together. ### 6. Comprehensive Features, But UI Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Deltek WorkBook?** All-in-One Solution : It offers a complete suite of integrated functionalities, covering project management, resource planning, accounting, finance, and customer relationship management. This allows for the centralization of all data and processes. **What do you dislike about Deltek WorkBook?** The software is very powerful, but this power comes with a user interface (UI/UX) that is not always intuitive and can seem outdated. Regular users (non-experts or power users) often find it difficult to master the system, which can affect their productivity and adoption. **What problems is Deltek WorkBook solving and how is that benefiting you?** It centralizes information and communications, ensuring that all teams are aligned on project goals and progress. ### 7. A very powerful agency focused ERP with a superb API, let down to a degree by its outdated UI and UX **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2024 **What do you like best about Deltek WorkBook?** The API allows for deep integration with other systems at the agency and at the client. The model centered around activities as the link between users, time entries, price lists, quotes and other vouchers is excellent. **What do you dislike about Deltek WorkBook?** The UI is difficult to use for our regular users. Power users enjoy the product, but the regular staff struggle. The poor quality documentation and training materials contribute to these problems. **What problems is Deltek WorkBook solving and how is that benefiting you?** Linking price lists, staff time, price quotes and so on into the coheriant financial model of the current state of the business. Resource and capacity management. ### 8. Horrendous user experience when registering your timesheet **Rating:** 1.0/5.0 stars **Reviewed by:** Carl-Erik K. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Deltek WorkBook?** I am sure the management of North Allience likes it. They chose it. I only see it from the point of view of registering hours in the timesheet, which is infamously abhorrent. **What do you dislike about Deltek WorkBook?** Everything? - Poor internationalisation effort (UI only partly translated to Norwegian) - The user experience of booking hours is even worse than XLedger - The UI is a drag - The API is terrible and cannot be easily scripted to make life easier for the techically gifted - The Androido app is unfinished/buggy: loses state, restarts (losing data), no biometric support, etc **What problems is Deltek WorkBook solving and how is that benefiting you?** Billing hours ### 9. Ueful but could be better **Rating:** 3.5/5.0 stars **Reviewed by:** Rhiannon T. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Deltek WorkBook?** I like the simple interface and ease of use, I also like the wide variety of options and number of features the tool has for use. I use it daily for tracking time, resource and keeping on top of client invoicing and it is very useful. **What do you dislike about Deltek WorkBook?** I find it hard to integrate with other platforms and tools that we use, it is also quite clunky when in use so the implementation of the tool is difficult when it comes to working with the team and ensuring timesheets are kept up to date. **What problems is Deltek WorkBook solving and how is that benefiting you?** It helps us to resolve our time and resourcing allocation amongst clients and to manage our company time and planning better. ### 10. Excellent Project Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Aniket Z. | Software product Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2024 **What do you like best about Deltek WorkBook?** I have been using the system for a couple of years now and frankly it is really great in terms of capabilities and user friendly. **What do you dislike about Deltek WorkBook?** I've struggled with the exception of correcting user errors, subscription. also Finance module is unstable in it's current state. **What problems is Deltek WorkBook solving and how is that benefiting you?** Deltek Workbook is extremely easy to use, it has all of the features we need to creative project management and they provide us with amazing cutomer service. ### 11. Great all-in-one tool **Rating:** 4.5/5.0 stars **Reviewed by:** Danielle R. | Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2023 **What do you like best about Deltek WorkBook?** I like how the project lifecycle is all connected with every piece of the puzzle. From PQS, POS, Tasks, and invoicing, it's a great way to get a glimpse of the entire project. **What do you dislike about Deltek WorkBook?** It lacks inventory tracking, which is a tool our company would like to use for our fabrication piece. **What problems is Deltek WorkBook solving and how is that benefiting you?** Resource planning and segregation of duties have been a key benefit. ### 12. Best Professional Service Management Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Abhay G. | Software product analyst , Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2024 **What do you like best about Deltek WorkBook?** workbook is strong planning tool. it is able to manage no of clients to one project. workbook provides flxible planning and project management **What do you dislike about Deltek WorkBook?** it is slower for updates. every update take lot of downtime. **What problems is Deltek WorkBook solving and how is that benefiting you?