Data Type Integrations

Financial Integrations

All financial integrations will include the following data types:

• Client
• Project
• Phase
• Employee
• Time Entry

Below is a detailed breakdown of additional data types per financial integration:

CRM, Project Management, and Calendar Integrations

Below is a detailed breakdown of data types for non-financial integrations.

• CRM (Salesforce)
• PM (Asana, GitHub, Jira Cloud)
• Calendar (Office 365, Google Calendar)

Mosaic Data Type Definitions

Member

Members are people in Mosaic that either have access to Mosaic, or are in Mosaic for tracking purposes

Alternative names may include:

• Employee
• User
• Person
• Staff
• Account

Project

Projects are groupings of work to be completed. Projects can be associated with Members who work on the Project, a time period, a Client and Work Plans.

Alternative names may include:

• Customer
• Epic
• Repository
• Job
• Opportunity
• Sub-Customers
• Calendar
• Project Card

Phase

Phases are a sub-section of a Project. Phases typically separate out different stages, or resources involved in a Project.

Alternative names may include:

• Sub-Project
• Story
• Task
• Project Task
• Sub-sub-Customer
• Sub-Job
• Project Planning
• Job Phase

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Please Note:

Mosaic will not sync either the start date or end date of a project or phase:

• If end date or start date is missing
• If end date is before start date

Work Category

A Work Category in a Project is a way of organizing tasks into groups based on their purpose.
Alternative names may include:

• Activity
• Labor Code
• Service Item
• Work Type

Work Plan

Work Plans are schedules for your Members or Projects/Phases.

Alternative names may include:

• Schedule
• Plan
• Assignment
• Labor

Time Entry

Time Entries are records for tracking your Member's time spent working towards a Project, Phase, or Work Category.

Alternative names may include:

• Spent Time
• Time Tracking
• Cost Detail
• Time Sheet/Timesheet

Task

A specific item of work associated with a Project. For detailed information, refer to our Help Guide.
Alternative names may include:

• Deliverable
• Issue
• Board

Fee

An estimated spend for a Project, Phase, or Work Category. Budget Estimates may or may not include expenses, consultant fees, and labor costs.
Alternative names may include:

• Planned spend
• Budget Amount
• Budget Estimates
• Job Total
• Project Contract Total
• Contract
• Total Budget Effort

Client

A person or entity that a Project is related to.
Alternative names may include:

• Customer
• Contract
• Account
• Customer Master

Event

A dated or planned occurrence.
Alternative names may include:

• Calendar Event
• Deadline

Scope

Scopes are used to encompass related work within a Project or for a specific team. They are deliverables on a project that are typically outlined in a proposal. For detailed information, refer to our Help Guide.
Alternative names may include:

• Deliverable
• Story
• Epic

Milestone

Milestones represent goals for a team of Members or for a Project.
Alternative names may include:

• Target
• Goal
• Deadline

Portfolio

Portfolios are used to identify a collection of Projects. Portfolios are typically used to group Projects that belong to a specific Client, type of work, or team.
Alternative names may include:

• Board
• Folder

Role Rate Group

A Rate Group is a set of Rates based on Roles that can be shared across different Projects. For Role Rate Groups, Cost and Bill Rates can be set for each Standard Role. For Work Category Rate Groups, Cost and Bill Rates can be set for each Standard Work Category. This provides flexibility in estimating Project Budgets.

For more detailed information on Role Rate Groups, please refer to this Help Guide.

Work Category Rate Group

A Rate Group is a set of Rates based on Work Categories that can be shared across different Projects. For Work Category Rate Groups, Cost and Bill Rates can be set for each Standard Work Category. This provides flexibility in estimating Project Budgets.

For more detailed information on Work Category Rate Groups, please refer to this Help Guide.

Default Member Cost Rate

Cost rate is the amount of money a company pays out for wages. It helps to determine the budget that needs to be set aside in order to produce goods or services and usually takes into account the cost of labor, overhead costs, raw materials and other applicable fees.

For more detailed information on Default Member Cost Rates, please refer to this Help Guide.

Default Member Bill Rate

A Bill Rate is the rate at which a company charges its customers for services or products provided. This rate takes into account labor costs, overhead, profit margin, and other related fees, which are crucial factors in determining the most advantageous outcome.

For more detailed information on Mosaic Bill Rate, please refer to this Help Guide.

Default Member Role

The default role defines the Member's role when first assigned to a Project. The role can be changed on a per-project basis after the member is added to a Project.

For more detailed information on Member Default Role, please refer to this Help Guide.

Member Project Rate

The Member Project Role can be changed on a per-project basis after the member is added to a Project. The Member Project Role will overwrite the Default Member Role when applying bill rates from the Role Rate Group (if applicable).