Deltek WorkBook 14.0 Release Notes

Version DB: 14.0.35 / HTML: 14.0.35.0

Release Date: November 27, 2025

Welcome to the WorkBook 14.0 Release Notes. This document details the new features, enhancements, and resolved issues in this release.

WorkBook Documentation

Key Features

WorkBook 14.0 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.

Additional Documentation

You can perform a Deltek Support Center search for additional documents at the following link: https://deltek.custhelp.com/app/answers/detail/a_id/79936.

Feedback

If you have comments or questions about this document, you can submit them to DeltekDocumentationFeedback@deltek.com.

Technical Considerations

Installation

See the Deltek WorkBook 14.0 Installation Guide for requirements and instructions for installing the WorkBook software.

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.

Deltek Product Support Compatibility Matrix

Database Changes

Columns Removed

The following columns are removed as of Release 14.0:

Table Act Column AllowExpenseAdditionalInformation
Table CompAct Column AllowExpenseAdditionalInformation
Table ExpenseEntry Column AdditionalInformation

Tables Added

The following tables were added as of Release 14.0:

InvoicePriceQuoteLink

Security Enhancements

This section includes a summary of the security enhancements in this release.

WorkBook Security Enhancements

Deltek Tracking: 2259942, 2030823, 2469588, 2387249

Numerous security enhancements are implemented, including updates to chat functionality, filesystem access, and tighter 2FA authentication.

New Features and Enhancements

This section provides a summary of all new general features included in this release.

Authentication

Personal API Keys

Deltek Tracking: 2451773

Previous releases of WorkBook restricted API access to special Advanced Users that have the application access role of API Only and that are not allowed to log in via the user interface. This prevented customer integrations that require administrative access to perform tasks like creating admin users. In addition, this approach prevented users from building personal automation use cases such as AI assistants that interact with WorkBook.

This feature enables any login-enabled employee—whether a System Administrator, Advanced User, or Basic User—to generate per-user personal API keys for their own use. Note: Contact Users (sometimes known as Portal Users) cannot use personal API keys.

In addition, System Administrators can manage personal API keys for other users and themselves.

Key Features

Self-Service Management – You can generate your own personal API keys via My Settings > Login Settings. You can have multiple personal API keys. You can view the list of your personal API keys at Login Settings; however, you cannot see the actual key values, which are hidden to retain security. You can see the key status—active, expired, or invalidated—and invalidate your keys. The following figure shows an example of the Personal API Keys section in the My Settings / Login Settings dialog box.

Same Access Level – Personal API keys grant exactly the same permissions as your normal login credentials.
Secure by Design – WorkBook displays personal API key values only once, when they are generated. Thus, you must note the value of a personal API key when you generate it. Personal API key values remain hidden otherwise. (Personal API keys are hashed, so that even if a user has direct access to the database, it is impossible to recover the value of a personal API key.)

Personal API keys must have expiration dates. The maximum expiration date is three months from the date of the personal API key’s creation. Only System Administrators can generate personal API keys for users other than themselves. WorkBook sends a notification email to you when you generate a personal API key; thus, you are alerted if a key was somehow generated without your knowledge.

Using Personal API Keys – Using a personal API key is similar to using “regular” API keys. Having a personal API key enables you to build custom workflows using AI assistants and other tools to read data and perform actions on your behalf.
Enhanced Integration Capabilities – Previously, API-Only users could not build any integration that required calling endpoints or performing actions that are only for administrators because API-Only users are Advanced Users. With this enhancement, you can now work around this limitation by using an administrator’s personal API key.

API-Only users are preferred for building integrations, unless the integration specifically needs to perform actions as an administrator.

Note: Because personal API keys expire at most three months after being created, when you use personal API keys for integrations, it is a best practice to set up a process (automated or manual) for rotating keys.

Management of Users’ Personal API Keys – System Administrators can generate and manage other users’ personal API keys via a new tab at Settings > Advanced Tools > User Access Rights > API Key Setup. System Administrators can also view information about keys, such as status; the user who created it; and creation, expiration, and last-used dates. However, they cannot view the actual key values. The following figure shows an example of the API Key Setup tab.

Setup

To use the Personal API Keys feature, you must enable System Variable 1198, Enable Personal API Keys. This System Variable is enabled by default; however, if you are a System Administrator you can disable it.

