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

Q: How does Mosaic map Unanet A/E Project Statuses?

By default, Mosaic maps the Unanet A/E Project Status in the following way:

• Options for mapping Inactive Projects include:
  • Proposal
  • Active
  • Hold
  • Complete

Q: How does Mosaic map Unanet A/E Phase Statuses?

By default, Mosaic maps the Unanet A/E Phase Status in the following way:

• Options for mapping Inactive Phases include:
  • Not Started
  • Active
  • Hold
  • Complete

Q: How Can I Enable/Disable Auto-Archiving for Inactive Unanet A/E Projects?

Enable Auto-Archiving

To enable auto-archiving for inactive Phases from Unanet A/E:

1. Navigate to Integration Settings.
2. Check the option for Should inactive projects be archived?.

Behaviour:

• Future inactive Projects imported will be automatically archived.
• Existing linked Projects that become inactive will also be automatically archived.

Disable Auto-Archiving

To disable auto-archiving for inactive Phases from Unanet A/E:

1. Navigate to Integration Settings.
2. Uncheck the option for Should inactive projects be archived?.

Behaviour:

• Future inactive Projects imported will not be automatically archived.
• Existing linked Projects that become inactive will remain unarchived.