Unanet Gov Con Visual Settings Guide

Definition This is where you enter the credentials that allow Mosaic to connect to your Unanet GovCon environment and bring in your data.

Fields

To Get Started

1. In Unanet GovCon, create a dedicated API user account that Mosaic will use to authenticate. This user should have read access to the data types you plan to sync (employees, projects, phases, time entries, rates, etc.).
2. Provide the Server URL, Username, and Password to your Customer Success Manager. Mosaic's integrations team will use these to verify connectivity and configure the integration.
3. Once connectivity is verified, your CSM will confirm and you can enter the credentials in the Mosaic app.
4. Review the full setup instructions in the Unanet GovCon Integration Setup guide. In Mosaic

After entering your credentials, click the Test Connection button to verify that Mosaic can successfully authenticate and reach your Unanet GovCon environment. The test confirms end-to-end connectivity before any data is synced.

If the test fails, double-check your credentials and refer to the Unanet GovCon Integration FAQ. Common issues include an incorrect Server URL format (missing /platform suffix or wrong subdomain) or expired API user credentials.

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If syncing stops working unexpectedly, the API user credentials may have been changed, expired, or revoked in Unanet GovCon. Re-verify the credentials and update them here.

Definition This setting controls whether Standard Roles from Unanet GovCon are transferred to Mosaic. Standard Roles correspond to the full catalog of labor categories defined in Unanet GovCon (e.g., Designer I, Senior Engineer, Project Manager) and define the set of available roles that can be assigned to members across the platform.

Settings Choices

• Transfer — Unanet GovCon Standard Roles will be transferred to Mosaic after changes in Unanet GovCon. Required for syncing Labor Billing Terms. This setting will overwrite Standard Roles on Mosaic.
• Do not transfer — Unanet GovCon Standard Roles will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, the full list of Unanet GovCon labor categories will appear as available Roles in Mosaic. These roles are used for resource planning, filtering, and rate calculations. Any changes to Standard Roles in Unanet GovCon will overwrite the corresponding roles in Mosaic on each sync.

When set to Do not transfer, roles must be created and maintained manually within Mosaic. Choose this if your firm manages roles independently in Mosaic or if the Unanet GovCon labor category list does not align with how your team plans work.

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Transferring Standard Roles is required when syncing Labor Billing Terms. If you plan to use Rate Groups or rate-times-multiplier billing logic, this setting should be set to Transfer.

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Firms with large labor category catalogs in Unanet GovCon may see a long list of roles in Mosaic after enabling transfer. If only a subset of those roles are actively used for resource planning, consider archiving unused roles in Mosaic after the initial sync to keep filters and the Role Demand report focused on active categories.

Definition This setting controls whether each member's default organizational role from Unanet GovCon is transferred to Mosaic. The default role determines which role is automatically assigned to a member when they are added to a new project. This is the member-level role assignment, separate from project-specific role overrides.

Settings Choices

• Transfer — Unanet GovCon Member Default Org Roles will be transferred to Mosaic after changes in Unanet GovCon. This is required for syncing Labor Billing Terms. This setting will overwrite Member Default Org Roles on Mosaic.
• One time at first link — Unanet GovCon Member Org Roles will only be transferred to Mosaic when the Unanet GovCon Member is first linked. Subsequent role changes in Unanet GovCon will not propagate.
• Do not transfer — Unanet GovCon Member Org Roles will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, each member's default role is kept in sync with Unanet GovCon. Any time the member's role changes in Unanet GovCon (for example, a promotion or labor category reassignment), it will be updated in Mosaic on the next sync.

When set to One time at first link, the role is transferred once during the initial member link. After that, the role can be changed independently in Mosaic without being overwritten. This is useful if your team wants to start with Unanet GovCon roles but manage them in Mosaic going forward.

When set to Do not transfer, member default roles must be assigned manually in Mosaic.

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Transferring Default Roles is required when syncing Labor Billing Terms. If you are using rate-times-multiplier billing or syncing Rate Groups, this setting should be set to Transfer.

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Default Roles and Standard Roles serve different purposes. Standard Roles is the full catalog of available labor categories; Default Roles is each individual member's primary assignment from that catalog.

Definition This setting controls whether Member Default Cost Rates from Unanet GovCon are transferred to Mosaic. Cost rates are used in Mosaic for financial calculations across the platform, including profit margins, project health metrics, and budget forecasting.

