Vantagepoint Cloud Visual Settings Guide

In Mosaic

Connection Credentials allow Mosaic to authenticate and connect to your Deltek Vantagepoint environment. Enter the fields below to establish the connection.

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In Vantagepoint: Credentials are generated under Utilities > Integrations > OAuth Client Credentials. Your Vantagepoint administrator creates a dedicated API user and generates the Client ID and Client Secret from this screen. Request a screenshot of this Vantagepoint screen from your CS team.

Fields

Cloud deployments require all six fields:

To Get Started

1. Ensure your Vantagepoint administrator has created a dedicated API user and generated OAuth Client Credentials under Utilities > Integrations > OAuth Client Credentials.
2. Review the full setup instructions in the Vantagepoint Cloud Integration Setup guide.

After entering your credentials, click the Test Connection button to verify that Mosaic can successfully authenticate and reach your Vantagepoint environment. The test attempts to fetch a sample record for each supported data type (e.g., Employees, Projects, Time Entries) to confirm end-to-end connectivity.

If the test fails, double-check your credentials and refer to the Vantagepoint Cloud Troubleshooting guide. Common issues include expired passwords, incorrect Server URLs (missing the /api suffix), or insufficient user permissions.

⚠️

Credentials may expire or rotate over time. Periodically return to this section to update your credentials so syncing is not interrupted.

In Mosaic

The API Configuration displays the Stored Procedures installed in your Vantagepoint Cloud environment. Stored Procedures are custom database queries that enable Mosaic to access data not available through the standard Vantagepoint API — such as unposted Time Entries, Work Plans, Labor Budgets, and project-level billing details.

The modal shows a two-column table with Stored Procedure (name and description) and Uploaded (status). A checkmark indicates the procedure is installed; an ✗ indicates it has not been uploaded yet.

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In Vantagepoint: Stored Procedures are installed directly in your Vantagepoint Cloud database. Your Vantagepoint administrator or DBA uploads the SQL scripts provided by Mosaic. Request a screenshot of the Vantagepoint Stored Procedures management screen from your CS team.

Stored Procedures

Some Stored Procedures are standalone, while others are grouped. The Bill Rates group contains four sub-items that must all be installed for Bill Rate data to link correctly.

Bill Rates — All subitems are required for Bill Rates to link

Standalone Stored Procedures

⚠️

The Time Entries Stored Procedure is required. If it is not installed, the modal will display an error: Missing "Time Entries" stored procedure. You must resolve this before submitting your settings.

To Get Started

1. Click the stored procedures link in the modal (or download them from the link provided by your Mosaic Solutions team).
2. Follow the installation instructions in the Adding Stored Procedures to Vantagepoint guide.
3. After installation, return to this section in Mosaic — the table will automatically detect which Stored Procedures are installed and update the Uploaded column.

Procedures that are installed show a checkmark in the Uploaded column; those that are missing show an ✗. If any required Stored Procedures are missing, an Errors section appears below the table listing each missing procedure.

You must install all required procedures (at minimum, Time Entries) before you can submit your integration settings. Certain features — such as "Combined Time" for Time Entries, "Labor Budgets" as a fee source, or Bill Rate syncing — only become available after their corresponding Stored Procedures are installed.

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This section only applies to Cloud deployments. On-Premise integrations access data directly through the replica database and do not require Stored Procedures.

In Mosaic

Standard Roles define the set of available Roles that can be assigned to Members across the platform. These are used for resource planning, filtering, and rate calculations.

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In Vantagepoint: Standard Roles correspond to Labor Categories found in the Labor Category Table — sometimes referred to as Employee Titles (e.g., Principal, Engineer II, Project Manager). Request a screenshot of the Vantagepoint Labor Category Table from your CS team.

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Transferring Standard Roles requires syncing Labor Billing Terms. Upload the required Stored Procedures.

Setting Options

• Transfer — The full list of Vantagepoint Labor Categories will appear as available Roles in Mosaic. Any changes to Standard Roles in Vantagepoint will overwrite the corresponding Roles in Mosaic on each sync.
• Do not transfer — Roles must be created and maintained manually within Mosaic. Choose this if your firm manages Roles independently or if the Vantagepoint Role list does not align with how your team plans work.

