BST10 Visual Settings Guide

1. Connection Credentials

In Mosaic

Connection Credentials allow Mosaic to authenticate against the replicated BST10 SQL Server database. BST10 is replicated to Mosaic's cloud infrastructure on Azure — credentials are provisioned during onboarding by the Mosaic Solutions team and do not need to be re-entered manually.

In BST10: Mosaic reads from the BST10 Final schema on your replicated SQL Server. The Final schema contains posted (committed) records only — unposted timesheets and unposted transactions are not visible to Mosaic.

To Get Started

1. Follow the full setup instructions in the BST10 Integration Setup guide.
2. Provide your IT contact and BST10 DBA contact to the Mosaic Solutions team so the replica can be configured.
3. Once the replica is in place, the Mosaic Solutions team will validate connectivity and run an initial sync.

Replica credentials are managed by the Mosaic Solutions team. If your BST10 database is moved, upgraded, or credentials rotate, notify your CSM so the replication can be re-validated.

2. Connection Name (optional)

In Mosaic

An optional name for this connection. It distinguishes this connection from other BST Hosted connections on the same team, and appears wherever the connection is referenced in Mosaic. Leave it blank to show none.

This is a text input with a 50-character limit — for example, Houston Office.

1. Standard Roles

In Mosaic

Standard Roles define the set of available Roles that can be assigned to Members across the platform. These are used for resource planning, filtering, and rate calculations.

In BST10: Standard Roles map to Labor Bill Classes in BST10. Each Labor Bill Class becomes a Standard Role in Mosaic.

Setting Options

• Transfer updates from today forward — BST Hosted Standard Roles will be transferred to Mosaic after changes in BST Hosted. Required for syncing Labor Billing Terms. This setting will overwrite Standard Roles on Mosaic.
• Do not transfer (Recommended) — BST Hosted Standard Roles will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

2. Default Roles

In Mosaic

A Member's Default Role determines which Role is automatically assigned when they are added to a Project. This drives resource planning defaults and rate assignments.

In BST10: The Default Role maps to the employee's assigned Labor Bill Class on the Employee record (Employee.BillClass).

Setting Options

• Transfer updates from today forward — BST Hosted Member Default Org Roles will be transferred to Mosaic after changes in BST Hosted. This is required for syncing Labor Billing Terms. This setting will overwrite Member Default Org Roles on Mosaic.
• Transfer one time at first link — BST Hosted Member Org Roles will only be transferred to Mosaic when the BST Hosted Member is first linked.
• Do not transfer (Recommended) — BST Hosted Member Org Roles will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

3. Employee Archive Status

Definition

In BST Hosted, employees can be marked as archived or inactive. This setting determines whether that archive status flows into Mosaic to archive the corresponding Member.

Setting Options

• Transfer all + updates — BST Hosted Employee Archive Statuses will be transferred to Mosaic for all currently transferred Members. Additional updates in BST Hosted will also be transferred. This setting will overwrite Archive Status on Mosaic.
• Do not transfer (Recommended) — BST Hosted Employee Archive Statuses will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

In Mosaic

When set to Transfer all + updates, archiving an employee in BST Hosted archives the corresponding Member in Mosaic, removing them from active member lists and project staffing. Reactivating the employee reverses the archive on the next sync.

When set to Do not transfer, Member archive status is managed manually in Mosaic under Settings > Members.

Archiving a Member in Mosaic does not delete their historical project assignments, time entries, or rate records — it only removes them from active lists and prevents future staffing.

1. Default for new Projects

In Mosaic

A Portfolio is a folder used to organize multiple Projects — for example, by department, client, manager, or type of work. This setting determines which Portfolio newly linked BST10 Projects are placed into by default.

In BST10: There is no direct equivalent to Portfolios in BST10. This is a Mosaic-only organizational concept.