Settings Choices

• Transfer — This setting will overwrite Member Default Cost Rates on Mosaic. Unanet GovCon Cost Rates will be transferred to Mosaic after changes in Unanet GovCon. Note that new rates are not passed down to existing projects.
• Do not transfer — Unanet GovCon Cost Rates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, each member's default cost rate is kept in sync with Unanet GovCon. Cost rates appear on Member profiles and feed into profitability metrics, margin reporting, and any rate calculations that use cost as the base. Note that transferred rates apply to new project assignments only — existing project-level rates are not retroactively updated.

When set to Do not transfer, cost rates must be set and maintained manually in Mosaic.

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Transferring Cost Rates is required for Labor Billing Terms if the Billing Type is Rate Times Multiplier.

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You must make a request to your CSM for the Organization to transfer Cost Rates. This setting is controlled by a setting we enable —

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Cost Rate data is sensitive. Some firms restrict visibility of cost rates to admin users only. If you're not sure whether your Mosaic configuration exposes cost rates appropriately, check with your CSM before enabling.

Definition This setting controls whether member-level Bill Rates from Unanet GovCon are transferred to Mosaic. Bill Rates determine what each member is billed at and are used in budget, planning, and reporting calculations across Mosaic.

Settings Choices

• Transfer — Unanet GovCon Bill Rates will be transferred to Mosaic after changes in Unanet GovCon. This setting will overwrite Member Default Bill Rates on Mosaic. Note that new rates are not passed down to existing projects — see the Bill Rate Override setting below for that behavior.
• Do not transfer — Unanet GovCon Bill Rates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, each member's Default Bill Rate in Mosaic will reflect the rate from Unanet GovCon. These rates appear on Member profiles and are applied when members are added to new projects.

When set to Do not transfer, bill rates must be set and maintained manually in Mosaic via Settings > Members > Rates.

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Updating a member's Bill Rate in Unanet GovCon updates their default rate in Mosaic. Whether the change also propagates to existing project assignments depends on the Bill Rate Override setting below.

Definition This setting controls what happens to Bill Rates on existing Mosaic projects and phases when Member Bill Rates are updated in Unanet GovCon. By default, updates to a member's rate only affect new projects created after the update. This setting determines whether those updates also flow back into projects and phases that already exist.

Applies only when Bill Rates (above) is set to Transfer.

Settings Choices

• Override all existing rates — When Unanet GovCon Member Bill Rates are updated, they will override all existing Mosaic Project- and Phase-level Member Bill Rates.
• Do not override — When Unanet GovCon Member Bill Rates are updated, only new Projects created after the update will use the new Member Bill Rates in Mosaic. Existing Projects will retain their current rates.

In Mosaic

When set to Override all existing rates, a rate change in Unanet GovCon flows downstream to every existing project and phase the member is on. This is useful for firms that want a single source of truth for rates and expect rate changes to apply to active work.

When set to Do not override, rate changes only apply going forward. Use this if your firm prefers to lock in rates at the time of project staffing and manage historical project rates independently.

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Please talk to your CSM before enabling Override.

Definition In Unanet GovCon, employees can be marked as archived (typically when they leave the firm or are no longer active). This setting determines whether that archive status flows into Mosaic to automatically archive the corresponding Member.

Settings Choices

• Transfer all + updates — Unanet GovCon Employee Archive Statuses will be transferred to Mosaic for all currently transferred Members. Additional updates in Unanet GovCon will also be transferred. This setting will overwrite Archive Status on Mosaic.
• Do not transfer — Unanet GovCon Employee Archive Statuses will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer all + updates, archiving an employee in Unanet GovCon will automatically archive the corresponding Member in Mosaic, removing them from active member lists and project staffing. Reactivating an employee in Unanet GovCon will reverse the archive in Mosaic on the next sync.

When set to Do not transfer, Member archive status must be managed manually in Mosaic via Settings > Members. This is useful if your firm handles offboarding in Mosaic independently from Unanet GovCon, or if you want to retain archived employees as active Members in Mosaic for historical reporting purposes.

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Archiving a Member in Mosaic does not delete their historical project assignments, time entries, or rate records — it only removes them from active lists and prevents future staffing.

