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Deltek WorkBook 13.8 CU01
Version DB: 13.8.29 / HTML: 13.8.29.0
Release Date: July 18, 2025
Welcome to the WorkBook 13.8 CU01 Release Notes, which describe the features and enhancements and issues resolved in this release.
Overview
This document provides the following information:
WorkBook Documentation
Key Features
WorkBook 13.8 includes the following new and updated documentation:
- Release Notes in updated user-centric format for ease of use. Contains a summary of new and updated features and enhancements (and links to supporting documentation, where applicable), resolved software issues, and known issues.
- Installation Guide with updated information about connection string values.
Additional Documentation
Feedback
Technical Considerations
Installation
Supported Products
Compatibility Matrix
Information about platform requirements is maintained in the Deltek Product Support Compatibility Matrix, located on the Deltek Support Center. In the Matrix, search on "WorkBook" to navigate quickly to the information that you need.
Database Changes
Columns to be Removed
As part of planned database optimization and cleanup, the following columns are scheduled for removal in future releases:
- Table Ress Column DisableTwoFactorAuthenticationOnPrivateNetwork
- Table Ress Column SysSetting
Table Added to Support Historical Booking Information
The following table has been added to contain historical bookings information: CapUsedHistory.
Tables Added to Support Enhanced Expense Justification Functionality
The following new table stores the metadata for the expense justification template.
- Table ExpenseEntryJustificationTemplate
- Columns Id, Name, Active, Instructions
The following new table stores the details of the expense justification template fields.
- Table ExpenseEntryJustificationTemplateDetail
- Columns TemplateId, FieldId, LabelText, IsMandatory, Active
The following new table stores the justification of the expense entries as added by users. Note: The justification is stored as a JSON object.
- Table ExpenseEntryJustification
- Columns ExpenseEntryId, Justification
Columns Added to Display Failed Login Information
The following columns have been added so that information about failed logins can be displayed in the Session Log Overview:
- Table LoginFailed Column AuthProvider
- Table LoginFailed Column Reason
Columns to be Removed in Release 14.0
The following columns will be removed in Release 14.0. These changes support the implementation of enhancements to expense justification functionality.
- Table ExpenseEntry Column AdditionalInformation
- Table Act Column AllowExpenseAdditionalInformation
- Table CompAct Column AllowExpenseAdditionalInformation
API Updates
The following API calls are deprecated from the main API and transferred to a new report endpoint.
APIs Migrating from Main API | Migrating to Report API |
/api/json/reply/DataboardDataRequest | /report/api/json/reply/DataboardDataRequest |
/api/Databoard/{DataboardId}/Data | /report/api/Databoard/{DataboardId}/Data |
/api/json/reply/DataboardExportRequest | /report/api/json/reply/DataboardExportRequest |
/api/Databoard/{DataboardId}/Export | /report/api/Databoard/{DataboardId}Export |
/api/json/reply/DataExportPrintRequest | /report/api/json//reply/DataExportPrintRequest |
/api/Dataexport/{Id}/Export | /report/api/Dataexport/{Id}/Export |
Security Enhancements
This section includes a summary of the security enhancements in this release.
Authentication Security Enhancements
WorkBook No Longer Prompts for Two-Factor Authentication (2FA) when Using SAML SSO
Deltek Tracking: 2314521
When users log in to WorkBook via SAML (Security Assertion Markup Language) SSO (Single Sign-On), they are no longer prompted for their 2FA tokens, nor are they prompted to set up 2FA.
The use of 2FA is only applicable when users log in to WorkBook with user names and passwords. In that scenario, if a user is an employee and has not enabled 2FA, but the WorkBook system is configured to require the use of 2FA, the user is prompted to set up 2FA
Login Failure Information Added to Session Log Overview
Deltek Tracking: 2358335
If you are a System Administrator or an Advanced User who has been granted access, you can now see the reason for a failed login and the provider that was used for the login attempt on the Session Log Overview page at Settings > Advanced Tools > Session Log Overview> Advanced tab. The Provider and Reason columns have been added to the Failed Login grid to display this information.
In addition, the factory setting for the order of columns in the Failed Login grid has been changed to show the most relevant columns first--Date, IP Address, Resource, User Name, and Reason. If you modified this grid by changing the column order or width, or if you sorted on a column, you can reset the grid to factory settings.
