--- description: Review of Deltek WorkBook Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Deltek WorkBook | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Online Project Management Software](/directory/436/web-based/software) > [Deltek WorkBook](/software/67057/deltek-workbook-psa) # Deltek WorkBook Canonical: https://www.softwareadvice.com.au/software/67057/deltek-workbook-psa Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/67057/deltek-workbook-psa?page=2) > Deltek WorkBook is a cloud-based agency management system that provides a way to manage resources, schedule jobs and record time. With this system, organizations can manage projects, control budget, store documents and more. Deltek WorkBook is built specifically for advertising agencies, marketing agencies, and graphic design firms. The system schedules work and tracks performance while capturing time in just one click. Teams can centralize their communications by sharing files and feedback within a task or project itself, while budgeting features allow users to monitor profitability and control costs in real-time. WorkBook also allows an agency's customers to enter requests and see the progress of their project through the client portal. > > Verdict: Rated **4.1/5** by 48 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 48 Reviews | | Ease of Use | 3.7/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 3.6/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: Deltek - **Location**: Herndon, US - **Founded**: 1983 ## Commercial Context - **Starting Price**: USD 27.00 - **Pricing model**: Per Feature (Free version available) (Free Trial) - **Pricing Details**: It is recommended that you are a minimum of 15 users in order to reap the full rewards of using WorkBook. Pricing starts from €20 / $27 per user per month. You choose the modules you require and pay per user per month thereafter. - **Target Audience**: 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Accounting - Activity Tracking - Agile Methodologies - Alerts/Notifications - Billing & Invoicing - Budget Management - CRM - Campaign Management - Capacity Management - Client Portal - Collaboration Tools - Commenting/Notes - Cost-to-Completion Tracking - Dashboard - Data Import/Export - Data Synchronization - Data Transformation - Data Visualization - Document Management ## Integrations (6 total) - ActiveCampaign - Dropbox Business - Dynamics 365 - Google Drive - Google Workspace - OneDrive ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Online Project Management Software](https://www.softwareadvice.com.au/directory/436/web-based/software) ## Related Categories - [Online Project Management Software](https://www.softwareadvice.com.au/directory/436/web-based/software) - [Project Planning Software](https://www.softwareadvice.com.au/directory/453/project-planning/software) - [Resource Management Software](https://www.softwareadvice.com.au/directory/1296/resource-management/software) - [Task Management Software](https://www.softwareadvice.com.au/directory/1412/task-management/software) - [Project Tracking Software](https://www.softwareadvice.com.au/directory/1606/project-tracking/software) ## Alternatives 1. [Wrike](https://www.softwareadvice.com.au/software/3777/wrike-pm) — 4.4/5 (2971 reviews) 2. [monday.com](https://www.softwareadvice.com.au/software/131008/monday-com) — 4.6/5 (6016 reviews) 3. [Bitrix24](https://www.softwareadvice.com.au/software/128326/bitrix24) — 4.2/5 (989 reviews) 4. [Smartsheet](https://www.softwareadvice.com.au/software/157390/smartsheet) — 4.5/5 (3498 reviews) 5. [Adobe Workfront](https://www.softwareadvice.com.au/software/90520/workfront) — 4.4/5 (1492 reviews) ## Reviews ### "Workbook" — 5.0/5 > **Erik** | *27 May 2015* > > Pros: We have used 3 different PM-tools previously and about 20 trial versions of different PM-tools previously before Workbook. No other tool keeps their promise like WorkBook when it comes of being the full solution. Most other tools can't even do half of the features that WorkBook handles. They really have an extensive solution for all parts of our business; from CRM, to Cost calculations, Quotation, resource planning, time reporting, flex-hour handling to billing and accounting and analysis all in the same interface. The platform also handles global multi-regional clients and billing in a good way. A need for us since we are handling clients with multiple debtors scattered across different countries. I know no other platform which handles that without being a very expensive custom made platform. WorkBook easily handles different regions with individual currency, payment cycles and VAT rules, making a lot of the process automated. Just set up your client sub debtors and it's all there. Cons: WorkBook is very extensive, so I would not recommend this product to smaller companies. WorkBook suits companies where there's a resource available for handling Admin / Traffic of such a tool. So if you don't have that setup, then it is not a tool for you. In other words, probably a solution for minimum 10+ employee companies. Summary: WorkBook is the only one out there we found that handles pretty much everything you need for Admin of an enterprise and at an attractive price. But it is not for micro-companies with 3-10 employees. ----- ### "UK Agency Review" — 5.0/5 > **Dolan** | *27 May 2015* > > We were looking for an intergrated CRM / Pipeline / Job Costing and finance system. We had conducted intensive research on the options available on the market. Our challenge was to have realtime information that allowed us to react swiftly and in an accurately informed way to work in process, not only on the external spend but the recording of time and the financial impact it was having on the project and therefore the company. Workbook was a last minute option and we decided to have a demo in order to confirm our original choice but that demo changed our opinion and workbook proved it had arrived at a place the other systems were looking to achieve. It is intuitive and easy to use that the key component areas of timesheets and budgets that the majority of staff use have been adopted enthusiastically. The move from our old systems hasn;t been without teething problems but customer service has been great and they have responded to all the requests and challenges we have thrown at them. There are still some challenges around certain elements in the finance section, the replacement of Sage 100 in our case, but these are now under development as thier model is to constantly seek to improve the product. Importantly we now have the data from projects at our fingertips and this has proved invaluable and will in the long term it will have a positive financial effect on our business. I would recommend this to any business that is fast moving, needs to record time accurately and respond to clients changes and needs quickly. ----- ### "not userfriendly, extremely "heavy to use", confusing trainslation, confusing set-up" — 3.0/5 > **Erika Katalin** | *23 May 2015* > > The pros for the software is that is includes both CRM, Pipeline, Finance, RM and PM modules. The contras are unfortunately many. For everyday use and as working Tool, it is absolutely not user-friendly. Finance people, the way they think and Work, might be useful. However, sales and project managers think and Work completely different. Therefore the current set-up of workbook is far from being the best available software on the market. The customer service is not wokring smoothly, ( a kind of stiff - compeared to another customer service experines in business life) the ticket system is lacking the possibility of seeing WHO is included in the ticket correspondance, and also the possibility of adding/deleting participants from the list . Because of the complexity of the software, customer customized solutions are unfortunately very limited. ----- ### "Extraordinary tool with good support" — 5.0/5 > **Tomasz** | *27 May 2015* > > We've been running our consulting and accounting business for over 20 years. Most of the time we used various project management, time tracking and billing systems. Last year we decided to introduce WorkBook and replace the previous system we used. As we knew what we needed, the implementation was fast (approx. 5 working days). The new solution was easily accepted by all people in our organization and we didn't experience any challenges in this area, opposite to previous systems. Some features that were important for us: - multi-language interface, - invoicing in many currencies and languages, - direct access to the database allowing easy creation of own reports and integration with other systems we use, - easy administration, - ticket system for quality management system, - conversations that are very useful not only for communication, but also making reports of the minutes and tracking various project activities. When we started using the Polish interface we found many translations inaccurate or even funny. We were not very happy about it, however the translation tool allows us not only to adjust the translations to the Polish language, whenever we find a mistake, but also to the nomenclature we use internally. The only thing we miss is a wiki module that would allow to describe the internal processes and tracking their changes. The customer service answers very fast, what is not to overestimate these days - 5 stars in each category. ----- ### "I love WorkBook\!" — 5.0/5 > **Jeff** | *7 November 2018* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/67057/deltek-workbook-psa?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/67057/deltek-workbook-psa) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data