Integrated Data
Integrated Data Types
By integrating your Vision Cloud data with Mosaic, you will be able to import the following:
- Employees
- Clients
- Projects, Phases, Tasks
- Profit Centers **
- Time Entries **
- Work Plans **
- Labor Codes
Please Note:
** These data types are available through stored procedures. Please see Adding Stored Procedures to Vision for more details.
Mosaic is constantly working on adding more features to our integrations; you can expect additional data points to be added to your integration in the near future!
If new features require additional permissions, your Customer Success Manager will reach out to request that they be added to the role you have assigned to the Mosaic user.
Integrated Data Fields
Data Sources
| Vision Data Types | Mosaic Data Types |
|---|---|
| Info Center → Employees → General - Name → First - Name → Middle - Name → Last - Title | Employee - Name - Title |
| Info Center → Clients → General - Name | Client - Title |
| Info Center → Projects - Budget & Revenue → Compensation - Budget & Revenue → Direct Consult - Budget & Revenue → Direct Labor - General → Short Name - General → Client Address - General → Primary Client - General → Project - General → Status - Dates & Cost → Initial Dates → Start - Dates & Cost → Initial Dates → ActCompletionDate - General → Phase (only visible on 2nd project level) - General → Task (only visible on 3rd project level) | Project, Phase, Work Category - Title - Fee - Client (Projects only) - Schedules (Work Category only) |
| Time & Expense → Timesheet → Timesheet Detail Grid - Project - Phase - Task - Period Ending (in header record) - Employee reference (in header record) - Comment - Reg (In Detail Block below grid) - Ovt (in Detail Block below grid) - Labor Code Note: Time Entries synced into Mosaic by default are only those that have been posted in Vision. If you would like to use combined unposted and posted time instead, please reach out to your Customer Success Manager to obtain the necessary script. See Adding Stored Procedures to Vision guide for full instructions. | Time Entry - Date - Hours - Account - Project - Phase - Work Category - Description - Billable - Rate |
| Configuration → Planning → Generic Resources → Labor Codes (Only visible if Planning module installed) - Code - Name | Work Category - Number - Title |
| Configuration → Codes → Organization - Code - Label | Employee - Organization |
Unsupported Data Sources
- Changing field names in Mosaic to match custom labelling in Vision
- Integrating Data Types that are not explicitly listed in the Vision Integration Documentation
- WBS Fee information from any location other than:
- Projects Info Center
- Billing Terms Section (users are required to maintain this data so that it can be integrated reliably)
Please Note:
If there is a data endpoint not listed in this documentation and it is required for your integration, it will be a customization, charged at an hourly rate.
Updated 19 days ago