Integrated Data
Deltek Vantagepoint On-Premise
What this page covers: A complete reference mapping every Deltek Vantagepoint On-Premise database field to its Mosaic equivalent. Use this guide when configuring your integration, verifying synced data, or troubleshooting discrepancies.
| Integration type | On-Premise (Direct Database Access) |
| Stored procedures required? | No |
| Setup complexity | Moderate |
| Configurable fields | 20+ fields support alternative sources |
| Prerequisite | Vantagepoint On-Premise Integration Setup |
How Data Flows
Vantagepoint Database (Direct DB access) → Mosaic Sync Engine (field mapping + configurable sources) → Mosaic (13 synced data types)
Unlike the Cloud version, the On-Prem integration reads directly from the Vantagepoint database — no stored procedure installation is needed.
Integrated Data Types
The integration syncs 13 data categories from Vantagepoint into Mosaic:
| # | Data Type | Description |
|---|---|---|
| 1 | Bill Rates | Billing rate tables (by category, labor code, or employee) |
| 2 | Clients | Client/vendor records |
| 3 | Cost Rates | Employee cost rates from multiple configurable sources |
| 4 | Employees | Staff records with names, emails, status, and profit centers |
| 5 | Entity Rates | Rate assignments linking employees, roles, or activities to rate groups |
| 6 | Member Roles / Project Roles | Employee-to-role and employee-to-project-role assignments |
| 7 | Phases | WBS2/WBS3 phase breakdowns under projects |
| 8 | Projects | Project records including profit centers and pre-award tracking |
| 9 | Rate Groups | Rate table groupings for roles and activities |
| 10 | Roles | Employee roles from 5 available sources |
| 11 | Time Entries | Posted and unposted time with hours, rates, and billability |
| 12 | Work Categories | Labor codes used for time categorization |
| 13 | Work Plans | Resource planning assignments and planned hours |
This list may expand as new features are added.
Reading the Field Mapping Tables
Symbol legend for technical tables
The Technical Reference tabs below use a shorthand notation for database sources. Read this legend before reviewing the mappings.
| Symbol | Meaning | Example |
|---|---|---|
. | Database table field reference | PR.WBS1 = the WBS1 column from the Project (PR) table |
• | Values combined into one composite value | PR.WBS1 • PR.WBS2 = concatenated into a composite key |
x | Values multiplied together | BT.Mult1 x BT.Mult2 = product of both multipliers |
> | Fallback priority — use the first available value | PR.EndDate > PR.ActCompletionDate = use EndDate; if null, use ActCompletionDate |
/ | One of these, depending on billing method | BTRCTCats.Rate / BTRLTCodes.Rate = varies by ByCategory vs. ByLaborCode |
or | Configurable — an integration setting selects which | PR.WBS2 or PR.WBS3 = your configuration chooses one |
, | Multiple fields used together per configuration | PR.Fee, PR.ConsultFee = set of options selected by config |
Detailed Field Mappings
Jump to a section: Projects | Phases | Clients | Employees | Time Entries | Work Plans | Work Categories | Roles | Rate Groups | Rates (Bill Rates) | Cost Rates | Entity Rates | Member Roles | Member Project Roles | Member Project Rates
Projects
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Project Name | The project name or long name from the Projects hub (configurable) |
| Project Number | The WBS1 project number |
| Client | The client linked to the project |
| Company Name | The client address record on the project |
| Billable Status | The project's charge type — Regular = Billable; Hold/Proposal = Not Billable |
| Budget Status | The project status value (configurable mapping) |
| Is Archived | Derived from the project status (configurable) |
| Start Date | The project start date (configurable) |
| End Date | The project end date, falling back to actual or estimated completion date (configurable) |
| Fee | The project fee amount — multiple fee sources available (configurable) |
| Project Manager | The employee assigned as project manager |
| Billing Type / Rate Group | The labor billing method and associated rate table (configurable) |
| Rate Multiplier | The combined product of up to three billing multipliers |
| Profit Center | The project's organizational unit and its name |
| Created Date | When the project record was created |
| Pre-Award Project Link | The pre-award WBS1 tracking number (On-Prem only) |
| Modified Date | When the project record was last modified |
Phases
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Phase Name | The phase name or long name (configurable) |
| Phase Number | The WBS2 or WBS3 phase number |
| Phase ID | A composite of WBS1 + WBS2 + WBS3 identifiers |
