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Deltek Vision 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 Vision

Connection types

  • Cloud: Uses Vision’s API. Easiest to provision. By default, Cloud does not include timesheets unless paired with Stored Procedures.⁠⁠⁠⁠
    • with Stored Procedures: If you use Vision Cloud and wish to sync timesheet data, you will also need to add Stored Procedures as that will allow us to integrate timesheet and work category data. Please see resources in section 8 for detailed instructions.
  • On‑prem: Connects to your SQL Server via replication to Mosaic’s cloud infrastructure on Azure or .bak. This provides broader table access to the integration connectors.

2. What Mosaic syncs from Vision

Common data entities for all Vision connection types:

  • Employees (name, email, title)
  • Clients (name, title)
  • Projects & phases (title/description, fee, client (projects only), start date, end date)
  • Fee source: we set Mosaic fees from Vision Labor Contract Amount, and optionally include Consultant Contract Amount via the “Include consultant fee” setting.
  • Work Categories (Vision Labor Codes, Vision Tasks)

For Vision Cloud (with Stored Procedures) or On-Prem (replication/.bak) we will also import:

  • The common entities listed above as well as:
    • Time Entries
    • Work Plans
    • Profit Centers
    • Rates
      • Role Rate Groups
      • Work Category Rate Groups
      • Member Cost and Bill Rates
      • Member Project Rates
      • Rate Multipliers
    • Roles

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 and 4-6 weeks for on-premise*

  • Approximate Timeline for Cloud:
    • Week 1: Intake form submission + initial validation
    • Week 2: Setup & configuration.
    • Week 3–4: Testing, troubleshooting, and go-live.
  • Approximate Timeline for On-Premise:
    • Week 1: Intake form submission + initial validation
    • Week 2-4: Replication Setup & configuration.
    • Week 5–6: Testing, troubleshooting, and go-live.
  • Timeline starts and is contingent upon your successful and timely completion of forms and provision 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 Vision integration with Mosaic (see connecting Vision 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

  1. 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.
  2. Provide IT point of contact in case troubleshooting is needed.
  3. Provide connection details (see section 7 under “Connecting Vision” for your system type)
  4. Review the ‘Vision Visual Settings Guide’ to plan ahead and consider your settings in Mosaic to prepare for onboarding & SOP discussion

7. Helpful Resources

Connecting Vision

Vision technical documentation

Updated about 3 hours ago