Costpoint Visual Settings Guide

1. ODBC Connection Credentials

In Mosaic

Connection Credentials allow Mosaic to authenticate against your Costpoint Cloud ODBC endpoint. Costpoint Cloud exposes a read-only ODBC connection that Mosaic uses to query the underlying tables.

In Costpoint: ODBC connectivity is provisioned by Deltek as part of your Costpoint Cloud subscription. Your Costpoint administrator or Deltek Cloud Operations team provides the ODBC server URL, data source names, and credentials for a dedicated read-only user.

Fields

To Get Started

1. Follow the full setup instructions in the Costpoint Cloud Integration Setup guide.
2. Coordinate with your Deltek Cloud Operations team to provision the ODBC endpoint and a dedicated read-only user.
3. Provide the credentials to the Mosaic Solutions team — they are stored encrypted at rest.

After entering your credentials, click Test Connection to verify connectivity. If the test fails, refer to the Costpoint Cloud ODBC Troubleshooting guide.

ODBC credentials may rotate or expire. Periodically return to this section to update credentials so syncing is not interrupted.

2. Connection Name (optional)

In Mosaic

An optional name for this connection. It distinguishes this connection from other Deltek Costpoint 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

Controls whether Costpoint Standard Roles are transferred to Mosaic as organization-level Roles. Transferring Standard Roles is required for syncing Labor Billing Terms, and transferred values overwrite Standard Roles in Mosaic.

Setting Options

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

2. Default Roles

In Mosaic

Controls whether each Member's Default Org Role is transferred to Mosaic. Transferring is required for syncing Labor Billing Terms, and transferred values overwrite Member Default Org Roles in Mosaic.

Setting Options

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

3. Employee Archive Status

In Mosaic

Determines whether Employee archive statuses from Costpoint are applied to the corresponding Mosaic Members. When transferring, the archive status of all currently transferred Members is overwritten and further Costpoint updates continue to flow to Mosaic.

Setting Options

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

1. Default for new Projects

In Mosaic

A Portfolio is a folder used to organize multiple Projects. This setting determines which Portfolio newly linked Costpoint Projects are placed into by default.

In Costpoint: There is no direct equivalent to Portfolios.

Setting Options

• No Portfolio (default)
• Import
• [Your Portfolios]

1. Linking Method

In Mosaic

This setting determines how Costpoint Projects are connected to Mosaic.

In Costpoint: Projects live in the Project Master. Costpoint uses a hierarchical Project ID structure (Level 1 = Client, Level 2 = Project, Level 3 = Phase, Level 4 = Subphase).

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

Setting Options

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

4. Project and Phase Billable

In Mosaic

Determines whether Project and Phase billable statuses are transferred from Costpoint to Mosaic. Transferred statuses overwrite the billable statuses on Mosaic.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Costpoint Project and Phase billable statuses will be transferred to Mosaic after changes in Deltek Costpoint. This setting will overwrite billable statuses on Mosaic.
• Transfer one time at first link — Deltek Costpoint Project and Phase billable statuses will only be transferred to Mosaic when the Deltek Costpoint Project or Phase is first linked.
• Do not transfer — Deltek Costpoint 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

Setting Options

• Transfer updates from today forward (recommended) — Deltek Costpoint Project and Phase dates will be transferred to Mosaic after changes in Deltek Costpoint. This setting will overwrite dates on Mosaic.
• Transfer one time at first link — Deltek Costpoint Project and Phase dates will only be transferred to Mosaic when the Deltek Costpoint Project and Phase is first linked.
• Do not transfer — Deltek Costpoint 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

In Costpoint: Project Fee is sourced from PROJ.PROJ_F_CST_AMT (Funded Cost Amount) on the project record.

Setting Options

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

7. Project and Phase Rate Types

In Mosaic

The transferred value configures Projects and Phases to use Role rates. This determines which rate configuration (Role Rate Groups) applies when calculating rates for a Project or Phase.

This setting appears when Project rate types are supported by your connection.

Setting Options

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

8. Project and Phase Rate Group

In Mosaic

Controls whether the Rate Group association on each Project and Phase is transferred from Costpoint. Transferred associations overwrite the Rate Group associations on Mosaic.

This setting appears when Rate Groups are supported by your connection.