Cross-Site Scripting Request Forgery (CSRF/XSRF)
Deltek Tracking: 2382368
Beginning with Release 13.8, CSRF prevention is enabled by default:
- Integrations using API keys are not affected by CSRF prevention and do not require CSRF tokens.
- Integrations that use handshake must address CSRF prevention.
For instructions on handling CSRF tokens, see
Deltek WorkBook API Databoard Setup and Best Practices.
Important Note: Using API keys is the recommended authentication method for integrations.
CSRF protection can still be turned off via appsettings. However, turning CSRF protection off renders WorkBook vulnerable to cross-site request forgeries. For general information about CSRF see
https://www.cloudflare.com/learning/security/threats/cross-site-request-forgery/ Cloud customers can contact Deltek Cloud Services to request to override the default value. Self-hosted customers can override the default value in the appsettings.overrides.json file.
Software Issues Resolved
This section includes all fixes in this release. Some descriptions might contain extra information, including ways to work around the defects.
Deltek Tracking: 2417929Journals Posted Without Required Dimension
Description: When you enabled and required a dimension in the General Ledger within Dimension Setup, WorkBook still posted journals without the dimension field filled in.
Deltek Tracking: 2412424Job Invoices - Possible Performance Issues when Printing
Description: When you printed a consolidated invoice that contained a large number of line items, you might have experienced performance issues such as a connection time out.
Deltek Tracking: 2417932Price Quotes (PQs) - Duplicate PQs Retain Previous Job's Headline
Description: When you duplicated a job, including the PQs on that job, the PQs on the new job had the old job's headline.
Deltek Tracking: 2429156Time Entry Approval - Possible Slow Loading with Author/Entry User Time Entry Approval Setup
Description: Performance issues, such as slow loading, occurred when you opened approval or weekly time entry lists.
Features and Enhancements
This section provides a summary of all the features and enhancements included in this release.
Basic Authentication is Disabled
Deltek Tracking: 2311004
As of Release 13.8, Basic Authentication is disabled. It is no longer possible to authenticate against the WorkBook API using Basic Authentication.
Software Issues Resolved
This section includes all fixes in this release. Some descriptions might contain extra information, including ways to work around the defects.
Deltek Tracking: 2388057Agent 164 (Add Employees with Client Access to Job Teams) Fails with Large Amounts of Data
Description: When you tried to run Agent 164, it sometimes failed because of a large amount of data.
Deltek Tracking: 2321744Creditors - Creditor List - Error when You Open a Voucher Card
Description: When you opened a voucher card from the Transactions tab, you could experience an error.
Deltek Tracking: 2371744Purchase Orders (POs) - PO Title Display Issue
Description: When you opened a PO drop-down list that had a title that is longer than 200 characters, the drop-down shifted off-screen, hiding other PO titles.
Deltek Tracking: 2375165Pagero Import - Missing Optional Fields Cause Error
Description: When you uploaded a third-party file to Pagero and imported it into WorkBook, if the file was missing some optional fields, WorkBook produced an error.
Deltek Tracking: 2386566Creditors - Cannot See Attachments on Inter-Company Vouchers
Description: When you made inter-company postings, attachments on the original voucher were not copied to the resulting vouchers on the other Companies.
Deltek Tracking: 2341687LDAP Authentication - No Default to Username
Description: When LDAP authentication was enabled for users, but their domain login names were not set, their logins did not default to their usernames.
Deltek Tracking: 2349887Error Report Prevents Restart
Description: When System Variable 1139 (Error Reporting) was set to any value other than its default value (which is 2 - Automatic), and WorkBook displayed an error report, and you clicked Restart in the dialog box, WorkBook did not restart.
Deltek Tracking: 1962108Cannot Scroll through Task Briefing Templates
Description: When you had a large enough number of templates for task briefings that the list of templates exceeded the size of the page, you could not access templates that were farther down the list because there was no scroll bar to enable you to see more of the list.
Deltek Tracking: 2323908Jobs List - Ampersand is Displayed Incorrectly in Department Names
Description: In Job List view grids, when a job's department name contained an ampersand (&) it was displayed as & instead of &.
Deltek Tracking: 2361665Timeouts and Long Loading Times when Updating Job Key Figures
Description: Timeouts and long loading times sometimes occurred when updating job key figures because of database connection pool exhaustion. The cause was frequent job data updates when System Variable 1188 (The Frequency of Recalculation of Jobs Key Figures in Minutes) was enabled, which led to excessive connection use during recalculations.
