Deltek Ajera Integration Guide

Mosaic integrations securely connect your ERP systems to bring the right people, project, financial, and time entry data into Mosaic for resource planning and management. By automating data synchronization, Mosaic eliminates manual data entry, reduces errors, and centralizes critical information in one location.

During onboarding, we'll help you connect your system, review your data to ensure it flows correctly, and CS will guide you through the tools and workflows. Start with the step‑by‑step setup instructions below, then follow the settings guide to finish configuration and validate your data.

1. How do we integrate to Ajera

Connection types

Cloud: Uses Ajera’s API. Easiest to provision. By default, does not include timesheets unless paired with ODBC.⁠⁠⁠⁠

with ODBC: If you use Ajera Cloud and wish to sync timesheet data, you will also need to connect ODBC as that will allow us to integrate timesheet and work category data.

On‑prem: Connects to your SQL Server via replication or .bak. This provides broader table access under our control. Can include timesheets via the replicated database.⁠⁠

2. What Mosaic Syncs from Ajera

Common data entities for all Ajera connection types:

Employees (name, email, title)
Clients (name, title)
Projects & phases (title/description, fee, client (projects only), start date, end date)
Fee source: we set Mosaic fees from Ajera Labor Contract Amount, and optionally include Consultant Contract Amount via the “Include consultant fee” setting. This mapping applies to both Cloud and On‑Prem.⁠⁠
Note: Budgeted hours/cost do not currently transfer to Mosaic

For Ajera Cloud (with ODBC) or Ajera On-Prem (replication/.bak) we will also import:

The common entities listed above as well as:
- Hours source: Hours vs Billed Hours
- Rate source: Billed Rate vs Spent/Earned Rate
- Work Categories
- Time entries and mapping of status
Note: If you do not have ODBC and want to bring in your timesheets manually, please see this link

3. What Mosaic Provides during Onboarding

Integration setup support (guidance, troubleshooting)
Pre-built connectors and setup instructions (outlined in this document)
Live training & guidance on workflows and best practices

4. Typical Implementation Timeline & what to expect

Mosaic expects integration implementation timeframe to be 2-4 weeks for cloud and 4-6 weeks for on-premise*
Approximate Timeline for Cloud:
- Week 1: Intake form submission + initial validation
- Week 2: Setup & configuration.
- Week 3–4: Testing, troubleshooting, and go-live.
Approximate Timeline for On-Premise:
- Week 1: Intake form submission + initial validation
- Week 2-4: Replication Setup & configuration.
- Week 5–6: Testing, troubleshooting, and go-live.
Timeline starts and is contingent upon your successful and timely completion of forms and provision of credentials

5. Readiness Checklist

In order for onboarding to be considered successful, we need these items to be completed:

✅ Internal IT resource assigned and connected with Mosaic

✅ Completed ‘Integration Request’ and ‘Technical Deep Dive’ form (link in 6. Resources below)

✅ Follow the instructions to set up Ajera integration with Mosaic (link to readme)

✅ Mosaic infra is successfully connected to your ERP and data is syncing

✅ Historical data sync confirmed successful by our Solutions team

6 Next Steps

Submit your integration request form and deep dive form (you should have already received this in your welcome packet)
1. Mosaic reviews & starts set up process. Solutions team will review your forms and may reach out.
Provide IT point of contact in case troubleshooting is needed.
Provide connection details (see section 7 under “Connecting Ajera” for your system type)
Review the ‘Ajera Visual Settings Guide’ to plan ahead and consider your settings in Mosaic to prepare for onboarding & SOP discussion

7. Helpful Resources

Connecting Ajera:

Ajera Cloud + ODBC
Ajera On-prem
- SQL Server replication requirements