In Mosaic

A Member's Default Role determines which Role is automatically assigned when they are added to a Project. This drives resource planning defaults and rate assignments.

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In Vantagepoint: The Default Role maps to the Employee's default Labor Category assignment on their Employee record. Request a screenshot of the Vantagepoint Employee record showing the default Labor Category field from your CS team.

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Transferring Default Roles requires syncing Labor Billing Terms. Upload the required Stored Procedures.

Setting Options

• Transfer — Each Member's Default Role is kept in sync with Vantagepoint. Any time the Employee's Role changes in Vantagepoint, it will be updated in Mosaic on the next sync.
• 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.

In Mosaic

Cost Rates represent a Member's salary or expected cost per hour. They appear on Member profiles and are used for financial calculations including profit margins, project health metrics, and budget forecasting.

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In Vantagepoint: Cost Rates are sourced from the Employee record — either the Job Cost Rate, Provisional Cost Rate, or Labor Category Group rate, depending on the Cost Rates Source setting. Request a screenshot of the Vantagepoint Employee Job Cost Rate field from your CS team.

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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 Enable Cost Rates for the Organization to transfer Cost Rates. This setting is controlled by the Cost Rates feature flag — contact your Mosaic team if this option is not visible.

Setting Options

• Transfer — Each Member's default Cost Rate is kept in sync with Vantagepoint. Note that transferred rates apply to new Project assignments only — existing project-level rates are not retroactively updated.
• Do not transfer — Cost Rates must be managed manually in Mosaic.

In Mosaic

This setting determines which Vantagepoint field populates each Member's Cost Rate. It controls where the Cost Rate value comes from — not whether it is transferred (that is controlled by the Cost Rates setting above).

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In Vantagepoint: The three source options map to different fields on the Vantagepoint Employee record: the Employee Job Cost Rate, the Provisional Cost Rate, or the Labor Category Group rate. Request screenshots of each of these Vantagepoint fields from your CS team.

Setting Options

• Employee Job Cost Rate (Recommended) — Uses each Employee's individual job record. This is the most common choice.
• Provisional Cost Rate — Uses the Employee's budgeted rate rather than the actual payroll rate. Useful for firms that use provisional rates.
• Labor Category Group — Uses the rate from the Default Role Rate Group specified in the Rates section. Note: this inherits a Role-based Cost Rate, which may not reflect the Member's actual salary or payroll cost.

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This setting is controlled by the Cost Rates feature flag. Contact your Mosaic team if this option is not visible.

In Mosaic

A Portfolio is a folder used to organize multiple Projects — for example, by department, client, manager, or type of work. This setting determines which Portfolio newly linked Vantagepoint Projects are placed into by default.

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In Vantagepoint: There is no direct equivalent to Portfolios in Vantagepoint. This is a Mosaic-only organizational concept. Projects in Vantagepoint are organized differently (e.g., by Organization, Client, or Project Number).

Setting Options

• No Portfolio (default) — Newly linked Projects will not be assigned to any Portfolio. They can be moved into a Portfolio manually later.
• Import — A built-in Portfolio provided by Mosaic specifically for integration-linked Projects. Convenient if you want all imported Projects to land in one place before being organized further.
• [Your Portfolios] — Select any other existing Mosaic Portfolio to automatically place newly linked Vantagepoint Projects into that Portfolio.

This setting only applies to new Projects at the time they are first linked. It does not retroactively move existing linked Projects.

Many firms start by selecting Import as the default, then periodically sort imported Projects into department- or client-specific Portfolios.

In Mosaic

This setting determines how Vantagepoint Projects are connected to Mosaic. Importing means bringing a Project from Vantagepoint into Mosaic for the first time. Linking means establishing an ongoing connection so that changes in Vantagepoint are synced to Mosaic automatically.

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In Vantagepoint: Projects live in the Projects Hub. The data imported includes: billable status, Project status, start/end dates, client information, Project Fees, archived status, Project number, and Project title. Request a screenshot of the Vantagepoint Projects Hub from your CS team.

