Phase Exclusions from Auto Import

Mosaic offers the convenience of excluding certain phases and their subphases from the automatic import and linking feature.

To Add a Phase Exclusion:

  1. Log in to your Mosaic account using an Admin account.
  2. Navigate to the Integration page.
  3. Click on the Gear icon to open the Integration Settings modal.
  4. Under Phase Import, select Excluding some Phases, and then click on Exclusions.
  1. Click on + Exclusions and choose the phase you want to exclude.


Please Note:

The Phase Exclusion Rule also applies to the phase's child subphases.

  1. To remove a phase from the Exclusions List, click on + Exclusions, find the phase, and click on the red Remove button.

By using this simple process, you can manage phase exclusions to streamline your automatic import and linking functionality effectively.