Integrated Data

What this page covers: A complete reference mapping every Deltek Costpoint Cloud field to its Mosaic equivalent. Use this guide when configuring your integration, verifying synced data, or troubleshooting discrepancies.


Integration type	Cloud (REST API via ODBC)
Setup complexity	Moderate
Prerequisite	Costpoint Cloud Integration Setup

How Data Flows

Costpoint Cloud (REST API via ODBC) → Mosaic Sync Engine (field mapping) → Mosaic (7 synced data types)

The Costpoint Cloud integration uses a read-only ODBC connection to access your production database. See the Costpoint Cloud Integration Setup for connection details and prerequisites.

Integrated Data Types

The integration syncs 7 data categories from Costpoint Cloud into Mosaic:

#	Data Type	Description
1	Employees	Staff records with names, emails, and titles
2	Clients	Client records derived from project data
3	Projects	Project records including fee, client, and profit center
4	Phases	Phase/subphase breakdowns under projects (includes budgeted hours)
5	Departments (Organizations)	Costpoint Organizations synced as Mosaic Departments
6	Time Entries	Approved timesheets with hours, rates, and billability
7	Bill Rates (Rate Groups)	Project Labor Category rates linked to projects

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 role you have assigned to the Mosaic user.

Reading the Field Mapping Tables

Symbol legend for technical tables

The Technical Reference tabs below use a shorthand notation for API/database sources. Read this legend before reviewing the mappings.

Symbol	Meaning	Example
`.`	API table field reference	`Employee.FirstName` = the FirstName field from the Employee table
`•`	Values combined into one composite value	`Project.Name` • `Project.Level` = concatenated into a composite key
`>`	Fallback priority — use the first available value	`Project.EndDate` > `Project.StartDate` = use EndDate; if null, use StartDate

Detailed Field Mappings

Employees

What Syncs to Mosaic	Where It Comes From in Costpoint
Employee Name	The employee's first and last name
Email	The employee's work email address
Title	The employee's detail job title

Clients

What Syncs to Mosaic	Where It Comes From in Costpoint
Client Name	The project name at Level 1 from the Project Master — used as the client title in Mosaic

Costpoint does not have a standalone client entity. Mosaic derives client records from the project hierarchy.

Projects

What Syncs to Mosaic	Where It Comes From in Costpoint
Project Title	The project name at Level 2 from the Project Master
Fee	The Funding Modification Value on the project
Client	The client name linked to the project
Start Date	The project start date
End Date	The project end date
Profit Center	The organization assigned to the project

Phases

What Syncs to Mosaic	Where It Comes From in Costpoint
Phase Title	The project name at Level 3 (Phase) or Level 4 (Subphase) from the Project Master
Fee	The Funding Modification Value on the phase
Start Date	The phase start date
End Date	The phase end date
Phase Budgeted Hours	The task value (budgeted hours) for the phase
Profit Center	The organization assigned to the phase

Departments (Organizations)

What Syncs to Mosaic	Where It Comes From in Costpoint
Department Name	The organization name from Costpoint's General Ledger Organizations
Department Code	The organization code

Time Entries

What Syncs to Mosaic	Where It Comes From in Costpoint
Project	The project the time was logged against
Phase	The phase the time was logged against
Date	The date of the time entry
Employee	The employee who logged the time
Hours	The number of hours recorded
Billable	Whether the time entry is billable
Rate	The bill rate for the time entry

Time Entry Sync: Approved Only by Default

By default, time entries synchronized to Mosaic include only time entries with Approved status. If you prefer to synchronize all time entries from Costpoint, please contact your Customer Success Manager for assistance.

Bill Rates (Rate Groups)

What Syncs to Mosaic	Where It Comes From in Costpoint
Role	The Project Labor Category (PLC) description
Rate	The billing rate from the PLC rate table
Start Date	The starting date of the rate
End Date	The ending date of the rate

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