Setting Options

• Manually linked — No Projects will be automatically linked. You choose which Vantagepoint Projects to import and link on a project-by-project basis.
• Automatically linked (Recommended) — All Projects that meet the criteria specified in the Automatic Linking Filter will be automatically linked. You can configure filters using regex patterns or time-based bounds to include or exclude specific sets of Projects. Projects that do not meet the criteria may be manually linked.

In Mosaic

This setting controls whether Mosaic keeps Project and Phase titles in sync with Vantagepoint, or allows them to diverge after the initial link. The name that is synced depends on the Project Name Source setting.

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In Vantagepoint: Project titles come from the Name or Long Name fields on the Vantagepoint Project record. Request a screenshot of the Vantagepoint Project Name fields from your CS team.

Setting Options

• Overwrite (Recommended) — Mosaic Project and Phase titles will match the Vantagepoint titles after changes in Vantagepoint. If a linked title is edited in Mosaic, it will be overwritten back to match on the next sync.
• Do not overwrite — Mosaic Project and Phase titles can be edited independently. Mismatched titles can make it harder to identify matching Projects across systems.

⚠️

If you choose Overwrite, ensure that team members do not edit Project or Phase titles directly in Mosaic, as those changes will be lost on the next sync.

In Mosaic

The billable status indicates whether a Project or Phase is charged to the client. This is used for financial reporting accuracy across the platform.

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In Vantagepoint: Billable statuses are derived from Vantagepoint Charge Types on the Project or Phase record. Request a screenshot of the Vantagepoint Charge Type field from your CS team.

Setting Options

• Transfer — Billable statuses stay in sync. Any time the billable flag changes in Vantagepoint, it will be updated in Mosaic on the next sync.
• Do not transfer — Mosaic is the source of truth for billable status. Useful if your team categorizes billable work differently in Mosaic.

In Mosaic

Project and Phase start and end dates drive timelines, scheduling, and resource planning in Mosaic.

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In Vantagepoint: Dates come from the Start Date and Estimated Completion Date fields on the Project or Phase record. Request a screenshot of the Vantagepoint Project date fields from your CS team.

Setting Options

• Transfer — Timelines in Mosaic stay in sync with Vantagepoint. If dates change in Vantagepoint, Mosaic schedules update automatically.
• One time at first link — Dates are imported during the initial link and can then be adjusted independently in Mosaic.

⚠️

If you choose Transfer, avoid editing Project or Phase dates directly in Mosaic — those changes will be overwritten on the next sync.

In Mosaic

The Fee represents the total amount you plan to bill for a Project, or the portion allocated to a specific Phase. It is used for budget tracking across the platform.

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In Vantagepoint: The Fee value comes from fields in the Projects Hub > Contract Management > Compensation tab. The specific field depends on the Fee Source setting. Request a screenshot of the Vantagepoint Compensation tab from your CS team.

Setting Options

• Transfer — The Fee for each Project and Phase stays in sync with Vantagepoint. Fee changes will overwrite the corresponding values in Mosaic on each sync.
• One time at first link — Fees are imported during the initial link and can then be adjusted independently in Mosaic.

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The actual value transferred depends on the Project and Phase Fee Source setting.

In Mosaic

Rate Types determine how billing rates are calculated for Time Entries on a Project. The transferred value configures Projects and Phases to use Member, Role, or Work Category Rates.

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In Vantagepoint: Rate Types correspond to the Billing Type field on the Project or Phase record. Request a screenshot of the Vantagepoint Billing Type field from your CS team.

Setting Options

• Transfer — Rate Types stay in sync with Vantagepoint, ensuring billing calculations in Mosaic match the billing method configured in Vantagepoint.
• Do not transfer — Rate Types must be set manually in Mosaic.

Rate Type mappings:

• Member-based (Employee) — Uses the specific Employee's individual Bill Rate.
• Role-based — Uses the rate assigned to the Member's Role on the Project.
• Work Category-based (Activity) — Uses the rate associated with the Work Category or activity.

