Integrated Data

Data Type Integrations

Financial

CRM

Integrations

Employee

Project

Phase

Work Plan

Time Entry

Task/ Work Category

Client

Event

Salesforce

:white-check-mark:

:white-check-mark:

:white-check-mark:

:white-check-mark:

Project Management

Integrations

Employee

Project

Phase

Work Plan

Time Entry

Task/ Work Category

Client

Event

Asana

:white-check-mark:

:white-check-mark:

:white-check-mark:

Github

:white-check-mark:

:white-check-mark:

:white-check-mark:

Jira Cloud

:white-check-mark:

:white-check-mark:

:white-check-mark:

:white-check-mark:

Calendar

Integrations

Employee

Project

Phase

Work Plan

Time Entry

Task/ Work Category

Client

Event

Office 365

:white-check-mark:

:white-check-mark:

:white-check-mark:

Google Calendar

:white-check-mark:

:white-check-mark:

:white-check-mark:

Data Type Definitions

Member

Members are people in Mosaic that either have access to Mosaic, or are in Mosaic for tracking purposes
Other Names May Include:

  • Employee
  • User
  • Person

Project

Projects are groupings of work to be completed. Projects can be associated with Members who work on the Project, a time period, a Client and Work Plans.
Other Names May Include:

  • Customer
  • Epic
  • Repository

Phase

Phases are a sub-section of a Project. Phases typically separate out different stages, or resources involved in a Project.
Other Names May Include:

  • Sub-Project
  • Story

📘

Please Note:

Mosaic will not sync either the start date or end date of a project or phase:

  • If end date or start date is missing
  • If end date is before start date

Work Category

Work Categories are like sub-phases for grouping work for budgeting, reporting, and tasks.
Other Names May Include:

  • Work Type
  • Sub-Phase

Work Plan

Work Plans are schedules for your Members or Projects/Phases.
Other Names May Include:

  • Schedule
  • Plan

Time Entry

Time Entries are records for tracking your Member's time spent working towards a Project, Phase, or Work Category.
Other Names May Include:

  • Spent Time
  • Time Tracking

Task

A specific item of work associated with a Project.
Other Names May Include:

  • Deliverable

Fee

An estimated spend for a Project, Phase, or Work Category. Budget Estimates may or may not include expenses, consultant fees, and labor costs.
Other Names May Include:

  • Planned spend
  • Budget Amount

Client

A person or entity that a Project is related to.
Other Names May Include:

  • Customer
  • Contract

Event

A dated or planned occurrence.
Other Names May Include:

  • Calendar Event
  • Deadline

Scope

Scopes are used to encompass related work within a Project or for a specific team.
Other Names May Include:

  • Story

Milestone

Milestones represent goals for a team of Members or for a Project.
Other Names May Include:

  • Target
  • Goal
  • Deadline

Portfolio

Portfolios are used to identify a collection of Projects. Portfolios are typically used to group Projects that belong to a specific Client, type of work, or team.
Other Names May Include:

  • Board
  • Folder