Deltek Vantagepoint Cloud Integration Setup

Integration Setup

You must generate an ID and a secret for Mosaic in order to access Vantagepoint through the API.

To set up access to the API:

  1. In the Navigation pane, select Utilities > Integrations > API Authorization.
  2. On the API Authorization form, click Generate Secret.
  • Important: You only need to generate the secret once. However, if you generate a new secret any time thereafter, all current integrations using the old secret will be broken until you refresh your access token for those integrations.
  1. In response to the confirmation message, click Generate.
  2. Take note of the client ID, client secret, database name, Vantagepoint username/password that your applications can use to access Vantagepoint through the API display. You will enter these credentials in Step #4 of "Integrating with Mosaic" below.

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Instructions for Vantagepoint Cloud Version 5.0 and above:

  1. In the Navigation pane, select Utilities > Integrations > API Authorization.
  2. Select Allow Password Grant Type
  3. Take note of the Consumer Key (also known as Client ID), Secret (also known as Client Secret), database name, Vantagepoint username/password that your applications can use to access Vantagepoint through the API display. You will enter these credentials in Step #4 of "Integrating with Mosaic" below.

Creating a User and Role for Mosaic integration

  1. Navigate to Security → Roles
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  1. Add a new Role

  2. Set the “Type of Role” to Administrator and Accounting

  3. Select the following permissions:

    1. Hubs → Employees
    2. Hubs → Firms → Firms
    3. Hubs → Projects → Project
    4. Utilities → Integrations → API Authorization
    5. Settings → Accounting → Labor Code
  4. Navigate to Security → Users and add a new user

  5. Name the user something like “Mosaic”, and assign it the role that you just created

  6. Ensure that the user is marked as “Active” and deselect the option “Force User to Reset Password at Next Login”

  7. (Optional) Use field level security to disallow access to any sensitive information. See Field Level Security for details.

Integrate with Mosaic

Please provide the following details:

  1. The username and password of the new user you’ve created
  2. The client ID, client secret, database name, and URL for your web application.

    The URL should look like this:
    https://companyname.deltekfirst.com/CompanyName/api

Steps

  1. Login to Mosaic and navigate to the company settings from the Home screen
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  1. Select Integrations from the Settings menu
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3.Select Deltek Vantagepoint Cloud from the financial options

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  1. Enter your username, password, client ID, client secret, database name, and URL and click connect
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Integration Settings

Fees

You can configure Mosaic to show your fees using your Direct Labor Fee + Direct Consult Fee, or just the Direct Labor Fee. In Vantagepoint, these fields are located in the Projects -> Budget & Revenue tab

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Use just Direct Labor (blue) as your Direct Labor Fee in Mosaic, or the Direct Labor (blue) + Direct Consult (green) as your Fee in Mosaic

Deltek VantagePoint <> Mosaic Best Practices

Projects and Phases

Fees

Fees are synced from VantagePoint into Mosaic from the “Direct Labor” amount that is listed in your Projects and Phases, under Projects Hub → Contract Management → Compensation.

There are many ways that the Direct Labor amount can be set, but so long as there is a “Direct Labor” amount visible on this page, it should sync into Mosaic.

One way to set the Direct Labor amount is as follows:

  1. Navigate to the Projects Hub under the Hubs menu in your VantagePoint web application

  2. Inside the Projects Hub, select Contract Management, and choose your Project from the drop down at the top of the screen

    Note: If you are trying to set the fee for a particular Phase, you should use the Project Structure button to the left of the Project’s name to select the appropriate Phase 
    

  3. Select Edit on the right hand side of your screen to make changes to this project. Add the fee that you wish to bring into Mosaic Under the Direct Compensation section as the Direct Labor amount and save the Project record.

Start/End Dates

Start and End dates for Projects and Phases are synced into Mosaic from the dates that is listed in your Projects and Phases under Projects Hub → Plan → Schedule.

There are many ways that start and end dates can be set for Projects and Phases, but so long as you have the correct dates in the “PLAN START” and “PLAN END” columns, they should sync into Mosaic.

One way to set the start and end dates is as follows:

  1. Navigate to the Projects Hub under the Hubs menu in your VantagePoint web application
  2. Inside the Projects Hub, select Project, choose your Project from the drop down at the top of the screen, and select the Dates & Costs tab

    Note: If you are trying to set the fee for a particular Phase, you should use the Project Structure button to the left of the Project’s name to select the appropriate Phase
  3. Click “Add Milestone”. Add Milestones for the start and end dates for your Project or Phase using “Estimated Start Date”, and “Estimated Completion Date” respectively.