Unanet A/E Cloud Integrated Data

What this page covers: A complete reference mapping every Unanet A/E Cloud field to its Mosaic equivalent. Use this guide when configuring your integration, verifying synced data, or troubleshooting discrepancies.


Integration type	Cloud (Unanet A/E REST API)
Authentication	API Key (HTTP Basic with `apiKey:`)
Setup complexity	Moderate
Configurable fields	Limited — fee source, status mappings, archive behavior, portfolio source
Prerequisite	Unanet A/E Cloud Integration Setup

How Data Flows

Unanet A/E Cloud (REST API) → Mosaic Sync Engine (field mapping) → Mosaic (12 synced data types)

The integration uses the Unanet A/E REST API at https://<subdomain>.infocusapp.com/api/<database> to query Employees, Firms, Projects, Phases (Tasks), Timesheets, Job Titles (Roles), Rate Schedules, Org Units (Departments), and Company Addresses (Offices). Bill Rates and Portfolios are derived client-side from other entities (no dedicated endpoints).

Data flows one way only — Unanet → Mosaic. Records are read-only from Mosaic's perspective.

Integrated Data Types

The integration syncs 12 data categories from Unanet A/E Cloud into Mosaic:

Data Type	Description
Members	Employee records (name, email, location, department, archive status)
Clients	Firm records (title combines firm code and firm name)
Projects	Project records (title, code, fee, dates, billable derivation, rate group, portfolio)
Phases	Task / sub-project records under projects (multi-level parent linkage supported)
Time Entries	Timesheet items with hours, billable derivation, hourly rate, and notes
Roles	Job titles (name composed of `[code]: name`)
Rate Groups	Rate Schedules (one per rate ID; archived flag from `isactive`)
Rates	Rate Schedule items per role with effective dates (bill and cost rates)
Entity Rates	Per-role rate assignments inside a rate group
Bill Rates	Per-employee bill rate history synthesized from the employee's `billrate` field
Departments	Org Units (organizational hierarchy)
Offices	Company Addresses (office locations with full address)
Portfolios	Synthesized from each project's Project Manager (when configured)

This list may expand as new features are added.

Not Synced

Data Type	Description
Member Roles	Per-employee role assignments are not synced (Unanet A/E does not store start/end dates required by Mosaic)
Member Project Roles	Per-project role overrides are not synced
Member Project Bill Rates	Employee-specific (per-project) rate assignments are not synced
Member Cost Rates (separate entity)	Cost rates flow through the Rates entity (when `isbillrate=false`); there is no separate cost rate entity
Project Manager (Mosaic field)	Loaded but not assigned to a Mosaic Project Manager field — used only to derive Portfolios
Job Title on Member	Loaded but not surfaced — assignments are managed through the Roles entity instead
Office assignment to Members	Offices sync as standalone records but are not linked to employees
Work Plans / Budget Estimates	Resource planning data is not synced
Activities	No activity entity is fetched
Currency	Currency codes are not surfaced as Mosaic fields

Reading the Field Mapping Tables

Symbol legend for technical tables

The Technical Reference tabs below use a shorthand notation for API sources. Read this legend before reviewing the mappings.

Symbol	Meaning	Example
`.`	API field reference	`Person.firstname` = the firstname field on the Person resource
`•`	Values combined into one composite value	`firmcode` • `firmname` = combined into `[firmcode]: firmname`
`>`	Fallback priority — use the first available value	`revStartDate` > `origStartDate` = use revised; if null, use original
`or`	Configurable — an integration setting selects which	`fixedfee` or `laborbudget` = your configuration chooses one

Members

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Employee ID	The unique Unanet employee identifier
First Name	The employee's first name
Middle Name	The employee's middle name
Last Name	The employee's last name
Email	The employee's work email (joined from the Contacts table)
Department	The employee's organizational unit (`orgid`)
Location	The employee's address (street, city, state, zip, country) joined from the Addresses table
Is Archived	Derived from the employee's active flag — `isactive = false` = archived
Created / Modified Date	When the employee record was created and last modified

Job title is not synced as a Member field. Employee roles are managed through the Roles entity. Mosaic does not import per-member role associations from Unanet A/E because Unanet does not provide start/end dates that Mosaic requires.

