Customers
Pike: Customers
Carries over: Customer name and the jobs under it.
You set in Pike: Nothing.
Template columns: customerName
Migration guide
Move from Deltek WorkBook to Pike
Connect WorkBook with an API key, run Import data, and keep syncing while teams move one at a time. Budget five weeks from connection to cutover, then one month-end in Pike.
Available now
Pike reads WorkBook through its REST API, so customers, jobs, tasks, employees, time entries, invoices and resource bookings import with their links intact.
- In WorkBook, a System Administrator creates an API-Only user and generates its key under Settings → Advanced Tools → User Access Rights → API Key Setup. Deltek recommends API-Only users for integrations. Copy the key before you close the dialog.
- In Pike, go to Workspace settings → Integrations → Deltek WorkBook, click Add integration, and enter your WorkBook address and the API key.
- Turn on Import bookings if you plan resources in WorkBook, then click Import data. The stepper imports customers, jobs, tasks, employees, time entries, invoices and bookings, in that order.
- Turn on Keep syncing. Pike imports new WorkBook time every 3 hours while the rest of the team finishes the month in WorkBook.
Pike never writes to WorkBook. WorkBook caps an API key at three months from creation, so note the expiry date and generate a new key before it lapses during the parallel run.
Available now
Use CSV when no System Administrator can issue an API key, or when you bring over only part of your history.
- Go to Finance & Administration → Export, Import & Maintenance → Data Export, pick the company, and highlight the data type. Access needs Finance & Administration rights in User Access Rights.
- Set dates or parameters with the options icon, click Export, choose CSV and tick Include Header Row. Check which data types your Data Export screen lists: the help center does not name them.
- Keep invoice history in your accounting system and connect that system to Pike. The CSV route does not import invoices.
- Upload customers, projects, members, tasks, then time entries under Workspace settings → Integrations → CSV, using the CSV templates.
Native sync is the only route that imports WorkBook invoices and resource bookings with their job links. On CSV, rebuild bookings as Pike allocations by hand.
Entity map
What each Deltek WorkBook record becomes in Pike
Column one uses WorkBook's own labels. Pike matches people on the email of each WorkBook employee.
Jobs
Pike: Projects
Carries over: Job name, customer, fixed price or time and materials, budget and hourly rates.
You set in Pike: Team and project template.
Template columns: projectNumber, title, customerNumber, billingType, budgetAmount, hourlyRate
Tasks
Pike: Tasks
Carries over: Task name under each job.
You set in Pike: Phases. WorkBook groups tasks into schedules and phases on a job, and Pike’s import lists tasks only.
Template columns: title, projectNumber
Employees
Pike: Members
Carries over: Name and email.
You set in Pike: Workspace role, team, position and cost profile.
Template columns: email, displayName
Time entries
Pike: Time entries
Carries over: Date, hours, notes, billable flag and invoiced status.
You set in Pike: Nothing.
Template columns: date, hours, email, projectNumber, taskTitle, note, billableStatus, invoiced
Invoices
Pike: Invoice history (read-only)
Carries over: Invoices on each job, as read-only history.
You set in Pike: New invoices go out from Pike from cutover.
Task resource bookings
Pike: Allocations
Carries over: Booked employee, job and hours, when Import bookings is on.
You set in Pike: Bookings still waiting for approval in WorkBook.
Template columns: email, projectNumber, startDate, endDate, hoursPerWeek
Pike reads the billing type of each job (fixed price or time and materials), its budget and its hourly rates. Teams manage WorkBook price lists from the Jobs List, so open one job per price list after the import and compare its rates.
The WorkBook Job value statement report shows approved price quotes and work in progress on open jobs. Compare its totals with the budgets Pike imports for your largest open jobs.
Pike’s WorkBook import lists no cost rates. Set a cost profile for each member before the pilot, so the Finance tab shows margin on the first imported month.
The plan
Seven steps out of Deltek WorkBook
The same steps as the main migration guide, with this tool's screens and settings.
Week 1
Migration owner, finance
Week 1 · Migration owner, finance
Freeze scope and export
On Native sync Pike reads WorkBook directly. The export in week one is your archive copy.
- Pick a cutover Friday after your last WorkBook invoice run of the month.
- Run Data Export to XLSX for every data type you keep outside Pike, one file per company if your WorkBook system has more than one.
- List open jobs with partial or on-account invoices and approved price quotes. You check these after the import.
Done when: Archive exports in one folder, a cutover Friday on the calendar, and a System Administrator named to issue the API key.
Week 1 to 2
Operations lead
Week 1 to 2 · Operations lead
Clean the data in WorkBook
Pike imports what WorkBook stores, so merge customers and fix employee emails inside WorkBook before you click Import data.
- Merge duplicate customers and close jobs that will never take another hour.
- Approve or revoke every open time sheet line under Finance & Administration → Cost Entry → Time Sheet.
- Check every active employee has the email they will sign in to Pike with.
Done when: No duplicate customers. Every open job has a billing type, a budget and a price list.