Setting Options

• No Portfolio (default) — Newly linked Projects will not be assigned to any Portfolio. They can be moved into a Portfolio manually later.
• Import — A built-in Portfolio provided by Mosaic specifically for integration-linked Projects.
• [Your Portfolios] — Select any other existing Mosaic Portfolio to automatically place newly linked BST10 Projects into that Portfolio.

This setting only applies to new Projects at the time they are first linked. It does not retroactively move existing linked Projects.

1. Linking Method

In Mosaic

This setting determines how BST10 Projects are connected to Mosaic. Importing means bringing a Project from BST10 into Mosaic for the first time. Linking means establishing an ongoing connection so that changes in BST10 are synced to Mosaic automatically.

In BST10: Projects live in the BST10 Project Master. The data imported includes Project name, code, dates, fee, client, billable status, and project status.

Setting Options

• Manually linked — No Projects will be automatically linked.
• Automatically linked (Recommended) — All Projects that meet the criteria specified in the Automatic Linking Filter will be automatically linked. Projects that do not meet the criteria may be manually linked.

2. Linked Project and Phase Titles

In Mosaic

This setting controls whether Mosaic keeps Project and Phase titles in sync with BST10, or allows them to diverge after the initial link.

Setting Options

• Overwrite (Recommended) — Mosaic Project and Phase titles will match the BST Hosted Project and Phase titles after changes in BST Hosted. If a linked Mosaic Project or Phase title is edited in Mosaic, it may not match the title of the BST Hosted Project or Phase until any value of the Project or Phase is changed in BST Hosted.
• Do not overwrite — If a Mosaic Project or Phase title is edited, it may not match the BST Hosted Project or Phase title making it hard to uniquely identify matching Projects.

3. Linked Project and Phase Ref #s

In Mosaic

Reference numbers (Ref #s) uniquely identify Projects and Phases. This setting controls whether the BST Hosted Project and Phase numbers overwrite the Ref #s on linked Mosaic Projects and Phases.

This setting is being rolled out gradually. If you do not see it in your integration settings yet, contact your Customer Success Manager.

Setting Options

• Overwrite (Recommended) — Mosaic Project and Phase Ref #s will match the BST Hosted Project and Phase Ref #s after changes in BST Hosted. If a linked Mosaic Project or Phase Ref # is edited in Mosaic, it may not match the Ref # of the BST Hosted Project or Phase until any value of the Project or Phase is changed in BST Hosted.
• Do not overwrite — If a Mosaic Project or Phase Ref # is edited, it may not match the BST Hosted Project or Phase Ref # making it hard to uniquely identify matching Projects.

4. Project and Phase Billable

In Mosaic

The billable status indicates whether a Project or Phase is charged to the client.

In BST10: Billable status is derived from the HasChargeable flag on the Project or Project_Task record.

Setting Options

• Transfer updates from today forward (Recommended) — BST Hosted Project and Phase billable statuses will be transferred to Mosaic after changes in BST Hosted. This setting will overwrite billable statuses on Mosaic.
• Transfer one time at first link — BST Hosted Project and Phase billable statuses will only be transferred to Mosaic when the BST Hosted Project or Phase is first linked.
• Do not transfer — BST Hosted Project and Phase billable statuses will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

5. Project and Phase Dates

In Mosaic

Project and Phase start and end dates drive timelines, scheduling, and resource planning in Mosaic.

In BST10: Dates come from the StartDate and FinishDate fields on Project and Project_Task records.

Setting Options

• Transfer updates from today forward (Recommended) — BST Hosted Project and Phase dates will be transferred to Mosaic after changes in BST Hosted. This setting will overwrite dates on Mosaic.
• Transfer one time at first link — BST Hosted Project and Phase dates will only be transferred to Mosaic when the BST Hosted Project and Phase is first linked.
• Do not transfer — BST Hosted Project and Phase dates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

6. Project and Phase Fee

In Mosaic

The Fee represents the total amount you plan to bill for a Project, or the portion allocated to a specific Phase.

