Unanet A/E Cloud FAQs

Q: How can I integrate Unanet A/E phases into Mosaic?

Unanet A/E supports up to 2 levels of phases for a project.

Legacy Unanet A/E Integrations

  • Legacy Unanet A/E integrations (connected prior to December 2023) on Mosaic only supports 2 levels of Unanet A/E phases, following this project structure:
    • Project (Unanet A/E Project)
      • Phase (Unanet A/E Phase)
        • Work Category (Unanet A/E Task)
  • If you are interested in turning on Subphases to integrate the lowest level of phases from Unanet A/E, please reach out to your Customer Success Manager.
  • If you use 2 levels of phases (Unanet A/E Phases and Tasks) for project planning, you should consider using subphases.

New Unanet A/E Integrations

  • New Unanet A/E integrations on Mosaic (connected after December 2023) are designed to automatically support up to 2 levels of Unanet A/E phases, following this project structure:
    • Project (Unanet A/E Project)
      • Phase (Unanet A/E Phase)
        • Subphase (Unanet A/E Task)

Q: What kind of Clients does Mosaic sync from Unanet A/E?

A: Unanet A/E includes a variety of firms such as clients, vendors, and prospective clients. Additionally, Unanet A/E can have two levels of firms - parent and child. However, Mosaic is designed to support only one level of clients. Consequently, the hierarchical structure of parent and child firms in Unanet A/E will not be maintained when imported as Clients to Mosaic.

Q: How does Mosaic determine the billable status for projects based on Unanet A/E data?

Mosaic identifies billable and non-billable project statuses in Unanet A/E as follows:

Billable:

  • Billable

Non-Billable:

  • Indirect
  • Projection
  • Opportunity
  • Plan