Definition A Portfolio in Mosaic is a folder used to organize multiple projects — for example, by department, client, project lead, or type of work. This setting determines which Portfolio newly linked Unanet GovCon projects are placed into by default when no other portfolio routing applies.

Settings Choices

Select an existing Mosaic Portfolio from the dropdown to use as the default. Many firms select Import as the default and then periodically sort imported projects into department- or client-specific Portfolios.

In Mosaic

This setting works in combination with the Projects > Projects with an Unlinked Portfolio and Projects > Projects without a Portfolio settings, which determine when the default portfolio is applied. Projects routed to the default portfolio appear in the selected portfolio in Mosaic and can be moved manually depending on the rules configured in the Projects section.

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The default portfolio is referenced by multiple Projects settings. Changing it affects where projects without a linked or assigned portfolio end up.

Definition This setting controls whether Unanet GovCon Portfolios are automatically linked to Mosaic Portfolios or require manual linking. Linking means establishing an ongoing connection between a Unanet GovCon Portfolio and a Mosaic Portfolio so that changes sync automatically.

Settings Choices

• Manually linked — No Portfolios will be automatically linked. You choose which Unanet GovCon Portfolios to link to Mosaic Portfolios on a portfolio-by-portfolio basis.
• Automatically linked — All Portfolios that meet the criteria specified in the Automatic Linking Filter will be automatically linked. Portfolios that do not meet the criteria may be manually linked. When Automatically linked is selected, an Add/Edit Filters button appears, allowing you to configure filter criteria for which Portfolios should be auto-linked.

In Mosaic

When set to Manually linked, you control exactly which Unanet GovCon Portfolios appear in Mosaic. This is useful during initial setup when you want to build the Mosaic portfolio structure deliberately.

When set to Automatically linked, new Portfolios appear in Mosaic as they're detected based on the filter criteria. This is the recommended approach if you want Mosaic's portfolio structure to mirror Unanet GovCon's structure with minimal manual maintenance.

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Portfolios are a Mosaic concept. The exact filter criteria for automatic linking are configured by the Mosaic integrations team during setup — contact your CSM to discuss which criteria best match how your firm organizes work.

Definition This setting controls whether new projects from Unanet GovCon are automatically linked to Mosaic or require manual linking. Importing means bringing a project from Unanet GovCon into Mosaic for the first time. Linking means establishing an ongoing connection so that changes sync automatically from Unanet GovCon to Mosaic.

Settings Choices

• Manually linked — No projects will be automatically linked. You choose which Unanet GovCon projects to import and link on a project-by-project basis.
• Automatically linked — All projects that meet the criteria specified in the Automatic Linking Filter will be automatically linked. Projects that do not meet the criteria may be manually linked. When Automatically linked is selected, an Add/Edit Filters button appears, allowing you to configure filter criteria (for example, a "Date Created" range) for which projects should be auto-linked.

In Mosaic

When set to Manually linked, new Unanet GovCon projects will not import into Mosaic until you explicitly import them. This gives you control over which projects exist in Mosaic but requires ongoing manual effort.

When set to Automatically linked, projects matching your filter criteria are imported and linked as soon as they are detected.

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The "Date Created" filter is the most common filter choice. Setting this to the year your firm wants Mosaic history to begin (e.g., 2022 or 2024) prevents very old projects from flooding into Mosaic on initial sync.

Definition This setting controls how a project is associated with a portfolio when its Unanet GovCon Portfolio has not been linked to a Mosaic Portfolio. These are projects that have a Portfolio in Unanet GovCon, but Mosaic does not yet know which Mosaic Portfolio that maps to.

Settings Choices

• Link to Default Portfolio — Projects that have an unlinked portfolio will be associated with the default Portfolio (configured in Portfolios > Default for new Projects) on every sync.
• Link to Default Portfolio (one time) — Projects will be linked to the default Portfolio only on initial creation, not on subsequent updates. Once placed, the project can be moved manually in Mosaic and will stay there.
• Do not link — Projects that have an unlinked portfolio will not be linked to any Portfolio in Mosaic. In Mosaic

When set to Link to Default Portfolio, every project whose Unanet GovCon Portfolio isn't yet linked gets pulled into the default Portfolio on every sync cycle. If you move the project to a different Mosaic Portfolio manually, a subsequent sync will move it back to the default Portfolio.

