Vision Cloud Visual Settings Guide

1. Connection Credentials

In Mosaic

Connection Credentials allow Mosaic to authenticate and connect to your Deltek Vision Cloud environment. Enter the fields below to establish the connection.

In Vision: A dedicated Vision API user account must be created with read access to the relevant tables. Your Vision administrator provides the username, password, and database name.

Fields

To Get Started

1. Ensure your Vision administrator has created a dedicated API user with the required permissions.
2. Review the full setup instructions in the Vision Cloud Integration Setup guide.

After entering your credentials, click Test Connection to verify that Mosaic can authenticate and reach your Vision environment. If the test fails, refer to the Vision Cloud Troubleshooting guide.

Credentials may expire or rotate over time. Periodically return to this section to update your credentials so syncing is not interrupted.

2. API Configuration

In Mosaic

The Stored Procedures modal displays the procedures installed in your Vision Cloud environment. Stored Procedures are custom database queries that enable Mosaic to access data not available through the standard Vision API — such as unposted Time Entries, Labor Budgets, and project-level billing details.

Stored Procedures

The Time Entries Stored Procedure is required. If it is not installed, you must resolve this before submitting your settings.

To Get Started

1. Download the Stored Procedures from the link provided in the modal.
2. Follow the installation instructions in the Adding Stored Procedures to Vision guide.
3. After installation, return to this section in Mosaic — the table will automatically detect which Stored Procedures are installed.

This section only applies to Cloud deployments. On-Premise integrations access data directly through the replica database and do not require Stored Procedures.

3. Connection Name (optional)

In Mosaic

An optional name for this connection. It distinguishes this connection from other Deltek Vision connections on the same team, and appears wherever the connection is referenced in Mosaic. Leave it blank to show none.

This is a text input with a 50-character limit — for example, Houston Office.

1. Standard Roles

In Mosaic

Standard Roles define the set of available Roles that can be assigned to Members across the platform. These are used for resource planning, filtering, and rate calculations.

In Vision: Standard Roles correspond to Labor Categories found in the Labor Category Table — sometimes referred to as Employee Titles.

Transferring Standard Roles requires syncing Labor Billing Terms. Upload the required Stored Procedures.

Setting Options

• Transfer updates from today forward — Deltek Vision Standard Roles will be transferred to Mosaic after changes in Deltek Vision. Required for syncing Labor Billing Terms. Upload the required stored procedures. See the Connection section for details. This setting will overwrite Standard Roles on Mosaic.
• Do not transfer (recommended) — Deltek Vision Standard Roles will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

2. Default Roles

In Mosaic

A Member's Default Role determines which Role is automatically assigned when they are added to a Project. This drives resource planning defaults and rate assignments.

In Vision: The Default Role maps to the Employee's default Labor Category assignment on their Employee record.

Setting Options

• Transfer updates from today forward — Deltek Vision Member Default Org Roles will be transferred to Mosaic after changes in Deltek Vision. This is required for syncing Labor Billing Terms. Upload the required stored procedures. See the Connection section for details. This setting will overwrite Member Default Org Roles on Mosaic.
• Transfer one time at first link — Deltek Vision Member Org Roles will only be transferred to Mosaic when the Deltek Vision Member is first linked.
• Do not transfer (recommended) — Deltek Vision Member Org Roles will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

3. Cost Rates

In Mosaic

Cost Rates represent a Member's salary or expected cost per hour. They appear on Member profiles and are used for financial calculations including profit margins, project health metrics, and budget forecasting.

You must Enable Cost Rates for the Organization to transfer Cost Rates. This setting is controlled by the Cost Rates feature flag — contact your Mosaic team if this option is not visible.

Setting Options

• Transfer updates from today forward (recommended) — This setting will overwrite Member Default Cost Rates on Mosaic. Deltek Vision Cost Rates will be transferred to Mosaic after changes in Deltek Vision. Note that new rates are not passed down to existing projects. Enable Cost Rates for the Organization to transfer Cost Rates. This is required for transferring Labor Billing Terms if the Billing Type is Rate Times Multiplier.
• Do not transfer — Deltek Vision Cost Rates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

4. Bill Rates

In Mosaic

Controls whether Member Default Bill Rates in Mosaic are populated from Vision. Transferred rates overwrite the Member Default Bill Rates on Mosaic, and new rates are not passed down to existing projects.