Clients

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Client ID	The unique Unanet firm identifier
Client Title	A composite of the firm code and firm name: `[firmcode]: firmname`
Client Number	The firm code
Created / Modified	When the firm record was created and last modified
Is Archived	Always false — Unanet's firms response does not include an active flag

The composite title prevents collisions when multiple firms share the same display name but have different firm codes.

Projects

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Project ID	The unique Unanet project identifier
Project Title	The project name
Project Number	The project code
Client	The firm linked to the project
Start Date	The project start date
End Date	The project end date
Fee	The fixed fee (default), or the labor budget (configurable — see Fee Source)
Rate Group	The rate schedule assigned to the project (when one is set)
Billing Type	Always Role when a rate schedule is assigned
Is Billable	Derived from the project's charge type — `B` (Billable) = true; otherwise false
Status	`Active` if the project is active; otherwise the configured "inactive project" status mapping
Is Archived	When archive-on-inactive is enabled, projects with `isactive = false` are archived
Portfolio	When configured, the project's Project Manager drives portfolio assignment
Created Date	When the project record was created
Modified Date	Not synced — Unanet's modify date on projects is unreliable

Project Manager

Mosaic does not populate a Project Manager field on the project. Instead, the PM is used to derive a Mosaic Portfolio when portfolioSource is set to Project Manager.

Phases

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Phase ID	The unique Unanet phase/task identifier
Phase Title	The phase name
Phase Number	The phase code
Project	The top-level project the phase belongs to
Parent	The parent project, or another phase if this is a nested sub-phase
Start Date / End Date	The phase start and end dates
Fee	The fixed fee (default), or the labor budget (configurable — same setting as projects)
Rate Group	The rate schedule assigned to the phase (when one is set)
Is Billable	Derived from the phase charge type — `B` (Billable) = true
Status	`Active` if the phase is active; otherwise the configured "inactive phase" status mapping
Is Archived	Always false (no archive-on-inactive setting for phases)

Phases in Unanet A/E are stored as project records with a non-null parentprojectid. Mosaic preserves multi-level nesting — a phase under another phase is parented to that phase rather than directly to the project.

Fee Source

Both projects and phases use the same configurable fee source.

Fee Source Option	What It Uses
Fixed Fee	The fixed fee on the project or phase (default)
Labor Budget	The labor budget on the project or phase

Time Entries

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Time Entry ID	The unique timesheet line identifier
Date	The work date
Hours	The hours worked
Employee	The employee who logged the time
Project	The top-level project the time was logged against
Phase	The phase the time was logged against (null if logged directly to the project)
Description	The PM comments on the time entry
Hourly Rate	The bill rate on the time entry
Billable	Derived from the bill status — `Billed` or `ReadyToBill` = billable; `DoNotBill` = not billable
Created / Modified	When the time entry was created and last modified

Roles

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Role ID	The unique Unanet job title identifier
Role Name	A composite of the job title code and name: `[jtcode]: jtname`
Created / Modified	When the job title was created and last modified

The composite name disambiguates job titles that share the same display name but have different codes. Description is not synced.

Rate Groups

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Rate Group ID	The unique Unanet rate schedule identifier
Rate Group Name	The rate schedule name
Active Entity Type	Always Role — rate schedules group rates by job title
Is Archived	Derived from `isactive` — inactive rate schedules are archived

Rates

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Rate ID	A composite of rate group, role, and effective start date
Rate Group	The rate schedule this rate belongs to
Role	The job title the rate applies to
Rate Amount	The flat regular rate
Description	A composite display label: `[ratename]: [[jtcode]: jtname] - YYYY-MM-DD`
Start / End Dates	The effective date range for the rate
Is Cost Rate	Derived from `isbillrate` — `false` = cost rate, `true` = bill rate

Bill rates and cost rates flow through the same entity. A rate schedule entry with isbillrate = true becomes a bill rate in Mosaic; one with isbillrate = false becomes a cost rate. There is no separate cost rate sync.

Entity Rates

Entity Rates link a rate to a specific role within a rate group, with effective dates. Each rate row from the Rates entity also produces a corresponding Entity Rate.