Week 2
Workspace admin, finance
Week 2 · Workspace admin, finance
Build the workspace shell
WorkBook includes Finance & Administration as well as jobs, so decide which ledger takes over posting before you build anything else.
- Create teams and workspace roles. Invite admins and project leads only.
- Connect the accounting system that takes over from WorkBook Finance & Administration and run its Import data.
- Set a cost profile for everyone who logs billable time.
Done when: Admins and leads are in Pike. Finance sees the same customer list as the ledger.
Week 2 to 3
Workspace admin
Week 2 to 3 · Workspace admin
Run Import data
One click imports customers, jobs, tasks, employees, time, invoices and bookings in dependency order.
- Turn on Read for customers, jobs and tasks, time entries, and resource bookings, then click Import data. Retry anything listed under Sync issues.
- Group imported tasks into Pike phases on jobs you plan by phase.
- Open one fixed price and one time and materials job and compare budget, rates, invoiced hours and last month’s hours with WorkBook.
Done when: Customer, job, employee and last-month hour counts match WorkBook.
Week 3 to 4
Delivery lead, finance
Week 3 to 4 · Delivery lead, finance
One team in Pike, the rest in WorkBook
Turn on Keep syncing and move one team with a live client job and an invoice due.
- The pilot team logs time in Pike only. Everyone else logs in WorkBook, and Pike imports that time every 3 hours.
- Finance approves the pilot team’s time in Time admin and sends one invoice from Pike in place of a WorkBook partial invoice.
- Compare the pilot team’s Pike allocations with their WorkBook bookings for the next four weeks.
Done when: One invoice sent from Pike. Pilot hours in Pike match the same week in WorkBook.
Week 4 to 5
Migration owner
Week 4 to 5 · Migration owner
Cutover weekend
Close WorkBook time entry on Friday evening. Narrow access in User Access Rights in place of a read-only mode.
- Friday: approvers run Approve Entire Week on the Time Sheet, then an admin clicks Sync now in Pike and turns Keep syncing off.
- Remove Jobs and time entry access for everyone except finance and the System Administrator.
- Monday: everyone logs time in Pike. Pin one message with links to log time, find tasks and ask for help.
Done when: Time admin shows every active member by Monday afternoon. WorkBook shows no time after Friday.
Week 5 to 8
Finance
Week 5 to 8 · Finance
First month-end in Pike
Done when finance closes a month without opening WorkBook.
- Approve all time, invoice every billable job from Pike and send the invoices to accounting.
- Raise a final or partial invoice in WorkBook for any time and materials hours logged before cutover and not yet invoiced.
- Ask your Deltek account manager how long you keep read access after the contract ends. The WorkBook help center lists no retention period.
Done when: Month closed in Pike. WorkBook exports saved with two owners. Deltek exit date agreed.
Rebuild
Set these up in Pike by hand
- Open price quotesCreate them as deals with value and expected close date.Pike docs
- Schedules and phasesSet up phases on each project and a project template for new jobs.Pike docs
- Booking approvalsAllocate people to projects in Pike for bookings not yet approved in WorkBook.Pike docs
- Invoice layout and numberingSet numbering, terms and layout in invoice settings.Pike docs
- Time sheet approversChoose who approves time for each team in Time admin.Pike docs
Questions
Moving from Deltek WorkBook: common questions
Which WorkBook user should connect Pike?
Use an API-Only user. Deltek recommends them for integrations unless the integration needs to act as an administrator, and Pike only reads from WorkBook. A System Administrator generates the key on the API Key Setup tab.
Does Pike know which WorkBook hours we already invoiced?
Yes. Pike imports the invoiced status on each time entry, and WorkBook invoices as read-only history. Those hours show as invoiced and never appear on a new Pike invoice.
Can we bring our WorkBook resource plan?
Yes. Turn on Import bookings and Pike imports WorkBook resource bookings as allocations. WorkBook books resources on tasks, so check each allocation is on the right Pike project after the import.
Our API key expired mid-migration. What now?
WorkBook sets every API key to expire within three months of creation. Generate a new key on the API Key Setup tab and enter it on the Deltek WorkBook integration page in Pike.
We run several companies in WorkBook. What changes?
WorkBook Data Export runs per company: pick each company in the drop-down above the left pane and archive its files separately. Give the API-Only user access to every company you migrate, then compare customer counts per company after the import.
Deltek WorkBook documentation used for this guide
- Deltek WorkBook: Export data
- Deltek WorkBook: Job lists
- Deltek WorkBook: Invoice
- Deltek WorkBook: Time sheet
- Deltek WorkBook: Approve or revoke time sheet entries
- Deltek WorkBook: Tasks
- Deltek WorkBook: Task resource booking approval
- Deltek WorkBook: Generate API keys for API-only users
- Deltek WorkBook: Generate personal API keys
- Deltek WorkBook: List of reports
- Deltek WorkBook 13.5: Features and enhancements
- Deltek WorkBook REST service
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