Deltek Tracking: 2368834Jobs List - Invoices - Invoice Line Changes were Lost when Editing New Lines
Description: When you changed activity on an invoice line and immediately started editing the activity description, some of the text was lost.
Deltek Tracking: 2380432Create Employee - No User Types to Select in Drop-Down List
Description: When you tried to create an employee, if System Variable 1120 (Control which Users are Able to Create a New Employee or Move an Existing Employee to a New Company) was set to 2 (System Administrators and Advanced Users with Access to Settings), and your user account did not have access to Settings in your Company, there were no user type values to select in the User Type drop-down list in the Add New Employee dialog box.
Deltek Tracking: 2317674Booking Time not Updated when Moved in Timeline Calendar
Description: When you changed bookings from the timeline calendar, they were not updated correctly. They were displayed incorrectly on the task.
Deltek Tracking: 2344653Task Matrix - Filter is not fully Reapplied on Soft Refresh
Description: When you applied a dimension that matched an existing task matrix filter to a resource, doing a soft refresh in the task matrix did not show the resource.
Deltek Tracking: 2375049Incorrect Capacity Calculations on Some GSR Resources
Description: When two GSR setups had overlapping dates, invalid amounts of capacity were visible.
Deltek Tracking: 2306642Calendar Synch - WorkBook Creates Duplicate Bookings
Description: When you synchronized in both directions with an Azure (Office 365) calendar, Azure sometimes caused an error whereby appointments that were created in WorkBook and synchronized with the Office 365 calendar were subsequently reimported back to WorkBook, creating duplicates. This occurred rarely.
Deltek Tracking: 2105036Notification Email Text - Edit History Unavailable
Description: When you saved changes in a rich text editor, the edit history became unavailable, and you could not revert or restore history.
Deltek Tracking: 2386565Price Lists Setup - Client and Company Tabs - Read-Only Access
Description: When you switched between the Client and Company tabs in the access settings sidebar on the Price Lists setup page (Settings > Price Lists & Activities > Price Lists), read-only access temporarily became edit access.
Deltek Tracking: 2313716Job Folders Inaccessible after Update to Release 13.6
Description: When you upgraded to Release 13.6, and your WorkBook system was configured to use a WebDAV storage provider, job folders became inaccessible.
Deltek Tracking: 2166664Follow-Up - Debtors with Due Payments Page - Infinite Loop of Refreshes
Description: When you had debtors from multiple Companies on the Debtors with Due Payments follow-up page, and you selected multiple debtors, you became stuck in an infinite loop of refreshes.
Deltek Tracking: 1975199Expense Entry - Cannot Attach Files to Vouchers with Status Higher than Status-10
Description: When you tried to attach a file to a Creditor Invoice that was in a status higher than Status-10, WorkBook displayed an error.
Deltek Tracking: 2386556Time Entries Sent for Approval Incorrectly
Description: WorkBook sent time entries for approval despite Company Variable 68 (Restrict Activities on Time Entries to Price List with a Valid Date) being enabled, and despite the activity being disallowed.
Deltek Tracking: 2386559Expense - Expense Type Job - Purchase Orders (POs) Unrelated to Creditor are Included in the Drop-Down List
Description: On an expense entry of Expense Type Job, when you selected a job, and you clicked on the Purchase Order Ref., POs that are not associated with the creditor were also included in the drop-down list.
Known Issues
This section includes a summary of known issues in this release.
Storage Providers
Azure Storage Cannot Handle a Subfolder Root Path if the Folder Name Starts with a Capital Letter
Deltek Tracking: 2273062
When WorkBook System Administrators configure an Azure Storage provider with a root folder path whose name starts with a capital letter, they cannot browse the subfolder.
Time & Expense
Expense - Expense Entry Rejected with Invalid Purchase Order (PO) Ref. Field Carries the Red Highlight of the PO Ref. Field Over to New Expense Entry
Deltek Tracking: 2412036
When a Status-10 expense entry is rejected, and that record has an invalid Purchase Order Ref., when the author of the rejected expense entry tries to create another (Status-10) expense entry, the red highlight is retained on the Purchase Order Ref. drop-down field on the new expense entry.
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