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. By default, Mosaic supports this project structure:
- Project (Unanet A/E Project)
- Phase (Unanet A/E Phase)
- Work Category (Unanet A/E Subphase)
- Phase (Unanet A/E Phase)
- Project (Unanet A/E Project)
- If you use 2 levels of phases (Unanet A/E Subphases) for project planning, you should consider using subphases.
Subphases Support (Coming Soon)
Please Note:
Subphases are an optional feature.
- 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.
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.
Updated 21 days ago