Integrated Data
Deltek Vantagepoint Cloud
Integrated Data Types
By integrating your Deltek Vantagepoint Cloud data with Mosaic, you will be able to import the following:
- Employees
- Clients
- Projects and Phases (including Profit Centers)
- Time Entries
- Work Plans (Resource Planning)
- Work Categories (Labor Codes)
- Roles
- Role Rate Groups
- Rates (Bill Rates and Cost Rates)
- Member Roles and Member Project Roles
- Member Project Rates
- Entity Rates
Mosaic is constantly working on adding more features to our integrations; you can expect additional data points to be added to your integration in the near future!
🔗 Several data types require stored procedures to be installed in your Vantagepoint Cloud environment. Only Time Entries (
GET_TIME_ENTRIES_V2) is required; all others are optional. For a step-by-step guide on how to implement this, refer to the Adding Stored Procedures to Vantagepoint documentation.🧑💻 Many field mappings are configurable through integration settings. Configurable fields are marked in the tables below. Your Solutions Engineer can help adjust these settings during setup.
Integrated Data Fields
Data Sources
Mosaic Entity | Mosaic Field | Vantagepoint Source | Notes |
|---|---|---|---|
Project | Project Name / Description |
| Configurable |
Project | Project Number |
| — |
Project | Client |
| Links to client |
Project | Company Name |
| — |
Project | Billable Status |
| R = Billable; |
Project | Budget Status |
| Configurable status mapping |
Project | Is Archived |
| Configurable |
Project | Start Date |
| Configurable; uses fallback priority |
Project | End Date |
| Configurable; uses fallback priority |
Project | Fee |
| Configurable |
Project | Project Manager |
| Maps to employee |
Project | Billing Type / Rate Group |
| Configurable |
Project | Rate Multiplier |
| Combined multiplier |
Project | Profit Center |
| — |
Project | Created Date |
| — |
Project | Modified Date |
| — |
Phase | Phase Name |
| Configurable |
Phase | Phase Number |
| — |
Phase | Phase ID |
| — |
Phase | Parent |
| — |
Phase | Project |
| Links to project |
Phase | Client |
| Links to client |
Phase | Billable Status |
| Same as Projects |
Phase | Budget Status |
| Configurable status mapping |
Phase | Is Archived |
| Configurable |
Phase | Start Date |
| Configurable; uses fallback priority |
Phase | End Date |
| Configurable; uses fallback priority |
Phase | Fee |
| Configurable |
Phase | Rate Multiplier |
| Same as Projects |
Phase | Billing Type / Rate Group |
| Same as Projects |
Phase | Profit Center |
| Configurable |
Phase | Estimated Hours |
| — |
Client | Client ID |
| Primary identifier used internally by Mosaic |
Client | Client Number |
| Same source as Client ID; used as the display/business number in Mosaic |
Client | Client Name |
| — |
Client | Client Description |
| — |
Client | Created Date |
| — |
Client | Modified Date |
| — |
Employee | Employee ID |
| — |
Employee | First Name |
| — |
Employee | Middle Name |
| — |
Employee | Last Name |
| — |
Employee |
| — | |
Employee | Is Archived |
| Inactive or Terminated = archived |
Employee | Created Date |
| — |
Employee | Modified Date |
| — |
Time Entry | Date |
| — |
Time Entry | Employee |
| Links to employee |
Time Entry | Project |
| Links to project |
Time Entry | Phase |
| — |
Time Entry | Work Category |
| Links to activity |
Time Entry | Hours |
| Sum of all hours |
Time Entry | Description |
| — |
Time Entry | Hourly Rate |
| Calculated; configurable |
Time Entry | Billable |
| R = Billable; |
Work Plan | Workplan ID |
| — |
Work Plan | Project |
| Links to project |
Work Plan | Phase |
| — |
Work Plan | Work Category |
| Links to activity |
Work Plan | Employee |
| Links to employee |
Work Plan | Role (Generic Resource) |
| Links to role |
Work Plan | Start Date |
| — |
Work Plan | End Date |
| — |
Work Plan | Hours (Planned Time) |
| — |
Work Plan | Created Date |
| — |
Work Plan | Modified Date |
| — |
Work Category | Activity ID |
| Primary identifier used internally by Mosaic |
