Vantagepoint Cloud Visual Settings Guide

1. Connection Credentials

In Mosaic

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

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.

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.

2. API Configuration

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, 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 X indicates it has not been uploaded yet.

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 X. 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.

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

3. Connection Name (optional)

In Mosaic

An optional name for this connection. It distinguishes this connection from other Vantagepoint connections on the same team, and appears wherever the connection is referenced in Mosaic. Leave it blank to show none.

This is a text input with a 50-character limit — for example, Houston Office.

1. Standard Roles

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.

In Vantagepoint: Standard Roles correspond to Labor Categories found in the Labor Category Table — sometimes referred to as Employee Titles.

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

Setting Options

• Transfer updates from today forward — Vantagepoint Standard Roles will be transferred to Mosaic after changes in Vantagepoint. Required for syncing Labor Billing Terms. Upload the required stored procedures. See the Connection section for details. This setting will overwrite Standard Roles on Mosaic.
• Do not transfer (Recommended) — Vantagepoint Standard Roles will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

2. Default Roles

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.

In Vantagepoint: The Default Role maps to the Employee's default Labor Category assignment on their Employee record.

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

Setting Options

• Transfer updates from today forward — Vantagepoint Member Default Org Roles will be transferred to Mosaic after changes in Vantagepoint. This is required for syncing Labor Billing Terms. Upload the required stored procedures. See the Connection section for details. This setting will overwrite Member Default Org Roles on Mosaic.
• Transfer one time at first link — Vantagepoint Member Org Roles will only be transferred to Mosaic when the Vantagepoint Member is first linked.
• Do not transfer (Recommended) — Vantagepoint Member Org Roles will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

3. Cost Rates

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.

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

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 updates from today forward (Recommended) — This setting will overwrite Member Default Cost Rates on Mosaic. Vantagepoint Cost Rates will be transferred to Mosaic after changes in Vantagepoint. Note that new rates are not passed down to existing projects. Enable Cost Rates for the Organization to transfer Cost Rates. This is required for transferring Labor Billing Terms if the Billing Type is Rate Times Multiplier.
• Do not transfer — Vantagepoint Cost Rates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

4. Cost Rates Source

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).

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.

Setting Options

• Employee Job Cost Rate (Recommended) — Cost Rates from the Vantagepoint Employee Job will be used for Mosaic Members.
• Provisional Cost Rate — Cost Rates from the Vantagepoint Employee Provisional Cost Rate will be used for Mosaic Members.
• Labor Category Group — Cost Rates from the Default Role Rate Group will be used for Mosaic Members.

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

5. Employee Archive Status

Definition

In Vantagepoint, employees can be marked as archived or inactive. This setting determines whether that archive status flows into Mosaic to archive the corresponding Member.

Setting Options

• Transfer all + updates — Vantagepoint Employee Archive Statuses will be transferred to Mosaic for all currently transferred Members. Additional updates in Vantagepoint will also be transferred. This setting will overwrite Archive Status on Mosaic.
• Do not transfer (Recommended) — Vantagepoint 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 Vantagepoint archives the corresponding Member in Mosaic, removing them from active member lists and project staffing. Reactivating the employee reverses the archive on the next sync.

When set to Do not transfer, Member archive status is managed manually in Mosaic under Settings > Members.

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.

6. Project Role Override

In Mosaic

Controls what happens to a Member's existing Mosaic project- and phase-level roles when their default role changes in Vantagepoint.

Setting Options

• Override all existing roles — When a member's default Vantagepoint role is updated, it will replace all of their existing Mosaic project- and phase-level roles. Not recommended if Project-Level Roles is set to Transfer.
• Do not override (Recommended) — Members' existing Mosaic project- and phase-level roles are kept as-is.

This setting interacts with Project-Level Roles in the Projects section. Overriding all existing roles while Project-Level Roles is set to Transfer can undo role assignments that Vantagepoint just sent.

1. Default for new Projects

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.

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.

1. Linking Method

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.