** deltech workbook offers robust tools for prject planning ,traking and management. it also providing reporting and analytics feature and enables for analyzing project data. ### 13. Deltek made the finance and accounts work very easy **Rating:** 5.0/5.0 stars **Reviewed by:** ankit kumar p. | Assistant Technology Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2023 **What do you like best about Deltek WorkBook?** Deltek workbook is very beneficial platform as it eases the process of managing the finance and accounts related matters of our organisation making the process more efficient and effective **What do you dislike about Deltek WorkBook?** There is nothing to deslike about Deltek workbook as it is very useful for our organisation **What problems is Deltek WorkBook solving and how is that benefiting you?** Deltek workbook manages all accounts and finance related matters and automates the finacial expenses occuring in our organisation ### 14. Extremely frustrating to use **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2023 **What do you like best about Deltek WorkBook?** Ability to track everythig from timesheets, expenses, sick leave, vacations across multiple teams, projects or clients. **What do you dislike about Deltek WorkBook?** The interface is very frustrating to use, with poor UI, and steep learning curve. **What problems is Deltek WorkBook solving and how is that benefiting you?** Logging time for particular tasks, projects or clients. ### 15. Not user friendly **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Deltek WorkBook?** Your consultants and staff at the Deltek conference are all wonderful. The platform itself is cluttered and non-intuitive. **What do you dislike about Deltek WorkBook?** See above. Requires advanced training to use the most basic features. **What problems is Deltek WorkBook solving and how is that benefiting you?** Capacity questions if I have to list something. ### 16. Efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2022 **What do you like best about Deltek WorkBook?** It keeps me super organized as it reminds me to stay on track **What do you dislike about Deltek WorkBook?** Some excisting features that I'm not familiar with **What problems is Deltek WorkBook solving and how is that benefiting you?** Deltek puts all decisions making data in one place for it to ease obtaining information, focusing on the main goal, and understand where is this a lack. ### 17. Please make this tool fully functional for small creative agencies **Rating:** 2.5/5.0 stars **Reviewed by:** Anna B. | Operations Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2021 **What do you like best about Deltek WorkBook?** The 'modify grid' function gives users the chance to tailor their views to suit their needs -- however, it would be super handy to be able to further tailor a jobs list more so that we don't need to flip through different lists for different tasks. Also, there are bugs where I am not able to give advanced users access to the Basic Jobs List The Costs (Job Tracking) function within jobs is great to slice and dice data within a job - to see hours used for a person, month, department, within a time period - to quickly check purchase and invoice details on a job. The ability to tailor dimensions against jobs and also being able to export out data via databoards -- this means we are able to tailor our job reporting analysis to our business needs. A lot of the other tools don't seem to have the dimension capability. **What do you dislike about Deltek WorkBook?** Resourcing in WorkBook is super buggy and hard to administer for small lean/agile agencies. - this is key to planning capacity and managing projects, however, we are duplicating efforts outside of WorkBook as it is easier... which is not right for a tool that is supposed to be the solution from end to end. We do not have the luxury of traffic managers as I think the system is tailored to, and when there are many performance bugs in the resourcing functions this stops PM's from using this as an up to date source of truth. Over the past 3 years, I have sent many queries and had video calls with different Deltek Customer service, Product Development and Product Managers, but have not seen much improvement in this area which I think is the heart of any project management tool and need to be improved. Feature updates in the last few years have not been UX/UI focused so it doesn't create good engagement with users. The end-user needs to be key for all updates. - e.g. if you take the bold total line off the top of the timesheet in the v12.2 upgrade and have no option for users to add it back on (through modify grid/grouping) then this disengages users as they find the new un-bolded total at the bottom of the timesheet grid not easy to see. Please also make sure to put focus on improving the existing core functionality rather than integrating it with new tools. We don't want new tools like ConceptShare, we want an end-end project management tool that works. As an admin I would also like to be able to turn more non-applicable fields off for people visually, to make the UI less cluttered. We design/build simple UI solutions based on thorough CX/UX research for our clients, yet WorkBook is often criticised by users for the UI and functionality. I would also like to tailor components within the NRF so that it is actually usable for us - The ability to set what should show as tentative vs confirmed Revenue. - To set these figures to only show fees revenue - The ability to export out NRF data for external analysis **What problems is Deltek WorkBook solving and how is that benefiting you?