In Mosaic

Rate Groups define which set of billing rates apply to a given Project or Phase. This setting controls whether the association between Rate Tables and specific Projects and Phases is transferred from Vantagepoint.

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In Vantagepoint: Rate Groups correspond to Rate Tables assigned to Projects in the Vantagepoint Projects Hub. Request a screenshot of the Vantagepoint Rate Table assignment from your CS team.

Setting Options

• Transfer — Projects and Phases inherit the Rate Group assigned in Vantagepoint, and any changes to that assignment will be synced automatically.
• Do not transfer — Rate Group assignments must be managed manually in Mosaic.

📘

To access Role Rates in Mosaic, this setting (or "One time at first link") must be enabled alongside the Rate Group transfer settings in the Rates section.

In Mosaic

Project-Level Member Rates are the billing rates assigned to specific Members on specific Projects, as opposed to a Member's default organization-wide rate.

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In Vantagepoint: These rates come from the Billing Terms assigned at the Project level for individual Employees. Request a screenshot of the Vantagepoint Project-Level Billing Terms from your CS team.

Setting Options

• Transfer — Each Member's Project-specific Bill Rate and Rate Multiplier are kept in sync with Vantagepoint.
• Do not transfer — Project-Level Member Rates must be managed manually within Mosaic.

In Mosaic

This setting determines which rate is used as the base when calculating Bill Rates on Projects that use Member Rates (Employee-based billing). Applies to Projects using Member Rates.

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In Vantagepoint: This setting does not source data from Vantagepoint — it controls how Mosaic calculates rates using the Member Rate data already in the system.

Setting Options

• Cost Rate (Recommended) — Final Bill Rate = Member Cost Rate x Multiplier. Uses Org-level Member Cost Rates as the base. Project-Level Member Cost Rates will be used if set.
• Bill Rate — Final Bill Rate = Member Bill Rate x Multiplier. Uses Org-level Member Bill Rates as the base. Project-Level Member Bill Rates will be used if set.

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Set Member default Bill Rates in Organizational Settings > Members > Rate.

In Mosaic

This setting determines which rate is used as the base when calculating Bill Rates on Projects that use Role Rates (Role-based billing). Applies to Projects using Role Rates.

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In Vantagepoint: This setting does not source data from Vantagepoint — it controls how Mosaic calculates rates using the Role Rate data already in the system.

Setting Options

• Cost Rate (Recommended) — Final Bill Rate = Role Cost Rate x Multiplier. Uses the Project's or Phase's associated Role Rate Group's Cost Rates as the base.
• Bill Rate — Final Bill Rate = Role Bill Rate x Multiplier. Uses the Project's or Phase's associated Role Rate Group's Bill Rates as the base.

Manage Role Rates in Budgets > Rates > Role. The rates used come from the Rate Group associated with the Project or Phase (see Project and Phase Rate Group).

In Mosaic

This setting determines which rate is used as the base when calculating Bill Rates on Projects that use Work Category Rates (activity-based billing). Applies to Projects using Work Category Rates.

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In Vantagepoint: This setting does not source data from Vantagepoint — it controls how Mosaic calculates rates using the Work Category Rate data already in the system.

Setting Options

• Cost Rate (Recommended) — Final Bill Rate = Work Category Cost Rate x Multiplier.
• Bill Rate — Final Bill Rate = Work Category Bill Rate x Multiplier.

Configure Work Category Rates in Settings > Budget > Rates > Work Category tab.

In Mosaic

This setting determines which rate is used as the base when calculating Bill Rates on Projects that do not have a Rate Type assigned — i.e., Projects where the billing type is blank.

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In Vantagepoint: This setting does not source data from Vantagepoint — it controls how Mosaic calculates rates for Projects that have no billing type defined.

Setting Options

• Cost Rate (Recommended) — Final Bill Rate = Base Cost Rate x Multiplier.
• Bill Rate — Final Bill Rate = Base Bill Rate x Multiplier.

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To avoid relying on this fallback, ensure your Projects have a Rate Type assigned via the Project and Phase Rate Types setting.

