Integrated Data
Deltek Vision On-Premise
What this page covers: A complete reference mapping every Deltek Vision On-Premise database field to its Mosaic equivalent. Use this guide when configuring your integration, verifying synced data, or troubleshooting discrepancies.
| Integration type | On-Premise (Direct Database Access) |
| Stored procedures required? | No |
| Setup complexity | Moderate |
| Configurable fields | 20+ fields support alternative sources |
| Prerequisite | Vision On-Premise Integration Setup |
How Data Flows
Vision Database (Direct DB access) → Mosaic Sync Engine (field mapping + configurable sources) → Mosaic (9 synced data types)
Unlike the Cloud version, the On-Prem integration reads directly from the Vision database — no stored procedure installation is needed.
Integrated Data Types
The integration syncs 9 data categories from Vision On-Premise into Mosaic:
| # | Data Type | Description |
|---|---|---|
| 1 | Clients | Client records |
| 2 | Employees | Staff records with names, emails, status, and profit centers |
| 3 | Projects | Project records including profit centers and billing configuration |
| 4 | Phases | WBS2/WBS3 phase breakdowns under projects |
| 5 | Time Entries | Posted and unposted time with hours, rates, and billability |
| 6 | Work Plans | Resource planning assignments and planned hours (On-Prem only) |
| 7 | Work Categories (Labor Codes) | Labor codes used for time categorization |
| 8 | Bill Rates | Billing rate tables (by category, labor code, or employee) |
| 9 | Roles | Employee roles from 5 available sources |
This list may expand as new features are added.
Reading the Field Mapping Tables
Symbol legend for technical tables
The Technical Reference tabs below use a shorthand notation for database sources. Read this legend before reviewing the mappings.
| Symbol | Meaning | Example |
|---|---|---|
. | Database table field reference | PR.WBS1 = the WBS1 column 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 | BTRCTCats.Rate / BTRLTCodes.Rate = varies by ByCategory vs. ByLaborCode |
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 |
Detailed Field Mappings
Jump to a section: Clients | Employees | Projects | Phases | Time Entries | Work Plans | Work Categories (Labor Codes) | Bill Rates | Roles
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 |
Employees
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Employee ID | The unique employee identifier |
| First Name | The employee's first name |
| Middle Name | The employee's middle name |
| Last Name | The employee's last name |
| The employee's email address | |
| Is Archived | Derived from the employee's status — Inactive or Terminated = archived |
| Billing Category | The employee's billing category (used as Default Role) |
| Job Cost Rate | The employee's job cost rate (Optional — used as Default Cost Rate) |
| Profit Center | The employee's organizational unit and its name (On-Prem only) |
| Created Date | When the employee record was created |
| Modified Date | When the employee record was last modified |
Important: Terminated Employees
Employees 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 employee
- Run a sync in Mosaic to link the employee and their historical data
- Re-terminate the employee in Vision
- Verify that budget data in Mosaic now reflects the correct totals
Projects
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Project Name | The project short name or long name from the Projects Info Center (configurable) |
| Project Number | The WBS1 project number |
| Client | The primary client linked to the project |
| Company Name | The client address record on the project |
| Billable Status | The project's charge type — Regular = Billable; Hold/Proposal = 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 — multiple fee sources available (configurable) |
| Project Manager | The employee 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 1st project level only) |
| Created Date | When the project record was created |
| Modified Date | When the project record was last modified |
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; Hold/Proposal = 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 — multiple fee sources available (configurable) |
| 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) |
| Modified Date | When the phase record was last modified |
Time Entries
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Date | The transaction date of the time entry |
| Employee | The employee 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, overtime, and special overtime hours |
| Description | The time entry 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; Hold/Proposal = Not Billable |
| Cost Rate | The employee's cost rate on the time entry (configurable, On-Prem only) |
Time Entry Sources
By default, Mosaic syncs both unposted and posted time entries from three database tables:
- Labor Detail (LD) — posted time
- Timekeeper Detail (tkDetail) — unposted time (entries marked as non-billable)
- Timesheet Detail (tsDetail) — unposted time (entries marked as billable)
Only posted time entries have their billable status determined by charge type. Unposted entries vary: timekeeper entries default to non-billable, timesheet entries default to billable.
Should you prefer to synchronize only the posted time entries from Vision, please contact your Customer Success Manager for assistance.
Work Plans
Work Plans are an On-Prem only feature and are not available in the Cloud integration.
