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: Uses Costpoint’s API with ODBC. You can see more detailed how-to instructions in the resources of section 7.

2. What Mosaic syncs from Costpoint

Common data entities for Costpoint connection types:

Employees (name, email, title)
Clients (name, title)
Projects & phases (title/description, fee, client (projects only), start date, end date)
- Profit Center (Costpoint Organizations)
Departments (Costpoint Organizations)
Time Entries
Bill Rates

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. Typical implementation timeline & what to expect

Mosaic expects the integration implementation timeframe to be 2-4 weeks for cloud*

Approximate Timeline for Cloud:
- Week 1: Intake form submission + initial validation
- Week 2: Setup & configuration.
- Week 3–4: Testing, troubleshooting, and go-live.
Timeline starts and is contingent upon your successful and timely completion of forms and set up of credentials. Any requests to sync additional fields or change integration behavior will be scoped as Statements of Work which may be billed as implementation hours at the rate outlined in your contract.

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 (you should have already received this in your welcome packet)

✅ Follow the instructions to set up Costpoint integration with Mosaic (see connecting Costpoint in section 7)

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

✅ Historical data sync confirmed successful 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)
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 Costpoint” for your system type)
Review the ‘Costpoint Visual Settings Guide’ to plan ahead and consider your settings in Mosaic to prepare for onboarding & SOP discussion