** We implemented WorkBook 2017 - 2018 and went live in April 2018, with the aim to have 1 tool instead of 7 desperate tools. WorkBook was sold to us as an end-end tool for managing pipeline, budgets, capacity planning, project management, resourcing, forecasting, timesheets, supplier costs, invoicing However, we have only been able to realise some of these components - budgets, timesheets, supplier costs, invoicing and some project management, forecasting. We have not been able to show our custom KPI calculations in the system, which means we have to do a lot of analysis outside of the system. The data once in the tool can be useful - but if it is not easy to enter/update then it does not always give good data out. This means we do not yet have the 1 source of truth in our business. We have some truth and then many external workarounds. As the lead administrator, I am being challenged to improve this tool or find a better one. I really believe this tool could improve which is why I continue to give such detailed feedback, I am in the business of finding solutions and I want WorkBook to be better. - however my confidence is reducing over time as I have not seen the improvement I had hoped for in 3-4 years, and the Deltek Customer Care seems to be getting worse rather than better :( ### 18. Great for CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 28, 2018 **What do you like best about Deltek WorkBook?** WORKbook behaves exactly as you would expect it to and then more. It is a great software suite for project management, CRM, and accounting **What do you dislike about Deltek WorkBook?** File exchange needs to be worked on because that’s a major component **What problems is Deltek WorkBook solving and how is that benefiting you?** It helps me get organized which is major. Nowadays, organization saves time, and saved time equstes to saved money!! ### 19. Simple Software for Timecard Tracking **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Aviation & Aerospace | Enterprise (> 1000 emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Deltek WorkBook?** Being able to favorite account codes makes filling out time cards on a daily very easy. **What do you dislike about Deltek WorkBook?** The navigation menu could be improved, locating time card sheet is little hidden and require navigating through multiple screens. **Recommendations to others considering Deltek WorkBook:** Provide good instructions on how to navigate the program. **What problems is Deltek WorkBook solving and how is that benefiting you?** Keep track and managing how much time each user spends on each project is a great benefit ### 20. Solution to plan and manage resources and projects quickly, securely and efficiently. **Rating:** 4.5/5.0 stars **Reviewed by:** Carly F. | Campaign Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2021 **What do you like best about Deltek WorkBook?** I love it, it has simply been a fantastic and powerful resource for managing and planning resources and projects. I have been able to keep my work organized and up to date. It is easy to use and also provides useful functionality for collaborating and working remotely, my colleagues and I enjoy the simple and effective use of this tool. **What do you dislike about Deltek WorkBook?** The user interface does not turn out to be the most intuitive, there are aspects that can still be improved. Other than that, I have not had any dislikes, this product has performed well. **Recommendations to others considering Deltek WorkBook:** Impossible not to recommend it, it is very versatile and does not generate complications of use, we have been able to take advantage of its features and save time in the management and administration of our projects and resources on the same platform. **What problems is Deltek WorkBook solving and how is that benefiting you?** We have found through this product a fast and effective way to manage and track each project that is carried out in our organization to ensure that the objectives are met in the pre-established times, it has also been extremely useful for the proper and efficient management of resources of our business. ### 21. It’s stuck in 1994 **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2021 **What do you like best about Deltek WorkBook?** There isn't really anything I find that I like. **What do you dislike about Deltek WorkBook?** The UI is caught in the past; it looks like Access 2000. It's slow. Very slow. It regularly has issues that require refreshes of the UI. **What problems is Deltek WorkBook solving and how is that benefiting you?** Nothing in Workbook is solved that we didn't have solved in better ways before. ### 22. The best agency management tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Alessandro M. | Team Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2020 **What do you like best about Deltek WorkBook?** Workbook is very user friendly on the accounting side .It has a very good user interface that is easy to navigate and customize.It make my work more easier. By planning for my day routine. Hence i am able to track tasks and create tasks and assign them to different teams. Workbook has a very aggressive customer support team that is very intuitive. It has a pocket friendly price tag making it most affordable to everyone. **What do you dislike about Deltek WorkBook?