In Mosaic

When enabled, Members designated as Project Managers in Vantagepoint will be assigned the Project Manager role within their linked Mosaic Projects. This assignment is additive — existing Mosaic Project Managers will not be removed.

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In Vantagepoint: Project Managers are identified by the Principal field on the Vantagepoint Project record. Request a screenshot of the Vantagepoint Principal field from your CS team.

Setting Options

• Transfer — Project Manager assignments are synced from Vantagepoint. Assigned managers appear in the Project's member list.
• Do not transfer — Project Manager assignments must be managed manually in Mosaic.

In Mosaic

Archiving hides Projects from active planning views but preserves all data and associations for historical tracking and reporting. This is a non-destructive action.

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In Vantagepoint: Archiving is triggered by the Project Status field on the Project record (Dormant or Inactive). Request a screenshot of the Vantagepoint Project Status field from your CS team.

Setting Options

• Automatically archive Dormant Projects (Recommended) — Archives Mosaic Projects marked as Dormant in Vantagepoint.
• Automatically archive Inactive Projects (Recommended) — Archives Mosaic Projects marked as Inactive in Vantagepoint.

You can select both, one, or neither option. Archived Projects also archive any related Work Plans.

⚠️

Archiving removes Projects from active planning views. Review your status mapping strategy before enabling.

In Mosaic

Maps the Vantagepoint "Dormant" Project status to a corresponding Mosaic Project status.

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In Vantagepoint: This maps from the Dormant value of the Project Status field. Request a screenshot of the Vantagepoint Project Status dropdown from your CS team.

Setting Options

Select the Mosaic Project status that should be applied when a Vantagepoint Project is marked as Dormant. The change applies when the status is updated in Vantagepoint.

In Mosaic

Maps the Vantagepoint "Inactive" Project status to a corresponding Mosaic Project status.

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In Vantagepoint: This maps from the Inactive value of the Project Status field. Request a screenshot of the Vantagepoint Project Status dropdown from your CS team.

Setting Options

Select the Mosaic Project status that should be applied when a Vantagepoint Project is marked as Inactive. The change applies when the status is updated in Vantagepoint.

In Mosaic

Controls what happens to the Mosaic Rate Multiplier when a Vantagepoint Project or Phase does not have a Rate Multiplier defined.

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In Vantagepoint: The Rate Multiplier is set on the Project or Phase Billing Terms. This setting only applies when that field is blank. Request a screenshot of the Vantagepoint Rate Multiplier field from your CS team.

Setting Options

• Update to 1 — Sets the Mosaic Rate Multiplier to 1 when not defined in Vantagepoint. This will overwrite Rate Multipliers on Mosaic.
• Do not update (Recommended) — The Mosaic Rate Multiplier will not be modified when undefined in Vantagepoint.

Projects and Phases with explicitly set Multipliers are always synced regardless of this setting.

In Mosaic

Determines which Vantagepoint field(s) are used to calculate the Fee (budget) for Projects and Phases in Mosaic.

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In Vantagepoint: Fee values come from several possible sources in the Projects Hub > Contract Management > Compensation tab, the Budget Form > Labor Tab, or the Billing Terms Fee table. Request screenshots of each of these Vantagepoint screens from your CS team.

Setting Options

• Direct Labor Fee (Recommended) — Uses the Direct Labor field from the Compensation tab.
• Direct Labor Fee + Expense Fee — Total of Direct Labor and Direct Expenses from the Compensation tab.
• Direct Labor Fee + Expense Fee + Consultant Fee — Total of Direct Labor, Direct Expenses, and Direct Consultants from the Compensation tab.
• Direct Labor Fee + Reimbursable Expense — Total of Direct Labor and reimbursable allowance for expenses.
• Direct Labor Fee + Reimbursable Expense + Reimbursable Consultant — Total of Direct Labor and reimbursable allowance for expenses and consultants.
• Labor Budgets: Budgeted Billing Amount and Hours for Labor Code — Pulls from the Labor Tab of the Budget Form. Requires the Labor Budgets Stored Procedure.
• Labor Budgets: Budgeted Cost Amount and Hours for Labor Code — Pulls from the Labor Tab of the Budget Form. Requires the Labor Budgets Stored Procedure.
• Fee Billing Terms — Pulls from the Billing Terms Fee (BTF) table. Requires Stored Procedure for Cloud.
• Custom Field — Contact support. This option is configured by the Mosaic Solutions team.