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Workplan ID | The time phase identifier for the planned labor entry |
| Project | The project the work plan is assigned to |
| Phase | The phase (WBS2/WBS3) the work plan is assigned to |
| Work Category | The labor code associated with the assignment (if present) |
| Employee | The specific employee assigned (if present) |
| Role (Generic Resource) | The generic resource assigned to the work plan |
| Start Date | The planned start date |
| End Date | The planned end date |
| Hours (Planned Time) | The planned hours for the period |
| Created Date | When the work plan was created |
| Modified Date | When the work plan was last modified |
Work Categories (Labor Codes)
| 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 |
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 employee) |
| 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) |
Roles
Roles in the On-Prem integration can be sourced from 5 different locations in Vision (compared to only 1 in Cloud). Your integration configuration determines which source is used.
| What Syncs to Mosaic | Where It Comes From in Vision |
|---|---|
| Role ID | Depends on your configured role source (see options below) |
| Role Name | Depends on your configured role source (see options below) |
Role Sources
Your integration can pull roles from any one of these five locations:
| # | Role Source | Description |
|---|---|---|
| 1 | Billing Category | The labor category description from billing setup (also available in Cloud) |
| 2 | Employee Job Title | The employee's job title code |
| 3 | Generic Resource | The generic resource code and name |
| 4 | Custom Resource Planning Designation | A custom field for resource planning designations |
| 5 | Labor Category Rate Table | The rate table category descriptions |
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 | Fee | PR.Fee, PR.ConsultFee, PR.FeeDirLab, PR.ReimbAllowExp, PR.ReimbAllowCons |
| Phase | Fee | PR.Fee, PR.ConsultFee, PR.FeeDirLab |
| 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 • LD.SpecialOvtAmt) / hours |
| Time Entry | Cost Rate | LD.Rate |
| Employee | Profit Center | EMCompany.Org • Organization.Name |
| Cost Rate | Hourly Rate | EMCompany.JobCostRate or EMCompany.ProvCostRate or BTRCTCats.Rate |
| Role | Source | 5 sources — see Role Sources |
Cloud vs. On-Prem: Key Differences
Compare On-Prem and Cloud capabilities
The On-Prem version offers several capabilities not available in Cloud:
| Feature | On-Prem | Cloud |
|---|---|---|
| Database access method | Direct DB queries | Stored procedures + API |
| Stored procedures required? | No | Yes (Time Entries, Profit Centers) |
| Role sources | 5 options (see Role Sources) | 1 (BillingCategory only) |
| Work Plans | Yes | No |
| Employee profit center mapping | Yes (EMCompany.Org) | No |
| Overhead multiplier on time entry rates | Yes (CFGOHMain.OHRate) | No |
| Cost rate from time entries | Yes (LD.Rate) | No |
Replicated Data Tables
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 Name | Table Fields | Table Description | Usage in Mosaic |
|---|---|---|---|
| BT | Entire Table | Billing Terms Table | Bill Rate integration |
| BTLaborCatsDescriptions | Entire Table | Billing Config — Labor Category Descriptions, by Language | Employee Role integration |
| BTRCT | Entire Table | Billing Rate Table — Labor Category Tables | Bill Rate integration |
| BTRCTCats | Entire Table | Billing Rate Table — Labor Categories | Bill Rate integration |
| BTRCTEmpls | Entire Table | Billing Rate Table — Labor Category Table Employee Overrides | Bill Rate integration |
| BTRLT | Entire Table | Billing Rate Table — Labor Code Tables | Bill Rate integration |
| BTRLTCodes | Entire Table | Billing Rate Table — Labor Code Masks and Overrides | Bill Rate integration |
| BTROT | Entire Table | Billing Rate Table — Labor Override Tables | Bill Rate integration |
| BTROTCats | Entire Table | Billing Rate Table — Labor Category Override Tables | Bill Rate integration |
| BTROTEmpls | Entire Table | Billing Rate Table — Labor Overrides | Bill Rate integration |
| BTRRT | Entire Table | Billing Rate Table — Labor Rate Tables | Bill Rate integration |
| BTRRTEmpls | Entire Table | Billing Rate Table — Labor Rate Tables | Bill Rate integration |
| CA | Entire Table | Chart of Accounts Table | Budgets integration |
| CFGEmployeeTitleDescriptions | Entire Table | Config — Employee Job Title Code Descriptions, by Language | Employee integration |
| CFGFormat | Entire Table | Config — Delimiters and Other Formats | Time Entry integration |