When set to Link to Default Portfolio (one time), the project is placed in the default Portfolio on creation, but subsequent syncs will not move it back. This is the safer option if you plan to manually organize projects in Mosaic before linking their Portfolios.

When set to Do not link, projects will not appear in any Portfolio in Mosaic.

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The continuous behavior of Link to Default Portfolio can cause projects to revert to the default Portfolio after being moved manually. If your team expects to organize projects in Mosaic before linking all Portfolios, consider Link to Default Portfolio (one time).

Definition This setting controls what happens to a project that has no Portfolio association in Unanet GovCon when it's imported into Mosaic.

Settings Choices

• Link to Default Portfolio — Projects without a Portfolio in Unanet GovCon will be associated with the default Portfolio on every sync.
• Link to Default Portfolio (one time) — Projects will be linked to the default Portfolio only on initial creation. Once placed, the project can be moved manually in Mosaic and will stay there.
• Do not link — Projects that have no Portfolio in Unanet GovCon will not be linked to any Portfolio in Mosaic. In Mosaic

When set to Link to Default Portfolio, projects with no Portfolio in Unanet GovCon are continuously re-associated with the default Portfolio. If you move one of these projects to a different Mosaic Portfolio manually, the next sync will move it back.

When set to Link to Default Portfolio (one time), projects are placed in the default Portfolio on their first sync only. After that, you can move them freely in Mosaic without the integration reverting the change.

When set to Do not link, projects without a Portfolio will not appear in any Portfolio in Mosaic.

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Selecting Link to Default Portfolio (one time) is typically the safer choice. Continuous re-association can cause projects to bounce back to the default Portfolio whenever a team member moves them manually, which is a common source of confusion.

Definition This setting controls whether Mosaic project and phase titles are kept in sync with Unanet GovCon, or whether titles can be edited independently in Mosaic.

Settings Choices

• Overwrite — Mosaic Project and Phase titles will match the Unanet GovCon Project and Phase titles after changes in Unanet GovCon. If a linked Mosaic Project or Phase title is edited in Mosaic, it may not match the title of the Unanet GovCon Project or Phase until any value of the Project or Phase is changed in Unanet GovCon.
• Do not overwrite — If a Mosaic Project or Phase title is edited, it may not match the Unanet GovCon Project or Phase title, making it hard to uniquely identify matching projects. In Mosaic

When set to Overwrite, Unanet GovCon is treated as the source of truth for project and phase naming. Any title change in Unanet GovCon flows through to Mosaic on the next sync and will overwrite edits made in Mosaic.

When set to Do not overwrite, you can rename projects and phases in Mosaic without having them reverted. Use this if your firm prefers different naming conventions in Mosaic than in Unanet GovCon.

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Maintain a single source of truth for naming. If you set to Overwrite, ensure your team members do not edit project or phase titles in Mosaic — their edits will be reverted.

Definition This setting controls whether Mosaic transfers changes from projects in Unanet GovCon that affect project portfolio placement (and therefore association). When enabled, projects move between Mosaic Portfolios in response to Portfolio changes in Unanet GovCon.

Settings Choices

• Transfer — This setting will move Projects on Mosaic. Unanet GovCon Portfolios will be transferred to Mosaic after changes in Unanet GovCon. The project's Portfolio association will be transferred on initial link and on subsequent updates.
• Do not transfer — Unanet GovCon Portfolios will not be transferred to Mosaic. Projects will be associated to the default Portfolio. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, projects are sorted into Mosaic Portfolios based on their Unanet GovCon Portfolio assignment. If you change a project's Portfolio in Unanet GovCon (for example, reassigning it to a different Project Lead), the project moves to the corresponding Mosaic Portfolio on the next sync.

When set to Do not transfer, all projects go to the default Portfolio and must be sorted manually in Mosaic. Use this if your firm's portfolio structure in Mosaic doesn't mirror Unanet GovCon's structure.

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This setting works in combination with the Portfolios > Linking Method setting. For Portfolio assignments to transfer cleanly, the corresponding Unanet GovCon Portfolios must be linked to Mosaic Portfolios — either manually or via automatic linking.

Definition This setting controls whether the billable status of projects and phases is transferred from Unanet GovCon to Mosaic. Billable status indicates whether a project or phase is chargeable to a client.

