Deltek Vantagepoint On-Premise Integrated Data

Field mapping reference for 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 typeOn-Premise (Direct Database Access)
Stored procedures required?No
Setup complexityModerate
Configurable fields20+ fields support alternative sources
PrerequisiteVantagepoint On-Premise Integration Setup

How Data Flows

Vantagepoint Database (Direct DB access) → Mosaic Sync Engine (field mapping + configurable sources) → Mosaic (15 synced data types)

The On-Premise integration reads directly from the Vantagepoint database — no stored procedure installation is needed.


Integrated Data Types

The integration syncs 15 data categories from Vantagepoint into Mosaic:

Data TypeDescription
ClientsClient/vendor records (name, client code)
MembersStaff records with names, emails, status, location, and profit center
Member Cost RatesMember cost rates from multiple configurable sources (job cost or provisional)
Member Project Bill RatesMember-to-project rate assignments from rate tables
Member Project RolesMember-to-project-role assignments from rate tables
Member RolesMember-to-role assignments based on configured role source
PhasesPhase breakdowns under projects (fee, dates, status, billing type)
ProjectsProject records (number, dates, fees, billing type, profit centers, pre-award)
Rate GroupsRate table groupings for roles and activities
RatesRate assignments linking members, roles, or activities to rate groups
Standard Bill RatesBilling rate tables (by category, labor code, or member)
Standard RolesLabor category definitions from 5 available sources
Time EntriesPosted and unposted time with hours, rates, and billability
Work CategoriesLabor codes used for time categorization
Work PlansResource planning assignments and planned hours

This list may expand as new features are added.

Fees, Project Manager, Project & Phase Status, and Profit Center are synced as fields within Projects and Phases — they are not standalone entities. Member Project Rates require the EMProjectAssoc table in your database.

Not Synced

Data TypeDescription
RegionGeographic region or location classification assigned to a project or member
OfficeThe office or branch location associated with a member or project
DepartmentOrganizational department or division that a member belongs to

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.

SymbolMeaningExample
.Database table field referencePR.WBS1 = the WBS1 column from the Project (PR) table
Values combined into one composite valuePR.WBS1PR.WBS2 = concatenated into a composite key
xValues multiplied togetherBT.Mult1 x BT.Mult2 = product of both multipliers
>Fallback priority — use the first available valuePR.EndDate > PR.ActCompletionDate = use EndDate; if null, use ActCompletionDate
/One of these, depending on billing methodBTRCTCats.Rate / BTRLTCodes.Rate = varies by ByCategory vs. ByLaborCode
orConfigurable — an integration setting selects whichPR.WBS2 or PR.WBS3 = your configuration chooses one
,Multiple fields used together per configurationPR.Fee, PR.ConsultFee = set of options selected by config


Clients

What Syncs to MosaicWhere It Comes From in Vantagepoint
Client IDThe unique client identifier used internally by Mosaic
Client NumberThe client's business number (same source as Client ID)
Client NameThe client display name
Client DescriptionThe client code/description
Created DateWhen the client record was created
Modified DateWhen the client record was last modified

Member Cost Rates

What Syncs to MosaicWhere It Comes From in Vantagepoint
Cost Rate IDA composite of the employee identifier and the rate source
EmployeeThe employee the cost rate applies to
Hourly RateThe employee's cost rate — sourced from the job cost rate, provisional cost rate, or a rate table entry (configurable)
Rate TypeWhether the rate is Hourly (H) or Annual/Salary (S)
Start / End DatesThe effective date range for the cost rate

Members

What Syncs to MosaicWhere It Comes From in Vantagepoint
Employee IDThe unique employee identifier
First NameThe employee's first name
Middle NameThe employee's middle name
Last NameThe employee's last name
EmailThe employee's email address
Is ArchivedDerived from the employee's status — Inactive or Terminated = archived
Profit CenterThe employee's organizational unit and its name (On-Premise only)
Created DateWhen the employee record was created
Modified DateWhen 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:

  1. In Vantagepoint, temporarily re-activate the terminated employee
  2. Run a sync in Mosaic to link the employee and their historical data
  3. Re-terminate the employee in Vantagepoint
  4. Verify that budget data in Mosaic now reflects the correct totals

Rates

What Syncs to MosaicWhere It Comes From in Vantagepoint
Entity Rate IDA composite identifier linking the rate table entry to a specific entity (category, labor code, or employee)
Rate GroupThe rate table and billing method this entity rate belongs to
RateThe 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 DatesThe effective date range for the entity rate
Is Cost RateWhether this rate table is flagged as a cost rate

