Resource planning with Deltek Vision
Mosaic, an AI project and resource planning tool, plugs into Deltek Vision and Deltek Vantagepoint, so architecture and engineering firms plan the same way before and after an upgrade. Vision keeps the books. Mosaic plans the work.
What resource planning software integrates with Deltek Vision?
Mosaic plugs into Deltek Vision, and architecture and engineering firms on Vision use it to plan who works on which project, week by week, while Vision stays the system of record. Mosaic plugs into Deltek Vantagepoint too, so the plan carries over when the firm upgrades.
ERPs record what happened. Mosaic helps you run the firm.
Mosaic plugs into your ERP. Finance keeps running Vision the way it does today, and planning gets its own place, which project managers open every week.
What does Mosaic read from Deltek Vision?
Mosaic reads projects, phases, people, roles, budgets and fees, and time from Deltek Vision four times a day, the same as it reads from Vantagepoint. Vision stays the system of record for time, billing and accounting, while planning, staffing and forecasting happen in Mosaic.
For core data, the connection can refresh as often as every minute.
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What happens to the plan in Mosaic when a firm upgrades from Vision to Vantagepoint?
The plan stays in Mosaic: because Mosaic works with both Deltek Vision and Deltek Vantagepoint, the projects, people and plan carry over when a firm upgrades, and project managers keep planning in the same place. Many firms on Vision are planning their upgrade to Vantagepoint, and it’s a natural time to stop planning people in spreadsheets.
Mosaic’s Deltek Vantagepoint integration is bi-directional as of December 2026. Bi-directional means data flows both ways, and one side always owns each piece of data.
Do A&E firms on Deltek Vision use a separate project planning tool?
Many do, because an ERP is built to record what already happened, and deciding who works on which project next needs a plan every project manager updates each week. In Mosaic, that plan sits across every project and office, so principals see who’s free, who’s overloaded and where a team is short, weeks ahead.
Firms on Mosaic plan 80% or more of their billable staff capacity, against under 50% at typical firms on ERPs and spreadsheets. Chello, Mosaic’s AI planning assistant, asks each project manager for updates in Microsoft Teams, and one reply gets the plan to match reality.
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What project management software works with Deltek Vision?
Mosaic does project management as well as resource planning: project managers plan each project by phase, with the schedule on the timeline, hours by role, the people and the budget. Actual hours from Vision sit next to planned hours, so project managers see which phases are using hours faster than planned.
When a phase slips, Mosaic’s patented automatic rescheduling moves the work after it. A new project starts from a template, or from a similar past project, in minutes instead of days.
“Previously you’d have to make a phone call and ask 10 questions to try to get to the answer. This shortcuts that substantially.”
What should IT check before connecting Deltek Vision?
IT at a firm on Deltek Vision usually checks the vendor’s security certification, what the connection reads, where Vision runs, and who keeps the connection working through an upgrade to Vantagepoint. Mosaic is SOC 2 Type II, connects to Vision in the cloud or on your own servers, and keeps the connection working when the firm moves to Vantagepoint.
What it reads
Projects, phases, people, roles, budgets and fees, and time, read from Deltek Vision. Vision stays the system of record.
Where it runs
Mosaic connects to Deltek Vision whether it runs in the cloud or on your own servers.
Sign-in and audit
Single sign-on, granular permissions, an activity log and approvals, for every customer.
Permissions
Your firm decides who can see and change the plan. Access defaults to locked, and planning gets gated.
Security
Mosaic is SOC 2 Type II, and the report is on Mosaic’s Trust page.
Upkeep
Proprietary integrations serving hundreds of firms. If a platform changes their API, we fix it, not you.
What results have A&E firms seen from planning in Mosaic?
CetraRuddy, an architecture firm, went from 77% to 90% utilization and had its best year in 38 years, and CPL spends 75% less time managing resources. At CESO, an engineering firm, production-staff utilization rose 2 points after it began planning in Mosaic.
Source: CetraRuddy, CPL and CESO, architecture and engineering firms on Mosaic
90%
utilization at CetraRuddy, up from 77%
75%
less time managing resources at CPL
+2
points of production-staff utilization at CESO
How is Mosaic priced for an A&E firm on Deltek Vision?
Mosaic is priced in three annual parts: a per-seat subscription, a platform fee and the Deltek Vision integration, which Mosaic owns and maintains. Onboarding and implementation is a one-time cost, scoped to the firm’s rollout, and the team sets out all of it in one quote. Firms who plan on Mosaic typically see 10 to 20x ROI in a full year.
The per-seat rate steps down as headcount increases, and the platform fee funds onboarding, training, a Customer Success Manager, support and hosting.
Full-priced annual contracts are backed by a 5x money-back guarantee. Speak to the team to learn more.
What else do firms on Deltek Vision ask?
Does Mosaic integrate with Deltek Vision?
Yes. Mosaic plugs into Deltek Vision and reads projects, phases, people, roles, budgets and fees, and time, and Vision stays the system of record.
Will our plan carry over when we upgrade to Vantagepoint?
Yes. Mosaic works with both Deltek Vision and Deltek Vantagepoint, so the plan stays in Mosaic through the upgrade.
Do we keep time and billing in Vision?
Yes. Time, billing and accounting stay in Vision, and Mosaic is where the firm plans who works on what next.
Can one plan read from Vision and Vantagepoint at the same time?
Yes. One Mosaic plan can read from several ERPs at once, which helps when offices or acquired firms upgrade at different times.
Is Mosaic SOC 2 Type II?
Yes. Mosaic is SOC 2 Type II, and access defaults to locked, so each person sees only what their permissions allow.
How long until we’re planning in Mosaic?
Firms are integrated, trained and live in 30 to 60 days. That window includes connecting Vision.
Book a 20-minute demo
See who’s free next month across your Vision projects, and keep the same plan after you upgrade.