Settings Choices

• Transfer — Unanet GovCon Project and Phase billable statuses will be transferred to Mosaic even after changes in Unanet GovCon. This setting will overwrite billable statuses manually changed on Mosaic.
• One time at first link — Unanet GovCon Project and Phase billable statuses will only be transferred to Mosaic when the Unanet GovCon Project or Phase is first linked.
• Do not transfer — Unanet GovCon Project and Phase billable statuses will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, any change to billable status in Unanet GovCon (for example, marking a phase as non-billable after contract renegotiation) is reflected in Mosaic on the next sync.

When set to One time at first link, billable status is captured at the moment a project or phase enters Mosaic and is not updated afterward. Use this if your firm intentionally overrides billable status in Mosaic for planning purposes.

When set to Do not transfer, billable status is managed entirely in Mosaic's Project Info modal.

Definition This setting controls whether the start and end dates of projects and phases are transferred from Unanet GovCon to Mosaic.

Settings Choices

• Transfer — Unanet GovCon Project and Phase dates will be transferred to Mosaic even after changes in Unanet GovCon. This setting will overwrite dates manually set on Mosaic.
• One time at first link — Unanet GovCon Project and Phase dates will only be transferred to Mosaic when the Unanet GovCon Project and Phase is first linked.
• Do not transfer — Unanet GovCon Project and Phase dates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, date changes made in Unanet GovCon propagate to Mosaic on every sync. This keeps Mosaic's timeline aligned with the official contract dates in Unanet GovCon.

When set to One time at first link, dates are set on initial import and are then managed independently in Mosaic. Choose this if your team extends or adjusts timelines in Mosaic for planning purposes that don't need to match Unanet GovCon exactly.

When set to Do not transfer, project and phase dates must be set and maintained manually in Mosaic.

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Dates can also be managed from within individual projects in Mosaic. If you use Transfer, manual date edits in Mosaic will be overwritten on the next sync.

Definition This setting controls whether project and phase fees are transferred from Unanet GovCon to Mosaic. The fee represents the total amount budgeted or contracted for the project or phase, and is used in Mosaic for budget calculations, profitability reporting, and billing plans.

Settings Choices

• Transfer — Unanet GovCon Project and Phase Fees will be transferred to Mosaic after changes in Unanet GovCon. This setting will overwrite Fees manually set on Mosaic.
• One time at first link — Unanet GovCon Project and Phase Fees will only be transferred to Mosaic when the Unanet GovCon Project or Phase is first linked.
• Do not transfer — Unanet GovCon Project and Phase Fees will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, fee changes in Unanet GovCon (for example, after a contract amendment) are continuously reflected in Mosaic. Project fees appear in the project's Budget tab and are used for profitability metrics.

When set to One time at first link, fees are captured at contract signing and are managed in Mosaic thereafter. Use this if fees fluctuate in Unanet GovCon in ways your planning team doesn't want to track.

When set to Do not transfer, fees are managed entirely in Mosaic.

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Projects with no phases will have the full fee attributed to the project level; projects with phases will have each phase's fee transferred individually.

Definition This setting controls whether project-level Member rates and rate multipliers from Unanet GovCon are transferred to Mosaic. A Project-Level Member Rate is a rate that applies to a specific member on a specific project, overriding that member's default bill rate for that project. Rate multipliers are applied at the project level to scale the underlying rate (e.g., for overhead, profit, or contract markup).

Settings Choices

• Transfer — Unanet GovCon Project-level Member rates and rate multipliers will be transferred to Mosaic after changes in Unanet GovCon. This setting will overwrite rates and rate multipliers on Mosaic.
• Do not transfer — Unanet GovCon Project-level Member rates and rate multipliers will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, any rate override or rate multiplier set for a member on a specific Unanet GovCon project is reflected on the corresponding Mosaic project. Project-level rates take precedence over the member's default Bill Rate on that project.

When set to Do not transfer, only the member's default Bill Rate will flow through, and any per-project rate or multiplier variations must be managed manually in Mosaic.

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This setting governs both the rate value and the rate multiplier. If your firm uses Mosaic to set project-level multipliers manually (different values from Unanet GovCon), choose Do not transfer to prevent each sync from reverting your manual changes.

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Project-Level Member Rates are distinct from default Member Bill Rates (configured in the Members section). Bill Rates are a member's default; Project-Level Member Rates are per-project overrides that take precedence on the specific project they apply to.

