A New Era Begins: AI-Powered Productivity and Smarter Workflows in the Latest WorkBook Release

The newest release of WorkBook ushers in a major milestone for project-based agencies: Dela™, Deltek’s AI engine, is now part of the WorkBook experience. This marks the beginning of a smarter, more intuitive platform—one that helps teams move faster, reduce manual work, and operate with greater confidence.

But Dela’s arrival is just the start. The update also enhances invoice automation, expands agile board flexibility, and introduces subtle but meaningful improvements across financial workflows. Together, these features set a new standard for efficiency across your operations.

Here’s everything new in this release:

Explore the latest WorkBook release and see how enhanced automation, AI, and improved usability are redefining productivity

Dela Makes Its Debut in WorkBook

For the first time ever, WorkBook includes Dela-powered capabilities, bringing AI-driven intelligence directly into scheduling and invoice workflows. To support this, the release introduces a brand-new AI Features settings page, giving companies full control over which Dela features to enable and when.

You can also configure a Company Narrative, helping Dela understand your business context and generate more relevant recommendations. And because Dela is built with privacy at its core, the system never stores your prompts or uses your data for model training.

This marks the beginning of AI-enhanced operations in WorkBook—private, secure, and tailored for agencies.

Create Schedules Faster with Dela Schedule Assistant

The new Dela Schedule Assistant transforms how teams build project schedules. Instead of starting from a blank page, users can now collaborate with Dela through a dedicated interactive dialogue window.

What You Can Do

• Provide project context using optional scheduling parameters
• Describe what you need using a prompt
• Iterate as many times as you’d like—Dela responds dynamically
• Once finalized, load the schedule directly into the job

Explore how the Dela Schedule Assistant transforms scheduling with intelligent guidance, dynamic iteration, and effortless job loading

The generated schedule includes:

• Tasks organized into clear phases
• Helpful briefing summaries
• AI “sparkle” indicators for easy identification

This feature dramatically reduces the time required to plan projects, while improving clarity and consistency across your schedules.

See how AI-built schedules deliver organized phases, built-in briefings, and instant clarity to accelerate project planning

Smarter Invoice Creation with ICR + AI-Driven Accuracy

The release also introduces a modern, AI-enabled ICR (Intelligent Character Recognition) experience for creating Purchase Invoices. This brings more automation, greater precision, and smoother processing for Finance teams.

What’s New

• A redesigned upload window supporting multiple invoice files at once
• Automatic creditor identification using tax registration information
• Auto-capture of invoice details such as:
• Invoice number
• Date
• Currency
• Creditor
• Line items created exactly as they appear on the document
• Support for foreign-language invoices
• Automatic PO detection and line-level job detail mapping
• Seamless integration with hot folder agents for hands-off invoice creation

Uncover the enhanced ICR workflow that delivers AI-driven accuracy, multi-file uploads, and seamless invoice processing

And when an invoice is successfully generated via ICR, you’ll see the signature AI sparkle icon confirming Dela’s assistance.

If any issues occur, the system safely reverts to the classic workflow and notifies the Finance team—ensuring accuracy and business continuity.

More Control for Agile Teams: Enhanced Scrum Board Configurations

Agile users get expanded control over how their work is visualized. The release introduces new flexibility in Scrum Board configurations, allowing teams to better match WorkBook with their real-world processes.

Enhancements Include

• Custom combinations of task progression statuses
• Dedicated configurations assignable per sprint

This helps agile teams maintain consistency, improve visibility, and align boards with their preferred delivery methodology.

See how upgraded Scrum Board configurations bring greater visibility, consistency, and customization to agile project management

Improved Visibility on Sales Invoices

When an invoice is generated from a Price Quote—or when lines from a Price Quote are used—WorkBook now displays a read-only "Copied from Price Quotes" label on the invoice header.

Helpful tooltips provide:

• Additional context
• Hyperlinks to the original source documents

This small enhancement goes a long way in improving transparency and reducing cross-team confusion, especially for finance and project managers.

Understand how improved invoice visibility enhances transparency with clear Price Quote references and helpful source links

The Bottom Line

This release is more than a feature update—it’s the start of a new intelligence layer across WorkBook. With Dela now embedded in scheduling and invoice processing, along with improvements to agile workflows and financial traceability, teams gain a faster, more accurate, and more intuitive way of working.

AI is officially here in WorkBook. And this is only the beginning.