Member Project Bill Rates

What Syncs to MosaicWhere It Comes From in Vantagepoint
Member Project Rate IDA composite identifier linking the employee, project, phase, and rate table entry
Employee / Project / PhaseThe linked employee, project, and phase records
RateThe linked billing rate entry from the rate table
Start / End DatesThe effective date range for this project rate assignment


Member Project Roles

What Syncs to MosaicWhere It Comes From in Vantagepoint
Member Project Role IDA composite identifier linking the employee, project, phase, and rate table entry
Employee / Project / PhaseThe linked employee, project, and phase records
RoleThe billing category assigned on the rate table (ByCategory billing only)
Override Phase Employee RolesWhether this rate table assignment overrides the employee's default role at the phase level
Start / End DatesThe effective date range for this project role assignment

Member Roles

What Syncs to MosaicWhere It Comes From in Vantagepoint
Member Role IDA composite of the employee and their assigned role
EmployeeThe employee this role assignment belongs to
RoleThe employee's role — source depends on your configured role source (billing category, job title, or custom designation)

Phases

What Syncs to MosaicWhere It Comes From in Vantagepoint
Phase NameThe phase name or long name (configurable)
Phase NumberThe WBS2 or WBS3 phase number
Phase IDA composite of WBS1 + WBS2 + WBS3 identifiers
ParentThe parent project or parent phase
ProjectThe parent project's WBS1 number
ClientThe client linked to the phase's project
Billable StatusThe phase's charge type — Regular = Billable; Overhead/Promotional = Not Billable
Budget StatusThe phase status value (configurable mapping)
Is ArchivedDerived from the phase status (configurable)
Start DateThe phase start date (configurable)
End DateThe phase end date, falling back to actual or estimated completion date (configurable)
FeeThe phase fee amount — configurable (see Fee Sources)
Rate MultiplierThe combined product of up to three billing multipliers
Billing Type / Rate GroupThe labor billing method and associated rate table
Profit CenterThe phase's organizational unit or long name (configurable)
Created DateWhen the phase record was created
Modified DateWhen the phase record was last modified

Projects

What Syncs to MosaicWhere It Comes From in Vantagepoint
Project NameThe project name or long name from the Projects hub (configurable)
Project NumberThe WBS1 project number
ClientThe client linked to the project
Company NameThe client address record on the project
Billable StatusThe project's charge type — Regular = Billable; Overhead/Promotional = Not Billable
Budget StatusThe project status value (configurable mapping)
Is ArchivedDerived from the project status (configurable)
Start DateThe project start date (configurable)
End DateThe project end date, falling back to actual or estimated completion date (configurable)
FeeThe project fee amount — configurable (see Fee Sources)
Project ManagerThe employee assigned as project manager
Billing Type / Rate GroupThe labor billing method and associated rate table (configurable)
Rate MultiplierThe combined product of up to three billing multipliers
Profit CenterThe project's organizational unit and its name
Created DateWhen the project record was created
Pre-Award Project LinkThe pre-award WBS1 tracking number (On-Premise only)
Modified DateWhen the project record was last modified

Fee Sources

Your integration settings determine which fee source Mosaic uses for both projects and phases. Available options:

Fee Source OptionWhat It Includes
Direct Labor FeeDirect labor fee only
Direct Labor Fee + Expense FeeDirect labor plus project/phase expenses
Direct Labor Fee + Expense Fee + Consultant FeeDirect labor, expenses, and consultant fees
Direct Labor Fee + Reimbursable ExpenseDirect labor plus reimbursable expenses
Direct Labor Fee + Reimbursable Expense + Reimbursable ConsultantDirect labor plus all reimbursable amounts
Labor Budgets: Budgeted Billing Amount for Labor CodeBudgeted billing amounts by labor code
Labor Budgets: Budgeted Cost Amount for Labor CodeBudgeted cost amounts by labor code
Fee Billing TermsFee from billing terms

Rate Groups

What Syncs to MosaicWhere It Comes From in Vantagepoint
Rate Group IDThe rate table number combined with the labor billing method
Rate Group NameThe rate table name
Active Entity TypeDetermined by the labor billing method — ByCategory maps to Role; ByLaborCode or RateTable maps to Activity
Currency CodeThe currency assigned to the rate table

Standard Bill Rates

What Syncs to MosaicWhere It Comes From in Vantagepoint
Rate IDA composite identifier built from the rate table number, rate entry, and the entity (category, labor code, or employee)
Rate AmountThe billing rate amount from the rate table
Rate DescriptionThe rate table name combined with the category or resource description (configurable)
Is Cost RateWhether this rate table is flagged as a cost rate (configurable)

Standard Roles

Standard Roles can be sourced from 5 different locations in Vantagepoint. Your integration configuration determines which source is used.