| CFGLCCodesData | Entire Table | Config — Codes for Labor Code Levels | Time Entry integration |
| CFGLCCodesDescriptions | Entire Table | Config — Descriptions for Labor Code Level Codes, by Language | Time Entry integration |
| CFGOHMain | Entire Table | Overhead Allocation by Company | Overhead Multiplier integration |
| CL | Entire Table | Client Table | Client integration |
| EMCompany | Entire Table | Employee Company Table | Employee integration |
| EMMain | Employee, FirstName, MiddleName, LastName, EMail, Title, CreateDate, ModUser, ModDate | Employee Table | Employee integration |
| GR | Entire Table | Generic Resource | Bill Rate integration |
| LB | Entire Table | Labor Budget Table | Project integration |
| LD | Entire Table | Labor Detail Table | Time Entry integration |
| Organization | Entire Table | Configuration — Organizations | Organization filtering integration |
| PR | Entire Table | Project Table | Project integration |
| RPAssignment | Entire Table | Resource Planning — Assignment Table | Work Plan integration |
| RPPlannedLabor | Entire Table | Resource Planning — Planned Labor Table | Work Plan integration |
| RPTask | Entire Table | Resource Planning — Tasks | Work Plan integration |
| tkDetail | Entire Table | Time Table — Data Entry Detail | Time Entry integration |
| tkMaster | Entire Table | Time Table — Data Entry Master | Time Entry integration |
| tsDetail | Entire Table | Timesheets Table — Data Entry Detail | Time Entry integration |
| tsMaster | Entire Table | Timesheets Table — Data Entry Master | Time Entry integration |
| CFGEMSkillDescriptions | Entire Table | Config — Employee Skill/Discipline Code Descriptions, by Language | Skills and Disciplines integration (Coming soon) |
| CostRTEmpls | Entire Table | Cost/Pay Labor Rate Table — Detail | Employee integration (Coming soon) |
| EB | Entire Table | Expense Budget Table | Budgets integration (Coming soon) |
| ekDetail | Entire Table | Expense Table — Data Entry Detail | Budgets integration (Coming soon) |
| EMAccrual | Entire Table | Employee Payroll Table — Accruals | Employee integration (Coming soon) |
| EMProjectAssoc | Entire Table | Employee Table — Project Associations | Project integration (Coming soon) |
| EMSkills | Entire Table | Employees Table — Skills | Skills and Disciplines integration (Coming soon) |
| erDetail | Entire Table | Employee Repayments Table — Data Entry Detail | Expenses integration (Coming soon) |
| OppLabor | Entire Table | Opportunity Table — Labor Grid of Service Estimate Tab (CRM only) | Project integration (Coming soon) |
| Opportunity | Entire Table | Opportunity Table (CRM only) | Project integration (Coming soon) |
| OpportunityClientAssoc | Entire Table | Opportunity Table — Client Associations (CRM only) | Client integration (Coming soon) |
| PRDescriptions | Entire Table | Project Table — Project Descriptions | Project integration (Coming soon) |
| prDetail | Entire Table | Prints/Reproduction Expense Table — Data Entry Detail | Project integration (Coming soon) |
| PRF | Entire Table | Project Financial Table | Project integration (Coming soon) |
| PRFEPhases | Entire Table | Fee estimate phase data for projects | Project integration (Coming soon) |
| RPPlan | Entire Table | Resource Planning — Plan Table | Work Plan integration (Coming soon) |
Note: 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 at the top of the Vision screen, click "Help" and then "Data Dictionary".
Troubleshooting & FAQ
Why are some employee records or budgets missing?
Terminated employees are not automatically linked in Mosaic. See the Terminated Employees 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.
How does Mosaic handle unposted vs. posted time entries?
By default, the On-Prem integration syncs both unposted and posted time from three tables: LD (posted), tkDetail (unposted/non-billable), and tsDetail (unposted/billable). Contact your Customer Success Manager to restrict syncing to posted time only.
What about the overhead multiplier?
The On-Prem integration can apply an overhead multiplier (CFGOHMain.OHRate) to time entry rate calculations. This is an On-Prem-only feature not available in the Cloud integration.
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 |
| EMMain Table | Employee Master Table |
| Clendor Table | Client/Vendor Table |
| Labor Detail Report | Labor Detail |
| Labor Methods | Labor Billing Method |
| Resource Planning | Resource Planning Overview |
| 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 |
Related Documentation
Updated 15 days ago