In Mosaic

Determines which Vantagepoint Project name field is used as the Project Title in Mosaic.

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In Vantagepoint: Projects have two name fields: the Name (short name) used for internal identification and grid display, and the Long Name used for proposals, contracts, and client-facing documents. Request a screenshot of the Vantagepoint Project Name fields from your CS team.

Setting Options

• Name (Recommended) — Uses the Vantagepoint short name as the Mosaic Project Title.
• Long Name — Uses the Vantagepoint long name. If the Long Name is blank, the short Name will be used as a fallback.

In Mosaic

Defines how Mosaic handles Vantagepoint Projects that have a Fee value of zero. This does not affect Projects with non-zero Fees.

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In Vantagepoint: A zero Fee occurs when the fee field(s) in the Compensation tab have no value or are explicitly set to zero.

Setting Options

• Clear Project Fee (Recommended) — Mosaic Project Fee will equal the sum of Phase Fees. The zero value is treated as "no fee set," allowing Phase Fees to roll up.
• Set Project Fee to Zero — Mosaic Project Fee will equal zero. Use this if zero-Fee Projects are intentional in your workflow.

In Mosaic

Controls whether Vantagepoint Project-level Role assignments are transferred to Mosaic.

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In Vantagepoint: Project-level Roles are assigned on the Project's Employee assignments, where each Employee can have a specific Labor Category for that Project. Request a screenshot of the Vantagepoint Project-level Role assignment from your CS team.

Setting Options

• Transfer — Member Role assignments at the Project level will overwrite the corresponding assignments in Mosaic on each sync.
• Do not transfer — Project-level Roles must be managed manually in Mosaic.

In Mosaic

Specifies how a Member's Role is determined in a Project when using a Role Rate Group.

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In Vantagepoint: This controls whether the matching logic uses the Role Name or Category from the Vantagepoint Labor Category table. Request a screenshot of the Vantagepoint Labor Category Name vs. Category fields from your CS team.

Setting Options

• Match by Name (Recommended) — Uses the Name of the Member's Vantagepoint Role to identify the Project Role.
• Match by Category — Uses the Category of the Member's Vantagepoint Role to identify the Project Role.

In Mosaic

A Phase is a distinct stage within a Project's lifecycle, with its own date range, Fee, and status. This setting determines how Vantagepoint Phases are connected to Mosaic.

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In Vantagepoint: Phases correspond to WBS2 entries under a Project. Request a screenshot of the Vantagepoint Phase list from your CS team.

Setting Options

• Manually linked — No Phases will be automatically linked. You choose which Vantagepoint Phases to import and link on a phase-by-phase basis.
• Automatically linked (Recommended) — All Phases that meet the filter criteria will be automatically linked. An Add/Edit Filters button appears to configure filter criteria.

In Mosaic

This setting controls whether Vantagepoint Phase Fees for non-billable Phases are transferred to Mosaic as Phase budgets. By default, Fees are only meaningful for billable Phases.

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In Vantagepoint: The Fee for non-billable Phases is set in the same Compensation fields as billable Phases, but with a non-billable Charge Type.

Setting Options

• Transfer — The ERP Fee value for non-billable Phases populates the Budget field in Mosaic. Useful for tracking budgets on internal or non-billable Phases.
• Do not transfer — Non-billable Phase Fees are not transferred.

In Mosaic

This setting controls how Phases within a Project are ordered in Mosaic.

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In Vantagepoint: Phase ordering comes from the Phase sort order, reference number, or name in the Vantagepoint Phase list. Request a screenshot of the Vantagepoint Phase order from your CS team.