| Parent | The parent project or parent phase |
| Project | The parent project's WBS1 number |
| Client | The client linked to the phase's project |
| Billable Status | The phase's charge type — Regular = Billable; Hold/Proposal = Not Billable |
| Budget Status | The phase status value (configurable mapping) |
| Is Archived | Derived from the phase status (configurable) |
| Start Date | The phase start date (configurable) |
| End Date | The phase end date, falling back to actual or estimated completion date (configurable) |
| Fee | The phase fee amount — multiple fee sources available (configurable) |
| Rate Multiplier | The combined product of up to three billing multipliers |
| Billing Type / Rate Group | The labor billing method and associated rate table |
| Profit Center | The phase's organizational unit or long name (configurable) |
| Modified Date | When the phase record was last modified |
Clients
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Client ID | The unique client identifier used internally by Mosaic |
| Client Number | The client's business number (same source as Client ID) |
| Client Name | The client display name |
| Client Description | The client code/description |
| Created Date | When the client record was created |
| Modified Date | When the client record was last modified |
Employees
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Employee ID | The unique employee identifier |
| First Name | The employee's first name |
| Middle Name | The employee's middle name |
| Last Name | The employee's last name |
| The employee's email address | |
| Is Archived | Derived from the employee's status — Inactive or Terminated = archived |
| Profit Center | The employee's organizational unit and its name (On-Prem only) |
| Created Date | When the employee record was created |
| Modified Date | When the employee record was last modified |
Important: Terminated Employees
Employees marked as "Terminated" in Vantagepoint will not automatically be linked in Mosaic. Their spent time and budgets will not sync, which can cause discrepancies in project budget calculations.
Workaround:
- In Vantagepoint, temporarily re-activate the terminated employee
- Run a sync in Mosaic to link the employee and their historical data
- Re-terminate the employee in Vantagepoint
- Verify that budget data in Mosaic now reflects the correct totals
Time Entries
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Date | The transaction date of the time entry |
| Employee | The employee who logged the time |
| Project | The project the time was logged against |
| Phase | The phase (WBS2/WBS3) the time was logged against |
| Work Category | The labor code used for the time entry |
| Hours | The sum of regular, overtime, and special overtime hours |
| Description | The time entry comment |
| Hourly Rate | Calculated from the billing extension or the sum of rate amounts divided by hours (configurable) |
| Billable | Determined by the charge type — Regular = Billable; Hold/Proposal = Not Billable |
| Cost Rate | The employee's cost rate on the time entry (configurable, On-Prem only) |
Time Entry Sources
By default, Mosaic syncs both unposted and posted time entries from three database tables:
- Labor Detail — posted time
- Timekeeper Detail — unposted time (entries marked as non-billable)
- Timesheet Detail — unposted time (entries marked as billable)
Only posted time entries have their billable status determined by charge type. Unposted entries vary: timekeeper entries default to non-billable, timesheet entries default to billable.
Work Plans
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Workplan ID | The time phase identifier for the planned labor entry |
| Project | The project the work plan is assigned to |
| Phase | The phase (WBS2/WBS3) the work plan is assigned to |
| Work Category | The labor code associated with the assignment (if present) |
| Employee | The specific employee assigned (if present) |
| Role (Generic Resource) | The generic resource assigned to the work plan |
| Start Date | The planned start date |
| End Date | The planned end date |
| Hours (Planned Time) | The planned hours for the period |
| Created Date | When the work plan was created |
| Modified Date | When the work plan was last modified |
Work Categories
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Activity ID | The labor code used as the internal identifier |
| Activity Code | The labor code used as the display code (same source as Activity ID) |
| Activity Name / Title | The label/description for the labor code |
Roles
Roles in the On-Prem integration can be sourced from 5 different locations in Vantagepoint (compared to only 1 in Cloud). Your integration configuration determines which source is used.
