Costpoint Visual Settings Guide
A visual walkthrough of every Deltek Costpoint integration setting in Mosaic
What this page covers: This guide walks through each provisioning setting available in the Deltek Costpoint integration. Use it to plan your configuration before onboarding, reference during setup, or review when adjusting settings later.
| Applies to | Deltek Costpoint Cloud (ODBC) |
| When to use | Before onboarding, during setup, or when changing settings |
| Related guides | Costpoint Cloud Integration Setup |
Overview
These provisioning settings control how data flows between Deltek Costpoint and Mosaic. Each setting determines whether a specific data type is transferred, how it is mapped, and what values are used.
The Costpoint integration uses a read-only ODBC connection to access your Costpoint Cloud database. Mosaic reads from the Project Master, Employee, Organization, Timesheet, and Project Labor Category tables.
The choices you make here should align with the Standard Operating Procedures (SOP) discussed with your Customer Success Manager (CSM). These settings bring in the data to match your expected workflows.
Before you apply settings: Selecting Transfer or Automatically linked for Projects and Phases will immediately begin syncing all matching records. It is strongly recommended to save as draft first, then apply after your onboarding/SOP call with your CSM and Solutions Engineers.
Sections at a Glance
| Section | What It Covers |
|---|---|
| Connection | ODBC credentials for connecting to Costpoint |
| Members | Employee records (Members) — name and email |
| Departments | Top-level Costpoint Organizations synced as Mosaic Departments |
| Portfolios | Organizing Projects into Portfolio folders |
| Projects | Project linking, fee, profit center, and naming |
| Phases | Phase / Subphase linking, fee, and budgeted hours |
| Time Entries | Timesheet data, billable status, and approval status filter |
| Bill Rates | Project Labor Category rates |
Connection
Connection Settings
1. ODBC 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 endpoint, database name, and credentials for a dedicated read-only user.
Fields
| Field | Description |
|---|---|
| ODBC Endpoint | The Costpoint Cloud ODBC connection string provided by Deltek. |
| Username | The Costpoint user account with read access to the integration tables. |
| Password | The password for the ODBC user account. Encrypted at rest. |
| Database | The Costpoint database name to connect to. |
To Get Started
- Follow the full setup instructions in the Costpoint Cloud Integration Setup guide.
- Coordinate with your Deltek Cloud Operations team to provision the ODBC endpoint and a dedicated read-only user.
- 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.
Members
Members in Mosaic represent the people in your organization — your Costpoint employees. Each Member must be manually linked in Mosaic to their corresponding Costpoint Employee record.
Member Settings
1. Email
In Mosaic
Determines whether the Employee's email is synced.
In Costpoint: Email comes fromEMPL.EMAIL_ID.
Setting Options
- Transfer — Email is kept in sync.
- Do not transfer — Email must be managed manually in Mosaic.
Employee Title is not part of the standard Costpoint sync. If you need Title to sync, contact your Mosaic Solutions team — this is scoped as a customization.
Departments
Department Settings
1. Transfer Organizations
In Mosaic
Costpoint Organizations are synced as Mosaic Departments. Organizations represent business units, divisions, or cost centers in Costpoint's General Ledger structure.
In Costpoint: Departments come from theORGtable —ORG.ORG_IDandORG.ORG_NAME. Only top-level Organizations (ORG.ORG_TOP_FL = 'Y') are synced.
Setting Options
- Transfer — Costpoint Organizations sync as Mosaic Departments.
- Do not transfer — Departments must be created manually in Mosaic.
Portfolios
Portfolio Settings
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. Costpoint Organizations are mapped to Departments, not Portfolios.
Setting Options
- No Portfolio (default)
- Import
- [Your Portfolios]
Projects
Project Settings
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 — You choose which Costpoint Projects to import and link.
- Automatically linked — All Projects that meet the filter criteria will be auto-linked.
2. Linked Project Titles
Setting Options
- Overwrite — Mosaic Project titles will match Costpoint titles after each sync.
- Do not overwrite — Mosaic titles can be edited independently.
3. Project Name Source
In Mosaic
Determines which Costpoint level provides the Project Title. Costpoint Projects are hierarchical, so Mosaic Projects are typically Level 2 entries in the Project Master.
Setting Options
- Level 2 Name (default) — Uses
Project.ProjectNameat Level 2. - Long Name — Uses the Costpoint Long Name where available.
4. Project Dates
Setting Options
- Transfer — Project Start / End dates stay in sync with Costpoint.
- One time at first link — Dates are imported during the initial link.
5. Project Fee
In Mosaic
In Costpoint: Project Fee is sourced fromPROJ.PROJ_F_CST_AMT(Funded Cost Amount) on the project record.
Setting Options
- Transfer — Project Fee stays in sync.
- One time at first link — Fee is imported during the initial link.
6. Profit Center
In Mosaic
Maps the Costpoint Organization assigned to a Project as the Profit Center in Mosaic.
In Costpoint: The Project's Organization comes fromProject.Organization, joined toOrganization.Name.
Setting Options
- Transfer — Profit Center syncs from Costpoint.
- Do not transfer.
7. Client Source
In Mosaic
Costpoint does not have a standalone client entity. Mosaic derives Clients from the project hierarchy.
Setting Options
- Level 1 Project Name (default) — Uses the top-level Project name as the Client name.
- Custom Field — Custom-mapped client field (configured by Mosaic Solutions).
Phases
Phase Settings
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 / Automatically linked.
2. Phase Dates
Setting Options
- Transfer — Phase Start / End dates stay in sync.
- One time at first link.
3. Phase Fee
In Mosaic
In Costpoint: Phase Fee comes fromPROJ.PROJ_F_CST_AMTat the Phase level.
Setting Options
- Transfer / One time at first link.
4. Profit Center
Maps the Phase's Organization as the Phase Profit Center.
Setting Options
- Transfer / Do not transfer.
Time Entries
Time Entry Settings
1. Transfer Time Entries
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 — Time Entries sync from Costpoint with their approval status.
- Do not transfer — Time Entries are not synced.
2. Approval Status Mapping
In Mosaic
Each synced Time Entry carries the Costpoint approval status.
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 |
3. Billable Status
In Mosaic
Determines whether each Time Entry's billable flag is taken from Costpoint.
In Costpoint: Billable status comes fromTS_CELL.BILLABLE_FL.
Setting Options
- Transfer / Do not transfer.
4. Hourly Rate
In Mosaic
Determines the hourly rate stored on each Time Entry.
In Costpoint: Rate comes fromPROJ_LAB_CAT_RT_SC.BILL_RT_AMT, joined to the timesheet's labor category (TS_LINE.UDT07_ID) and project root.
Setting Options
- Transfer — The Costpoint Bill Rate is stored on each Time Entry.
- Do not transfer — Mosaic uses Project / Phase rate configuration instead.
Bill Rates
Bill Rate Settings
1. Transfer Project Labor Category Rates
In Mosaic
Costpoint Project Labor Category (PLC) rates are synced as Mosaic Bill Rates (Rate Groups).
In Costpoint: PLC rates come fromPROJ_LAB_CAT_RT_SC(rate amount, start/end dates) joined toBILL_LAB_CAT(labor category code and description).
Setting Options
- Transfer — PLC rates sync from Costpoint with their effective date ranges.
- Do not transfer — Bill Rates must be managed manually in Mosaic.