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.

Setting Options

• Manually linked — No Projects will be automatically linked.
• Automatically linked (Recommended) — 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.

2. Linked Project and Phase Titles

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.

Setting Options

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

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.

3. Linked Project and Phase Ref #s

In Mosaic

Reference numbers (Ref #s) uniquely identify Projects and Phases. This setting controls whether the Vantagepoint Project and Phase numbers overwrite the Ref #s on linked Mosaic Projects and Phases.

This setting is being rolled out gradually. If you do not see it in your integration settings yet, contact your Customer Success Manager.

Setting Options

• Overwrite (Recommended) — Mosaic Project and Phase Ref #s will match the Vantagepoint Project and Phase Ref #s after changes in Vantagepoint. If a linked Mosaic Project or Phase Ref # is edited in Mosaic, it may not match the Ref # of the Vantagepoint Project or Phase until any value of the Project or Phase is changed in Vantagepoint.
• Do not overwrite — If a Mosaic Project or Phase Ref # is edited, it may not match the Vantagepoint Project or Phase Ref # making it hard to uniquely identify matching Projects.

4. Project and Phase Billable

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.

In Vantagepoint: Billable statuses are derived from Vantagepoint Charge Types on the Project or Phase record.

Setting Options

• Transfer updates from today forward (Recommended) — Vantagepoint Project and Phase billable statuses will be transferred to Mosaic after changes in Vantagepoint. This setting will overwrite billable statuses on Mosaic.
• Transfer one time at first link — Vantagepoint Project and Phase billable statuses will only be transferred to Mosaic when the Vantagepoint Project or Phase is first linked.
• Do not transfer — Vantagepoint Project and Phase billable statuses will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

5. Project and Phase Dates

In Mosaic

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

In Vantagepoint: Dates come from the Start Date and Estimated Completion Date fields on the Project or Phase record.

Setting Options

• Transfer updates from today forward (Recommended) — Vantagepoint Project and Phase dates will be transferred to Mosaic after changes in Vantagepoint. This setting will overwrite dates on Mosaic.
• Transfer one time at first link — Vantagepoint Project and Phase dates will only be transferred to Mosaic when the Vantagepoint Project and Phase is first linked.
• Do not transfer — Vantagepoint Project and Phase dates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

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

6. Project and Phase Fee

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.

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.

Setting Options

• Transfer updates from today forward (Recommended) — Vantagepoint Project and Phase Fees will be transferred to Mosaic after changes in Vantagepoint. This setting will overwrite Fees on Mosaic.
• Transfer one time at first link — Vantagepoint Project and Phase Fees will only be transferred to Mosaic when the Vantagepoint Project or Phase is first linked.
• Do not transfer — Vantagepoint Project and Phase Fees will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

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

7. Project and Phase Rate Types

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.

In Vantagepoint: Rate Types correspond to the Billing Type field on the Project or Phase record.

Setting Options

• Transfer updates from today forward (Recommended) — Vantagepoint Project and Phase rate types will be transferred to Mosaic after changes in Vantagepoint. This setting will overwrite rate types on Mosaic.
• Transfer one time at first link — Vantagepoint Project and Phase rate types will only be transferred to Mosaic when the Vantagepoint Project or Phase is first linked.
• Do not transfer — Vantagepoint Project and Phase rate types will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

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.

8. Project and Phase Rate Group

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. Below is the association that is made through this setting

In Vantagepoint: Rate Groups correspond to Rate Tables assigned to Projects in the Vantagepoint Projects Hub.

Setting Options

• Transfer updates from today forward (Recommended) — Vantagepoint Project and Phase Rate Group associations will be transferred to Mosaic after changes in Vantagepoint. This setting will overwrite Rate Groups associations on Mosaic.
• Transfer one time at first link — Vantagepoint Project and Phase Rate Groups associations will only be transferred to Mosaic when the Vantagepoint Project or Phase is first linked.
• Do not transfer — Vantagepoint Project and Phase Rate Groups associations will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

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.