Transferring Bill Rates requires the required Stored Procedures to be uploaded.

Setting Options

• Transfer updates from today forward — Deltek Vision Bill Rates will be transferred to Mosaic after changes in Deltek Vision. Upload the required stored procedures. See the Connection section for details. This setting will overwrite Member Default Bill Rates on Mosaic. Note that new rates are not passed down to existing projects.
• Do not transfer (recommended) — Deltek Vision Bill Rates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

5. Bill Rate Override

In Mosaic

Determines whether updated Member Bill Rates from Vision replace the Bill Rates already set on existing Mosaic Projects and Phases, or only apply to Projects created after the update.

Setting Options

• Override all existing rates (recommended) — When Deltek Vision Member Bill Rates are updated, they will override all existing Mosaic Project- and Phase-level Member Bill Rates.
• Do not override — When Deltek Vision Member Bill Rates are updated, only new Projects created after the update will use the new Member Bill Rates in Mosaic.

6. Employee Archive Status

In Mosaic

Controls whether the archive status of Vision Employees is applied to their linked Mosaic Members. When transferring, the Archive Status on Mosaic is overwritten for all currently transferred Members, and later Vision updates are also transferred.

Setting Options

• Transfer all + updates — Deltek Vision Employee Archive Statuses will be transferred to Mosaic for all currently transferred Members. Additional updates in Deltek Vision will also be transferred. This setting will overwrite Archive Status on Mosaic.
• Do not transfer (recommended) — Deltek Vision Employee Archive Statuses will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

7. Hourly Member Cost Rates Source

In Mosaic

This setting determines which Vision rate is transferred as the Member Cost Rate for hourly employees.

Setting Options

• Employee Job Cost Rate (recommended) — Cost Rates from the Vision Employee Job will be used for Mosaic Members.
• Provisional Cost Rate — Cost Rates from the Vision Employee Provisional Cost Rate will be used for Mosaic Members.

8. Salaried Member Cost Rates Source

In Mosaic

Specify the Vision rates that will be transferred to Mosaic Member Cost Rates for salaried employees. Cost Rates will be transferred after changes in Vision.

Setting Options

• Employee Job Cost Rate (recommended) — Cost Rates from the Vision Employee Job will be used for Mosaic Members.
• Provisional Cost Rate — Cost Rates from the Vision Employee Provisional Cost Rate will be used for Mosaic Members.

9. Member Bill Rates Source

In Mosaic

Specify the Table Number from the Vision Billing Labor Rate Tables to use for Mosaic Member Bill Rates. Bill Rates will be transferred after changes in Vision.

This is a text input — type the Table Number of the Vision Billing Labor Rate Table to use. The field is optional and accepts numbers only.

1. Default for new Projects

In Mosaic

A Portfolio is a folder used to organize multiple Projects — for example, by department, client, manager, or type of work. This setting determines which Portfolio newly linked Vision Projects are placed into by default.

In Vision: There is no direct equivalent to Portfolios. This is a Mosaic-only organizational concept.

Setting Options

• No Portfolio (default) — Newly linked Projects will not be assigned to any Portfolio.
• Import — A built-in Portfolio provided by Mosaic specifically for integration-linked Projects.
• [Your Portfolios] — Select any other existing Mosaic Portfolio.

This setting only applies to new Projects at the time they are first linked.

1. Linking Method

In Mosaic

This setting determines how Vision Projects are connected to Mosaic.

In Vision: Projects live in the Projects Hub (WBS1). The data imported includes billable status, Project status, start/end dates, client information, Project Fees, and Project number/title.

Setting Options

• Manually linked — No Projects will be automatically linked.
• Automatically linked (recommended) — All Projects that meet the criteria specified in the Automatic Linking Filter will be automatically linked. Projects that do not meet the criteria may be manually linked.

2. Linked Project and Phase Titles

In Mosaic

Controls whether Mosaic keeps Project and Phase titles in sync with Vision.