In BST10: Project Fees come from Project.FeeAmount. Phase Fees are aggregated from child labor budgets (ProjectTaskSummary.ChildBudgetSum), falling back to the phase's own budgeted labor amount.

Setting Options

• Transfer updates from today forward (Recommended) — BST Hosted Project and Phase Fees will be transferred to Mosaic after changes in BST Hosted. This setting will overwrite Fees on Mosaic.
• Transfer one time at first link — BST Hosted Project and Phase Fees will only be transferred to Mosaic when the BST Hosted Project or Phase is first linked.
• Do not transfer — BST Hosted Project and Phase Fees will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

7. Project-Level Member Rates

Definition

Controls whether per-project member rates and rate multipliers from BST Hosted are transferred onto the matching Mosaic Projects.

Setting Options

• Transfer updates from today forward — BST Hosted Project-level Member rates and rate multipliers will be transferred to Mosaic after changes in BST Hosted. This setting will overwrite rates and rate multipliers on Mosaic.
• Do not transfer (Recommended) — BST Hosted Project-level Member rates and rate multipliers will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

In Mosaic

BST Hosted sends per-project member rates from its Labor Bill Rate Schedule. When transferred, those rates override the org-level Member rates for the linked Project.

8. Archived Projects

In Mosaic

Archiving hides Projects from active planning views but preserves all data and associations for historical tracking and reporting.

In BST10: Archiving is triggered by the Project Status value on the Project record. Status Inactive (1) maps to archived in Mosaic.

Setting Options

• Automatically archive Inactive Projects — Archives Mosaic Projects marked as Inactive in BST10.

Archived Projects also archive any related Work Plans and stop new Time Entry syncing.

9. Project Status Matching

In Mosaic

Maps each BST10 project status to a corresponding Mosaic Project status. The mapping is applied any time a project's status changes in BST10.

Default Mapping

For each BST10 status, select the Mosaic Project status that should be applied. The change is applied when the status is updated in BST10.

How it works

• Each BST10 status is matched to a Mosaic status. The list of source statuses comes from your connected tool, so you'll need a tested connection before you can edit.
• Unmapped statuses sync as Active — if a status isn't listed, Mosaic sets the project or phase to Active.
• Click Reset to default at any time to restore Mosaic's recommended mapping for this integration.
• Changes apply on Save (the button reads Done when there are no changes). Updates affect future syncs; already-synced records keep their current status until they next change in BST10.

For a full walkthrough of the mapping editor, see Project & Phase Status Matching.

1. Linking Method

In Mosaic

A Phase is a distinct stage within a Project's lifecycle, with its own date range, Fee, and status. This setting determines how BST10 Phases are connected to Mosaic.

In BST10: Phases correspond to Project Tasks (Project_Task) under a Project. Sub-phases are nested via ParentNodeId.

Setting Options

• Manually linked — No Phases will be automatically linked.
• Automatically linked (Recommended) — All Phases that meet the criteria specified in the Automatic Linking Filter will be automatically linked. Phases that do not meet the criteria may be manually linked.

2. Non-Billable Fee as Budget

In Mosaic

Controls whether BST Hosted Phase fees on non-billable Phases are transferred to Mosaic as Phase budgets. Fees on billable Phases are governed by the Projects > Project and Phase Fee setting; this setting extends fee transfer to non-billable Phases, writing the fee value into the Mosaic Budget field. Useful for firms that track budgets on internal, overhead, or PTO phases for resource planning.

In BST10: A Phase's billable status comes from the Project Task's HasChargeable flag. The fee value written to the budget is the same fee the Fee setting uses.

Setting Options

• Transfer updates from today forward (Recommended) — BST Hosted Phase fees will be transferred to Mosaic Phase budgets after changes in BST Hosted. This setting will overwrite budgets on Mosaic.
• Do not transfer — BST Hosted Phase fees will not be transferred to Mosaic Phase budgets. Select this option if manual management in Mosaic is preferred.

