Data Type Integrations

Financial Integrations

All financial integrations will include the following data types:

• Project
• Phase
• Employee
• Time Entry

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

CRM Integrations

Below is a detailed breakdown of data types per CRM integration:

Project Management Integrations

Below is a detailed breakdown of data types per Project Management integration:

Calendar Integrations

Below is a detailed breakdown of data types per Calendar integration:

Mosaic Data Type Definitions

Member

Members are people in Mosaic that either have access to Mosaic, or are in Mosaic for tracking purposes
Other Names May Include:

• Employee
• User
• Person

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.
Other Names May Include:

• Customer
• Epic
• Repository

Phase

Phases are a sub-section of a Project. Phases typically separate out different stages, or resources involved in a Project.
Other Names May Include:

• Sub-Project
• Story

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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.
Other Names May Include:

• Activity
• Labor Code
• Service Item
• Work Type

Work Plan

Work Plans are schedules for your Members or Projects/Phases.
Other Names May Include:

• Schedule
• Plan

Time Entry

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

• Spent Time
• Time Tracking

Task

A specific item of work associated with a Project.
Other Names May Include:

• Deliverable

Fee

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

• Planned spend
• Budget Amount

Client

A person or entity that a Project is related to.
Other Names May Include:

• Customer
• Contract

Event

A dated or planned occurrence.
Other Names May Include:

• Calendar Event
• Deadline

Scope

Scopes are used to encompass related work within a Project or for a specific team.
Other Names May Include:

• Story

Milestone

Milestones represent goals for a team of Members or for a Project.
Other 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.
Other Names May Include:

• Board
• Folder

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 Role

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).

Rate Group

A Rate Group is a set of Rates based on Roles or Work Categories 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.

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.