Setting Options

• Overwrite (recommended) — Mosaic Project and Phase titles will match the Deltek Vision Project and Phase titles after changes in Deltek Vision. If a linked Mosaic Project or Phase title is edited in Mosaic, it may not match the title of the Deltek Vision Project or Phase until any value of the Project or Phase is changed in Deltek Vision.
• Do not overwrite — If a Mosaic Project or Phase title is edited, it may not match the Deltek Vision Project or Phase title making it hard to uniquely identify matching Projects.

3. Linked Project and Phase Ref #s

In Mosaic

Reference numbers (Ref #s) uniquely identify Projects and Phases. This setting controls whether the Deltek Vision Project and Phase numbers overwrite the Ref #s on linked Mosaic Projects and Phases.

This setting is being rolled out gradually. If you do not see it in your integration settings yet, contact your Customer Success Manager.

Setting Options

• Overwrite (recommended) — Mosaic Project and Phase Ref #s will match the Deltek Vision Project and Phase Ref #s after changes in Deltek Vision. If a linked Mosaic Project or Phase Ref # is edited in Mosaic, it may not match the Ref # of the Deltek Vision Project or Phase until any value of the Project or Phase is changed in Deltek Vision.
• Do not overwrite — If a Mosaic Project or Phase Ref # is edited, it may not match the Deltek Vision Project or Phase Ref # making it hard to uniquely identify matching Projects.

4. Project and Phase Billable

In Mosaic

In Vision: Billable statuses are derived from Vision Charge Types on the Project or Phase record.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Vision Project and Phase billable statuses will be transferred to Mosaic after changes in Deltek Vision. This setting will overwrite billable statuses on Mosaic.
• Transfer one time at first link — Deltek Vision Project and Phase billable statuses will only be transferred to Mosaic when the Deltek Vision Project or Phase is first linked.
• Do not transfer — Deltek Vision Project and Phase billable statuses will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

5. Project and Phase Dates

In Mosaic

Project and Phase start and end dates drive timelines, scheduling, and resource planning in Mosaic.

In Vision: Dates come from PR.StartDate, PR.EndDate, falling back to PR.ActCompletionDate / PR.EstCompletionDate.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Vision Project and Phase dates will be transferred to Mosaic after changes in Deltek Vision. This setting will overwrite dates on Mosaic.
• Transfer one time at first link — Deltek Vision Project and Phase dates will only be transferred to Mosaic when the Deltek Vision Project and Phase is first linked.
• Do not transfer — Deltek Vision Project and Phase dates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

6. Project and Phase Fee

In Mosaic

The Fee represents the total amount you plan to bill for a Project, or the portion allocated to a specific Phase.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Vision Project and Phase Fees will be transferred to Mosaic after changes in Deltek Vision. This setting will overwrite Fees on Mosaic.
• Transfer one time at first link — Deltek Vision Project and Phase Fees will only be transferred to Mosaic when the Deltek Vision Project or Phase is first linked.
• Do not transfer — Deltek Vision Project and Phase Fees will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

The actual value transferred depends on the Project and Phase Fee Source setting.

7. Project and Phase Rate Types

In Mosaic

Rate Types determine how billing rates are calculated for Time Entries on a Project.

In Vision: Rate Types correspond to the Billing Type field on the Project or Phase record.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Vision Project and Phase rate types will be transferred to Mosaic after changes in Deltek Vision. This setting will overwrite rate types on Mosaic.
• Transfer one time at first link — Deltek Vision Project and Phase rate types will only be transferred to Mosaic when the Deltek Vision Project or Phase is first linked.
• Do not transfer — Deltek Vision Project and Phase rate types will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

Rate Type mappings:

• Member-based (Employee) — Uses the specific Employee's individual Bill Rate.
• Role-based — Uses the rate assigned to the Member's Role on the Project.
• Work Category-based (Activity) — Uses the rate associated with the Work Category.

8. Project and Phase Rate Group

In Mosaic

Rate Groups define which set of billing rates apply to a given Project or Phase.

In Vision: Rate Groups correspond to Rate Tables assigned to Projects.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Vision Project and Phase Rate Group associations will be transferred to Mosaic after changes in Deltek Vision. This setting will overwrite Rate Groups associations on Mosaic.
• Transfer one time at first link — Deltek Vision Project and Phase Rate Groups associations will only be transferred to Mosaic when the Deltek Vision Project or Phase is first linked.
• Do not transfer — Deltek Vision Project and Phase Rate Groups associations will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

9. Project-Level Member Rates

In Mosaic

Project-Level Member Rates are the billing rates assigned to specific Members on specific Projects.

