Migrate your Deltek WorkBook data

Projects are the primary container in WorkBook, linking Tasks, Resources, Time, and Finance. We migrate Projects 1:1 including status, dates, budget, and linked custom Dimensions. Project templates export as standard Projects and require re-linkage in the destination.

Tasks support Kanban board and calendar views natively. We preserve task hierarchy, assignees, due dates, and status. Subtask relationships map as child Tasks with a parent reference. Custom task fields migrate as standard key-value pairs.

Pipeline stages and CRM pipeline data use a stage-based model in WorkBook. Stage names, order, and win/loss probability percentages vary by organisation. We map each stage to an equivalent destination stage and flag any probability overrides for review.

Contacts in the CRM module are distinct from project stakeholders. We migrate Contacts including company linkage, lifecycle stage, and custom fields. Contact-to-Company associations must be preserved to maintain relationship data integrity.

Companies/Accounts represent client organisations in the CRM. We migrate company records with industry, size, address, and linked Contact associations. Multi-company configurations in WorkBook require careful tenant-level scoping during migration.

Time entries link to Projects and Tasks with hourly rates, billing status, and date. We map billable vs non-billable flags and preserve the approved/pending status. Historical time entries carry audit context that we retain where the destination schema allows.

Expenses include mileage, material, and personal expense categories with receipt attachments. We migrate expense records with project linkage, reimbursement status, and approval workflow flags. Receipt files are exported separately and re-attached in the destination.

Purchase Orders are tied to Projects and track vendor commitments. We migrate open and historical PO records including line items, amounts, and status. Closed POs migrate as read-only historical records.

Invoices are generated from time, expenses, and fixed fees against a Project. We migrate invoice records including line items, payment status, and age. AR balance ageing data is preserved as a snapshot at migration time.

WorkBook's Chart of Accounts includes 21 built-in Dimensions and up to 10 custom Dimensions. Account codes, names, and dimension tags require field-level mapping to the destination's account structure. Inter-company and multi-currency settings must be explicitly carried over.

Workers represent team members with skills, availability calendars, and utilisation data. We migrate resource profiles including skill tags, capacity settings, and booking assignments. Active vs archived status determines whether a resource record is live or deactivated at destination.

WorkBook supports 21 built-in Dimensions and up to 10 custom Dimensions per organisation. Custom field names, data types, and picklist values require manual mapping to destination custom fields. We flag any custom fields with no direct destination equivalent for customer resolution.

Files saved to Projects, Tasks, or Companies export via WorkBook's file storage. We extract file metadata and binary content and re-attach to the corresponding destination record. Large file volumes may require chunked download and upload cycles.

System Variables and Company Variables control global settings, numbering sequences, and configuration flags. We export these as a structured settings bundle and flag any that reference deprecated or version-specific IDs for manual review before import.