** It promotes file exchange.This software easy to use hence the learningcurve is way fast.I didn't dislike anything about the tool. **Recommendations to others considering Deltek WorkBook:** The tool is time and money saving platform.It is a great tool for all types of data .Just give it a trial. **What problems is Deltek WorkBook solving and how is that benefiting you?** It is time and money saving tool. It is easy to use. It is good for tracking projects and managing project. Calculations are more easy while using Workbook. Workbook makes iy easy for us to manage our monthly budget planning process easily. ### 23. Easy to Use and Clear **Rating:** 5.0/5.0 stars **Reviewed by:** Andrei N. | Information Technology Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** December 17, 2019 **What do you like best about Deltek WorkBook?** Fantastic to make sure that I am organised and up to date with my work as well as seeing and allocating to other members in my team if needed. you can keep up to date with the comments section which allows others to see where you are up to if you have allowed them to view. If not it acts a a helpful reminder of where you are up to. **What do you dislike about Deltek WorkBook?** The software isn't simple to use. To get the most out of it, users must watch tutorials, which is fairly time-consuming. Most of the time tasks and content can be difficult to locate quickly due to all of the sections, subsections, project names, etc. **What problems is Deltek WorkBook solving and how is that benefiting you?** It has quite easy interface and it is so fast, support team is also amazing and fast. During my worktime I have never faced with issues that made me annoy or something. I am in successfactor of WorkBook and all team is using this. This scalable, managable... ### 24. Great PM tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** July 26, 2018 **What do you like best about Deltek WorkBook?** Excellent resource planning and project management tools! **What do you dislike about Deltek WorkBook?** Software isn't as user friendly as I'd like - the system can be fairly confusing. **What problems is Deltek WorkBook solving and how is that benefiting you?** The software has been great at addressing a lot of our project management needs such as resource scheduling and project timelines and management. ### 25. A lot of features in one piece of software, but a bit clunky & not so intuitive **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2019 **What do you like best about Deltek WorkBook?** This gives a lot of features in one place. I'm only about 2 months into my use of it for work, but it's been nice to have features from a lot of different previous softwares a click away while not having to access a lot of different systems. **What do you dislike about Deltek WorkBook?** In my first few months, I'm not finding this to be very intuitive. I have to do a lot of clicking around to find the features I'm after and there's so many pieces I'm not sure we'll ever use that clunk up the interface. Also, our company has tried to use the briefing feature and I've found that the formatting is atrocious and not easy to fix. For example, the intuitive way to add another row to a table adds a table inside of it instead. Fixing formatting shouldn't ever be this time consuming and in a few cases I've given up and let it be ugly. I think we're going to move away from using this feature because of this issue that all of my team members have experienced. **Recommendations to others considering Deltek WorkBook:** This has a lot of features.. but will you use them all? The formatting in here is very difficult to work with for free-text sections **What problems is Deltek WorkBook solving and how is that benefiting you?** Time tracking, project reporting, project briefing are the main uses of this. We previously had them in separate places and it's nice to have them all in one piece of software instead of going back and forth between several. ### 26. HELPFUL IN MANY WAYS **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Online Media | Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2019 **What do you like best about Deltek WorkBook?** I enjoy connecting with community and those in the same field. I also appreciate all the available options for creative teams and also to the client. It is a very good software for project and resource management, collaboration, file sharing. It is user friendly. The staff also accept feedback really well and can make changes for you if your company needs them. **What do you dislike about Deltek WorkBook?** I do wish that the program had the ability for users if they so choose to customize the layout then they could. However, I wouldst still stay the basics are plenty helpful for day-to-day needs and business purposes. Another thing that we dislike is the price, we wish we got more of a discount. **Recommendations to others considering Deltek WorkBook:** It requires to monitor and evaluation in easy way and it is a great tool for managing all types of data within one spread sheet of many. Just take some time to familiarize yourself and your team with the program and its abilities and uses. **What problems is Deltek WorkBook solving and how is that benefiting you?