Deltek PIM Visual Settings Guide
A visual walkthrough of every Deltek PIM integration setting in Mosaic
What this page covers: This guide walks through each provisioning setting available in the Deltek PIM integration. Use it to plan your configuration before onboarding, reference during setup, or review when adjusting settings later.
| Applies to | Deltek PIM (On-Premise) |
| When to use | Before onboarding, during setup, or when changing settings |
| Related guides | Deltek PIM Integration Setup, Project & Phase Status Matching |
Overview
These provisioning settings control how Mosaic connects to your Deltek PIM SQL Server replica and what optional behaviors are enabled. Compared to other integrations, PIM has a small settings surface — most data types sync with fixed sources and there are no per-data-type toggles.
The choices you make here should align with the Standard Operating Procedures (SOP) discussed with your Customer Success Manager (CSM).
Before you apply settings: Saving credentials will trigger the agent to create helper views on your replica. It is strongly recommended to save as draft first, then apply after your onboarding/SOP call with your CSM and Solutions Engineers.
Sections at a Glance
| Section | What It Covers |
|---|---|
| Connection | SQL Server credentials for connecting to your replicated PIM database |
| Phases | Phase status matching |
| Time Entries | How orphan time entries (entries with no project or phase context) are handled |
Connection
Connection Settings
1. Connection Credentials
In Mosaic
Connection Credentials allow Mosaic to authenticate against your replicated Deltek PIM SQL Server database. Enter the fields below to establish the connection.
In Deltek PIM: PIM data is mirrored to a SQL Server replica that lives on your infrastructure (or a database snapshot you provide to Mosaic). A dedicated SQL Server login is created on that replica with read-only access to the replicated tables. See the SQL Server Integration Requirements for replication setup.
Fields
| Field | Description |
|---|---|
| Database | The name of the replicated PIM database on the SQL Server instance. |
| Username | The SQL Server login for the dedicated integration user. This should be a service account, not a personal login. |
| Password | The password for the SQL Server login. This value is encrypted at rest. |
The Server URL and Port are provisioned by your Mosaic Solutions team as part of the replication setup — they are not entered in this form. Port defaults to1433.
To Get Started
- Confirm SQL Server replication of your PIM database is set up per the SQL Server Integration Requirements.
- Ensure your DBA has created a dedicated SQL Server login on the replicated database with read access to all PIM tables Mosaic relies on (see Deltek PIM Integrated Data for the full list).
- Enter the credentials in the form and save.
After saving credentials, the agent will:
- Connect to the replica using the credentials above on port
1433(or whatever port was provisioned with the server URL). - Create a set of read-only helper views and one helper table on the replica (all prefixed
U2VW_/Lookup_/Contact_Email/mosaicEntity_Group_Entities). These are required for fee, rate, and phase mappings. - Begin syncing all 11 data types listed in the Deltek PIM Integrated Data guide.
If the connection fails, double-check your credentials and confirm that the SQL Server login has been granted read access on the replicated database. Common issues include expired passwords, incorrect database names, or missing permissions on the replicated tables.
Credentials may expire or rotate over time. Periodically return to this section to update your credentials so syncing is not interrupted.
Phases
Phase Settings
1. Phase Status Matching
| Deltek PIM | Mosaic |
|---|---|
| Yes (1) | Active |
| No (0) | Complete |
In Mosaic
Maps each Deltek PIM phase status to a corresponding Mosaic Phase status. The mapping is applied any time a phase's status changes in Deltek PIM.
Default Mapping
| PIM Workstage Open For Time | Mosaic Status |
|---|---|
| Yes (1) | Active |
| No (0) | Complete |
For each Deltek PIM status, select the Mosaic Phase status that should be applied. The change is applied when the status is updated in Deltek PIM.
How it works
- Each Deltek PIM status is matched to a Mosaic status. The list of source statuses comes from your connected tool, so you'll need a tested connection before you can edit.
- Unmapped statuses sync as Active — if a status isn't listed, Mosaic sets the project or phase to Active.
- Click Reset to default at any time to restore Mosaic's recommended mapping for this integration.
- Changes apply on Save (the button reads Done when there are no changes). Updates affect future syncs; already-synced records keep their current status until they next change in Deltek PIM.
For a full walkthrough of the mapping editor, see Project & Phase Status Matching.
Time Entries
Time Entry Settings
1. Sync Time Entries Without an Entity Name
In Mosaic
This setting controls how the integration handles orphan time entries — entries that are not associated with a PIM Workstage or Variation (i.e. the timesheet item has no entity context).
By default, orphan time entries are dropped during sync. With this setting enabled, those entries are routed to an auto-created placeholder Project and Phase in Mosaic so that none of your team's logged hours are lost.
In Deltek PIM: Orphan time entries areTimesheet_Itemrows whereEntity_Identifieris null — i.e. the user logged time directly on their timesheet without selecting a project or phase. Some PIM workflows permit this; others do not.
Setting Options
- Off (default) — Time entries with no Project or Phase context are dropped during sync. Recommended if your PIM workflow requires every timesheet line to be tied to a project.
- On — Orphan time entries are synced to Mosaic against an auto-created
DEFAULT_PROJECT/DEFAULT_PHASEplaceholder. Useful when your PIM workflow allows logging time without an entity, and you want to surface those hours in Mosaic for visibility and reporting.
The placeholder Project and Phase are created automatically the first time orphan entries are encountered. They cannot be renamed in PIM — but you can rename or recategorize the Project in Mosaic if you wish.
Contact the Mosaic Solutions team if you need assistance configuring any of these settings or if you'd like to discuss the best configuration for your workflow.