Deltek Vision Cloud Integrated Data
Field mapping reference for Deltek Vision Cloud
What this page covers: A complete reference mapping every Deltek Vision Cloud field to its Mosaic equivalent. Use this guide when configuring your integration, verifying synced data, or troubleshooting discrepancies.
| Integration type | Cloud (Stored Procedures + API) |
| Stored procedures required? | Yes — Time Entries stored procedure required; others optional |
| Setup complexity | Moderate |
| Configurable fields | 15+ fields support alternative sources |
| Prerequisite | Vision Cloud Integration Setup |
How Data Flows
Vision Cloud (Stored Procs + API) → Mosaic Sync Engine (field mapping + configurable sources) → Mosaic (14 synced data types)
The Cloud integration uses stored procedures and the Vision API to access data. The Time Entries stored procedure is required; others (billing rate tables, organizations, billing terms, fee billing terms, labor category descriptions) are optional and unlock additional features. See Adding Stored Procedures to Vision for setup instructions.
Integrated Data Types
The integration syncs 14 data categories from Vision Cloud into Mosaic:
| Data Type | Description |
|---|---|
| Clients | Client records (name, client code) |
| Members | Member name, status, email |
| Member Cost Rates | Member hourly cost rates sourced from job cost, provisional, or rate table entries |
| Member Project Bill Rates | Member-to-project rate assignments from rate tables (phase/subphase override supported) |
| Member Project Roles | Member-to-project role assignments (can override default role for project/phases) |
| Member Roles | Default role per member based on configured role source |
| Phases | Phase breakdowns under projects (fee, dates, status, billing type) |
| Projects | Project records (number, dates, fees, billing type, profit centers, project manager) |
| Rate Groups | Rate table groupings organized by category, labor code, or member |
| Rates | Individual rates for roles or activities within a rate group |
| Standard Bill Rates | Individual rate amounts derived from billing rate table rows |
| Standard Roles | Organization-wide role definitions populated from configurable source |
| Time Entries | Posted and/or unposted time entries (hours, rates, billability, comments) |
| Work Categories | Vision labor codes synced to Mosaic for time categorization |
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.
Many Cloud features depend on stored procedures being uploaded to your Vision Cloud environment. Without them, features like billing rates, fee billing terms, profit centers, and labor budgets will not sync. See Adding Stored Procedures to Vision for details.
Not Synced
| Data Type | Description |
|---|---|
| Work Plans | Resource planning assignments — On-Premise only, not exposed by the Vision Cloud API |
| Member Profit Center | Employee-level organizational unit — On-Premise only, not exposed by the Vision Cloud API |
| Region | Geographic region or location classification assigned to a project or member |
| Department | Organizational 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 API/database sources. Read this legend before reviewing the mappings.
| Symbol | Meaning | Example |
|---|---|---|
. | API table field reference | PR.WBS1 = the WBS1 field 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 | Category / LaborCode / Employee = varies by billing method |
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 |
Clients
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| 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 |
Members
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Member ID | The unique member identifier |
| First Name | The member's first name |
| Middle Name | The member's middle name |
| Last Name | The member's last name |
| The member's email address | |
| Is Archived | Derived from the member's status — Inactive or Terminated = archived |
| Created Date | When the member record was created |
| Modified Date | When the member record was last modified |
Important: Terminated Members
Members marked as "Terminated" in Vision 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 Vision, temporarily re-activate the terminated member
- Run a sync in Mosaic to link the member and their historical data
- Re-terminate the member in Vision
- Verify that budget data in Mosaic now reflects the correct totals
Member Cost Rates
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Cost Rate ID | A composite of the member identifier and the rate source |
| Member | The member the cost rate applies to |
| Hourly Rate | The member'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 |
Member Project Bill Rates
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Member Project Rate ID | A composite identifier linking the member, project, phase, and rate table entry |
| Member / Project / Phase | The linked member, 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 |
Member Project Roles
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Member Project Role ID | A composite identifier linking the member, project, phase, and rate table entry |
| Member / Project / Phase | The linked member, project, and phase records |
| Role | The billing category assigned on the rate table (ByCategory billing only) |
| Override Phase Member Roles | Whether this rate table assignment overrides the member's default role at the phase level |
| Start / End Dates | The effective date range for this project role assignment |
Member Roles
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Member Role ID | A composite of the member and their assigned role |
| Member | The member this role assignment belongs to |
| Role | The member's billing category |
| Override Member Roles | Whether this member role assignment overrides the member's existing roles in Mosaic (configurable) |
Phases
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| 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; Overhead/Promotional = 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 — configurable (see Fee Sources) |
| 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, requires Organizations stored procedure) |
| Created Date | When the phase record was created |
| Modified Date | When the phase record was last modified |
Projects