** Business mileage and calculations are much easier and more efficient and effective. Allows the sharing of information and data to happen much more quickly than previously and it also aids our team in that it speeds up our projects communication. Using a spread sheet alotting time of each employee helps us to keep track of this issue better. I like that we can do this and keep track of survey captures as well as payroll all in a single area allowing easier and more simplified access. ### 27. A good cloud cloud based software **Rating:** 4.5/5.0 stars **Reviewed by:** Khola M. | Secondary Teacher, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2019 **What do you like best about Deltek WorkBook?** It is a great cloud based software that gives you an editing option and makes you to decustomised your data by this. The price of it very competitive making it attractive to many customers. **What do you dislike about Deltek WorkBook?** For small business the extra function you buy or purchase are of no use thus led to lose of money **Recommendations to others considering Deltek WorkBook:** It is a flexible software being secure as well. The features in it are very easy to use thus it is user friendly and time saving as well. **What problems is Deltek WorkBook solving and how is that benefiting you?** By this s app it is easier to integrate the data and also make editing out info. The data is more organized which makes it easier to analyze.. ### 28. Workable Solution **Rating:** 3.0/5.0 stars **Reviewed by:** Jennifer S. | Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2019 **What do you like best about Deltek WorkBook?** It was pretty helpful in trying to figure out where money was going to and how we're spending it. **What do you dislike about Deltek WorkBook?** It could have been made a little bit simpler as I did have difficulty at times trying to use it. Navigation was okay. **What problems is Deltek WorkBook solving and how is that benefiting you?** In terms, I do not run into any business problems as that is up to our HR and chief financial officer. ### 29. An internal guardian in your work and projects **Rating:** 4.5/5.0 stars **Reviewed by:** Vicente Emilio R. | Asesor Comercial Especializado, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2018 **What do you like best about Deltek WorkBook?** It has a full view of some of the most important aspects at work, like financial management processes an the projects. It helps you to spot potential problems you may have. It also simplifies and integrates processes and operations. **What do you dislike about Deltek WorkBook?** I don't have any dislikes in particular with this product. **Recommendations to others considering Deltek WorkBook:** It can become a close friend at work, it will work tremendously if you push yourself to the limit as well as t goes with you along the way. Give importance to the details. **What problems is Deltek WorkBook solving and how is that benefiting you?** Some of the benefits I experienced are the improvement of my productivity and efficiency as well for other coworkers, it helps things work along so it makes stronger work team. It brings clarity to the table and establishes organization as a key piece. ### 30. Seamless once you learn all its features **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2019 **What do you like best about Deltek WorkBook?** This is a great tool if your company wants a fully integrated system. **What do you dislike about Deltek WorkBook?** There are so many settings and views. Once you find what works for you, its great but until then - it is a lot of clicking. **Recommendations to others considering Deltek WorkBook:** be patient. **What problems is Deltek WorkBook solving and how is that benefiting you?** I can see and keep my projects on time while checking in on current budget and time used. ### 31. Nice software **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2018 **What do you like best about Deltek WorkBook?** I like connecting with community and those in the same field. I also appreciate all the available options for creative teams and also to the client. **What do you dislike about Deltek WorkBook?** That I didn't know about it 1 year ago. **Recommendations to others considering Deltek WorkBook:** WorkBook is extremely easy to use, has all of the features we need to be creative in project management, and they provide us with amazing customer service! **What problems is Deltek WorkBook solving and how is that benefiting you?** I 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. ### 32. Accounting Module is Amazing **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2018 **What do you like best about Deltek WorkBook?** The accounting and finance module is better than any other program that I have seen. Great for project timelines and scheduling when it comes to project management. Very user friendly on the accounting side. The reports that we produced were done with much ease and appeared to look very presentable. **What do you dislike about Deltek WorkBook?** Some of the reports do not give a clear indication of where the bottom line numbers came from. At times it is not as user friendly as I would like it to be for the project manager side. . **Recommendations to others considering Deltek WorkBook:** I think if they could get the project management side to be as user friendly as the accounting side I think it would be amazing ! The reports and ease of use on the accounting side was so great we thought about using it just for that side. **What problems is Deltek WorkBook solving and how is that benefiting you?