Deltek Ajera FAQs

Q: How can I integrate Deltek Ajera phases into Mosaic?

Deltek Ajera supports up to 5 levels of phases for a project.

Legacy Deltek Ajera Integrations

• Legacy Deltek Ajera integrations (connected prior to December 2023) on Mosaic only supports 2 levels of Deltek Ajera phases, following this project structure:
  • Project (Deltek Ajera Project)
    • Phase (Deltek Ajera Phase)
      • Work Category (Deltek Ajera Subphase)
• If you are interested in turning on Subphases to integrate the lowest level of phases from Deltek Ajera, please reach out to your Customer Success Manager.
• If you use more layers of subphases, you should import or link the two most detailed (lowest) phase levels from Deltek Ajera to Mosaic, or consider using subphases.

New Deltek Ajera Integrations

• New Deltek Ajera integrations on Mosaic (connected after December 2023) are designed to automatically support up to 5 levels of Deltek Ajera phases, following this project structure:
  • Project (Deltek Ajera Project)
    • Phase (Deltek Ajera Phase)
      • Subphase (Deltek Ajera Subphase)
        • Subphase (Deltek Ajera Subphase)
          • Subphase (Deltek Ajera Subphase)
            • Subphase (Deltek Ajera Subphase)

Q: What types of transactions does Mosaic synchronize from Deltek Ajera?

• Mosaic exclusively syncs Activities and Transactions that have the Activity Type set to Labor.
• Activities and Transactions with Activity Types like Expense, Consultant, Finance Charge, or None are not synchronized by Mosaic.

Q: What Deltek Ajera fees does Mosaic sync?

• Mosaic syncs Project/Phase Direct Costs from Deltek Ajera by default.
• Additionally, you have the option to sync Project/Phase Direct Cost + Consultant Cost from Deltek Ajera.

Q: How does Mosaic determine the billable status for projects/phases based on Deltek Ajera data?

Mosaic identifies billable and non-billable project/phase statuses in Deltek Ajera as follows:

Billable:

• 0 = Time And Expense
• 1 = Fixed Fee
• 2 = Percent Complete
• 3 = Unit Price
• 4 = Percent of Construction Cost
• 8 = Adjustment

Non-Billable:

• 5 = Nonbillable
• 6 = Marketing
• 7 = Overhead

Q: Are dates included when importing phases?

• Absolutely. Phases are imported with their respective dates, specifically pulling from the Estimated Start Date/Actual Start Date and Estimated Completion Date/Actual Completion Date fields within Deltek Ajera.

Q: Do Project and Phase statuses synchronize between Ajera and Mosaic?

• Yes, there is a synchronization between Deltek Ajera and Mosaic for Project and Phase statuses. For example, when a Project or Phase is marked as Closed in Deltek Ajera, it will be automatically updated to Archived in Mosaic.

Status Mapping for Ajera Projects to Mosaic:

• The table below details how different Project statuses in Deltek Ajera are mapped to corresponding statuses in Mosaic:

Options for Mosaic Project Hold and Work Hold Status mappings:

• Active
• Hold
• Proposal
• Completed

Status Mapping for Ajera Phases to Mosaic:

• The table below shows the mapping of Phase statuses from Deltek Ajera to Mosaic:

• For detailed information on Deltek Ajera Statuses, please consult the Deltek documentation.

Options for Mosaic Phase Hold and Work Hold Status mappings:

• Active
• Hold
• Not Started
• Completed

Q: Which Ajera Time Entry Rate does Mosaic Use?

• By default, Mosaic uses the Billed Rate for Time Entry Rate. If you would like Mosaic to sync the Spent Rate instead of Billed Rate on time entries from Ajera, select the checkbox Use spent rate for time entry rate in the Ajera Integration Setting.