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
  • Time Entries
  • Labor Codes

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
  • Email
  • Title

Employee

  • Name
  • Email
  • 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 unposted time instead, please reach out to your Customer Success Manager for more details.

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

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)