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Entity Rate ID	Same composite identifier as the linked Rate
Role	The job title the rate applies to
Rate Group	The rate schedule the rate belongs to
Rate	The linked Rate record
Start / End Dates	The effective date range for the rate
Is Cost Rate	Derived from `isbillrate` — same as Rates

Bill Rates

Per-employee bill rates are synthesized from the employee's billrate field — Unanet A/E does not expose a dedicated bill rate history endpoint. When an employee's bill rate changes, Mosaic ends the prior rate (sets the previous record's end date to yesterday) and starts a new rate from today.

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Employee	The employee the bill rate applies to
Rate Amount	The current bill rate on the employee
Description	`{firstname} {lastname} - Employee Bill Rate - {startdate}`
Start Date	The first sync uses `1900-01-01`; subsequent rate changes start today

Bill Rate sync is triggered as a side effect of Member sync, not a separate endpoint call.

Departments

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Department ID	The unique Unanet org unit identifier
Department Name	A composite of the org name and org path: `{orgname} ({orgpath})`
Created / Modified	When the org unit was created and last modified

The full Org Unit record (including orgcode, orglevel, parentorgid, isactive, currencyid) is preserved in raw form for reference but is not surfaced as Mosaic fields.

Offices

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Office ID	The unique Unanet company address identifier
Office Name	The address name
Address	Street (lines 1–3), city, state, country, zip
Created / Modified	When the company address was created and last modified

Offices sync as standalone records but are not currently linked to employees in Mosaic.

Portfolios

Portfolios are synthesized from each project's Project Manager — Unanet A/E does not have a dedicated Portfolio entity. A portfolio is created per unique PM, and projects are assigned to that portfolio when the integration setting permits.

What Syncs to Mosaic	Where It Comes From in Unanet A/E
Portfolio ID	A composite of the PM employee identifier: `Employee={empid}`
Portfolio Name	The PM's display name

When this syncs

Portfolios only sync when portfolioSource is set to Project Manager. A project's portfolio is set only when the project's portfolio transfer mode is Transfer All (separate transfer modes apply for normal vs. Indirect-charge projects).

Configurable Settings

Setting	Purpose	Default
`projectPhaseFeeSource`	Source for project/phase fee — `FixedFee` or `LaborBudget`	`FixedFee`
`isActiveFalseMappingForProject`	Mosaic project status when Unanet `isactive = false`	`Proposal`
`isActiveFalseMappingForPhase`	Mosaic phase status when Unanet `isactive = false`	`NotStarted`
`isArchivingInactiveProjects`	Whether to archive inactive Unanet projects in Mosaic	`false`
`portfolioSource`	`Project Manager` to drive portfolios from PM, or `none`	`none`
`projectPortfolioTransferMode`	Transfer all projects' portfolios, or none — for non-Indirect projects	`TransferAll`
`indirectChargeProjectPortfolioTransferMode`	Override transfer mode for Indirect-charge projects (`chargetypecode = 'I'`)	`TransferAll`

Adjust these via your Customer Success Manager.

Troubleshooting & FAQ

Why isn't an employee's role appearing in Mosaic?

Mosaic does not import per-member role assignments from Unanet A/E because Unanet does not store the start/end dates Mosaic requires. Roles still sync as standalone records — see Roles — and members must be assigned roles manually in Mosaic with defined date ranges.

Where does the project's Project Manager go in Mosaic?

The PM is not assigned to a Mosaic Project Manager field. When portfolioSource is set to Project Manager, the PM is used to derive a Mosaic Portfolio instead.

Why is the project's Modified Date blank in Mosaic?

Unanet's modifydate on Projects has been observed to be unreliable. Mosaic deliberately does not sync it, to avoid surfacing stale or incorrect timestamps.

Why do bill rate and cost rate share the same entity?

Unanet A/E rate schedules use a single isbillrate flag to distinguish bill rates from cost rates — both flow through the same Rate / Entity Rate sync. A row with isbillrate = false is a cost rate; true is a bill rate.

Are Offices linked to Members?

Not currently. Offices sync as standalone records but the Member record does not store an Office reference.

I need a data source or field that isn't listed here.

Any integration not listed in this documentation is considered a customization and is charged at an hourly rate. For more information, see Integration Requests.

Unanet Documentation Links

Topic	Link
Unanet Help Center	Unanet Help
Unanet Website	Unanet