What Syncs to MosaicWhere It Comes From in Vantagepoint
Role IDDepends on your configured role source (see options below)
Role NameDepends on your configured role source (see options below)

Role Sources

Your integration can pull roles from any one of these five locations:

#Role SourceDescription
1Billing CategoryThe labor category description from billing setup (also available in Cloud)
2Employee Job TitleThe employee's job title code
3Generic ResourceThe generic resource code and name
4Custom Resource Planning DesignationA custom field for resource planning designations
5Labor Category Rate TableThe rate table category descriptions

Time Entries

What Syncs to MosaicWhere It Comes From in Vantagepoint
DateThe transaction date of the time entry
EmployeeThe employee who logged the time
ProjectThe project the time was logged against
PhaseThe phase (WBS2/WBS3) the time was logged against
Work CategoryThe labor code used for the time entry
HoursThe sum of regular, overtime, and special overtime hours
DescriptionThe time entry comment
Hourly RateCalculated from the billing extension or the sum of rate amounts divided by hours (configurable)
BillableDetermined by the charge type — Regular = Billable; Overhead/Promotional = Not Billable
Cost RateThe employee's cost rate on the time entry (configurable, On-Premise 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 Categories

What Syncs to MosaicWhere It Comes From in Vantagepoint
Activity IDThe labor code used as the internal identifier
Activity CodeThe labor code used as the display code (same source as Activity ID)
Activity Name / TitleThe label/description for the labor code

Work Plans

What Syncs to MosaicWhere It Comes From in Vantagepoint
Workplan IDThe time phase identifier for the planned labor entry
ProjectThe project the work plan is assigned to
PhaseThe phase (WBS2/WBS3) the work plan is assigned to
Work CategoryThe labor code associated with the assignment (if present)
EmployeeThe specific employee assigned (if present)
Role (Generic Resource)The generic resource assigned to the work plan
Start DateThe planned start date
End DateThe planned end date
Hours (Planned Time)The planned hours for the period
Created DateWhen the work plan was created
Modified DateWhen the work plan was last modified

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.

EntityFieldAvailable Sources
Project / PhaseNamePR.Name or PR.LongName
Project / PhaseStart DatePR.StartDate (configurable)
Project / PhaseEnd DatePR.EndDate > PR.ActCompletionDate > PR.EstCompletionDate
Project / PhaseFee8 configurable fee sources — see Fee Sources
Project / PhaseBudget StatusConfigurable status mapping from PR.Status
Project / PhaseIs ArchivedConfigurable mapping from PR.Status
Project / PhaseBilling TypeBT.LabMeth, BT.RateTable, BT.ORTable
PhasePhase NumberPR.WBS2 or PR.WBS3
PhaseProfit CenterPR.OrgOrganization.Name or PR.LongName
Time EntryHourly RateLD.BillExt / hours x (1 + CFGOHMain.OHRate) — overhead applied if enabled
Time EntryCost RateLD.Rate
Member Cost RateHourly RateEMCompany.JobCostRate or EMCompany.ProvCostRate or BTRCTCats.Rate
Standard RoleSource5 sources — see Role Sources

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 Employee Profit Center?

Employee Profit Center is available in On-Premise via EMCompany.OrgOrganization.Name. This is not available in the Cloud integration.

What about TotalHrsBud (Estimated Hours) for Phases?

This is a Cloud-only feature and is not available in the On-Premise integration.

What about ChargeType O on Time Entries?

Legacy handling of ChargeType O is a Cloud-only behavior and does not apply to On-Premise.

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.


Deltek Documentation Links

A consolidated reference of all Deltek Vantagepoint documentation referenced in this guide:

TopicLink
Projects Table ReferenceUT_TF_Projects
Fee MethodsFee Method Selection
Fee OptionsFee Options Form
Charge TypesProject Charge Types
Billing TermsBilling Terms Setup
Data DictionaryVantagepoint Data Dictionary
EMMain TableEmployee Master Table
Labor Detail ReportLabor Detail
Labor MethodsLabor Billing Method
Resource PlanningResource Planning Overview
Generic ResourcesGeneric Resources Form
Rate TablesRate Tables Overview
How VP Determines Billing RatesBilling Rate Determination
Cost/Pay Rate TablesCost Rate Tables

Related Documentation