Integrated Data

Integrated Data Types

By integrating your Vision on-premise data with Mosaic, you will be able to import the following:

  • Employees
  • Clients
  • Projects, Phases (Vision Tasks)
    • Vision Profit Centers
  • Time Entries
  • Work Plans
  • Vision Labor Codes
  • Bill Rates
  • Roles

As Mosaic works on adding more data points to our integration with Deltek Vision on-premise, this list may change. When a new feature is added to Mosaic, you can expect your Customer Success Manager to reach out requesting access to your server to update your replication.

Integrated Data Fields

Data Sources

Vision Data TypesMosaic Data Types
Info Center → Employees

- Name → First + Middle + Last
- Email
- Billing Category
- Job Cost Rate (Optional)
Employee

- Name
- Email
- Default Role
- Default Cost Rate (Optional)
Info Center → Clients → General

- Name
Clients

- Title
Info Center → Projects

- Budget & Revenue → Compensation → Direct Labor
- Budget & Revenue → Compensation → Direct Expense
- Budget & Revenue → Compensation → Direct Consultant
- 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)
- Accounting → Project Currency (only visible on 1st project level)
Project, Phase, Work Category

- Fee
- Title
- Client (Projects only)
- Schedules (Work Categories only)
- Currency (Projects 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
Time Entry

- Date
- Hours
- Client
- Project
- Phase
- Work Category
- Description
- Billable
- Rate
Planning → Project Planning → Labor

- Project Number
- Phase Number
- Task Number
- Labor Code (Fourth level)
- Employee
- Hours (Right Grid)
- Start
- Finish
Work Plan

- Project
- Phase
- Work Category
- Employee
- Hours
- Start/End Dates
Configuration → Planning → Generic Resources (Only visible if Planning module installed) → Labor Code

- Code
- Name
Work Category

- Number
- Title
Configuration → Codes → Organization

- Code
- Label
Employee

- Organization

📘

Time Entries Synchronization in Mosaic:

By default, time entries synchronized to Mosaic include both unposted and posted time entries.

Should you prefer to synchronize only the posted time entries from Vision, please contact your Customer Success Manager for assistance.

🚧

Alternative Fee Fields:

For more information about default and alternative Project and Phase Fee fields, please refer to this documentation.

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!

❗️

Unsupported Data Sources

  • Changing field names in Mosaic to match custom labels in your ERP.
  • Integrating data types that aren’t listed in the 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)

👍

Customizations:

If you need a data source or endpoint that isn’t listed in the documentation, it will be considered a customization and charged at an hourly rate.

Extended Data Fields

Replicated Data

Mosaic replicates a subset of the data tables that are available in Vision on-premise. The following tables will be included in your replication:

Table NameTable FieldsTable DescriptionUsage in Mosaic
BTEntire TableBilling Terms TableBill Rate integration
BTLaborCatsDescriptionsEntire TableBilling Configuration Table - Labor Category Descriptions, by LanguageEmployee Role integration
BTRCTEntire TableBilling Rate Table - Labor Category TablesBill Rate integration
BTRCTCatsEntire TableBilling Rate Table - Labor CategoriesBill Rate integration
BTRCTEmplsEntire TableBilling Rate Table - Labor Category Table Employee OverridesBill Rate integration
BTRLTEntire TableBilling Rate Table - Labor Code TablesBill Rate integration
BTRLTCodesEntire TableBilling Rate Table - Labor Code Masks and OverridesBill Rate integration
BTROTEntire TableBilling Rate Table - Labor Override TablesBill Rate integration
BTROTCatsEntire TableBilling Rate Table - Labor Category Override TablesBill Rate integration
BTROTEmplsEntire TableBilling Rate Table - Labor OverridesBill Rate integration
BTRRTEntire TableBilling Rate Table - Labor Rate TablesBill Rate integration
BTRRTEmplsEntire TableBilling Rate Table - Labor Rate TablesBill Rate integration
CAEntire TableChart of Accounts TableBudgets integration
CFGEmployeeTitleDescriptionsEntire TableConfiguration Table - Employee Job Title Code Descriptions, by
Language
Employee integration
CFGEMSkillDescriptionsEntire TableConfiguration Table - Employee Skill/Discipline Code Descriptions, by LanguageSkills and Disciplines integration (Coming soon)
CFGFormatEntire TableConfiguration Table - Delimiters and Other FormatsTime Entry Integration
CFGLCCodesDataEntire TableConfiguration Table - Codes for Labor Code LevelsTime Entry Integration
CFGLCCodesDescriptionsEntire TableConfiguration Table - Descriptions for Labor Code Level Codes, by LanguageTime Entry Integration
CFGOHMainEntire TableOverhead Allocation by CompanyOverhead Multiplier Integration
CLEntire TableClient TableClient integration
CostRTEmplsEntire TableCost/Pay Labor Rate Table - DetailEmployee integration (Coming soon)
EBEntire TableExpense Budget TableBudgets integration (Coming soon)
ekDetailEntire TableExpense Table - Data Entry DetailBudgets integration (Coming soon)
EMAccrualEntire TableEmployee Payroll Table - AccrualsEmployee integration (Coming soon)
EMCompanyEntire TableEmployee Company TableEmployee integration
EMMainEmployee
FirstName
MiddleName
LastName
EMail
Title
CreateDate
ModUser
ModDate
Employee TableEmployee integration
EMProjectAssocEntire TableEmployee Table - Project AssociationsProject integration (Coming soon)
EMSkillsEntire TableEmployees Table - SkillsSkills and Disciplines integration (Coming soon)
erDetailEntire TableEmployee Repayments Table - Data Entry DetailExpenses integration (Coming soon)
GREntire TableGeneric ResourceBill Rate integration (Coming soon)
LBEntire TableLabor Budget TableProject integration
LDEntire TableLabor Detail TableTime Entry integration
OppLaborEntire TableOpportunity Table - Labor Grid of Service Estimate Tab (CRM only)Project integration (Coming soon)
OpportunityEntire TableOpportunity Table (CRM only)Project integration (Coming soon)
OpportunityClientAssocEntire TableOpportunity Table - Client Associations (CRM only)Client integration (Coming soon)
OrganizationEntire TableConfiguration Table - OrganizationsOrganization filtering integration
PREntire TableProject TableProject integration
PRDescriptionsEntire TableProject Table - Project DescriptionsProject integration (Coming soon)
prDetailEntire TablePrints/Reproduction Expense Table - Data Entry DetailProject integration (Coming soon)
PRFEntire TableProject Financial TableProject integration (Coming soon)
PRFEPhasesEntire TableThis table contains fee estimate phase data for projects.Project integration (Coming soon)
RPAssignmentEntire TableResource Planning - Assignment TableWork Plan integration
RPPlanEntire TableResource Planning - Plan TableWork Plan integration (Coming soon)
RPPlannedLaborEntire TableResource Planning - Planned Labor TableWork Plan integration
RPTaskEntire TableResource Planning - TasksWork Plan integration
tkDetailEntire TableTime Table - Data Entry DetailWork Plan integration
tkMasterEntire TableTime Table - Data Entry MasterWork Plan integration
tsDetailEntire TableTimesheets Table - Data Entry DetailWork Plan integration
tsMasterEntire TableTimesheets Table - Data Entry MasterWork Plan integration

For more information on what these tables contain, you can reference the Deltek Vision Data Dictionary. It can be found in your Vision application: On the title bar the top of the Vision screen, click "Help" and then "Data Dictionary".