Setting Options

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

9. Bill Rate Source for Role Rates

In Mosaic

Applies to Projects using Role Rates. Chooses which rate from the Project's or Phase's associated Role Rate Group is used as the base when calculating final Bill Rates.

This setting appears when Role rate types are supported by your connection.

Setting Options

• Cost Rate (recommended) — Calculates the final Bill Rates using the Project's or Phase's associated Role Rate Group's Cost Rates as the base. Final Bill Rate = Role Cost Rate × Multiplier.
• Bill Rate — Calculates the final Bill Rates using the Project's or Phase's associated Role Rate Group's Bill Rates as the base. Final Bill Rate = Role Bill Rate × Multiplier.

1. Linking Method

In Mosaic

In Costpoint: Phases correspond to Level 3 entries in the Project Master; Subphases are Level 4.

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

Applies to non-billable Phases. Determines whether the fee on a non-billable Phase is transferred to Mosaic as the Phase budget; transferred values overwrite budgets on Mosaic.

Setting Options

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

3. Order

In Mosaic

Determines how Phases are ordered in Mosaic — by the explicit Costpoint Phase order, by the Phase's reference number, alphabetically by Phase name, or managed manually in Mosaic.

Setting Options

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

1. Transfer

In Mosaic

Controls whether Time Entries from Costpoint are synced into Mosaic.

All timesheet entries are fetched from Costpoint regardless of approval status — each entry is stamped with its Costpoint approval status (Not Submitted, Submitted, Approved, Rejected). Your Mosaic Solutions team can configure downstream filtering so that only Approved entries appear in Mosaic.

Setting Options

• Transfer one-way from Deltek Costpoint to Mosaic (recommended) — Deltek Costpoint Time Entries will be transferred one-way to Mosaic after changes in Deltek Costpoint. Mosaic Time Entries will not be transferred to Deltek Costpoint.
• Do not transfer — Time Entries will not be transferred to or from Deltek Costpoint. 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 Costpoint.

In Costpoint: Billable status comes from TS_CELL.BILLABLE_FL.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Costpoint Time Entry billable statuses will be transferred to Mosaic after changes in Deltek Costpoint. This setting will overwrite billable statuses on Mosaic.
• Transfer one time at first link — Deltek Costpoint Time Entry billable statuses will only be transferred to Mosaic when the Deltek Costpoint Time Entry is first linked.
• Do not transfer — Deltek Costpoint 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 Costpoint: Rate comes from PROJ_LAB_CAT_RT_SC.BILL_RT_AMT, joined to the timesheet's labor category (TS_LINE.UDT07_ID) and project root.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Costpoint Time Entry hourly rates will be transferred to Mosaic after changes in Deltek Costpoint. This setting will overwrite hourly rates on Mosaic.
• Transfer one time at first link — Deltek Costpoint Time Entry hourly rates will only be transferred to Mosaic when the Deltek Costpoint Time Entry is first linked.
• Do not transfer — Deltek Costpoint 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.

1. Rate Groups

In Mosaic

Controls whether Costpoint Rate Groups are transferred to Mosaic. Transferred Rate Groups overwrite Rate Groups on Mosaic.

This setting appears when Rate Groups are supported by your connection.

Setting Options

• Transfer updates from today forward — Deltek Costpoint Rate Groups will be transferred to Mosaic after changes in Deltek Costpoint. This setting will overwrite Rate Groups on Mosaic.
• Do not transfer (recommended) — Deltek Costpoint Rate Groups will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

1. Client Source

In Mosaic

Specify from which Costpoint field Clients are imported to Mosaic.

Setting Options

• Client ID (recommended) — Costpoint Level 1 Client ID will be imported to Mosaic as Clients.
• Customer ID — Costpoint Customer ID will be imported to Mosaic as Clients.

1. Project Role Rate Table Source

In Mosaic

Specify which Costpoint Rate Table should be associated to Costpoint Projects imported to Mosaic. Only applies to Projects using Role Rate Groups.

Setting Options

• Project Rate Table (recommended) — The Costpoint Rate Table associated to the Project will be imported as the Project Rate Group in Mosaic.
• Client Rate Table — The Costpoint Rate Table associated to the Client of a Project will be imported as the Project Rate Group in Mosaic. Projects without a Client will not have any Rates in Mosaic.