In Vision: These rates come from Billing Terms assigned at the Project level for individual Employees.

Setting Options

• Transfer updates from today forward — Deltek Vision Project-level Member rates and rate multipliers will be transferred to Mosaic after changes in Deltek Vision. This setting will overwrite rates and rate multipliers on Mosaic.
• Do not transfer (recommended) — Deltek Vision Project-level Member rates and rate multipliers will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

10. Bill Rate Source for Member Rates

In Mosaic

Determines which rate is used as the base when calculating Bill Rates on Projects that use Member Rates (Employee-based billing).

Setting Options

• Cost Rate (recommended) — Calculates the final Bill Rates using Org-level Member Cost Rates as the base. Project-Level Member Cost Rates will be used if set. Final Bill Rate = Member Cost Rate × Multiplier.
• Bill Rate — Calculates the final Bill Rates using Org-level Member Bill Rates as the base. Project-Level Member Bill Rates will be used if set. Final Bill Rate = Member Bill Rate × Multiplier.

11. Bill Rate Source for Role Rates

In Mosaic

Determines which rate is used as the base when calculating Bill Rates on Projects that use Role Rates.

Setting Options

• Cost Rate (recommended) — Calculates the final Bill Rates using the Project's or Phase's associated Role Rate Group's Cost Rates as the base. Final Bill Rate = Role Cost Rate × Multiplier.
• Bill Rate — Calculates the final Bill Rates using the Project's or Phase's associated Role Rate Group's Bill Rates as the base. Final Bill Rate = Role Bill Rate × Multiplier.

12. Bill Rate Source for Work Category Rates

In Mosaic

Determines which rate is used as the base when calculating Bill Rates on Projects that use Work Category Rates.

Setting Options

• Cost Rate (recommended) — Calculates the final Bill Rates using the Project's or Phase's associated Work Category Rate Group's Cost Rates as the base. Final Bill Rate = Work Category Cost Rate × Multiplier.
• Bill Rate — Calculates the final Bill Rates using the Project's or Phase's associated Work Category Rate Group's Bill Rates as the base. Final Bill Rate = Work Category Bill Rate × Multiplier.

13. Project Managers

In Mosaic

When enabled, Members designated as Project Managers in Vision will be assigned the Project Manager role within their linked Mosaic Projects.

In Vision: Project Managers are identified by the Principal field on the Vision Project record.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Vision Project Managers will be transferred to Mosaic after changes in Deltek Vision. Existing Mosaic Project Managers will not be removed.
• Do not transfer — Deltek Vision Project Managers will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

14. Archived Projects

In Mosaic

Archiving hides Projects from active planning views but preserves all data and associations.

15. Project Status Matching

Project Status Matching

Match each Vision status to a Mosaic project status.

Vision

Mosaic

Active (A)

Active

Inactive (I)

Proposal

Dormant (D)

Complete

Edit

In Mosaic

Maps each Vision project status to a corresponding Mosaic Project status. The mapping is applied any time a project's status changes in Vision.

Default Mapping

Vision Status	Mosaic Status
Active (A)	Active
Inactive (I)	Proposal
Dormant (D)	Complete

For each Vision status, select the Mosaic Project status that should be applied. The change is applied when the status is updated in Vision.

How it works

• Each Vision status is matched to a Mosaic status. The list of source statuses comes from your connected tool, so you'll need a tested connection before you can edit.
• Unmapped statuses sync as Active — if a status isn't listed, Mosaic sets the project or phase to Active.
• Click Reset to default at any time to restore Mosaic's recommended mapping for this integration.
• Changes apply on Save (the button reads Done when there are no changes). Updates affect future syncs; already-synced records keep their current status until they next change in Vision.

For a full walkthrough of the mapping editor, see Project & Phase Status Matching.

Previously (before Status Matching)

Before Status Matching, two standalone settings controlled how Vision statuses mapped to Mosaic. They only appear while Status Matching is off.

Dormant Projects Status

Defines the status of Mosaic Projects linked to dormant Vision Projects. Automatically updates and applies changes when the status is updated in Vision.

