Deltek PIM 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 Deltek PIM
Connection types
- On-Premise: Connects to your PIM SQL Server via replication to Mosaic's cloud infrastructure on Azure. PIM is supported on-premise only — there is no Cloud / API integration mode. The agent reads from the replicated database and creates a set of read-only helper views on first connection to support fee, rate, and phase mappings.
2. What Mosaic syncs from Deltek PIM
| Data Type | Description |
|---|---|
| Members | Employee name, email, created/modified dates |
| Clients | Client organisation records (name) |
| Projects | Project records (number, name, description, dates, fee, client, rate group) |
| Phases | Phase breakdowns under projects — sourced from PIM Workstages and Variations |
| Work Categories | PIM timesheet item categories (used to categorize time entries) |
| Time Entries | Posted and unposted timesheet entries (hours, charge rate, work category, approval status) |
| Standard Roles | Organization-wide role definitions sourced from PIM Grades |
| Member Roles | Default role per Member based on their assigned Grade |
| Rate Groups | Finance Rate Tables grouped for role-based billing |
| Rates | Individual rate entries within a Rate Group, keyed by Grade and effective date |
| Standard Bill Rates | Charge rate amounts derived from PIM Finance Rate rows |
For detailed field mappings and settings per data type, see:
Not Synced
| Data Type | Description |
|---|---|
| Departments | Departmental groupings within a member |
| Offices | Member or project office/branch assignment |
| Regions | Geographic region assigned to a project or member |
| Member Cost Rates | Cost rates exist in PIM but are not surfaced — only charge rates are synced |
| Member Project Bill Rates | Project-specific employee rates are excluded at fetch (Project_ID IS NULL filter) |
| Overtime Rates | Excluded at fetch (Finance_Analysis_Code_ID IS NULL filter) |
| Work Plans | PIM does not surface a resource-planning entity that Mosaic can sync as Work Plans |
| Parent / Sub-Project Hierarchy | PIM Project.Parent_Project_ID is not mapped — projects sync as a flat list |
| PTO / Holidays / Invoices | Not in the supported data-type list |
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 | SQL Server replication is configured and connectivity is established |
| 4. Configuration | Integration settings are applied and the 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 and the speed of replication setup on your side.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
✅ SQL Server replication of your PIM database configured per the SQL Server Integration Requirements
✅ Setup Your Mosaic Integration Settings review call completed 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 the setup process. The Solutions team will review your forms and may reach out.
- Provide an IT point of contact in case troubleshooting is needed.
- Provide PIM connection details:
- On-Premise: SQL Server access (server URL, database name, dedicated SQL user with read access to the replicated database) — see Deltek PIM Integration Setup
- Review the Deltek PIM Visual Settings Guide to plan your Mosaic configuration ahead of onboarding.
7. Setup and Technical Documentation
Connecting Deltek PIM
| Connection Type | Resource | Description |
|---|---|---|
| On-Premise | Deltek PIM Integration Setup | Step-by-step guide to connect Deltek PIM On-Premise to Mosaic via SQL Server replication |
Technical documentation
| Resource | Description |
|---|---|
| Deltek PIM Visual Settings Guide | Integration settings reference for Deltek PIM |
| Deltek PIM Integrated Data | Detailed field mappings, replicated tables, helper views, and troubleshooting for PIM deployments |
| SQL Server Integration Requirements | Replication and SQL Server access requirements shared by all on-premise SQL Server integrations |
| Deltek PIM Terms & Conditions | Integration terms and conditions for Deltek PIM |
Updated 12 days ago