Setting Options

• Phase Order (Recommended) — Uses the explicit Phase order from Vantagepoint. Overwrites Phase order in Mosaic.
• Phase Ref# (Task Order) — Orders Phases by reference number from smallest to largest. Overwrites Phase order in Mosaic.
• Phase Name — Orders Phases alphabetically by name. Overwrites Phase order in Mosaic.
• Set on Mosaic — Phase order is managed entirely within Mosaic.

📘

Maintain a single source of truth for ordering consistency. If you choose a Vantagepoint-synced option, avoid reordering Phases manually in Mosaic.

In Mosaic

Configures which Vantagepoint Phase statuses should automatically trigger archiving in Mosaic.

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In Vantagepoint: Archiving is triggered by the Phase Status field (Dormant or Inactive). Request a screenshot of the Vantagepoint Phase Status field from your CS team.

Setting Options

• Automatically archive Dormant Phases (Recommended)
• Automatically archive Inactive Phases (Recommended)

You can select both, one, or neither. Archived Phases also archive related Work Plans.

In Mosaic

Maps the Vantagepoint "Dormant" Phase status to a corresponding Mosaic Phase status. The change applies when the status is updated in Vantagepoint.

In Mosaic

Maps the Vantagepoint "Inactive" Phase status to a corresponding Mosaic Phase status. The change applies when the status is updated in Vantagepoint.

In Mosaic

Determines which Vantagepoint Phase name field is used as the Phase Name in Mosaic.

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In Vantagepoint: Phases have a Name and Long Name field. Request a screenshot from your CS team.

Setting Options

• Name (Recommended) — Uses the Vantagepoint Phase name.
• Long Name — Uses the Vantagepoint Phase long name. Falls back to short name if blank.

In Mosaic

The Profit Center is a label used to associate Phases with organizational units. This setting controls the display name.

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In Vantagepoint: The Profit Center maps to the Organization Code/Name or the Phase Long Name in Vantagepoint. Request a screenshot from your CS team.

Setting Options

• Organization Name (Recommended) — Uses the Vantagepoint Organization Code and Name.
• Phase Long Name — Uses the Vantagepoint Phase Long Name.

In Mosaic

Work Categories classify the type of work being performed (e.g., Design, Project Management, Research). They are used to categorize Time Entries across Projects.

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In Vantagepoint: Work Categories correspond to Activities or Labor Codes in Vantagepoint. Request a screenshot of the Vantagepoint Activity/Labor Code list from your CS team.

Setting Options

• Manually linked — No Work Categories will be automatically linked. You choose which to import individually.
• Automatically linked (Recommended) — All Work Categories that meet the criteria will be automatically linked using system matching logic.

In Mosaic

Time Entries are records of a Member's actual hours spent on Projects, usually entered on timesheets. They appear in Project Spent tabs, power budget analysis, and enable management features like approve/reject, billable overrides, rate resets, and bulk edits.

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In Vantagepoint: Time Entries come from the Timesheets module. Posted Time Entries are approved entries; Unposted are pending approval. Request a screenshot of the Vantagepoint Timesheets module from your CS team.

Setting Options

• Transfer — Time Entries are synced from Vantagepoint.
• Do not transfer — No Time Entry data will flow from Vantagepoint. You can still import via CSV or enter manually.

In Mosaic

The billable status on a Time Entry indicates whether the recorded hours are chargeable to a client. This is independent of whether the Project or Phase itself is marked as billable.

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In Vantagepoint: The billable flag is set on each individual Time Entry record. Request a screenshot of the Vantagepoint Time Entry billable field from your CS team.

Setting Options

• Transfer — Time Entry billable statuses stay in sync with Vantagepoint.
• One time at first link — The billable status is set during initial transfer and can then be overridden in Mosaic.
• Do not transfer — Billable statuses must be managed manually in Mosaic.

In Mosaic

Hourly Rates are the billing rates associated with each individual Time Entry record. They affect the spent amounts shown in Project budget views.

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In Vantagepoint: Hourly Rates come from the Bill Rate field on each Time Entry. Request a screenshot from your CS team.