** Some project management issues and accounting and finance solutions. Help with streamlining the two together. ### 33. Helpful in some ways **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2018 **What do you like best about Deltek WorkBook?** I like being able to create timelines in work book, and allocate the correct resources per task item. It makes it easy to move timelines when the project is either ahead or behind schedule, without having to recreate the entire thing. **What do you dislike about Deltek WorkBook?** Finances are tricky. I also dislike how it sometimes is slow to use. **What problems is Deltek WorkBook solving and how is that benefiting you?** It provides the benefit of accurately allocating resources, letting you see your budget easily, and how much time each person spends on a project. ### 34. Great for managing complex projects **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Enterprise (> 1000 emp.) **Reviewed Date:** January 30, 2019 **What do you like best about Deltek WorkBook?** Very helpful for managing tasks, timelines and priorities among the teams **What do you dislike about Deltek WorkBook?** Requires time to learn the functionalities, customer service could be better **What problems is Deltek WorkBook solving and how is that benefiting you?** Managing the projects, keeping track of expenses, profitability, all in an Integrated way ### 35. Internal Analysis tool for project tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Enterprise (> 1000 emp.) **Reviewed Date:** September 24, 2018 **What do you like best about Deltek WorkBook?** The access and overwrite protection mechanism built into the tool **What do you dislike about Deltek WorkBook?** The screen visibility was not very good and didnt capture much information on screen without scrolling. **What problems is Deltek WorkBook solving and how is that benefiting you?** Internal project tracking. Faster efficiency and better performance of tracking. ### 36. Excellent database **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Capital Markets | Enterprise (> 1000 emp.) **Reviewed Date:** June 30, 2018 **What do you like best about Deltek WorkBook?** The database is very intuitive and easy to pick up. It has a variety of extremely useful functions, including importing tool and dropbox function, that allow me to organize and share information in a very clean manner. The support team is very quick to respond to any qualms we have. **What do you dislike about Deltek WorkBook?** There are some customization features that are so complex that it leads to the platform becoming more complicated than necessary and losing its seemingly intuitive charm. **What problems is Deltek WorkBook solving and how is that benefiting you?** Being able to use a simple database that can be picked up quickly and manage information even with those who do not use Workbooks has been immensely helpful to the company ### 37. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2018 **What do you like best about Deltek WorkBook?** Very good interface. Allows scheduling and easy to align/change goals and objectives. **What do you dislike about Deltek WorkBook?** It is hard to communicate with other members. **Recommendations to others considering Deltek WorkBook:** Just do it **What problems is Deltek WorkBook solving and how is that benefiting you?** Retrofit analysis. Benefits include easy data analysis and cost management. ### 38. So helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2018 **What do you like best about Deltek WorkBook?** I love the mileage feature! It makes my work trips so much easier to track. **What do you dislike about Deltek WorkBook?** I love everything so far! I’m upset I didn’t know about it sooner. **What problems is Deltek WorkBook solving and how is that benefiting you?** Business mileage and calculations are much easier and more efficient. ### 39. Workbook **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2018 **What do you like best about Deltek WorkBook?** Everything we need in one tool we use it. We can organize many different types of dat used at out store and have it all in one place. This saves us time which saves us money. **What do you dislike about Deltek WorkBook?** Nothing at all is disliked about this app. **Recommendations to others considering Deltek WorkBook:** Great tool for managing all types of data within one spread sheet of many. **What problems is Deltek WorkBook solving and how is that benefiting you?** We have issues managing time with employees. Using a spread sheet alotting time of each employee helps us to keep track of this issue better. I like that we can do this and keep track of survey capturesas well as payroll all in one area. ### 40. Documentation in standard formate **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2018 **What do you like best about Deltek WorkBook?** The work plan of the project, where baseline is the starting point followed by the steps to reach the targets **What do you dislike about Deltek WorkBook?** In practice the plan is to be updated, that required automated options **Recommendations to others considering Deltek WorkBook:** It requires to monitor and evaluation in ease way **What problems is Deltek WorkBook solving and how is that benefiting you?