• Proposal
• Hold (default)
• Active
• Completed

Inactive Projects Status

Defines the status of Mosaic Projects linked to inactive Vision Projects. Automatically updates and applies changes when the status is updated in Vision.

• Proposal (default)
• Hold
• Active
• Completed

---

In Vision: Archiving is triggered by the Project Status field on the Project record (Dormant or Inactive).

Setting Options

• Automatically archive Dormant Project (recommended) — Archives Mosaic Projects marked as Dormant in Vision.
• Automatically archive Inactive Project (recommended) — Archives Mosaic Projects marked as Inactive in Vision.

16. Project and Phase Fee Source

In Mosaic

Determines which Vision field(s) are used to calculate the Fee (budget) for Projects and Phases.

Setting Options

• Direct Labor Fee (recommended) — Uses the value from the Direct Labor field in the Projects Hub > Contract Management > Compensation tab.
• Direct Labor Fee + Expense Fee — Calculates the total of the Direct Labor and Direct Expenses fields in the Projects Hub > Contract Management > Compensation tab.
• Direct Labor Fee + Expense Fee + Consultant Fee — Calculates the total of the Direct Labor, Direct Expenses, and Direct Consultants fields in the Projects Hub > Contract Management > Compensation
• Labor Budgets: Budgeted Billing Amount for Labor Code — The Labor Budgets stored procedure must be uploaded for this option to be available
• Labor Budgets: Budgeted Cost Amount for Labor Code — The Labor Budgets stored procedure must be uploaded for this option to be available

17. Project Rate Multiplier Source

In Mosaic

Mosaic Project Rate Multiplier Source will equal the selected Vision source.

Setting Options

• Billing Terms Table (recommended) — Vision Labor Billing Terms must be synced for this option.
• Custom Field — Contact support to use a custom field in Vision

1. Linking Method

In Mosaic

A Phase is a distinct stage within a Project's lifecycle, with its own date range, Fee, and status.

In Vision: Phases correspond to WBS2 entries under a Project.

Setting Options

• Manually linked — No Phases will be automatically linked.
• Automatically linked (recommended) — All Phases that meet the criteria specified in the Automatic Linking Filter will be automatically linked. Phases that do not meet the criteria may be manually linked.

2. Non-Billable Fee as Budget

In Mosaic

Controls whether Vision Phase Fees for non-billable Phases are transferred to Mosaic as Phase budgets.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Vision Phase fees will be transferred to Mosaic Phase budgets after changes in Deltek Vision. This setting will overwrite budgets on Mosaic.
• Do not transfer — Deltek Vision Phase fees will not be transferred to Mosaic Phase budgets. Select this option if manual management in Mosaic is preferred.

3. Order

In Mosaic

Controls how Phases within a Project are ordered in Mosaic.

Setting Options

• Phase Order (recommended) — Orders Phases using the explicit Phase order from Deltek Vision after changes in Deltek Vision. This setting will overwrite Phase order on Mosaic.
• Phase Ref# (Task Order) — Orders Phases using the Phase's reference number from smallest to largest from Deltek Vision after changes in Deltek Vision. This setting will overwrite Phase order on Mosaic.
• Phase Name — Orders Phases alphabetically by the Phase's name from Deltek Vision after changes in Deltek Vision. This setting will overwrite Phase order on Mosaic.
• Set on Mosaic — Deltek Vision Phase order will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

4. Archived Phases

In Mosaic

Configures which Vision Phase statuses should automatically trigger archiving in Mosaic.

Setting Options

• Automatically archive Dormant Phase (recommended) — Archives Mosaic Phases marked as Dormant in Vision.
• Automatically archive Inactive Phase (recommended) — Archives Mosaic Phases marked as Inactive in Vision.

5. Phase Status Matching

In Mosaic

Maps each Vision phase status to a corresponding Mosaic Phase status. The mapping is applied any time a phase's status changes in Vision.

Default Mapping

For each Vision status, select the Mosaic Phase status that should be applied. The change is applied when the status is updated in Vision.

How it works

• Each Vision status is matched to a Mosaic status. The list of source statuses comes from your connected tool, so you'll need a tested connection before you can edit.
• Unmapped statuses sync as Active — if a status isn't listed, Mosaic sets the project or phase to Active.
• Click Reset to default at any time to restore Mosaic's recommended mapping for this integration.
• Changes apply on Save (the button reads Done when there are no changes). Updates affect future syncs; already-synced records keep their current status until they next change in Vision.

