Deltek WorkBook
Professional services automation software
Project-based ERP software
Project management software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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- Media and communications
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- Professional services (engineering, legal, consulting, etc.)
What is Deltek WorkBook
Deltek WorkBook is a professional services automation (PSA) platform for agencies and other project-based services organizations to manage the end-to-end delivery lifecycle. It combines project planning and delivery, resource scheduling, time and expense capture, and billing/invoicing in a single system. The product is typically used by operations, project managers, and finance teams that need visibility from pipeline and project budgets through to revenue recognition and utilization. It is positioned for services firms that want integrated project financials and resourcing rather than a standalone task-focused project tool.
Integrated project financial management
WorkBook links project plans, time/expense entry, and invoicing so teams can track budgets, WIP, and margin in one workflow. This reduces reliance on separate accounting spreadsheets for project profitability tracking. It supports project-based billing scenarios common in agencies (e.g., time & materials and fixed-fee) and ties them to delivery data. Compared with tools that emphasize task execution, it places more emphasis on project financial control.
Resource scheduling and utilization
The platform includes resource planning and scheduling to allocate people across projects and monitor utilization. It helps services teams balance capacity, forecast demand, and identify over/under-allocation. Resource views and planning features are designed for multi-project environments where staffing changes frequently. This is a core requirement for PSA buyers that outgrows basic project management tools.
End-to-end PSA workflow coverage
WorkBook covers common PSA processes including CRM-to-project handoff, project delivery tracking, time and expense, approvals, and billing. Having these functions in one system can simplify governance and reporting for operations and finance. It supports standardized processes across teams and offices, which is useful for growing services organizations. The breadth aligns with buyers looking for PSA rather than point solutions.
Less suited to pure PPM
While it supports multi-project oversight, WorkBook is primarily oriented to services delivery and billing rather than enterprise portfolio governance. Organizations needing advanced program management constructs, complex dependency management, or strategic portfolio optimization may find gaps. Teams that prioritize collaborative work management features (e.g., extensive task views and automation) may need complementary tools. This can matter when the buying center is a PMO rather than services operations.
Implementation and process change effort
Deploying PSA capabilities typically requires configuration of project templates, rate cards, billing rules, and approval workflows. Data migration for clients, projects, and historical time/financials can be non-trivial. Firms with inconsistent delivery and finance processes may need process standardization to realize value. This can extend time-to-go-live compared with lighter-weight project tools.
UI and reporting learning curve
Users often need training to use end-to-end PSA functions consistently (e.g., time entry discipline, project financial controls, and billing workflows). Building role-specific reporting and dashboards may require administrator effort and clear data definitions. If teams do not maintain data quality, utilization and margin reporting becomes less reliable. This can increase ongoing admin overhead for smaller organizations.
Seller details
Deltek, Inc.
Herndon, Virginia, USA
1983
Private
https://www.deltek.com/
https://x.com/deltek
https://www.linkedin.com/company/deltek/