3. Order

In Mosaic

This setting controls how Phases within a Project are ordered in Mosaic.

In BST10: Phase hierarchy and ordering come from Project_Task.HierarchyCode and Project_Task.Code.

Setting Options

• Phase Ref# (Task Order) — Orders Phases using the Phase's reference number from smallest to largest from BST Hosted after changes in BST Hosted. This setting will overwrite Phase order on Mosaic.
• Phase Name — Orders Phases alphabetically by the Phase's name from BST Hosted after changes in BST Hosted. This setting will overwrite Phase order on Mosaic.
• Set on Mosaic (Recommended) — BST Hosted Phase order will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

4. Phase Status Matching

In Mosaic

Maps each BST10 phase status to a corresponding Mosaic Phase status. The mapping is applied any time a phase's status changes in BST10.

In BST10: Phase status is read from the EffectiveStatus field on the Project Task record.

Default Mapping

For each BST10 status, select the Mosaic Phase status that should be applied. The change is applied when the status is updated in BST10.

How it works

• Each BST10 status is matched to a Mosaic status. The list of source statuses comes from your connected tool, so you'll need a tested connection before you can edit.
• Unmapped statuses sync as Active — if a status isn't listed, Mosaic sets the project or phase to Active.
• Click Reset to default at any time to restore Mosaic's recommended mapping for this integration.
• Changes apply on Save (the button reads Done when there are no changes). Updates affect future syncs; already-synced records keep their current status until they next change in BST10.

For a full walkthrough of the mapping editor, see Project & Phase Status Matching.

1. Transfer

In Mosaic

Controls whether posted Time Entries from BST10 are synced into Mosaic. Time Entries provide the actuals used in budget tracking, utilization, and project health metrics.

In BST10: Time Entries are sourced from ProjectDetail rows in the Final schema, filtered to labor entries on active projects.

Only posted time entries are synced — Mosaic reads from the BST10 Final schema, which contains posted data only. Unposted timesheets cannot be synced.

Setting Options

• Transfer one-way from BST Hosted to Mosaic (Recommended) — BST Hosted Time Entries will be transferred one-way to Mosaic after changes in BST Hosted. Mosaic Time Entries will not be transferred to BST Hosted.
• Do not transfer — Time Entries will not be transferred to or from BST Hosted. Select this option if manual management in Mosaic is preferred.

2. Billable

In Mosaic

Determines whether each Time Entry's billable flag is taken from BST10 or set by Mosaic rules.

In BST10: Billable status comes from ProjectDetail.Billable.

Setting Options

• Transfer updates from today forward (Recommended) — BST Hosted Time Entry billable statuses will be transferred to Mosaic after changes in BST Hosted. This setting will overwrite billable statuses on Mosaic.
• Transfer one time at first link — BST Hosted Time Entry billable statuses will only be transferred to Mosaic when the BST Hosted Time Entry is first linked.
• Do not transfer — BST Hosted Time Entry billable statuses will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

3. Hourly Rates

In Mosaic

Determines the hourly rate stored on each Time Entry.

In BST10: Hourly rate is calculated as ProjectDetail.EffortCC ÷ ProjectDetail.Quantity (returns 0 if hours are 0).

Setting Options

• Transfer updates from today forward (Recommended) — BST Hosted Time Entry hourly rates will be transferred to Mosaic after changes in BST Hosted. This setting will overwrite hourly rates on Mosaic.
• Transfer one time at first link — BST Hosted Time Entry hourly rates will only be transferred to Mosaic when the BST Hosted Time Entry is first linked.
• Do not transfer — BST Hosted Time Entry hourly rates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

Known display issue: in the settings modal, the Do not transfer option currently shows the Transfer one time at first link description. The option behaves as its label says — no hourly rates are transferred.