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. Without stored procedures, syncs members, clients, projects, and phases only.
- with Stored Procedures: Uploading stored procedures to Vision's database unlocks additional data types including time entries, rates, roles, profit centers, and labor codes. Each stored procedure independently enables specific data types.
On-Premise: 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

Data Type	Description
Clients	Client records (name, client code)
Members	Member name, status, email
Member Cost Rates	Member hourly cost rates sourced from job cost, provisional, or rate table entries
Member Project Bill Rates	Member-to-project rate assignments from rate tables (phase/subphase override supported)
Member Project Roles	Member-to-project role assignments (can override default role for project/phases)
Member Roles	Default role per member based on configured role source
Phases	Phase breakdowns under projects (fee, dates, status, billing type)
Projects	Project records (number, dates, fees, billing type, profit centers, project manager)
Rate Groups	Rate table groupings organized by category, labor code, or member
Rates	Individual rates for roles or activities within a rate group
Standard Bill Rates	Individual rate amounts derived from billing rate table rows
Standard Roles	Organization-wide role definitions populated from configurable source
Time Entries	Posted and/or unposted time entries (hours, rates, billability, comments)
Work Categories	Vision labor codes synced to Mosaic for time categorization
Work Plans	Resource planning assignments (planned hours, date ranges) — On-Premise only

For detailed field mappings and settings per data type, see:

Not Synced

Data Type	Description
Department	Organizational department or division that a member belongs to
Office	The office or branch location associated with a member or project
Region	Geographic region or location classification assigned to a project or member

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	Credentials are configured and connectivity is established
4. Configuration	Integration settings are applied and 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 connection type and environment complexity.
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

✅ Vision integration connection set up based on deployment type

✅ Setup Your Mosaic Integration Settings review call 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 set up process. Solutions team will review your forms and may reach out.
Provide IT point of contact in case troubleshooting is needed.
Provide Vision connection details based on your deployment type:
- Cloud: API credentials and database name — see Vision Cloud Integration Setup
- On-Premise: SQL Server access and replication setup — see Vision On-Premise Integration Setup
Review the Vision Visual Settings Guide to plan your Mosaic configuration ahead of onboarding

7. Setup and Technical Documentation

Connecting Vision

Connection Type	Resource	Description
Cloud	Vision Cloud Integration Setup	Step-by-step guide to connect Vision Cloud to Mosaic (includes stored procedures and credential troubleshooting)
On-Premise	Vision On-Premise Integration Setup	Step-by-step guide to connect Vision On-Premise to Mosaic

Cloud technical documentation

Resource	Description
Adding Stored Procedures to Vision	Instructions for uploading stored procedures to unlock time entries, rates, and additional data types
Vision Cloud Integrated Data	Detailed field mappings, settings guide, stored procedure setup, and troubleshooting for Cloud deployments
Vision Cloud Troubleshooting	Help with credential and connectivity issues for Cloud deployments

On-Premise technical documentation

Resource	Description
Vision On-Premise Integrated Data	Detailed field mappings, settings guide, and SQL replication requirements for On-Premise deployments

Vision Integration FAQ - Common questions about setup, data sync, and configuration.