---
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: '2026-07-17'
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=2026-07-19+08%3A57%3A23+-0500&secure%5Bsession_id%5D=a1d1e9f7-3783-4f31-97c7-2a2de578dadf&secure%5Btoken%5D=b6eec6e138f59c72604732ecbb6618c1ab3eb1612a411677eb0283fefa8d80ef&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 (1,455 reviews)
  - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.5/5.0 (1,699 reviews)
  - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews)