Integrated Data
Deltek Costpoint Cloud
What this page covers: A complete reference mapping every Deltek Costpoint field to its Mosaic equivalent. Use this guide when configuring your integration, verifying synced data, or troubleshooting discrepancies.
| Integration type | Cloud (ODBC) |
| Setup complexity | Moderate |
| Prerequisite | Costpoint Cloud Integration Setup |
How Data Flows
Costpoint Cloud (ODBC) → Mosaic Sync Engine (field mapping + configurable sources) → Mosaic (7 synced data types)
The Costpoint integration uses a read-only ODBC connection to query two Costpoint schemas:
- Transaction Schema — Project Master, Employee, Organization, Project Labor Category rate data.
- Time & Expense Transaction Schema — Timesheet line and cell data.
Integrated Data Types
The integration syncs 7 data categories from Costpoint into Mosaic:
| Data Type | Description |
|---|---|
| Employees (Members) | Member records (name, email) |
| Clients | Clients sourced from the Customer table or the top of the Project hierarchy (configurable) |
| Projects | Project records (number, name, dates, fee, billable, profit center) |
| Phases | Phase / subphase breakdowns (supports up to 10 hierarchy levels) |
| Departments (Organizations) | Costpoint Organizations synced as Mosaic Departments |
| Time Entries | Timesheet entries (hours, project, phase, billability, approval status, hourly rate) |
| Bill Rates (Rate Groups & Rates) | Project Labor Category rates with start/end dates and effective member rate windows |
This list may expand as new features are added. If new features require additional permissions, your Customer Success Manager will reach out to request that they be added to the ODBC user role.
Not Synced
| Data Type | Description |
|---|---|
| Employee Title | Costpoint employee job titles are not currently synced |
| Phase Budgeted Hours | The Task Value (budgeted hours) on a Phase is not synced |
| Inactive Projects | Projects, Phases, and Organizations where ACTIVE_FL is not Y are excluded |
| Sub-Organizations | Only top-level Organizations (ORG_TOP_FL = 'Y') are synced |
Reading the Field Mapping Tables
Symbol legend for technical tables
The Technical Reference tabs below use a shorthand notation for ODBC table/column references. Read this legend before reviewing the mappings.
| Symbol | Meaning | Example |
|---|---|---|
. | ODBC table / column reference | EMPL.FIRST_NAME = the FIRST_NAME column on the EMPL table |
• | Values combined into a composite value | CUST_ID • CUST_LONG_NAME = concatenated into the displayed client name |
& | Composite key parts separated by & | EMPL_ID&TS_SCHEDULE_CD&YR_NO_CD&LINE_NO&HRS_DT = composite Time Entry ID |
> | Fallback priority — use the first available value | TS_LINE.SHORT_LINE_TEXT > TS_CELL.SHORT_CELL_TEXT = use line text first |
or | Configurable — an integration setting selects which | EMPL.EMPL_ID or PROJ.PROJ_ID = depends on Client Mapping Source setting |
Detailed Field Mappings
Jump to a section: Employees | Clients | Projects | Phases | Departments (Organizations) | Time Entries | Bill Rates (Rate Groups)
Employees
| What Syncs to Mosaic | Where It Comes From in Costpoint |
|---|---|
| Employee ID | The unique employee identifier |
| First Name | The employee's first name |
| Middle Name | The employee's middle name |
| Last Name | The employee's last name |
| The employee's email address | |
| Modified Date | When the employee record was last modified |
Clients
| What Syncs to Mosaic | Where It Comes From in Costpoint |
|---|---|
| Client ID | The unique client identifier — sourced from the Customer record or top-of-hierarchy Project |
| Client Number | Same identifier used as the client business number |
| Client Name | Composite display name combining the ID and the client's long name |
| Modified Date | When the client record was last modified |
Configurable: Client Mapping Source
Your integration settings determine how Clients are sourced:
- Customer (
customerId, default) — Clients are read from the CostpointCUST(Customer) table.- Project Number (
clientNumber) — Clients are read from Level 1 entries in the Project Master, where each top-level Project ID is treated as a Client.
