Reviewing Integrated Data

Where to Check the Integrated Data on Mosaic

Navigate to Company Settings -> Integration

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If you have multiple integrations, select one integration. You should see a page similar to this one:

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Members

You can check if the members are linked in the Linked to Mosaic section under the Members tab. Members on the left side are from your integration platform, and members on the right side are from Mosaic. Linked members will have a green icon in the middle.

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Clients

You can check if the clients are linked in the Linked to Mosaic section under the Clients tab. Clients on the left side are from your integration platform, and clients on the right side are from Mosaic. Linked clients will have a green icon in the middle.

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Projects And Phases

You can check if the 3 projects and their phases are linked in the Linked tab under the Projects tab. Projects on the left side are from your integration platform, and projects on the right side are from Mosaic. Linked projects will have a green icon in the middle. You can also use the Group feature, to group projects by clients or Mosaic portfolios.

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Phases

Phases are under the Linked projects. They are denoted by a diamond symbol, and can be toggled into view from the > icon on the left of a project with phases. Phases on the left side are from your integration platform, and phases on the right side are from Mosaic. Linked phases will have a green icon in the middle.

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Time Entries

You can check if the work categories are linked in the Linked to Mosaic section under the Timesheets tab. Work categories on the left side are from your integration platform, and work categories on the right side are from Mosaic. Linked work categories will show a green icon in the middle.

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To get an overview of all the time entries, you can navigate to Reports -> Timesheets Report

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On this page, you can see timesheets by date, member, project and timesheet activities.

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Sync Log

You can also see a history of when time entries, projects, clients and members are integrated to Mosaic or sent to your integration using the Sync Log. A green circle under Status means the data has synced successfully, and a red circle means the data was not synced, therefore, no data will show.

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Checking project fees, phases, clients, members in a project

Members

Go to the project

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In the project, you can also see client of the project under the project title. Click the member button on the top right, and you will see a list of all the members on this project.

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Phases

Go to the project's Schedule tab and click the Phases icon

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You can see all the phases of project, as well as dates and statuses for the phases.

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Project Fees

Go to Budget tab, you can check if the project fees are coming in. Click edit budget for more details.

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Checking Work Plans

You can check if the work plans are imported by going to the planner page and select the project.

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Work plans will show as bars for that member.

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