Deltek Costpoint 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 Costpoint
Connection types
- Cloud (ODBC): Mosaic uses a read-only ODBC connection to your Costpoint Cloud database. ODBC connectivity is provisioned through Deltek's cloud infrastructure. Mosaic syncs employees, clients, projects, phases, organizations (departments / profit centers), time entries, and project labor category rates.
2. What Mosaic syncs from Costpoint
| Data Type | Description |
|---|---|
| Employees (Members) | Employee records (name, email) |
| Clients | Client records sourced from the Customer table or top of the project hierarchy (configurable) |
| Projects | Project records (name, fee, dates, client, billable, profit center) |
| Phases | Phase / subphase breakdowns under projects (fee, dates, billable, profit center) |
| Departments (Organizations) | Top-level Costpoint Organizations synced as Mosaic Departments |
| Time Entries | Timesheet entries (hours, rates, billability, approval status) |
| Bill Rates (Rate Groups) | Project Labor Category rates linked to projects |
For detailed field mappings and settings per data type, see:
Not Synced
| Data Type | Description |
|---|---|
| Employee Title | Costpoint employee job titles are not currently part of the standard sync |
| Phase Budgeted Hours | The Task Value (budgeted hours) on a Phase is not currently synced |
| Sub-Organizations | Only top-level Organizations (ORG_TOP_FL = 'Y') sync as Departments |
| Inactive Projects | Projects/Phases/Organizations not flagged as Active are excluded |
| Office / Region | Geographic or office classifications outside of Costpoint Organizations |
| Custom Fields | Custom Costpoint fields are not synced as a standard integration feature |
3. What Mosaic provides during onboarding
- Integration setup support (guidance, troubleshooting)
- Pre-built connectors and setup instructions (outlined in this document)
- Training & guidance on workflows and best practices
4. Implementation steps
| Step | What Happens |
|---|---|
| 1. Intake | Submit integration request and technical deep-dive forms |
| 2. Validation | Mosaic Solutions team reviews your forms and confirms requirements |
| 3. Connection | ODBC credentials are configured and connectivity is established |
| 4. Configuration | Integration settings are applied and initial data sync runs |
| 5. Testing | Data is validated, discrepancies are resolved, and workflows are confirmed |
| 6. Go-Live | Integration is finalized and handed off to your team |
Timeline varies by environment complexity.Your CSM will share a tailored schedule during onboarding.
Timely completion of forms and provision of credentials keeps things on track.
Requests to sync additional fields or change integration behavior are scoped as Statements of Work and billed at your contracted implementation rate.
5. Readiness Checklist
In order for onboarding to be considered successful, we need these items to be completed:
✅ Technical lead assigned - Designated integration point of contact for Mosaic
✅ Integration Request and Technical Deep Dive forms submitted
✅ Costpoint ODBC connection provisioned and credentials shared with Mosaic
✅ Setup Your Mosaic Integration Settings review call for onboarding
✅ Historical data sync confirmed by our Solutions team
6. What Mosaic needs from you and next steps
- Submit your integration request form and deep dive form (you should have already received this in your welcome packet)
- 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 Costpoint Cloud connection details:
- Cloud: ODBC endpoint, database name, and a read-only service account — see Costpoint Cloud Integration Setup
- Review the Costpoint Visual Settings Guide to plan your Mosaic configuration ahead of onboarding
7. Setup and Technical Documentation
Connecting Costpoint
| Connection Type | Resource | Description |
|---|---|---|
| Cloud (ODBC) | Costpoint Cloud Integration Setup | Step-by-step guide to connect Costpoint Cloud to Mosaic via ODBC |
Technical documentation
| Resource | Description |
|---|---|
| Costpoint Visual Settings Guide | Integration settings reference for Costpoint deployments |
| Costpoint Integrated Data | Detailed field mappings, configurable settings, and troubleshooting for Costpoint |
| Costpoint Cloud ODBC Troubleshooting | Help with credential and connectivity issues for the ODBC connection |
Costpoint Integration FAQ - Common questions about setup, data sync, and configuration.