Work Category | Activity Code |
| Same source as Activity ID; used as the display code in Mosaic |
Work Category | Activity Name / Title |
| — |
Role | Role ID |
| Cloud uses BillingCategory only |
Role | Role Name |
| — |
Rate Group | Rate Group ID |
| — |
Rate Group | Rate Group Name |
| — |
Rate Group | Active Entity Type |
| ByCategory = Role; ByLaborCode or RateTable = Activity |
Rate Group | Currency Code |
| — |
Rate | Rate ID |
| Composite ID |
Rate | Rate Amount |
| — |
Rate | Rate Description |
| Configurable |
Rate | Is Cost Rate |
| Configurable |
Cost Rate | Cost Rate ID |
| Composite ID |
Cost Rate | Employee |
| Links to employee |
Cost Rate | Hourly Rate |
| Configurable |
Cost Rate | Rate Type |
| H = Hourly, |
Cost Rate | Start / End Dates |
| — |
Entity Rate | Entity Rate ID |
| Composite ID |
Entity Rate | Rate Group |
| Links to rate group |
Entity Rate | Rate |
| Links to rate |
Entity Rate | Role (ByCategory) |
| ByCategory only |
Entity Rate | Activity (ByLaborCode) |
| ByLaborCode only |
Entity Rate | Start / End Dates |
| — |
Entity Rate | Is Cost Rate |
| Same as Rates |
Member Role | Member Role ID |
| — |
Member Role | Employee |
| Links to employee |
Member Role | Role |
| Configurable |
Member Project Role | Member Project Role ID |
| — |
Member Project Role | Employee / Project / Phase |
| Links to respective records |
Member Project Role | Role |
| ByCategory billing only |
Member Project Role | Override Phase Employee Roles |
| — |
Member Project Role | Start / End Dates |
| — |
Member Project Rate | Member Project Rate ID |
| — |
Member Project Rate | Employee / Project / Phase |
| — |
Member Project Rate | Rate |
| — |
Member Project Rate | Start / End Dates |
| — |
| Symbol | Meaning | Example |
|---|---|---|
. | Field from API table | PR.WBS1 = WBS1 field from Project table |
• | Combined into one composite value | PR.WBS1 • PR.WBS2 = composite key |
x | Multiplied together | BT.Mult1 x BT.Mult2 = product of values |
> | Fallback priority (try first, then second) | PR.EndDate > PR.ActCompletionDate = use EndDate if available, otherwise ActCompletionDate |
/ | One of these, based on billing method | Category / LaborCode / Employee |
or | Configurable source (setting selects which) | PR.WBS2 or PR.WBS3 |
, | Multiple fields used together per setting | PR.Fee, PR.ConsultFee = combined per configuration |
Alternative Fee FieldsFor more information about default and alternative Project and Phase Fee fields, please refer to this documentation.
Time EntriesBy default, time entries synchronized to Mosaic include both unposted and posted time entries (Combined Time). This is configurable — your Solutions Engineer can set it to sync posted time only during setup.
Previously Terminated EmployeesEmployees marked as "Terminated" in VantagePoint will not automatically be linked, meaning their spent time and budgets will not be brought over into Mosaic. This can cause discrepancies in calculating budget on certain projects.
To remedy this, temporarily re-activate these employees in Vantagepoint and allow their statuses to sync into Mosaic. Once they are linked in Mosaic, you may reset these employees to their "Terminated" status. Their spent time and budgets will now be accessible in Mosaic.
Unsupported Data SourcesThe following are not supported by the Vantagepoint Cloud integration:
- Changing field names in Mosaic to match custom labels in Vantagepoint
- Integrating data types that are not listed in this documentation
- WBS fee information from sources other than those configured in "Project/Phase/Task Fee Source"
- Employee Profit Center (not available in Cloud API)
- Cost Rate extraction from Time Entries (Hosted-only feature)
- Pre-Award project tracking via
PreAwardWBS1(Hosted-only feature)
Customizations:If you need a data source or endpoint that isn’t listed in the documentation, it will be considered a customization and charged at an hourly rate.
For more information, please see Integration Requests.
Updated 2 days ago