Finance & Administration

Creditors > Creditor invoices > Intelligent Character Recognition (ICR) for Creditor Invoice Creation using Dela™ AI

Deltek Tracking: 1877739

This feature introduces intelligent optical character recognition (ICR) technology that reads your invoices and credit notes and then uses Dela™ AI to extract data to create creditor invoice records. This reduces manual data entry and the time that that takes and improves accuracy in your Accounts Payable process.

This functionality creates creditor invoice records with both header information and individual line items, just as if you had entered them manually. Creditor invoices that WorkBook creates with Dela AI assistance are identified by the

Dela AI-assisted icon, accompanied by a tooltip (This invoice was created with Dela assistance.). This icon remains with the creditor invoice throughout its life, even if you modify the invoice manually at some point.

The following are some of the key capabilities and benefits of this feature:

File Upload & Processing

Enhanced Uploading — Uploads invoices in PDF, JPEG, and PNG formats. You can drag and drop or select files. The upload component ensures that only allowed file types are uploaded. Existing System Variable settings ensure the security of allowed file extensions, significantly reducing the risk of malware uploads. The ICR functionality can handle source records in multiple languages, and generates the new records in the language of the original documents.
Single Invoice or Batch Processing — Uploads single invoices or multiple invoices at the same time. The file uploader has been updated for Release 14.0; it now enables you to remove individual files from bulk uploads, shows the sizes of files, and enables you to clear all selected files from the upload area. See Updated File Uploader Functionality (Deltek Tracking: 2445063) for more information.
Background Processing — Uploads invoices to a temporary folder on your Storage Provider. WorkBook then automatically processes the uploaded invoices in the background, so that you can continue working.
Automatic Attachment — Uploaded files are automatically attached to the created creditor invoice records.
Error Logging — WorkBook logs any errors that it encounters during the file upload process. WorkBook also sends notifications to the Finance Responsible. If the Finance Responsible is inactive, WorkBook sends notifications to the Company Responsible.

Intelligent Data Recognition

This process automatically extracts and populates the following information if it is provided in the original uploaded files:

Invoice Header information:

Invoice number
Invoice date
Creditor/supplier information
Total amount
Currency
Description

If some data cannot be linked, the Finance Responsible receives an inbox notification that explains the reason. The following figure shows an example.

Line Item details:

Individual line amounts
Currency information
Line descriptions

Smart Creditor Matching

Automatically matches supplier information from invoices to existing creditor records in your WorkBook system.
If no matching creditor is found, WorkBook does not create the creditor invoice. If a matching creditor is found, but is blocked, WorkBook does not create the creditor invoice. This is flagged in the process log, which you can view by clicking Background Tasks. The process log also shows success messages. The following figure shows an example.

Integration with Existing Workflows

Maintains all existing invoice processing workflows.
Works seamlessly with your current creditor invoice agents.
Documents that are processed through existing agents can also use ICR functionality.
The fallback behavior if an error occurs during the extraction of header and detail information from uploaded files or attachments is to revert to the original functionality:

WorkBook creates the creditor invoice header without any details.
WorkBook attaches the file to the header.
WorkBook notifies the Finance Responsible of the error and the reason that the details were not applied to the creditor invoice.

Straightforward Setup
A System Administrator enables this functionality using the ICR for Creditor Invoices feature opt-in section of the AI Features page under Settings > Company Settings > AI Features. When this feature is enabled, new upload options are displayed in your Creditor Invoice workflow that enable you to take advantage of ICR processing.

To begin the process of creating creditor invoices using Dela’s intelligent character recognition, navigate to Finance & Administration > Creditors > Creditor Invoices. On the Creditor Invoices page, click the

Create Invoices with Dela icon on the grid toolbar.

Norwegian SAF-T Updates for 1.3

Deltek Tracking: 2336849

To align with the latest SAF-T 1.3 regulatory requirements and facilitate accurate submissions through Deloitte’s TaxCube platform, this feature updates the Journal Entries export structure in WorkBook. This update introduces new field elements and revised data segmentation to ensure full compatibility with TaxCube’s specified format.

The following columns are added to the Journal Entries output to meet TaxCube’s metadata specifications:

VoucherType
VoucherDescription
ModificationDate

In addition, the following amount data columns are restructured as shown in the following table.

