Uploading Projects, Phases, Work Categories
Overview
Mosaic currently provides imports for the following:
- Projects
- Phases
- Work Categories
For other data types please see the guides for uploading into Mosaic, or get in touch with your Customer Success Manager for help.
Links to download import template:
You can expect most import requests to be completed in ~3 business days. If you are submitting a large amount of data, your CSM will provide an ETA on import completion after the file has been reviewed.
Please review this carefully before sending a data file to get imported
Please Note:
Ensure your data is accurate and all projects/phases/work categories are spelled correctly. Projects/phases/work categories will be created exactly as you’ve entered them on the import template.
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Ensure project and client information is consistent throughout the import template. For example, discrepancies like the following will create duplicates:
- Project ID: 21.001 v 21001
- Project Name: 56 E 89th Street v 56 East 89th Street
- Phases: SD v Schematic Design
- Client: John Smith v Mr. J Smith
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If Mosaic is integrated with your financial tool, ensure the names/IDs on the import template match what is in Mosaic
Projects
| Fields | Guide | Example | Required |
|---|---|---|---|
| Portfolio Name | You can group projects into portfolios (i.e., folders), this is the name of the portfolio you would like the project in. You can create portfolios & move projects once you are in Mosaic too. | Residential Projects | Yes Note: If you are opening up the import tool within a specific portfolio page, your projects will be automatically imported under that portfolio name. If you are opening up the Projects import tool from the Settings > Import Tab, you must specify a portfolio name. |
| Project Title | The project's title | 125 Bluestone Way | Yes |
| Project Number | The project's number | 210050 | Yes |
| Project Client | The client or customer associated with the project | Jake & Sally Anders | No |
| Project Description (Coming soon) | The project's description | Residential development permit application for 125 Bluestone Way | No |
| Project Billable | Whether time spent working on the project can be charged to the client | accepted values = "true" or "false" | No Note: The default value is "false". |
| Project Budget Status | You can only choose one of the options currently supported for a project. | accepted values = "proposal", "hold", "active" or "complete" | Yes |
| Project Priority | Urgency of the project | accepted values = "Low", "Medium" or "High" | No |
| Project Region | The region that the project is located in You either choose existing Project Region names within the team or provide a new Project Region name to be created. | Ontario | No Note: If the Project Region does not exist, Mosaic will create a new Region. |
| Project Office | The office that the project is located in You either choose existing Project Office names within the team or provide a new Project Office name to be created. | Toronto | No Note: If the Project Office does not exist, Mosaic will create a new Office. |
| Project Discipline | The discipline of the project You either choose existing Project Discipline names within the team or provide a new Project Discipline name to be created. | Civil Engineering | No Note: If the Project Discipline does not exist, Mosaic will create a new Discipline. |
Phases
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You can import both Phases or Milestones through the Phases Import.
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Phases by Mosaic's definition are a sub-section of a Project. Phases typically separate out different stages, or resources involved in a Project. See definition here.
Milestones
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Milestones by Mosaic's definition represent goals for a team of Members or for a Project. See definition here.
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Milestones only have the following required fields:
- Phase Is Milestone
- Phase Name
- Start Date (should be the same as end date)
- End Date (should be the same as start date)
Please Note:
If you are importing Phases, you must include all required Project fields (also mentioned in the table below).
| Fields | Guide | Example | Required |
|---|---|---|---|
| Portfolio Name (Project Field) | The name of the portfolio that the project is associated with | Residential Projects | Yes |
| Project Title (Project Field) | The title of the project associated with the phase | 125 Bluestone Way | Yes |
| Project Number (Project Field) | The number of the project associated with the phase | 210050 | Yes |
| Project Budget Status (Project Field) | You can only choose one of the options currently supported for a project. | accepted values = "proposal", "hold", "active" or "complete" | Yes |
| Phase Name | The title of the phase | Construction Documents | Yes Note: Phase title is not required if the project does not have a phase yet. |
| Phase Number | The number of the phase | 140 | Yes Note: Phase number is not required if the phase does not have a number in your financial tool that you are exporting phases from. |
| Phase Start Date | Start date for the phase | 2022-03-01 Note: All dates must be in YYYY-MM-DD format. | Yes Note: Start date must be before end date. |
| Phase End Date | End date for the phase | 2022-03-20 Note: All dates must be in YYYY-MM-DD format. | Yes Note: End date must be after start date. |
| Phase Budget Status | The status of the phase budget | accepted values = "not started", "hold", "active" or "complete" | Yes Note: The default value is "not started". |
| Phase Fee | An estimated spend for the phase | 1000 | No |
| Phase Budget | The amount of budget for the phase | 1000 | No |
| Phase Contract Type | If the phase is billable, whether the contract is a fixed fee or hourly contract type. If the phase is not billable, the contract type is considered internal. | If the phase is billable accepted values = "Fixed Fee" or "Hourly" If the phase is not billable accepted value = "Internal" | Yes |
| Phase Billable | Whether time spent working on the phase can be charged to the client | **If the phase is not a milestone, accepted values = "true" or "false" | Yes Note: Phase Billable is not required if your phase is a milestone. |
| Phase Is Milestone (Milestone Field) | Whether this phase is a milestone (e.g., deadline) | accepted values = "true" or "false" | No Note: The default value is "false". |
| Phase Budget With (Coming soon) | The method of budgeting for the phase, either using the fee or member time | accepted values = "entered_budget", "spent_and_planned_time", "total_member_time" | No |
Work Categories
- Work Categories by Mosaic's definition are similar to sub-phases for grouping work for budgeting, reporting, and tasks. See definition here.
Please Note:
If you are importing Work Categories, you must include all requiredPhase fields and all required Project fields.
| Fields | Guide | Example | Required |
|---|---|---|---|
| Work Category Title | The title of the work category | Planning | Yes Note: Not required if there is no work category under the project title + project number + phase title. |
| Work Category Start Date | Start date for the work category | 2022-06-01 Note: All dates must be in YYYY-MM-DD format. | Yes Note: You must enter a work category title in order to enter a start date. Start date must be before end date. |
| Work Category End Date | End date for the work category | 2022-06-25 Note: All dates must be in YYYY-MM-DD format. | Yes Note: You must enter a work category title in order to enter an end date. End date must be after start date. |
| Work Category Billable | Whether time spent working on the work category can be charged to the client | accepted values = "true" or "false | No Note: The default value will be "false". |
| Work Category Fee | An estimated spend for the work category | 1000 | No |
| Work Category Budget | The amount of budget for the work category | 1000 | No |
| Work Category Contract Type (Coming soon) | If the work category is billable, whether the contract is a fixed fee or hourly contract type. If the work category is not billable, the contract type is considered internal. | If the work category is billable accepted values = "Fixed Fee" or "Hourly" If the work category is not billable accepted value = "Internal" | Yes |
| Work Category Budget With (Coming soon) | The method of budgeting for the work category, either using the fee or member time | accepted values = "entered_budget", "spent_and_planned_time", "total_member_time" | No |
Updated 5 months ago