9. Project-Level Member Rates

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.

In Vantagepoint: These rates come from the Billing Terms assigned at the Project level for individual Employees.

Setting Options

• Transfer updates from today forward — Vantagepoint Project-level Member rates and rate multipliers will be transferred to Mosaic after changes in Vantagepoint. This setting will overwrite rates and rate multipliers on Mosaic.
• Do not transfer (Recommended) — Vantagepoint Project-level Member rates and rate multipliers will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

10. Bill Rate Source for Member Rates

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.

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) — Calculates the final Bill Rates using Org-level Member Cost Rates as the base. Project-Level Member Cost Rates will be used if set. Final Bill Rate = Member Cost Rate × Multiplier.
• Bill Rate — Calculates the final Bill Rates using Org-level Member Bill Rates as the base. Project-Level Member Bill Rates will be used if set. Final Bill Rate = Member Bill Rate × Multiplier.

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

11. Bill Rate Source for Role Rates

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.

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) — Calculates the final Bill Rates using the Project's or Phase's associated Role Rate Group's Cost Rates as the base. Final Bill Rate = Role Cost Rate × Multiplier.
• Bill Rate — Calculates the final Bill Rates using the Project's or Phase's associated Role Rate Group's Bill Rates as the base. Final Bill Rate = Role Bill Rate × Multiplier.

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).

12. Bill Rate Source for Work Category Rates

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.

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) — Calculates the final Bill Rates using the Project's or Phase's associated Work Category Rate Group's Cost Rates as the base. Final Bill Rate = Work Category Cost Rate × Multiplier.
• Bill Rate — Calculates the final Bill Rates using the Project's or Phase's associated Work Category Rate Group's Bill Rates as the base. Final Bill Rate = Work Category Bill Rate × Multiplier.

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

13. Project Managers

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.

In Vantagepoint: Project Managers are identified by the Principal field on the Vantagepoint Project record.

Setting Options

• Transfer updates from today forward (Recommended) — Vantagepoint Project Managers will be transferred to Mosaic after changes in Vantagepoint. Existing Mosaic Project Managers will not be removed.
• Do not transfer — Vantagepoint Project Managers will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

14. Archived Projects

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.

In Vantagepoint: Archiving is triggered by the Project Status field on the Project record (Dormant or Inactive).

Setting Options

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

You can select both, one, or neither option.

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

15. Project Status Matching

In Mosaic

Maps each Vantagepoint project status to a corresponding Mosaic Project status. The mapping is applied any time a project's status changes in Vantagepoint.

Default Mapping

For each Vantagepoint status, select the Mosaic Project status that should be applied. The change is applied when the status is updated in Vantagepoint.

How it works

• Each Vantagepoint status is matched to a Mosaic status. The list of source statuses comes from your connected tool, so you'll need a tested connection before you can edit.
• Unmapped statuses sync as Active — if a status isn't listed, Mosaic sets the project or phase to Active.
• Click Reset to default at any time to restore Mosaic's recommended mapping for this integration.
• Changes apply on Save (the button reads Done when there are no changes). Updates affect future syncs; already-synced records keep their current status until they next change in Vantagepoint.

For a full walkthrough of the mapping editor, see Project & Phase Status Matching.

Previously (before Status Matching): Dormant Projects Status & Inactive Projects Status

Dormant Projects Status

In Mosaic

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

In Vantagepoint: This maps from the Dormant value of the Project Status field.

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.

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Inactive Projects Status

In Mosaic

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

In Vantagepoint: This maps from the Inactive value of the Project Status field.

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.

16. Project and Phase Dates Source

In Mosaic

Vantagepoint dates will be transferred to Mosaic after changes in Vantagepoint. If a Project does not have Phases, dates will be transferred to the Project Schedule.

In Vantagepoint: The two date source options map to different fields: Start/Estimated Completion Dates or Project Plan Dates.