** Basically the plan of the project implementation process ### 41. Great program. Has markedly decreased our efforts that were previously duplicated **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2018 **What do you like best about Deltek WorkBook?** I cannot say enough about how much we love and use this program! It’s simple to learn and the support is great if you do have a problem. The staff also accept feedback really well and can make changes for you if your company needs them **What do you dislike about Deltek WorkBook?** The only thing we dislike is the price, we wish we got more of a discount since we are nonprofit **Recommendations to others considering Deltek WorkBook:** Definitely try this out the visualizations are really great for people who prefer something simple and colorful. The way it presents timelines and graphics are easy to share as well **What problems is Deltek WorkBook solving and how is that benefiting you?** Before using this we didn’t know that many of our staff were doing a very similar reports, that we could’ve been having only one person do or combining our efforts into each doing smaller parts ### 42. Overall user friendly **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2018 **What do you like best about Deltek WorkBook?** Once you starting using in on the regular pretty straight forward **What do you dislike about Deltek WorkBook?** Takes some getting use to. Not user friendly right away **What problems is Deltek WorkBook solving and how is that benefiting you?** I use it in a project management role ### 43. WorkBook Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2018 **What do you like best about Deltek WorkBook?** Although I do not have too much experience with WorkBook, what I have used it seems to be very tactical at keep project management programs on time and flowing. **What do you dislike about Deltek WorkBook?** I have only been using this system less than three months and I have not found any dislikes yet. **What problems is Deltek WorkBook solving and how is that benefiting you?** Being able to track and manage program timelines, manage deadlines, and keep all parties involved in the program up to date. ### 44. great **Rating:** 3.0/5.0 stars **Reviewed by:** nowreen h. | physician, Higher Education, Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2018 **What do you like best about Deltek WorkBook?** user friendly, addressess my needs apppropriately **What do you dislike about Deltek WorkBook?** non specific, scattered and help options are limited **What problems is Deltek WorkBook solving and how is that benefiting you?** organizes the products and help in project prposal writing ### 45. Great to get organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Research | Enterprise (> 1000 emp.) **Reviewed Date:** January 07, 2018 **What do you like best about Deltek WorkBook?** It is a very good software for project and resource management, collaboration, file sharing. It is user friendly. It has on lie supports and provide training as well. **What do you dislike about Deltek WorkBook?** Starting and getting the hang of it is a bit hard. Also, there are some inflexibility in reporting. **What problems is Deltek WorkBook solving and how is that benefiting you?** For sharing information and data and to fasten our projects communication. ### 46. Effective and upcoming system **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2017 **What do you like best about Deltek WorkBook?** I like the ease of use from the beginning. **What do you dislike about Deltek WorkBook?** It seems to glitch if too many tabs open. **What problems is Deltek WorkBook solving and how is that benefiting you?** Worldwide groups and projects that are being managed from 4 project managers in differing time zones. ### 47. A all-in-one management program **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2017 **What do you like best about Deltek WorkBook?** I have really enjoyed using workbook the last 3 months (our company just transitioned to it), because it allows me to manage projects and update estimates/timelines in real time. It's easy to allocate resources and see what else is on a resource's plate! **What do you dislike about Deltek WorkBook?** Its very slow to respond at times whenever too many people are using the program. It crashes occasionally and forced to stop and restart **What problems is Deltek WorkBook solving and how is that benefiting you?** Resource management, estimating more accurately using schedules, and managing campaigns with quotes approved. ### 48. Workbook for consulting companies **Rating:** 5.0/5.0 stars **Reviewed by:** Frants E. M. | Co Founder, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2016 **What do you like best about Deltek WorkBook?** Workbook manage to integrate Project Management, Sales activity, Finance and communication in one solution. It makes it easier to share information in the organisation and reduces the learning curves for employees in the long term. **What do you dislike about Deltek WorkBook?** Mainly that the Workbook has so many configuration possibilities and therefore is not a plug and play solution. **Recommendations to others considering Deltek WorkBook:** The value of having a specialized project management solution that can handle multiple Project types together with finance and CRM is more than you expect. **What problems is Deltek WorkBook solving and how is that benefiting you?