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Role ID | Depends on your configured role source (see options below) |
| Role Name | Depends on your configured role source (see options below) |
Role Sources
Your integration can pull roles from any one of these five locations:
| # | Role Source | Description |
|---|---|---|
| 1 | Billing Category | The labor category description from billing setup (also available in Cloud) |
| 2 | Employee Job Title | The employee's job title code |
| 3 | Generic Resource | The generic resource code and name |
| 4 | Custom Resource Planning Designation | A custom field for resource planning designations |
| 5 | Labor Category Rate Table | The rate table category descriptions |
Rate Groups
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Rate Group ID | The rate table number combined with the labor billing method |
| Rate Group Name | The rate table name |
| Active Entity Type | Determined by the labor billing method — ByCategory maps to Role; ByLaborCode or RateTable maps to Activity |
| Currency Code | The currency assigned to the rate table |
Rates (Bill Rates)
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Rate ID | A composite identifier built from the rate table number, rate entry, and the entity (category, labor code, or employee) |
| Rate Amount | The billing rate amount from the rate table |
| Rate Description | The rate table name combined with the category or resource description (configurable) |
| Is Cost Rate | Whether this rate table is flagged as a cost rate (configurable) |
Cost Rates
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Cost Rate ID | A composite of the employee identifier and the rate source |
| Employee | The employee the cost rate applies to |
| Hourly Rate | The employee's cost rate — sourced from the job cost rate, provisional cost rate, or a rate table entry (configurable) |
| Rate Type | Whether the rate is Hourly (H) or Annual/Salary (S) |
| Start / End Dates | The effective date range for the cost rate |
Entity Rates
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Entity Rate ID | A composite identifier linking the rate table entry to a specific entity (category, labor code, or employee) |
| Rate Group | The rate table and billing method this entity rate belongs to |
| Rate | The linked billing rate entry |
| Role (ByCategory) | The billing category — only used when the billing method is ByCategory |
| Activity (ByLaborCode) | The labor code — only used when the billing method is ByLaborCode |
| Start / End Dates | The effective date range for the entity rate |
| Is Cost Rate | Whether this rate table is flagged as a cost rate |
Member Roles
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Member Role ID | A composite of the employee and their assigned role |
| Employee | The employee this role assignment belongs to |
| Role | The employee's role — source depends on your configured role source (billing category, job title, or custom designation) |
Member Project Roles
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Member Project Role ID | A composite identifier linking the employee, project, phase, and rate table entry |
| Employee / Project / Phase | The linked employee, project, and phase records |
| Role | The billing category assigned on the rate table (ByCategory billing only) |
| Override Phase Employee Roles | Whether this rate table assignment overrides the employee's default role at the phase level |
| Start / End Dates | The effective date range for this project role assignment |
Member Project Rates
| What Syncs to Mosaic | Where It Comes From in Vantagepoint |
|---|---|
| Member Project Rate ID | A composite identifier linking the employee, project, phase, and rate table entry |
| Employee / Project / Phase | The linked employee, project, and phase records |
| Rate | The linked billing rate entry from the rate table |
| Start / End Dates | The effective date range for this project rate assignment |
Configurable Fields at a Glance
The following fields can be configured to pull from alternative sources in Vantagepoint. Refer to your integration settings to see which source is active.