Existing Column	New Format	Old Format	Requirement
AnalysisAmount	8 columns	4 columns	Split into 8 columns to separate Debit and Credit for each relevant category to ensure granular parsing by TaxCube.
Tax(VAT)Amount	8 columns	4 columns	Split into 8 columns to separate Debit and Credit for each relevant category to ensure granular parsing by TaxCube.

Price Quote Label on Sales Invoice

Deltek Tracking: 2349787

This feature improves the traceability of billing workflows by displaying the numbers of the Price Quotes (PQs) that were used to generate sales invoices directly on the sales invoices. This enables you to easily identify which PQs contributed to the creation or update of a sales invoice, ensuring accurate documentation and your ability to audit.

A new read-only field, Copied from Price Quote(s), appears on the sales invoice header tab, just below the Client Account Number. This field displays a label that provides the source PQ’s number and title. If there are multiple PQs that are related to a sales invoice, all of them are displayed. This field is only present on a sales invoice when at least one PQ was used to generate that sales invoice.

When WorkBook generates a sales invoice from a PQ, it automatically adds this field to the header tab. When you use Copy Price Quote to the Current Invoice to add lines to an existing sales invoice, WorkBook updates the field to include the new PQ(s).

If you delete lines from a sales invoice, you can remove the label if that sales invoice is in Status-10. You can remove a label even if you did not remove the line from the sales invoice; you can also remove a line from a sales invoice without removing the label. The label is an indicator that enables you to properly reflect the underlying source PQ. WorkBook prompts you to confirm deletions.

You can interact with labels as follows:

Click a label to access the associated PQ directly.
Right-click on a label to delete that label from a sales invoice.

When you hover on a label, a tooltip displays additional details. The following figure shows an example.

Updated Icons Used for Creditor Invoice Line Types

Deltek Tracking: 2496601

The creditor invoice detail grid at Finance & Administration > Creditors > Creditor Invoices has new icons that represent creditor invoice line types.

Icon	Creditor Invoice Line Type
	Operating
	Project
	VAT
	Accrued Operating

Framework

Automatic Cleanup of Databoard Statistics Table

Deltek Tracking: 2431089

The General System Maintenance agent has been improved so that WorkBook stores only 3 months' worth of data in the DataboardStatistics table. If the cleanup of this table is interrupted (when it reaches the maximum agent run time), it continues on the next agent execution.

Pagero Integration

Pagero Handling of Invoices

Deltek Tracking: 2347340

The Pagero Handling of Invoices feature enhances the integration between the Pagero e-invoicing platform and the WorkBook Finance & Administration module by focusing on invoice lifecycle management, data reliability, and user control during both the implementation/testing and production stages.

Enhanced Invoice Management – These enhancements give you, as a Finance User, more control over invoices that you import through Pagero, for example:

Automatic Duplicate Invoice Handling – The Pagero Agent (Agent Type 182, Fetch Inbound Invoices from Pagero) automatically detects duplicate invoices coming from Pagero and marks them as duplicates. When the agent finds a duplicate invoice, WorkBook automatically sends a notification to the Finance Responsible in the Company where the invoice would normally be posted. Detection of a duplicate invoice does not cause the import to fail, so your invoice processing runs more smoothly without manual intervention.
Removal of Invalid Production Invoices – You can delete production invoices when appropriate, such as incorrectly imported invoices. A warning and confirmation prompt informs you that deletion can cause discrepancies between the WorkBook and Pagero systems.

Audit Trail – WorkBook logs the details about who performed deletions, and when and why, for audit purposes.

Production / Testing Mode Toggle – A new System Variable (1197, Pagero Integration Mode) enables you to control whether you are processing invoice files in testing mode or production mode. When you install Release 14.0, this setting defaults to production mode so that you do not have to change the setting manually if you are already using the Pagero integration. Note, however, that if you have never imported or sent invoices through Pagero, it defaults to test mode. Valid values for System Variable 1197 are as follows:

1 – Test Mode (Default Value ) – Invoice file processing between Pagero and WorkBook is in test mode.
2 – Certification Mode – Invoice files that are sent to Pagero are processed fully, but are not delivered to the end recipient. This enables testing of the connection between WorkBook and Pagero.
3 – Production Mode – Invoice file processing between Pagero and WorkBook is in production mode.