** We sell finance BPO, secondment staffing and process optimization. Workbook gives us a more collaboration in the organisation and more clear insight in resource management ### 49. Clunky but feature filled CRM **Rating:** 1.5/5.0 stars **Reviewed by:** Andreas R. | IT Supporter, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2016 **What do you like best about Deltek WorkBook?** Workbook has a lot of features and is an improvement to our previous CRM. Accounting reports that it's easy to keep track of invoices and expenses. **What do you dislike about Deltek WorkBook?** Workbook tries to please too many and gives subpar experiences for most regular users. Especially navigation is hard and counter intuitive. It's quite unpopular with most our users. The older version uses silverlight plugin, so doesn't work in Chrome. The newer HTML5 version has been a long way coming and is still unpolished. **Recommendations to others considering Deltek WorkBook:** If you can afford it, buy a superior product. If you can't, don't worry. Workbook will get you there, it just takes the long route. **What problems is Deltek WorkBook solving and how is that benefiting you?** We needed a cheap and usable CRM that could tie time management, project management and financials together. Workbook accomplished that, however at the cost of user friendliness. ### 50. It gets the job done **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2016 **What do you like best about Deltek WorkBook?** We needed a CRM that could do time tracking, project management and tie in with our finance department. This was the only product in our price range. It gets the job done, even though a more responsive UI would have been preferred. It makes it easier for us to book our employee resources. We had an easy time integrating it with our AD. We were able to integrate it with our cloud based filestorage. Our financing department seems quite happy with it. **What do you dislike about Deltek WorkBook?** Old version uses silverlight plugin which we can't use in Chrome, our preferred browser. It's a hassle for most our users. Newer HTML5 version that works in Chrome lacks functionality. App for inputting expenses is still lacking, has been in development for over a year. Seems like they have a small development team. The UI is extremely clunky, they could benefit a lot from spending more effort on ease of use. **Recommendations to others considering Deltek WorkBook:** Make sure it fits your usecase. **What problems is Deltek WorkBook solving and how is that benefiting you?** We needed a CRM that could do time tracking, project management and tie in with our finance department. Workbook does that however it could be a bit easier to navigate through. ## Deltek WorkBook Discussions - [How much does Deltek software cost?](https://www.g2.com/discussions/deltek-workbook-how-much-does-deltek-software-cost) - [What is WorkBook management tools?](https://www.g2.com/discussions/what-is-workbook-management-tools) - [What is WorkBook software?](https://www.g2.com/discussions/what-is-workbook-software) - [What kind of software is Deltek?](https://www.g2.com/discussions/what-kind-of-software-is-deltek) - [View Deltek WorkBook pricing details and edition comparison](https://www.g2.com/products/deltek-workbook/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-06-28+19%3A51%3A16+-0500&secure%5Bsession_id%5D=24a316bc-400f-45d0-a76a-db4b45ab03bb&secure%5Btoken%5D=bd14783ba7e58e2e683a5e9bc3661a028f8bf14dfa134c3920d75ade25e74500&format=llm_user) ## Deltek WorkBook Integrations - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) ## Deltek WorkBook Features **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Drag & Drop **Accounting** - Chart of Accounts - AP Automation - AR Automation - Journal Entries - Tags & Dimensions - Cash Management - Project Accounting - Fixed Assets - Payment Batches - Payments Scheduling - Payment Settlements - Payment Methods **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Agentic AI - Project-Based ERP** - Autonomous Task Execution - Decision Making **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Templates - Time & Expense - Methodologies **Project Management** - Project Maps - Baselining / KPIs - Project Budgeting - Workflow - Cost Tracking - Risk Analysis - Resource Management **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Resource Management** - Resource Definiton - Capacity - Scheduling **Sales & Marketing** - Customer Master - Order History - Credit Limits - Pricing & Discounts - Proposals **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **HR** - Payroll - Workforce Management - Time & Attendance **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Procurement** - Requisitions - Purchase Orders - Subcontractor Management - Project Procurement - Supplier Management **Analytics** - Forecasting - Reporting - KPIs **Generative AI** - AI Text Generation - AI Text Summarization **Content Management** - Document Management - Collaboration - Taxonomy - Contract Creation - Subcontracts - Costs **Administration** - Standard Integrations - Workflow - Access Management **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Analytics** - Earned Value - Project Optimization - ROI and Forecasting **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance ## Top Deltek WorkBook Alternatives - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) - 4.2/5.0 (1,451 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.4/5.0 (537 reviews) - [Scoro](https://www.g2.com/products/scoro/reviews) - 4.5/5.0 (479 reviews)