For a full walkthrough of the mapping editor, see Project & Phase Status Matching.

Previously (before Status Matching)

Before Status Matching, two standalone settings controlled how Vision statuses mapped to Mosaic. They only appear while Status Matching is off.

Dormant Phases Status

Defines the status of Mosaic Phases linked to dormant Vision Phases. Automatically updates and applies changes when the status is updated in Vision.

• Not Started
• Hold (default)
• Active
• Completed

Inactive Phases Status

Defines the status of Mosaic Phases linked to inactive Vision Phases. Automatically updates and applies changes when the status is updated in Vision.

• Not Started (default)
• Hold
• Active
• Completed

1. Linking Method

In Mosaic

Work Categories are categories applied to Time Entries to classify the type of work performed.

In Vision: Work Categories correspond to Labor Codes (AC.LaborCode). Each Labor Code can be synced as a Mosaic Work Category.

Setting Options

• Manually linked — No Work Categories will be automatically linked.
• Automatically linked (recommended) — All Work Categories that meet the specified criteria will be automatically linked. Work Categories that do not meet the criteria may be manually linked.

1. Transfer

In Mosaic

Controls whether Time Entries from Vision are synced into Mosaic.

The GET_TIME_ENTRIES_V2 stored procedure is required for Time Entry syncing.

Setting Options

• Transfer one-way from Deltek Vision to Mosaic (recommended) — Deltek Vision Time Entries will be transferred one-way to Mosaic after changes in Deltek Vision. Mosaic Time Entries will not be transferred to Deltek Vision.
• Do not transfer — Time Entries will not be transferred to or from Deltek Vision. Select this option if manual management in Mosaic is preferred.

2. Time

In Mosaic

Determines which Vision time data is transferred — combined (posted and unposted) time or posted time only.

This option appears under the Transfer setting.

Setting Options

• Combined Time (Posted and Unposted time) (recommended) — Unapproved and approved Vision time entries will be transferred. Mosaic recommends using Unposted Time as Spent Time until all time is posted.
• Posted Time Only — Only approved Vision time entries will be transferred.

3. Billable

In Mosaic

Determines whether each Time Entry's billable flag is taken from Vision.

In Vision: Billable status comes from LD.ChargeType — Regular = Billable; Overhead/Promotional = Not Billable.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Vision Time Entry billable statuses will be transferred to Mosaic after changes in Deltek Vision. This setting will overwrite billable statuses on Mosaic.
• Transfer one time at first link — Deltek Vision Time Entry billable statuses will only be transferred to Mosaic when the Deltek Vision Time Entry is first linked.
• Do not transfer — Deltek Vision Time Entry billable statuses will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

4. Hourly Rates

In Mosaic

Determines how hourly rates are calculated on Time Entries.

Setting Options

• Transfer updates from today forward (recommended) — Deltek Vision Time Entry hourly rates will be transferred to Mosaic after changes in Deltek Vision. This setting will overwrite hourly rates on Mosaic.
• Transfer one time at first link — Deltek Vision Time Entry hourly rates will only be transferred to Mosaic when the Deltek Vision Time Entry is first linked.
• Do not transfer — Deltek Vision Time Entry hourly rates will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.

Known display issue: in the settings modal, the Do not transfer option currently shows the Transfer one time at first link description. The option behaves as its label says — no hourly rates are transferred.

5. Zero Bill Rate Amount

In Mosaic

Defines the Mosaic Time Entry Bill Rate Amount for Vision Time Entries with a Bill Rate Amount of 0.

Setting Options

• Do not change zero billing amount (recommended)
• Calculate amount using project bill rate and hours

1. Rate Groups

In Mosaic

Controls whether Vision Rate Tables are transferred to Mosaic as Rate Groups — the sets of billing rates that can be associated with Projects and Phases.

Setting Options

• Transfer updates from today forward — Deltek Vision Rate Groups will be transferred to Mosaic after changes in Deltek Vision. This setting will overwrite Rate Groups on Mosaic.
• Do not transfer (recommended) — Deltek Vision Rate Groups will not be transferred to Mosaic. Select this option if manual management in Mosaic is preferred.