Deletion of Test Invoices – Test invoices are automatically flagged, making them easy to identify and remove. This helps you to clean up invoices that were created during your import testing without affecting production data. You can delete and cancel these invoices without any required comment. No logging or tracking is involved when you delete test invoices.

Scheduling

AI-Driven Project Schedule Generation

Deltek Tracking: 2211777

This release introduces AI-powered schedule generation using Dela™ via the Schedule Assistant. This gives you the ability to quickly create detailed project schedules without creating individual tasks manually. You enter text prompts, and the Schedule Assistant creates comprehensive project plans tailored to your specific needs. The resulting project plans use the same WorkBook scheduling functionality with which you are already familiar.

Key Features

Natural Language Input – Describe your project requirements in your own words, providing specific guidance about the processes and objectives involved in the project.
Customizable Parameters – Include fields like start date and suggested number of days. Note that schedules are based on work days, rather than calendar days. You can also use templates or previous schedules as foundations. For example, if you often have projects that typically involve the same sets of tasks—such as creating websites or marketing campaigns—you can create templates that the Schedule Assistant can use as the basis when generating a project schedule.
Project Context – Include project briefs to inform the Schedule Assistant about requirements, financial constraints, and other pertinent factors.
Interactive Refinement – After the Schedule Assistant generates an initial schedule, you can continue to iterate through draft schedules using conversational interactions.
Preview and Validate – Preview iterations until you arrive at the schedule that meets your requirements.
Finalize – Load the final schedule, and it becomes the project schedule. You interact with final AI-assisted generated project schedules just as you do with manually created schedules.
Controlled Access – Only authorized users who have appropriate schedule permissions can access the Schedule Assistant functionality. Using the Schedule Assistant is opt-in and is disabled by default. (See Straightforward Setup.) All data transmission follows standard security and privacy practices and regulations.

Process Flow

The following is an example of how you generate a schedule using the Schedule Assistant. In this example, the project is to create a marketing campaign to introduce a line of gourmet chocolates to the US market.

The flow begins with Jobs. Select a job > open the job card > click the Tasks tab > Click Schedule Assistant. WorkBook displays the Schedule Assistant dialog box.

Note the example text in the purple box that provides a guideline. You enter your description of your project in the field below the example, as the preceding figure shows.

You can click Reset to clear all of the information that you entered in the dialog box and start over. Click Cancel to discard all of the information and close the dialog box.

After you click Generate Schedule, the Schedule Assistant indicates that it is processing the information that you provided.

Next, the Schedule Assistant displays the first draft of the schedule in the right pane. In the Scheduling Parameters pane, it describes in natural language what it did. The right pane lists the tasks, their start and end dates, and durations on the left side, and the total project duration (in work days) appears at the bottom of the first column. The Gantt chart shows the distribution and duration of tasks across the project, and their relationships and flow.

The Schedule Assistant intelligently distributes tasks, including figuring out when tasks can run concurrently. The schedule can also include unlinked tasks.

At the bottom of the Scheduling Parameters pane, if the first iteration does not meet your requirements, you can refine parameters, enter additional parameters, or change values, and then click Regenerate to create another iteration of the schedule.

The Schedule Assistant generates another draft schedule according to your revised prompt, displays it in the right pane, and again describes what it did in the Scheduling Parameters pane.

If you decide that this schedule meets your requirements, click Load Schedule to finalize this iteration and load it as the project schedule.

You can see the finalized schedule after you have loaded it.

Notes

You can see in the preceding figure that the icon appears next to the project schedule name above the schedule toolbar. This icon stays with the schedule throughout its life cycle, even if you change the schedule manually.
Schedules that you create with the Schedule Assistant can only start on today’s date or in the future.
You can set specific dates for tasks. For example, if your schedule includes a pre-launch meeting for a campaign on a certain date, you can specify that date for the meeting in your prompts. The Schedule Assistant can even create lead-up tasks to prepare for the meeting that occur before the specified date.

Example Use Case Prompts

The following are example prompts that you might use as the initial prompts for generating a project schedule:

Create a website redesign project with a duration of 6 months, with discovery, design, development, and testing phases, starting on March 1.
Build a product launch schedule for Q3 with marketing and sales.