Definition This setting determines how Unanet GovCon phases are connected to Mosaic. A phase is a distinct stage within a project's lifecycle, with its own date range, fee, and status. Importing means bringing a phase from Unanet GovCon into Mosaic for the first time. Linking means establishing an ongoing connection so that changes sync automatically.

Settings Choices

• Manually linked — No phases will be automatically linked. You choose which Unanet GovCon phases to import and link on a phase-by-phase basis.
• Automatically linked — All phases that meet the criteria specified in the Automatic Linking Filter will be automatically linked. Phases that do not meet the criteria may be manually linked. When Automatically linked is selected, an Add/Edit Filters button appears, allowing you to configure filter criteria for which phases should be auto-linked.

In Mosaic

When set to Manually linked, new Unanet GovCon phases will not appear in Mosaic until you explicitly import them. This gives you control over which phases exist in Mosaic but requires ongoing manual effort.

When set to Automatically linked, phases matching your filter criteria are imported and linked as soon as they are detected.

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Phase linking is independent of project linking. You can have an auto-linked project with manually linked phases, or vice versa, depending on how your firm wants to control which sub-work appears in Mosaic.

Definition This setting controls whether Unanet GovCon phase fees for non-billable phases are transferred to Mosaic as phase budgets. By default, fees are only meaningful for billable phases — this setting extends fee transfer to non-billable phases as well.

Applies to non-billable Phases.

Settings Choices

• Transfer — Unanet GovCon Phase fees will be transferred to Mosaic Phase budgets after changes in Unanet GovCon. This setting will overwrite budgets on Mosaic.
• Do not transfer — Unanet GovCon Phase fees will not be transferred to Mosaic Phase budgets. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, the fee value for non-billable phases populates the Mosaic Budget field. This is useful for firms that track budgets on internal or non-billable phases for resource planning and cost tracking purposes — for example, on overhead, PTO, or internal initiative phases.

When set to Do not transfer, non-billable phases in Mosaic will have no budget value unless one is entered manually.

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This setting does not affect billable phases — their fees are always governed by the Projects > Project and Phase Fee setting.

Definition This setting controls how phases within a project are ordered in Mosaic. You can choose to sync the phase order from Unanet GovCon or manage it manually in Mosaic.

Settings Choices

• Phase Ref# (Task Order) — Orders Phases using the Phase's reference number from smallest to largest from Unanet GovCon after changes in Unanet GovCon. This setting will overwrite Phase ordering that's set manually on Mosaic.
• Phase Name — Orders Phases alphabetically by the Phase's name from Unanet GovCon after changes in Unanet GovCon. This setting will overwrite Phase order on Mosaic.
• Set on Mosaic — Unanet GovCon Phase order will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

The first two options both sync ordering from Unanet GovCon and will overwrite any manual reordering done in Mosaic. Choose the method that best matches how your firm organizes phases in Unanet GovCon — most firms use phase reference numbers (Task Orders) and will want Phase Ref# (Task Order).

When set to Set on Mosaic, phase order is managed entirely within Mosaic. This is useful if your team prefers a different ordering in Mosaic than in Unanet GovCon, or if you create phases in both systems.

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Maintain a single source of truth — if you choose a Unanet GovCon-synced option, avoid reordering phases manually in Mosaic, as your changes will be reverted on the next sync.

Definition This setting controls whether Time Entries are transferred from Unanet GovCon to Mosaic. Time Entries are the individual records of hours logged by employees against projects, phases, and labor categories — they drive spent-time reporting, billing calculations, and budget burn-down metrics in Mosaic.

Settings Choices

• Do not transfer — No Unanet GovCon Time Entries will be transferred to Mosaic.
• Transfer — Only the filtered Unanet GovCon Time Entries will be transferred. Time Entries matching the filter criteria configured in the integration will flow into Mosaic on each sync. In Mosaic

When set to Transfer, Time Entries from Unanet GovCon populate Mosaic's Timesheet views, the Spent tab on projects, and budget calculations. This gives Mosaic a complete picture of actual hours worked, which is essential for accurate profitability and budget burn reporting.

When set to Do not transfer, Mosaic will have no record of actuals unless time is logged directly in Mosaic or imported via CSV. Select this only if your firm uses Unanet GovCon exclusively for time tracking and does not need actuals to appear in Mosaic's reporting views.

