---
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: '2026-08-04'
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 appreciate the **all-in-one solution** of Deltek WorkBook, benefiting from integrated project management and finance tools. (3 reviews)
- Users value the **all-in-one solution** of Deltek WorkBook, enabling seamless integration of project and client management. (2 reviews)
- Users appreciate the **comprehensive features** of Deltek WorkBook, facilitating seamless management across various functions and processes. (2 reviews)
- Users find that Deltek WorkBook provides a **time-saving solution** through its efficient management of multiple processes. (2 reviews)
- Users value the **effective time tracking** features of Deltek WorkBook, enhancing billing and payroll management seamlessly. (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 struggle with the **learning curve** of Deltek WorkBook, finding the UI unintuitive and documentation lacking. (3 reviews)
- Users find the **complex usability** of Deltek WorkBook challenging, hindering productivity and non-expert adoption. (2 reviews)
- Users find the **lack of intuitiveness** in Deltek WorkBook frustrating, hindering productivity and ease of use for newcomers. (2 reviews)
- Users find Deltek WorkBook's **not intuitive** interface challenging, making it hard for non-experts to navigate effectively. (2 reviews)
- Users find the **interface not user-friendly** , especially regular users, hampering productivity and overall adoption of Deltek WorkBook. (2 reviews)
- Organization Difficulties (2 reviews)
- Difficult Setup (1 reviews)
- Integration Issues (1 reviews)
- Outdated Technology (1 reviews)
- Training Deficiency (1 reviews)


## 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?page=5&section=pricing&secure%5Bexpires_at%5D=2026-08-05+10%3A09%3A39+-0500&secure%5Bsession_id%5D=5e0fab80-ec8a-4150-bb51-8d725eec9217&secure%5Btoken%5D=f6a21d8cb198aadbc43d097b298a8753c0c23d0b93394225705265b5e641df91&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
- Real-Time Updates

**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
- Inventory Management
- Change Order Management
- Task Management
- Budget Management
- Project Planning/Scheduling
- Resource Scheduling

**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 Time Tracking
- Bug Tracking
- Milestone Tracking
- Task Progress Tracking
- Activity Tracking
- Project Tracking
- Status Tracking
- Progress Tracking
- Agile Methodologies
- Sprint Planning
- Project Planning
- Release Planning
- Multiple Projects
- Multi-Department/Project
- Customizable Templates
- Project Templates
- Gantt/Timeline View
- Percent-Complete Tracking
- Reporting/Project Tracking
- Goal Setting/Tracking
- Time Tracking
- Traditional Methodologies
- Task Planning

**Project Management**
- Project Maps
- Baselining / KPIs
- Project Budgeting
- Workflow
- Cost Tracking
- Risk Analysis
- Resource Management
- Time & Expense Tracking
- Multiple Projects
- Approval Workflow

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
- Resource Allocation & Planning
- Progress Tracking
- Project Time Tracking

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling
- Task Scheduling
- Project Planning/Scheduling

**Sales & Marketing**
- Customer Master
- Order History
- Credit Limits
- Pricing & Discounts
- Proposals

**Accounting**
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking
- Time & Expense Tracking
- Activity Tracking
- Billable Items Tracking
- Document Management
- Multiple Projects

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Dashboards
- Activity Dashboard

**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
- Purchase Order Management
- Bid Management

**Analytics**
- Forecasting
- Reporting
- KPIs
- Real-Time Reporting

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Content Management**
- Document Management
- Collaboration
- Taxonomy
- Contract Creation
- Subcontracts
- Costs
- Procurement Management

**Administration**
- Standard Integrations
- Workflow
- Access Management
- Email Management
- Workflow Management
- Task Management
- Portfolio Management
- Calendar Management
- Timesheet Management
- Accounting Integration
- Third-Party Integrations

**Agentic AI - Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- File Transfer

****
- Backlog Management
- API
- Retrospectives Management
- Task Management
- Access Controls/Permissions
- Supports Scrum
- Team Management
- Kanban Board
- Request Management
- Commenting/Notes
- Charting
- @mentions
- Planning Tools
- Projections
- Collaboration Tools
- Calendar Management
- Email Management
- Project Workflow
- Deadline Management
- Role-Based Permissions
- Alerts/Notifications
- Reporting & Statistics
- Customizable Fields
- AI Copilot
- Resource Management
- Workflow Management
- Template Management
- Negative Feedback Management
- Data Import/Export
- File Management
- Assignment Management
- Progress Reports
- Budget Management
- Real-Time Reporting
- Real-Time Notifications
- Requirements Management
- Search/Filter
- Issue Management
- Document Management
- Release Management
- For IT Project Management
- Product Roadmapping
- Change Management
- Mobile App
- Portfolio Management
- Testing/QA Management
- Billing & Invoicing
- Risk Management
- Web-based Deployment
- Idea Management
- Client Portal
- File Sharing
- Version Control
- Availability Management
- Productivity Analysis
- Multi-Channel Communication
- Forecasting
- Key Performance Indicators
- Remote Support
- Predictive Analytics
- Tagging
- Feedback Management
- User Management
- Network Diagram
- Project Management
- Document Storage
- Visualization
- Customizable Reports
- Time Clock
- Reminders
- Daily Reports
- Configurable Workflow
- Roadmapping
- Iteration Management
- Timeline Management
- KPI Monitoring
- For Small Businesses
- Chat/Messaging
- Messaging

**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
- Proposal Generation
- Generative AI

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Artificial Intelligence - Professional Services Automation**
- Predictive Forecasting
- Smart task suggestions
- Automated workflows

****
- Gantt/Timeline View
- AI Copilot
- Collaboration Tools
- Revenue Recognition
- File Sharing
- Data Import/Export
- Mobile Access
- Project Costing
- Multi-Currency
- Reporting/Analytics
- Activity Dashboard
- Quotes/Estimates
- Billing & Invoicing
- Bill of Materials

**Agentic AI - Professional Services Automation**
- Adaptive Learning
- Proactive Assistance

****
- Activity Dashboard
- Gantt/Timeline View
- Quotes/Estimates
- Collaboration Tools
- Customizable Fields
- CRM
- AI Copilot
- Customizable Reports
- Performance Metrics
- Access Controls/Permissions
- Billing & Invoicing
- Approval Process Control
- Reporting & Statistics
- Project Templates
- Task Scheduling
- Real-Time Data
- Document Storage
- Drag & Drop

## 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 (1,506 reviews)
  - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.5/5.0 (1,709 reviews)
  - [Scoro](https://www.g2.com/products/scoro/reviews) - 4.5/5.0 (488 reviews)