Straightforward Setup

Setting up the Schedule Assistant involves two steps that System Administrators perform on the form at Settings > Company Settings > AI Features:

Enable the Schedule Assistant on the AI Features page by scrolling to the Schedule Assistant section and selecting Enable this Feature (required).
Enter information that provides context to the Schedule Assistant in the top section of the AI Features page, such as Company narrative, target audience/customer segments, countries of operation, and primary market size and business scale. This step is optional, but the Schedule Assistant is better able to create more project-specific and Company-specific results if you provide this additional information.

For more detailed, step-by-step instructions for setting up and using the Schedule Assistant, see the WorkBook online help.

Scrum Boards - New Availability of Multiple Scrum Boards

Deltek Tracking 2030226

Project teams require flexibility in how they manage and monitor task progress. This enhancement introduces customizable Scrum Board configurations, which enable teams to use different sprint Scrum Boards that include different task progress statuses to track their work during scrum sprints.

Note: When you install WorkBook 14.0, existing scrum sprints are assigned a Standard configuration, which preserves existing sprint structures, task progress statuses, and task positions post-upgrade. At the time of installation, the Standard configuration is established as the default configuration; you cannot edit it. However, you can create another configuration and designate that configuration as your new default configuration for sprints that you create after the installation. Creating and assigning a new default configuration has no effect on existing data.

You must be a System Administrator or Advanced User and have access to the Settings module to create custom Scrum Board configurations.

To access this functionality, navigate to Settings > Projects & Jobs > Scrum Sprints > Configuration tab. The following figure shows an example of this tab.

On the Configuration tab, you can create, copy, edit, and delete Scrum Board configurations. Updates to configuration changes happen in real time.

Each configuration must have a unique name.
You select preset task progress statuses from a master list of statuses. Note: Only System Administrators or Advanced Users with access to Settings can create preset task progress statuses for your WorkBook system at Settings > Projects & Jobs > Task Progress Status.
If you delete a task progress status from a configuration, WorkBook reverts any tasks that have that status to the backlog.
You cannot delete a configuration if it is active—that is, it is applied to scrum sprints that are active.
Every scrum sprint must have an active configuration. If you do not specify a configuration, WorkBook assigns the Standard configuration to it, or another configuration that you have designated as the default configuration.

On the Scrum Sprints tab, the new Board Configuration column indicates which sprint Scrum Board configuration is assigned to the scrum sprint that you select in the grid. This column is a drop-down list field, so that you can select a different configuration. If you select another configuration, and its set of task progress statuses is different from the configuration that was previously selected, the Statuses pane is updated to display the newly selected configuration’s set of task progress statuses. The following figures show an example of this, using an example scrum sprint named Monthly Release Cycle 1 that initially has the board configuration BugFix Only Sprint assigned to it.

After a change to the QA Focused Sprint board configuration, the task progress statuses that that configuration includes are displayed in the Statuses pane.

Any tasks that had statuses under the first board configuration (BugFix Only) that do not exist in the newly selected board configuration (QA Focused Sprint) are automatically moved to the backlog (which is the same thing that happens when you move multiple tasks to a different sprint).

When you access a Scrum Board for a selected sprint, the columns that you see are only those for the task progress statuses that are included in the specification for the board configuration that is assigned to that sprint. The following figure shows the Scrum Board for the same example Monthly Release Cycle 1 sprint, using the example QA Focused Sprint configuration. The columns on the Scrum Board are the task progress statuses that are specified for the QA Focused Sprint configuration—Test Case Design, Ready for Testing, Testing in Progress, and so on.

For more detailed information about setting up Scrum Board configurations and using them, see related online help topics.

Settings

Dela Features Opt-In in Company Settings

Deltek Tracking: 2367303

WorkBook integrates Dela AI into various functionalities and workflows. This enhancement gives you the option to take advantage of this or to opt out on a per-Company basis of one or all features that use Dela AI. You have full control over which Dela AI integrated functionalities you enable.

If you are a System Administrator or Advanced User who has access to Settings, you do this by navigating to Settings > Company Settings > AI Features. Select the Company for which you want to determine Dela AI feature use in the drop-down list above the left pane, then scroll down the list of Dela AI integrated features and enable or disable the ones that you want to opt in/out of. The following image shows an example of the AI Features page.

The Schedule Assistant using Dela AI uses the information in the upper section of this form. See the feature overview for the Schedule Assistant for detailed information.

Note that if later you deselect a feature, you lose access to that functionality, but data that was created using that feature is preserved.