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The filter criteria for transferred Time Entries are configured separately by the Mosaic integrations team during setup. If filters have been configured, an Add/Edit Filters button will be visible. Contact your CSM if you need to adjust which time entries are included.

Definition This setting controls whether the billable status of individual Time Entries is transferred from Unanet GovCon to Mosaic. Time Entry billable status determines whether a specific logged hour is chargeable to a client, independent of the project or phase billable status.

Settings Choices

• Transfer — Unanet GovCon Time Entry billable statuses will be transferred to Mosaic after changes in Unanet GovCon. This setting will overwrite billable statuses that were manually updated on Mosaic.
• One time at first link — Unanet GovCon Time Entry billable statuses will only be transferred to Mosaic when the Unanet GovCon Time Entry is first linked.
• Do not transfer — Unanet GovCon Time Entry billable statuses will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, any change to a time entry's billable status in Unanet GovCon flows through on the next sync. This keeps Mosaic's billable-hour calculations aligned with Unanet GovCon.

When set to One time at first link, the billable status is captured at the moment the entry syncs to Mosaic and is not updated afterward. Use this if your firm intentionally overrides billable status in Mosaic (for example, to reclassify specific hours for internal reporting).

When set to Do not transfer, billable status is managed entirely in Mosaic.

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Time Entry billable status is separate from Project/Phase billable status. A time entry logged to a billable phase can still be marked non-billable individually.

Definition This setting controls whether the hourly rate attached to each Time Entry is transferred from Unanet GovCon to Mosaic. The hourly rate is used in Mosaic to calculate the billable value of logged time.

Settings Choices

• Transfer — Unanet GovCon Time Entry hourly rates will be transferred to Mosaic after changes in Unanet GovCon. This setting will overwrite hourly rates on Mosaic.
• One time at first link — Unanet GovCon Time Entry hourly rates will only be transferred to Mosaic when the Unanet GovCon Time Entry is first linked.
• Do not transfer — Unanet GovCon Time Entry hourly rates will not be transferred to Mosaic. In Mosaic

When set to Transfer, hourly rate changes in Unanet GovCon are reflected on Mosaic Time Entries, keeping billable value calculations aligned between systems.

When set to One time at first link, the rate is captured at the moment the entry syncs. This is useful if rates fluctuate in Unanet GovCon in ways your Mosaic reporting shouldn't track.

When set to Do not transfer, hourly rates must be managed manually in Mosaic.

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Hourly rates on Time Entries are distinct from Member Bill Rates (configured in the Members section). Time Entry hourly rates are per-entry snapshots; Member Bill Rates are member defaults applied to new project assignments.

Definition This setting controls whether Rate Groups (and their associated rates) from Unanet GovCon are transferred to Mosaic. In Unanet GovCon, Rate Groups correspond to the rate tables that define rates by labor category or labor code. Rate Groups allow firms to maintain different rate structures for different client contracts, project types, or time periods.

Settings Choices

• Transfer — Unanet GovCon Rate Groups will be transferred to Mosaic after changes in Unanet GovCon. This setting will overwrite Rate Groups on Mosaic.
• Do not transfer — Unanet GovCon Rate Groups will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred. In Mosaic

When set to Transfer, the full catalog of Unanet GovCon Rate Groups will appear in Mosaic under Settings > Budget > Rates. Any changes in Unanet GovCon (renaming, adding rates, retiring rates) will overwrite the Mosaic version on each sync. This is the right choice when Unanet GovCon is the source of truth for rate schedules.

When set to Do not transfer, Rate Groups must be created and maintained manually in Mosaic. Choose this if your firm maintains separate rate structures in Mosaic for planning purposes, or if your Unanet GovCon rate catalog is cluttered with legacy data you don't want in Mosaic.

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Firms with large labor category catalogs in Unanet GovCon may see rate gaps in Mosaic if rates are not set at the org-level master rate table. If you expect rates to flow through but are seeing $0 rates in Mosaic, the most common cause is that the corresponding labor category does not have a rate configured in Unanet GovCon.

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Legacy rate data is a common migration issue. Firms migrating from another ERP to Unanet GovCon often have residual Rate Groups in Mosaic that don't match the new Unanet GovCon structure. If you're in this situation, discuss cleanup strategy with your CSM before enabling transfer.