| Entity | Field | Available Sources |
|---|---|---|
| Project / Phase | Name | PR.Name or PR.LongName |
| Project / Phase | Start Date | PR.StartDate (configurable) |
| Project / Phase | End Date | PR.EndDate > PR.ActCompletionDate > PR.EstCompletionDate |
| Project | Fee | PR.Fee, PR.ConsultFee, PR.FeeDirLab, PR.ReimbAllowExp, PR.ReimbAllowCons, or PR.CustSHLaborBudget |
| Phase | Fee | PR.Fee, PR.ConsultFee, PR.FeeDirLab |
| Project / Phase | Budget Status | Configurable status mapping from PR.Status |
| Project / Phase | Is Archived | Configurable mapping from PR.Status |
| Project / Phase | Billing Type | BT.LabMeth, BT.RateTable, BT.ORTable |
| Phase | Phase Number | PR.WBS2 or PR.WBS3 |
| Phase | Profit Center | PR.Org • Organization.Name or PR.LongName |
| Time Entry | Hourly Rate | LD.BillExt / hours or (LD.RegAmt • LD.OvtAmt • LD.SpecialOvtAmt) / hours |
| Time Entry | Cost Rate | LD.Rate |
| Cost Rate | Hourly Rate | EMCompany.JobCostRate or EMCompany.ProvCostRate or BTRCTCats.Rate |
| Role | Source | 5 sources — see Role Sources |
On-Prem vs. Cloud: Key Differences
Compare On-Prem and Cloud capabilities
The On-Prem version offers several capabilities not available in Cloud:
| Feature | On-Prem | Cloud |
|---|---|---|
| Database access method | Direct DB queries | Stored procedures |
| Role sources | 5 options (see Role Sources) | 1 (BillingCategory only) |
| Employee profit center mapping | Yes (EMCompany.Org) | No |
| Pre-award project tracking | Yes (PR.PreAwardWBS1) | No |
| Overhead multiplier on time entry rates | Yes (CFGOHMain.OHRate) | No |
| Cost rate from time entries | Yes (LD.Rate) | No |
| Custom field fee source | Yes (PR.CustSHLaborBudget) | No |
Deltek Documentation Links
A consolidated reference of all Deltek Vantagepoint documentation referenced in this guide:
| Topic | Link |
|---|---|
| Projects Table Reference | UT_TF_Projects |
| Fee Methods | Fee Method Selection |
| Fee Options | Fee Options Form |
| Charge Types | Project Charge Types |
| Billing Terms | Billing Terms Setup |
| Data Dictionary | Vantagepoint Data Dictionary |
| EMMain Table | Employee Master Table |
| Labor Detail Report | Labor Detail |
| Labor Methods | Labor Billing Method |
| Resource Planning | Resource Planning Overview |
| Generic Resources | Generic Resources Form |
| Rate Tables | Rate Tables Overview |
| How VP Determines Billing Rates | Billing Rate Determination |
| Cost/Pay Rate Tables | Cost Rate Tables |
Troubleshooting & FAQ
Why are some employee records or budgets missing?
Terminated employees are not automatically linked in Mosaic. See the Terminated Employees workaround above.
Can I rename field labels in Mosaic to match my Vantagepoint custom labels?
No. Custom field name changes in Mosaic to match Vantagepoint labeling is not supported as a standard integration feature.
Where does Mosaic pull WBS Fee data from?
Fee data is sourced from the Projects Info Center or Billing Terms Section only. WBS Fee information from other locations is not supported.
What about TotalHrsBud (Estimated Hours) for Phases?
TotalHrsBud (Estimated Hours) for Phases?This is a Cloud-only feature and is not available in the On-Prem integration.
What about ChargeType O on Time Entries?
ChargeType O on Time Entries?Legacy handling of ChargeType O is a Cloud-only behavior and does not apply to On-Prem.
I need a data source or field that isn't listed here.
Any integration not listed in this documentation is considered a customization and is charged at an hourly rate. For more information, see Integration Requests.
Related Documentation
Updated 15 days ago