Deltek Vantagepoint FAQs

Q: How can I integrate Deltek Vantagepoint phases into Mosaic?

Deltek Vantagepoint supports up to 2 levels of phases for a project.

Legacy Deltek Vantagepoint Integrations

• Legacy Deltek Vantagepoint integrations (connected prior to December 2023) on Mosaic only supports 2 levels of Deltek Vantagepoint phases, following this project structure:
  • Project (Deltek Vantagepoint Project)
    • Phase (Deltek Vantagepoint Phase)
      • Work Category (Deltek Vantagepoint Task)
• If you are interested in turning on Subphases to integrate the lowest level of phases from Deltek Vantagepoint, please reach out to your Customer Success Manager.
• If you use 2 levels of phases (Deltek Vantagepoint Phases and Tasks) for project planning, you should consider using subphases.

New Deltek Vantagepoint Integrations

• New Deltek Vantagepoint integrations on Mosaic (connected after December 2023) are designed to automatically support up to 2 levels of Deltek Vantagepoint phases, following this project structure:
  • Project (Deltek Vantagepoint Project)
    • Phase (Deltek Vantagepoint Phase)
      • Subphase (Deltek Vantagepoint Task)

Q: How does Mosaic determine if a project or time entry is billable or non-billable?

Mosaic fetches projects and time entries data from Vantagepoint.

In Vantagepoint, Charge Type values are defined at the project level and inherited by all time entries associated with it. Mosaic maps Vantagepoint Charge Type values to its own Billable field as follows:

To mark a project and its time entries as Billable, change the Project Charge Type to Regular. To mark them as non-billable, change the Project Charge Type to either Overhead or Promotional.

Please note that only Posted time entries have a Billable status, while all Unposted time entries are considered Non-Billable.

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For Vantagepoint Cloud:

If you are using Vantagepoint Cloud, you need to upload the latest version of the Stored Procedure for Timesheets to enable access to the Billable status field. Please reach out to your Customer Success Manager for the Stored Procedure and more information.

Q: How does Mosaic map Deltek Vantagepoint Project Statuses?

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Please Note:

The following Project and Phase Status mappings are only applicable for Vantagepoint Hosted, not Vantagepoint Cloud.

By default, Mosaic maps the Deltek Vantagepoint Project Status in the following way:

Q: How does Mosaic map Deltek Vantagepoint Phase Statuses?

By default, Mosaic maps the Deltek Vantagepoint Phase Status in the following way:

Q: How can I sync Labor Billing Methods and Billing Rates from Deltek Vantagepoint to Mosaic?

Mosaic provides seamless integration of Labor Billing Methods and Billing Rates from Deltek Vantagepoint. This feature enables you to synchronize the following Labor Billing Methods and Billing Rates from Deltek Vantagepoint to Mosaic:

• Rate Times Multiplier
• Rate Table
• By Category
• By Labor Code

How to review and configure Labor Billing Methods and Multipliers on Deltek Vantagepoint:

To configure Labor Billing Methods and Multipliers on Deltek Vantagepoint, follow these steps:

1. In Deltek Vantagepoint, navigate to the Projects Hub.
2. Click on Billing Terms.
3. Select the Project/Phase/Task you're interested in from the top left of the page.
4. Go to the Labor tab.
5. Review or modify the Labor Method as required.
   1. If Rate table is selected, make sure to enter a Rate Table.
6. Input the necessary Multiplier(s) as required under the Labor tab of the Billing Terms form.
   1. For more detailed information on Deltek Vantagepoint Billing Method, you can refer to Deltek Vantagepoint's Labor Multipliers documentation.
   2. By default, Mosaic aggregates all three multipliers from Deltek Vantagepoint.

For more detailed information on Deltek Vantagepoint Billing Methods, you can refer to Deltek Vantagepoint's Labor Methods Overview documentation.

Overview of Mosaic's Deltek Vantagepoint Labor Billing Methods Feature

Once you've configured Labor Billing Methods and Multipliers on Deltek Vantagepoint and enabled the billing methods feature, here's how Mosaic handles them:

• Project Budget Modal: The Manage Time By setting is automatically set to the corresponding Labor Billing Method from Deltek Vantagepoint.
• Project Budget Modal > Rate Multipliers: The Cost Rate Multiplier field is set to match the corresponding Multiplier from Deltek Vantagepoint if the Deltek Vantagepoint Labor Billing Method is Rate times multiplier.
• Project Budget Modal > Budget Tracking Level: The Budget Tracking Level is set to Track time by Work Category if the Deltek Vantagepoint Labor Billing Method is By Category.