Setting Options

• Start and Estimated Completion Dates (Recommended) — Vantagepoint start and estimated completion dates will be transferred to Mosaic start and end dates.
• Project Plan Dates — Vantagepoint Project Plan dates will be transferred to Mosaic start and end dates.

17. Project and Phase Default Rate Multiplier

In Mosaic

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

In Vantagepoint: The Rate Multiplier is set on the Project or Phase Billing Terms. This setting only applies when that field is blank.

Setting Options

• Update to 1 — If the Vantagepoint Project or Phase rate multiplier is not defined, the Mosaic Project or Phase rate multiplier will be set to 1. This setting will overwrite rate multipliers on Mosaic.
• Do not update (Recommended) — If the Vantagepoint Project or Phase rate multiplier is not defined, the Mosaic Project or Phase rate multiplier will not be modified.

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

18. Project and Phase Fee Source

In Mosaic

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

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.

Setting Options

• Direct Labor Fee (Recommended) — Uses the value from the Direct Labor field in the Projects Hub > Contract Management > Compensation tab.
• Direct Labor Fee + Expense Fee — Calculates the total of the Direct Labor and Direct Expenses fields in the Projects Hub > Contract Management > Compensation tab.
• Direct Labor Fee + Expense Fee + Consultant Fee — Calculates the total of the Direct Labor, Direct Expenses, and Direct Consultants fields in the Projects Hub > Contract Management > Compensation
• Direct Labor Fee + Reimbursable Expense — Calculates the total of the Direct Labor field and the project's reimbursable allowance for expenses.
• Direct Labor Fee + Reimbursable Expense + Reimbursable Consultant — Calculates the total of the Direct Labor field and the project's reimbursable allowance for expenses and consultants.
• Direct Labor Fee + Expense Fee + Consultant Fee + Reimbursable Expense + Reimbursable Consultant — Calculates the total of the Direct Labor, Expense Fee, Consultant Fee, Reimbursable Expense, Reimbursable Consultant fields.
• Labor Budgets: Budgeted Billing Amount and Hours for Labor Code
• Labor Budgets: Budgeted Cost Amount for and Hours Labor Code
• Custom Field — Contact support to use a custom field.
• Fee Billing Terms — Pulls the fee from the Billing Terms Fee (BTF) table.
• Fee Billing Terms using Fee to Date — Pulls the Fee To Date from BTF table for Fee Method Percent Complete by Phase, as Percent of Fee

The two Labor Budgets options require the Labor Budgets Stored Procedure, and Fee Billing Terms / Fee Billing Terms using Fee to Date require the Fee Billing Terms Stored Procedure. Until the Labor Budgets procedure is uploaded, those options appear disabled with the note The Labor Budgets stored procedure must be uploaded for this option to be available. Custom Field is read-only — it is configured for you by the Mosaic Solutions team.

19. Project Name Source

In Mosaic

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

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.

Setting Options

• Name (Recommended) — The Vantagepoint Project name will be used as the Mosaic Project name.
• Long Name — The Vantagepoint Project long name will be used as the Mosaic Project Name. If the long name is blank, the name will be used.

20. Zero Project Fee

In Mosaic

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

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.
• Set Project Fee to Zero — Mosaic Project fee will equal zero.

21. Project-level Roles

In Mosaic

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

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.

Setting Options

• Transfer — Vantagepoint Project-level roles will be transferred to Mosaic.
• Do not transfer (Recommended) — Vantagepoint Project-level roles will not be transferred to Mosaic.

22. Role Source for Role Rate Projects

In Mosaic

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

In Vantagepoint: This controls whether the matching logic uses the Role Name or Category from the Vantagepoint Labor Category table.

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.

1. Linking Method

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.

In Vantagepoint: Phases correspond to WBS2 entries under a Project.

Setting Options

• Manually linked — No Phases will be automatically linked.
• Automatically linked (Recommended) — 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.

2. Non-Billable Fee as Budget

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.

