Vision On-Premise Visual Settings Guide

1. 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.

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. 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.

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. 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.

You must Enable Cost Rates for the Organization to transfer Cost Rates.

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 each Member's default Bill Rate is transferred from Vision. Transferred rates overwrite Member Default Bill Rates in Mosaic, and new rates are not passed down to existing projects.

Setting Options

• Transfer updates from today forward — Deltek Vision Bill Rates will be transferred to Mosaic after changes in Deltek Vision. 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 rates already applied 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. Regions

In Mosaic

Controls whether each Member's Region assignment is transferred from Vision to Mosaic.

Setting Options

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

7. Offices

In Mosaic

Controls whether each Member's Office assignment is transferred from Vision to Mosaic.

Setting Options

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

8. Departments

In Mosaic

Controls whether each Member's Department assignment is transferred from Vision to Mosaic.

Setting Options

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

9. Employee Archive Status

In Mosaic

Controls whether the archive status of Vision Employees is applied to their linked Mosaic Members. When enabled, archive statuses are applied to all currently transferred Members and kept up to date with further Vision changes.

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.

10. Default Roles Source

In Mosaic

Determines which Vision field provides each Member's Default Role. Vision Default Roles will be transferred to Mosaic after changes in Vision.

Setting Options

• Billing Category (recommended)
• Employee Title

11. Additional Standard Role Source

In Mosaic

Select the Vision table that contains additional roles to transfer as Mosaic Standard Roles. The Custom Table option is configured by Mosaic support.

Setting Options

• None (recommended)
• Custom Table — Contact support to use a custom Vision table

12. Hourly Member Cost Rates Source

In Mosaic

Determines which Vision rate populates Cost Rates for hourly Members.

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.

13. 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.

14. Member Bill Rates Source

In Mosaic

A text field where you 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 field is optional.

Setting Options

• Free-text input — Type the Table Number.

1. Default for new Projects

In Mosaic

A Portfolio is a folder used to organize multiple Projects. 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)
• Import — A built-in Portfolio provided by Mosaic.
• [Your Portfolios] — Any other existing Mosaic Portfolio.

2. Linking Method

In Mosaic

Determines how Vision Portfolios are connected to Mosaic. Automatic linking uses the Automatic Linking Filter criteria; Portfolios outside the criteria may still be linked manually. A sub-setting (documented below as Portfolios with Linked Projects) controls whether only Portfolios with linked Projects, or all Portfolios, are linked.

This setting appears when Portfolios are supported by your connection.

Setting Options

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

Sub-setting: Portfolios with Linked Projects

This option is part of the Linking Method question above. It does not appear in the main settings list — open Add/Edit Filters on the Linking Method setting and it renders below the name filter, as an optional question inside that dialog.

In Mosaic

Controls the scope of automatic Portfolio linking — either only Portfolios that contain linked Projects are linked, or every Portfolio is linked regardless of whether it has linked Projects.

This option appears under the Linking Method setting.

Setting Options

• Only Portfolios with Linked Projects (recommended) — Only link Portfolios for linked Projects. Other Portfolios will not be linked.
• All Portfolios — All Portfolios will be linked whether there are linked Projects or not.

3. Source

In Mosaic

Defines the Vision value that will be used for Mosaic Portfolios.

Setting Options

• Default Mosaic Portfolio (recommended)
• Custom Portfolio Code

1. Linking Method

In Mosaic

Determines how Vision Projects are connected to Mosaic.

In Vision: Projects live in the Projects Hub (WBS1).

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. Projects with an Unlinked Portfolio

In Mosaic

Determines what happens to Vision Projects whose Portfolio exists in Vision but is not linked in Mosaic.

This setting appears when Portfolios are supported by your connection.

Setting Options

• Link to Default Portfolio (recommended) — Projects that have an unlinked Portfolio will be associated with the default Portfolio.
• Link to Default Portfolio (one time) — Projects will be linked to the default Portfolio only on initial creation, not on subsequent updates.
• Do not link — Projects that have an unlinked Portfolio will not be linked.

3. Projects without a Portfolio

In Mosaic

Determines what happens to Vision Projects that have no Portfolio at all in Vision.

This setting appears when Portfolios are supported by your connection.

Setting Options

• Link to Default Portfolio (recommended) — Projects without a Portfolio will be associated with the default Portfolio.
• Link to Default Portfolio (one time) — Projects will be linked to the default Portfolio only on initial creation, not on subsequent updates.
• Do not link — Projects that have no Portfolio will not be linked.

4. Linked Project and Phase Titles

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.

5. 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.