Projects
| What Syncs to Mosaic | Where It Comes From in Costpoint |
|---|---|
| Project ID | The unique project identifier |
| Project Number | The Level 2 project segment identifier (trimmed) |
| Project Name | The project name from the Project Master |
| Client | The client linked to the project (varies by Client Mapping Source) |
| Start Date | The project start date |
| End Date | The project end date |
| Fee | The project's funded cost amount |
| Billable | Whether the project is flagged as billable |
| Profit Center | Composite of the project's Organization ID and name |
| Billing Type | Always synced as Role (Costpoint Project Labor Categories are role-based) |
| Rate Group | The Project's rate group — either the project itself or its Level 1 parent (configurable) |
| Modified Date | When the project record was last modified |
Phases
| What Syncs to Mosaic | Where It Comes From in Costpoint |
|---|---|
| Phase ID | The unique phase identifier |
| Phase Number | The level-specific project segment ID (Level 3 → L3 segment, Level 4 → L4 segment, etc.) |
| Phase Name | The phase name from the Project Master |
| Parent | The parent project or parent phase (one level up in the hierarchy) |
| Project | The Level 2 project this phase rolls up to |
| Start Date | The phase start date |
| End Date | The phase end date |
| Fee | The phase's funded cost amount |
| Billable | Whether the phase is flagged as billable |
| Profit Center | Composite of the phase's Organization ID and name |
| Modified Date | When the phase record was last modified |
Hierarchy support
Costpoint Project Master supports up to 10 hierarchy levels:
Level Mosaic Role 1 Client (top-level) 2 Project 3 Phase 4–10 Nested sub-phases
Departments (Organizations)
| What Syncs to Mosaic | Where It Comes From in Costpoint |
|---|---|
| Department ID | The Organization identifier |
| Department Name | The Organization display name |
Time Entries
| What Syncs to Mosaic | Where It Comes From in Costpoint |
|---|---|
| Time Entry ID | A composite of employee, timesheet schedule, year, line number, and hours date |
| Date | The day the hours were logged |
| Employee | The employee who logged the time |
| Project | The Level 2 project derived from the timesheet line's UDT02 (project assignment) |
| Phase | The deeper-level phase the time was logged against (null if the assignment is at the project level) |
| Hours | The hours entered on the timesheet cell |
| Description | The timesheet line description, falling back to the cell description |
| Billable | Whether the timesheet cell is flagged as billable |
| Approval Status | The timesheet cell status — Not Submitted, Submitted, Approved, or Rejected |
| Hourly Rate | The matching Project Labor Category rate (if a rate row exists for the employee's labor category and project root) |
Approval Status Mapping
Costpoint Status ( S_CELL_STATUS_CD)Mosaic Status M / O (Open) Not Submitted S (Submitted) Submitted A (Approved) Approved R (Rejected) Rejected P (Processed) Approved
Time Entry Filtering
All timesheet cells are fetched regardless of approval status. Your Mosaic Solutions team can configure downstream filtering so that only Approved status flows into Mosaic.
Bill Rates (Rate Groups)
| What Syncs to Mosaic | Where It Comes From in Costpoint |
|---|---|
| Rate Group | The rate table associated with a project (or its top-level parent, configurable) |
| Role | The Project Labor Category — displayed as [Code]: [Description] |
| Rate Amount | The billing rate amount |
| Start Date | The effective start date of the rate |
| End Date | The effective end date of the rate |
| Member Role Window | Effective date range for a member's labor category assignment |
Configurable: Rate Table Mapping
- Project-based (default) — Each Project gets its own Rate Group keyed to the
PROJ.PROJ_ID.- Client-based — Multiple Projects share a Rate Group keyed to the Level 1 ancestor of the Project ID.
Configurable Fields at a Glance
| Setting | Affects | Options |
|---|---|---|
clientMappingSource | Client source | customerId (default, reads CUST) or clientNumber (Level 1 PROJ rows as clients) |
rateTableMapping | Project's Rate Group key | projectBased (default, one Rate Group per Project) or clientBased (Level 1 grouping) |
ClientImportAs | Import shape | Optional — can convert a Costpoint "client" entity to a Mosaic Project |
Troubleshooting & FAQ
Why aren't time entries showing up for a particular project?
Time Entries link to Projects via the UDT02 field on the timesheet line. The Mosaic Project ID is derived from the first two segments of TS_LINE.UDT02_ID. If a timesheet line has a UDT02 value that doesn't match a Project at Level 2 in Mosaic, the time entry will be skipped.
Why isn't an Organization showing up as a Department?
Mosaic only syncs top-level Organizations (ORG_TOP_FL = 'Y'). Sub-organizations under a top-level organization are not surfaced as separate Departments.
Why is my Project missing or showing as inactive?
Projects, Phases, and Organizations are filtered to active records only (ACTIVE_FL = 'Y'). If a Project is reactivated in Costpoint, it will sync into Mosaic on the next run.
Why doesn't Employee Title sync?
Employee Title is not currently part of the standard Costpoint integration. If you need Title to sync, contact your Mosaic Solutions team — this is a customization scoped under your contracted implementation rate.
Why don't Phase Budgeted Hours sync?
The Task Value (budgeted hours) on a Phase is not currently part of the standard integration. Your CSM can scope this as a customization.
Can Mosaic sync only Approved Time Entries?
By default, all Time Entry statuses are fetched and stamped with their Costpoint approval status. Your Mosaic Solutions team can configure downstream filtering so that only Approved entries are surfaced in your Mosaic environment.
I need a data source or field that isn't listed here.
Any integration not listed in this documentation is considered a customization and is charged at an hourly rate. For more information, see Integration Requests.
Deltek Documentation Links
A consolidated reference of all Deltek Costpoint documentation referenced in this guide:
| Topic | Link |
|---|---|
| Costpoint Online Help | Costpoint Help |
| Deltek Help & Learning | Deltek Help |