Summary of Corresponding Mosaic Changes:

Examples of Mosaic Project Budget Modals

1. Below is an example of a Project Budget Modal for a project that utilizes the Deltek Vantagepoint Labor Billing Method By Category (mapped to Mosaic Billing MethodRole Rates), and references the Deltek Vantagepoint Role Rate Table named Category Standards.

2. Below is an example of a Project Budget Modal for a project that utilizes the Deltek Vantagepoint Labor Billing Method By Labor Code(mapped to Mosaic Billing Method Work Category Rates), and references the Deltek Vantagepoint Role Rate Table named Staff Billing Rates.

Enabling Deltek Vantagepoint Billing Methods

Before you can make use of the Deltek Vantagepoint Billing Methods feature in Mosaic, there are prerequisites to ensure a smooth experience. The requirements may differ based on whether you are using the Deltek Vantagepoint Cloud or Deltek Vantagepoint On-Premise integrations.

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Vantagepoint Billing Methods Feature Prerequisites:

For Deltek Vantagepoint Cloud Users:

To enable this feature in your Deltek Vantagepoint Cloud environment, you will need to have the following in place:

• Stored Procedures: Ensure that the necessary stored procedures are uploaded to your Deltek Vantagepoint Cloud environment. These procedures are essential to support the functionality of the Deltek Vantagepoint Billing Methods feature.
• If you have any questions or need assistance with acquiring the required stored procedures, please don't hesitate to reach out to your Customer Success Manager.

For Deltek Vantagepoint On-Premise Users:

For users on the Deltek Vantagepoint On-Premise environment, the prerequisites are slightly different:

• Tables and Columns: Ensure that your replication includes the required tables and columns to support the Deltek Vantagepoint Billing Methods feature. These specific data structures are essential for the feature's proper functioning.
• If you're unsure whether your replication includes the necessary tables and columns or if you need to have additional ones added, please contact your Customer Success Manager for clarification and assistance.

To sync Deltek Vantagepoint Billing Methods to Mosaic, follow these steps:

1. Go to your Organization Settings > Integrations > Deltek Vantagepoint integration.
2. Click the Gear icon to open the Integration Settings modal.
3. Enable the following settings:
   1. Rate Groups > Send rate groups (and their rates) one-way from Deltek Vantagepoint to Mosaic.
   2. Member Project Rates > Send member project rates one-way from Deltek Vantagepoint to Mosaic.
   3. Roles > Send roles one-way from Deltek Vantagepoint to Mosaic.
   4. Member Roles > Send member roles one-way from Deltek Vantagepoint to Mosaic.

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      Please Note:

      Enabling Rate Groups, Member Project Rates, Roles and Member Roles sync are required if you would like to sync Deltek Vantagepoint's Rate Table, By Category and By Labor Code Labor Billing Methods.

      Enabling the Member Roles sync will overwrite any existing Member Default Roles manually entered in Mosaic.

      Enabling the Member Project Rates and Rate Table sync will overwrite any existing Member Project Rates manually entered in Mosaic.

4. Select the setting Do you want to sync Vantagepoint Labor Billing Terms to Mosaic's Project Rate Types? to sync:
   1. Project and Phase Level Multipliers from Deltek Vantagepoint.
   2. Project and Phase Level Labor Billing Method from Deltek Vantagepoint.
   3. Project and Phase Level Associated Rate Tables from Deltek Vantagepoint.

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Please Note:

Enabling the Vantagepoint Labor Billing Terms setting will overwrite any existing Billing Methods manually entered in Mosaic, including:

• Manage Time By field
• Rate Multipliers fields
• Unassigned Rate Group field

5. (Optional) If you would like to sync Cost Rates, enable the following setting:
   1. Cost Rates > Send cost rates one-way from Deltek Vantagepoint to Mosaic.

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Please Note:

Enabling Cost Rates sync is only required if you would like to sync Deltek Vantagepoint's Rate Times Multiplier Labor Billing Method.

If you plan on enabling Cost Rates sync from Deltek Vantagepoint, please ensure that you have Cost Rates enabled in your account.

If you need to Disable Cost Rates, contact your CSM to make a request.

How Deltek Vantagepoint's Integrated Bill Rates Work

• Integrated Bill Rates will be applied to:

  1. Work Plans (Planned Time) created within Mosaic.
  2. Time Entries (Spent Time) created within Mosaic.

• Integrated Bill Rates will not be applied to:

  1. Time Entries created within Deltek Vantagepoint.