6. Portfolio

In Mosaic

Controls whether each Project's Portfolio association is transferred from Vision. When transferring, Projects may be moved between Portfolios in Mosaic to match Vision.

This setting appears when Portfolios are supported by your connection.

Setting Options

• Transfer updates from today forward — This setting will move Projects on Mosaic. Deltek Vision Portfolios will be transferred to Mosaic after changes in Deltek Vision.
• Do not transfer (recommended) — Deltek Vision Portfolios will not be transferred to Mosaic. Projects will be associated to the default Portfolio. Select this option if manual management in Mosaic is preferred.

7. Project and Phase Billable

In Vision: Billable statuses come from Vision Charge Types.

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.

8. Project and Phase Dates

Project and Phase dates drive timelines and resource planning.

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.

9. Project and Phase Fee

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.

10. Project and Phase Rate Types

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

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.

11. Project and Phase Rate Group

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

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.

12. Project-Level Member Rates

Project-Level Member Rates assigned at the Project level.

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.

13. Bill Rate Source for Member Rates

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.

14. Bill Rate Source for 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.

15. Bill Rate Source for 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.

16. Regions

In Mosaic

Controls whether each Project's Region assignment is transferred from Vision to Mosaic.

Setting Options

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

17. Project Managers

Maps Vision Principal field to the Mosaic Project Manager role.

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.

18. Archived Projects

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.

19. Project Status Matching

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

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

20. Project and Phase Fee Source

Determines which Vision fields populate Project / Phase Fees.

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 — Pulls the budgeted billing amount for labor from the Labor Tab of the Budget Form.
• Labor Budgets: Budgeted Cost Amount for Labor Code — Pulls the budgeted cost amount for labor from the Labor Tab of the Budget Form.

On-Premise has direct table access, so all Fee Source options are available without needing Stored Procedures.

21. Fallback Project and Phase Fee Source

In Mosaic

Define the Mosaic Project and Phase Fee Source when the primary Fee source is empty in Vision.

Setting Options

• Contract Details (recommended) — Mosaic Project and Phase Fee will equal Vision Project Contract Details. This setting only works if the primary fee source is set to Direct Labor Fee + Expense Fee + Consultant Fee.
• $0 Fee — Mosaic Project and Phase Fees will equal $0

22. Project, Phase, and Time Entry Overhead

In Mosaic

Controls whether the Vision firm-wide budgeted overhead rate is applied to transferred Project and Phase Fees and Time Entry Rates.

Setting Options

• Apply to Projects, Phases, and Time Entries — Vision firm-wide budgeted overhead rate will be applied to transferred Project and Phase Fees, and Time Entry Rates after changes in Vision.
• Do Not Apply (recommended) — Transferred Projects, Phases, and Time Entries will not have an overhead rate applied.

23. Project, Phase and Task Dates Source

In Mosaic

Mosaic Project, Phase and Task dates will equal the selected Vision source.

Setting Options

• Project Info Center (recommended)
• Resource Planning

24. Project Rate Multiplier Source

In Mosaic

Mosaic Project Rate Multiplier Source will equal the selected Vision source. The Custom Field option is configured by Mosaic support.

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 Vision: Phases correspond to WBS2 entries; sub-phases are WBS3.

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

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

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

Automatically updates and applies changes when the status is updated in Vision.

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

Vision Labor Codes can be synced as Mosaic Work Categories. This setting determines whether Work Categories are linked automatically or manually.

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

Time Entries provide the actuals used in budget tracking, utilization, and project health metrics.

On-Premise reads Time Entries directly from the LD table — no Stored Procedure is required.

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 entries are brought into Mosaic. Combined Time transfers both unapproved and approved time entries, while Posted Time Only limits the transfer to approved time entries.

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 Vision: Billable status is derived from LD.ChargeType.

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

Controls whether Time Entry hourly rates are transferred from Vision to Mosaic.

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. Transfer

In Mosaic

Work Plans represent planned resource assignments in Vision. They sync as Work Plans in Mosaic.

In Vision: Work Plans come from RPAssignment and RPPlannedLabor tables in the Resource Planning module.

Work Plans are available in On-Premise only.

Setting Options

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

1. Rate Groups

In Mosaic

Controls whether Vision rate tables are transferred to Mosaic as Rate Groups.

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.

2. Preferred Companies for Cost Rates

In Mosaic

A text field for the Vision company IDs to transfer cost rates for employees in multiple companies. If left blank, rates will be taken from the Vision company with available rate information. This field is optional.

Setting Options

• Free-text input — Type the Company IDs separated by commas.