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 updates from today forward (Recommended) — Vantagepoint Phase fees will be transferred to Mosaic Phase budgets after changes in Vantagepoint. This setting will overwrite budgets on Mosaic.
• Do not transfer — Vantagepoint Phase fees will not be transferred to Mosaic Phase budgets. Select this option if manual management in Mosaic is preferred.

3. Order

In Mosaic

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

In Vantagepoint: Phase ordering comes from the Phase sort order, reference number, or name in the Vantagepoint Phase list.

Setting Options

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

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

4. Archived Phases

In Mosaic

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

In Vantagepoint: Archiving is triggered by the Phase Status field (Dormant or Inactive).

Setting Options

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

You can select both, one, or neither.

5. Phase Status Matching

In Mosaic

Maps each Vantagepoint phase status to a corresponding Mosaic Phase status. The mapping is applied any time a phase's status changes in Vantagepoint.

Default Mapping

For each Vantagepoint status, select the Mosaic Phase status that should be applied. The change is applied when the status is updated in Vantagepoint.

How it works

• Each Vantagepoint status is matched to a Mosaic status. The list of source statuses comes from your connected tool, so you'll need a tested connection before you can edit.
• Unmapped statuses sync as Active — if a status isn't listed, Mosaic sets the project or phase to Active.
• Click Reset to default at any time to restore Mosaic's recommended mapping for this integration.
• Changes apply on Save (the button reads Done when there are no changes). Updates affect future syncs; already-synced records keep their current status until they next change in Vantagepoint.

For a full walkthrough of the mapping editor, see Project & Phase Status Matching.

6. Phase Name Source

In Mosaic

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

In Vantagepoint: Phases have a Name and Long Name field.

Setting Options

• Name (Recommended) — The Vantagepoint Phase name will be used as the Mosaic Phase name.
• Long Name — The Vantagepoint Phase long name will be used as the Mosaic Phase name. If the long name is blank, the name will be used.

7. Phase Profit Center Name Source

In Mosaic

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

In Vantagepoint: The Profit Center maps to the Organization Code/Name or the Phase Long Name in Vantagepoint.

Setting Options

• Organization Name (Recommended) — The Vantagepoint Organization Code and name will be used as the Mosaic Phase Profit Center name.
• Phase Long Name — The Vantagepoint Phase long name will be used as the Mosaic Phase Profit Center name.

1. Linking Method

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.

In Vantagepoint: Work Categories correspond to Activities or Labor Codes in Vantagepoint.

Setting Options

• Manually linked — No Work Categories will be automatically linked.
• Automatically linked (Recommended) — All Work Categories that meet the specified criteria will be automatically linked. Work Categories that do not meet the criteria may be manually linked.

1. Transfer

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.

In Vantagepoint: Time Entries come from the Timesheets module. Posted Time Entries are approved entries; Unposted are pending approval.

Setting Options

• Transfer one-way from Vantagepoint to Mosaic (Recommended) — Vantagepoint Time Entries will be transferred one-way to Mosaic after changes in Vantagepoint. Mosaic Time Entries will not be transferred to Vantagepoint.
• Do not transfer — Time Entries will not be transferred to or from Vantagepoint. Select this option if manual management in Mosaic is preferred.

2. Time

In Mosaic

When Time Entries are transferred, this nested setting determines which Vantagepoint Time Entries are included.

Setting Options

• Combined Time (Posted and Unposted time) (Recommended) — Unapproved and approved Vantagepoint time entries will be transferred. Mosaic recommends using Unposted Time as Spent Time until all time is posted.
• Posted Time Only — Only approved Vantagepoint time entries will be transferred.

If you wish to bring in Combined Time, make sure the Time Entries Stored Procedure is installed before enabling. See API Configuration for details.

3. Billable

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.

In Vantagepoint: The billable flag is set on each individual Time Entry record.