Setting Options

• Transfer — Time Entry Rates stay in sync with Vantagepoint.
• One time at first link — The rate is transferred once during initial import and preserved at its original value.
• Do not transfer — Mosaic-created timesheets use Mosaic rates, and Vantagepoint rate changes don't update linked Time Entries.

In Mosaic

Defines how Mosaic handles Vantagepoint Time Entries that have a Bill Rate amount of zero.

Setting Options

• Do not change zero billing amount (Recommended) — Time Entries with a zero Bill Rate remain at zero in Mosaic.
• Calculate amount using project bill rate and hours — Time Entries with zero Bill Rates will have their rates set to null, allowing Mosaic to calculate the rate based on Project Rates.

In Mosaic

Work Plans are time-based allocations that assign people to a Project or Phase over a set period. They help manage Project time budgets, balance Member capacity, and mirror allocations in the Project budget.

📸

In Vantagepoint: Work Plans correspond to Project Plans in Vantagepoint. For Cloud deployments, the Work Plans Stored Procedure must be installed. Request a screenshot of the Vantagepoint Project Plans from your CS team.

Setting Options

• Transfer — Vantagepoint Project Plans are synced as Work Plans in Mosaic. Changes in Vantagepoint will overwrite the corresponding Work Plans.
• Do not transfer — Work Plans must be created and managed entirely within Mosaic.

Find Work Plans in Mosaic under: Home (Work Plan widget), Planner space, or Workload space.

In Mosaic

Rate Groups define sets of billing rates that can be associated with Projects and Phases.

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In Vantagepoint: Rate Groups correspond to Rate Tables in Vantagepoint. Request a screenshot of the Vantagepoint Rate Tables from your CS team.

Setting Options

• Transfer — Rate Groups from Vantagepoint are synced and kept up to date. Changes in Vantagepoint will overwrite the corresponding Rate Groups in Mosaic.
• Do not transfer — Rate Groups must be configured and maintained directly in Mosaic.

📘

If you choose Transfer, avoid editing Rate Groups directly in Mosaic, as changes will be overwritten on the next sync.

In Mosaic

Determines the source for Role names when using the Default Role Rate Group.

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In Vantagepoint: This maps to either the Labor Category Names or the names from the Default Role Rate Group in Vantagepoint.

Setting Options

• Category Names (Recommended) — Uses the Labor Category names as Role names in Mosaic.
• Labor Category Group Names — Uses the names from the Default Role Rate Group as Role names.

📘

This setting only applies when a Default Role Rate Group is specified. If no Rate Group is set, this setting has no effect.

In Mosaic

Specifies the Vantagepoint Labor Category Group ID to use for Mosaic Role names and Member Cost Rates (if the respective settings are selected).

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In Vantagepoint: This maps to a Labor Category Group ID in Vantagepoint. Request a screenshot of the Vantagepoint Labor Category Group list from your CS team.

Setting Options

This is a text input field. Enter the numeric Labor Category Group ID from Vantagepoint. Leave blank if not applicable.

When specified, the integration uses this Rate Group as the source for:

• Role names (if "Labor Category Group" is selected under Default Role Rate Group Role Names)
• Member Cost Rates (if "Labor Category Group" is selected under Cost Rates Source)

In Mosaic

Rate Descriptions provide additional context for rate entries.

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In Vantagepoint: Descriptions come from the Generic Resources table in Vantagepoint. Request a screenshot from your CS team.

Setting Options

• Generic Resource Table (Recommended) — Vantagepoint Rate Descriptions are transferred to Mosaic rates.
• Do not transfer — Rate Descriptions will not be transferred.

In Mosaic

Controls whether Vantagepoint Labor Categories from the Labor Category Rates table are transferred as Mosaic Member Roles. Roles appear on Member profiles and can be used for resource planning, filtering, and rate calculations.

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In Vantagepoint: Roles come from the Labor Category Rates table. Request a screenshot from your CS team.

Setting Options

• Labor Category Table (Recommended) — Vantagepoint Labor Categories are transferred as Mosaic Member Roles.
• Do not transfer — Member Roles will not be transferred from Vantagepoint.