Data Type Integrations

Financial

CRM

Project Management

Calendar

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

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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