Setting Options

• Transfer updates from today forward (Recommended) — Vantagepoint Time Entry billable statuses will be transferred to Mosaic after changes in Vantagepoint. This setting will overwrite billable statuses on Mosaic.
• Transfer one time at first link — Vantagepoint Time Entry billable statuses will only be transferred to Mosaic when the Vantagepoint Time Entry is first linked.
• Do not transfer — Vantagepoint Time Entry billable statuses will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

4. Hourly Rates

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.

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

Setting Options

• Transfer updates from today forward (Recommended) — Vantagepoint Time Entry hourly rates will be transferred to Mosaic after changes in Vantagepoint. This setting will overwrite hourly rates on Mosaic.
• Transfer one time at first link — Vantagepoint Time Entry hourly rates will only be transferred to Mosaic when the Vantagepoint Time Entry is first linked.
• Do not transfer — Vantagepoint Time Entry hourly rates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

Known display issue: in the settings modal, the Do not transfer option currently shows the Transfer one time at first link description. The option behaves as its label says — no hourly rates are transferred.

5. Zero Bill Rate Amount

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)
• Calculate amount using project bill rate and hours

Neither option carries a description in the settings modal. Do not change zero billing amount leaves a zero Bill Rate at zero; Calculate amount using project bill rate and hours sets the rate to null so Mosaic derives it from the Project Rates.

1. Rate Groups

In Mosaic

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

In Vantagepoint: Rate Groups correspond to Rate Tables in Vantagepoint.

How Vantagepoint Rate Table types map to Mosaic:

Vantagepoint has three types of Rate Tables. Each maps to a different area in Mosaic:

Vantagepoint Rate Table Type	Billing Method	Mosaic Equivalent	Where in Mosaic
Labor Category Table	By Category	Role Rate Group	Org Settings > Budget > Rates > Role
Labor Code Table	By Labor Code	Work Category Rate Group	Org Settings > Budget > Rates > Work Category
Labor Rate Table (Employee)	Rate Times Multiplier	Member Project Rates	Per-project member rate assignments (not in Org Settings)

Only Labor Category and Labor Code tables sync as Rate Groups. Labor Rate Tables (employee-level) sync as Member Project Rates when the Project-Level Member Rates setting is enabled.

Setting Options

• Transfer updates from today forward — Vantagepoint Rate Groups will be transferred to Mosaic after changes in Vantagepoint. This setting will overwrite Rate Groups on Mosaic.
• Do not transfer (Recommended) — Vantagepoint Rate Groups will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

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

2. Default Role Rate Group Role Names

In Mosaic

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

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)
• Labor Category Group Names — Uses the names from the Default Role Rate Group.

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

3. Default Role Rate Group

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).

In Vantagepoint: This maps to a Labor Category Group ID in Vantagepoint.

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)

4. Rate Descriptions Source

In Mosaic

Rate Descriptions provide additional context for rate entries.

In Vantagepoint: Descriptions come from the Generic Resources table in Vantagepoint.

Setting Options

• Generic Resource Table (Recommended) — Vantagepoint rate descriptions in the Generic Resources table will be transferred to Mosaic rates.
• Do not transfer — Vantagepoint rate descriptions will not be transferred to Mosaic.

5. Role Source

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.

In Vantagepoint: Roles come from the Labor Category Rates table.

Setting Options

• Labor Category Table (Recommended) — Vantagepoint labor categories from the Labor Category Rates table will be transferred as Mosaic Member Roles.
• Do not transfer — Vantagepoint Member Roles will not be transferred to Mosaic.

6. Project Rate Override Table

In Mosaic

Controls whether a Vantagepoint Project's rate override table takes precedence over the default rate table when Rates are transferred to Mosaic.

In Vantagepoint: A Project can carry its own rate override table in addition to the firm's default rate table.

Setting Options

• Use override table rates — When a Vantagepoint Project has a rate override table, the override table rates will be used for transferred Rates instead of the default rate table rates.
• Do Not Use (Recommended) — Transferred Rates will always use the default rate table rates from Vantagepoint.

This setting applies to Vantagepoint Cloud connections only. It is not available on Vantagepoint On-Premise.