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Project Name | The project name or long name from the Projects Info Center (configurable) |
| Project Number | The WBS1 project number |
| Client | The client linked to the project |
| Company Name | The organization name on the project, falling back to the client address record |
| Billable Status | The project's charge type — Regular = Billable; Overhead/Promotional = 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 — configurable (see Fee Sources) |
| Project Manager | The member 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 |
| Currency | The project currency (visible on top-level project only) |
| Created Date | When the project record was created |
| Modified Date | When 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 Option | What It Includes |
|---|---|
| Direct Labor Fee | Direct labor fee only |
| Direct Labor Fee + Expense Fee | Direct labor plus project/phase expenses |
| Direct Labor Fee + Expense Fee + Consultant Fee | Direct labor, expenses, and consultant fees |
| Direct Labor Fee + Reimbursable Expense | Direct labor plus reimbursable expenses |
| Direct Labor Fee + Reimbursable Expense + Reimbursable Consultant | Direct labor plus all reimbursable amounts |
| Fee Billing Terms | Fee from billing terms (requires Fee Billing Terms Stored Procedure) |
| Custom Field | Custom configuration by Mosaic Solutions team |
Rate Groups
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| 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 |
| Is Default | Whether this rate group is the default category rate table (configurable) |
Rates
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Entity Rate ID | A composite identifier linking the rate table entry to a specific entity (category, labor code, or member) |
| 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 |
Standard Bill Rates
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Rate ID | A composite identifier built from the rate table number, rate entry, and the entity (category, labor code, or member) |
| 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) |
Standard Roles
Standard Roles in the Cloud integration can be sourced from 2 locations (compared to 5 in On-Premise): the Labor Category Descriptions stored procedure, and Labor Category Rate Table entries via entity rates.
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Role ID | The billing category identifier or the rate table category description |
| Role Name | The billing category description or the rate table category description |
Time Entries
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Date | The transaction date of the time entry |
| Member | The member 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 and overtime hours |
| Description | The time entry transaction 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; Overhead/Promotional = Not Billable |
Time Entry Sources
By default, Mosaic syncs both unposted and posted time entries (Combined Time). This is configurable — your Solutions Engineer can set it to sync posted time only during setup.
The Time Entries stored procedure is required for time entry syncing. See Adding Stored Procedures to Vision for installation instructions.
Work Categories
Note: Labor Codes are sourced from Configuration → Planning → Generic Resources → Labor Codes, and are only visible if the Planning module is installed.
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| 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 |
Configurable Fields at a Glance
The following fields can be configured to pull from alternative sources in Vision. 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 / Phase | Fee | 7 configurable fee sources — see fee source tables in Projects and Phases sections above |
| 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) / hours |
| Member Cost Rate | Hourly Rate | EM.JobCostRate or EM.ProvCostRate or BillingRateTableRate.Rate |
| Member Role | Role | EM.BillingCategory |
| Member Role | Override Mem. Roles | isOverridingMemberRoles setting (default: false) |
| Rate Group | Is Default | BillingRateTable.TableNo = defaultCategoryRateTableId (ByCategory only) |
| Standard Bill Rate | Is Cost Rate | BillingRateTableRate.TableNo (configurable) |
| Standard Bill Rate | Rate Description | BillingRateTableRate.TableName • description (configurable) |
Cloud vs. On-Premise: Key Differences
Compare Cloud and On-Premise capabilities
The Cloud version has some differences compared to On-Premise:
| Feature | Cloud | On-Premise |
|---|---|---|
| Database access method | Stored procedures + API | Direct DB queries |
| Stored procedures required? | Yes (Time Entries; others optional) | No |
| Standard Role sources | 2 (Billing Category + Rate Table) | 5 options |
| Work Plans | No | Yes |
| Member profit center mapping | No | Yes |
| Overhead multiplier on time entry rates | No | Yes |
| Cost rate from time entries | No | Yes |
Troubleshooting & FAQ
Why are some member records or budgets missing?
Terminated members are not automatically linked in Mosaic. See the Terminated Members workaround above.
Can I rename field labels in Mosaic to match my Vision custom labels?
No. Custom field name changes in Mosaic to match Vision 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 Member Profit Center?
Member Profit Center is not available in the Cloud API. This is an On-Premise-only feature.
What about Cost Rate from Time Entries?
Cost Rate extraction from Time Entries is an On-Premise-only feature and is not available in the Cloud integration.
Why do Time Entries require a stored procedure?
The Vision Cloud API does not expose time entry data directly. The stored procedure bridges this gap by making time data accessible to the integration. See Adding Stored Procedures to Vision for installation instructions.
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 Vision 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 | Vision Data Dictionary |
| Labor Detail Report | Labor Detail |
| Labor Methods | Labor Billing Method |
| Generic Resources | Generic Resources Form |
| Rate Tables | Rate Tables Overview |
| How Vision Determines Billing Rates | Billing Rate Determination |
| Cost/Pay Rate Tables | Cost Rate Tables |
| Adding Stored Procedures | Stored Procedures Guide |
Related Documentation
Updated 13 days ago