Deltek WorkBook
Run a More Connected, Profitable Agency
Agencies are under constant pressure to do more with less—while protecting margins, managing resources, and keeping work on track. Deltek WorkBook brings projects, people, and finances together in one platform, with AI-powered assistance from Dela™ to help teams plan smarter, act faster, and grow with greater control.
Trusted by Leading Agencies Around the World
Agencies rely on WorkBook to improve visibility, maximize utilization, and reduce billing errors.
25%
increase in project visibility — agencies using WorkBook gain real-time insight across every active project.
30%
boost in resource utilization — smarter planning keeps the right people on the right work.
20%
reduction in billing errors — automated cost capture and invoice reconciliation protect agency margins.
Why Choose WorkBook?
Run a Smarter, More Profitable Agency
Centralize Operations Across Every Team
Unify projects, people, and finances in one platform — so your teams spend less time chasing information and more time delivering great work for clients.
Maximize Every Billable Hour
Use real-time resource visibility, smarter forecasting, and Dela’s AI-assisted scheduling insights to keep teams fully utilized, adapt faster to change, and assign the right people to the right work.
Protect Margins with Financial Clarity
Accurate scoping, automated cost tracking, and streamlined billing close the gap between work delivered and revenue recognized — so your agency can protect margins with greater confidence.
Customer Story
rEvolution Drives Speed and Efficiency for Growth
An expanding team and increasing project complexity demands an operations system that can scale at the speed of its growing business. rEvolution chose WorkBook to empower their teams to make strategic decisions and respond to challenges faster.
WorkBook Features
Connect Every Stage of Your Agency Work
Real-Time Project Performance
Monitor every active project through dashboards with 300+ built-in reports. Filter data to surface exactly what you need, scale modularly as your agency grows, and keep the entire team aligned on status and outcomes.
Task & Time Management
Manage work with Kanban boards and calendar views. Tasks link directly to time entry, so teams submit time instantly after completion — reducing friction and improving the accuracy of billable hour capture.
Resource Planning & Forecasting
See capacity weeks or months ahead, spot staffing gaps earlier, and balance workloads with greater confidence. With Dela’s AI Schedule Assistant, teams can make faster staffing decisions, reduce delivery risk, and better align resources to project demand.
Financial Management & Billing
Reconcile invoices and purchase orders quickly, capture expenses through the WorkBook mobile app, and auto-post costs to the right client or project — so actuals always reflect where the budget stands.
Accelerated Month-End Close
Accelerated Month-End Close Inbox alerts surface open items throughout the month. WIP adjustments ensure accurate revenue data. Fewer manual steps and real-time income and cost visibility speed up close — every time.
Get Started
See What WorkBook Can Do for Your Agency
Connect your projects, people, and finances — and take control of agency growth.
Explore Resources
Everything You Need to Get More from WorkBook
Resource
Support & Professional Services
Expert customer care and global consultants to meet your business needs.
Resource
Product Learning
Self-paced learning, videos, infographics, and guides available on the Deltek Learning Hub.
Resource
Developer Resources
Technical documentation to help customize and integrate WorkBook within your environment.
Frequently Asked Questions
Get Answers to Your Deltek WorkBook Questions
Find answers to common questions about Deltek WorkBook's features, implementation, and how it supports project-based businesses. Can't find what you're looking for? Contact our team.
Deltek WorkBook is a cloud-based agency management platform that integrates project management, resource planning, and financial management in a single system. It is designed for marketing, advertising, and creative agencies that need real-time visibility across projects, people, and finances. WorkBook helps agencies reduce operational complexity, improve resource utilization, and protect margins through accurate billing and automated cost tracking.
WorkBook is used by marketing, advertising, and creative agencies of all sizes — from global networks to independent shops. Customers include Ogilvy and Mather, TMP Worldwide, We Are Social, rEvolution, People Group, and OH Partners.
Yes. The latest WorkBook release includes Ask Dela — Deltek's AI orchestrator — bringing AI-powered scheduling and smarter automation to help agency teams work more efficiently.
WorkBook improves profitability by closing the gap between work delivered and revenue recognized. Accurate project scoping, automated cost capture, and streamlined invoicing reduce billing errors and protect margins on every engagement. Real-time financial dashboards give agency leaders the visibility they need to act before profitability problems compound.
WorkBook connects with a range of tools commonly used by agencies, including accounting platforms and project management systems. It also offers an API and a marketplace of integrations, allowing agencies to extend the platform as their technology needs evolve.
Request a Deltek WorkBook Demo
Connect with our team to explore how WorkBook brings speed, clarity, and control to your agency’s work.