By integrating your Vantagepoint Cloud data with Mosaic, you will be able to import the following:
- Projects, Phases
- Vantagepoint Profit Centers **
- Work Categories (Vantagepoint Labor Codes, Vantagepoint Tasks)
- Time Entries **
- Work Plans **
** These data types are available through stored procedures. Please see Adding Stored Procedures to Vantagepoint for more details.
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!
If new features require additional permissions, your Customer Success Manager will reach out to request that they be added to the role you have assigned to the Mosaic user.
|Vantagepoint Data Types||Mosaic Data Types|
|Hubs → Employees → Name and Background → Full Name|
Hubs -> Employees -> Contact Information → Home Email
|Hubs → Clients → Name||Client|
|Hubs → Projects → Project → Overview → Long Name|
Hubs → Projects → Project → Project Summary → Project Details → Contract
Hubs → Projects → Project → Primary Client
|Project and Phase|
- Client (Projects only)
|Transaction Center → Transaction Entry → Timesheets → Date|
Transaction Center → Transaction Entry → Timesheets → Regular Hours + Overtime Hours
Transaction Center → Transaction Entry → Timesheets → Employee
Transaction Center → Transaction Entry → Timesheets → Project Name
Transaction Center → Transaction Entry → Timesheets → Phase Name
Transaction Center → Transaction Entry → Timesheets → Labor Category
Transaction Center → Transaction Entry → Timesheets → Comment
Settings → Rate Tables → Billing Labor Rates → Employees → Rate
Hubs → Projects → Project → Accounting → Charge Type
Time Entries Synchronization in Mosaic:
To synchronize Time Entries from Vantagepoint Cloud to Mosaic, a Stored Procedure is necessary. For a step-by-step guide on how to implement this, refer to the Adding Stored Procedures to Vantagepoint documentation.
By default, time entries synchronized to Mosaic include both unposted and posted time entries.
Should you prefer to synchronize only the posted time entries from Vantagepoint, please contact your Customer Success Manager for assistance.
|Time Entries **|
- Work Category
|Hubs → Projects → Plan → Labor → Level/Resource → Assignment Start|
Hubs → Projects → Plan → Labor → Level/Resource → Assignment End
Hubs → Projects → Plan → Labor → Level/Resource → Planned Hours
Settings → Rate Tables → Billing Labor Categories → Categories → Category
Settings → Rate Tables → Billing Labor Categories → Categories → Description
|Work Plans **|
- Start and End Dates
- Work Category
- Changing field names in Mosaic to match custom labelling in Vantagepoint
- Integrating Data Types that are not explicitly listed in the Vantagepoint Integration Documentation
- WBS Fee information from any location other than:
- Projects Info Center
- Billing Terms Section (users are required to maintain this data so that it can be integrated reliably)
If there is a data endpoint not listed in this documentation and it is required for your integration, it will be a customization, charged at an hourly rate.
Updated about 1 month ago