Resource planning with Unanet
Mosaic, an AI project and resource planning tool, plugs into Unanet, so A&E firms on Unanet can plan who works on what, project by project and week by week. Unanet keeps the books. Mosaic plans the work.
Does Mosaic work alongside Unanet or replace it?
Mosaic works alongside Unanet: Unanet stays the system of record for projects, time and billing, and firms use Mosaic for resource planning and scheduling. So it isn’t an alternative to Unanet; it’s a planning tool firms on Unanet add, starting from what’s already set up there.
Your firm keeps running Unanet the way it does today. Planning gets its own place, which PMs and principals open every week.
What comes into Mosaic from Unanet?
Mosaic reads projects, phases, people, roles, budgets and fees, and time from Unanet, so nobody keys them into a second system. Unanet remains the system of record for time, billing and accounting, and planning, staffing and forecasting happen in Mosaic.
Mosaic plugs into your ERP.
A bi-directional Unanet integration is coming soon.
Mosaic pulls from Unanet four times a day. For core data, the connection can refresh as often as every minute.
Mosaic works with both Unanet AE and Unanet GovCon.
Why do firms on Unanet plan staffing in a separate tool?
Firms on Unanet plan staffing in a separate tool because an ERP records what already happened, and deciding who works on what next needs a plan every project manager updates each week. In Mosaic, that plan sits across every project, so firms see who’s free, who’s overloaded and where a phase is short, weeks before the work starts.
Chello, Mosaic’s AI planning assistant, asks each PM for updates in Microsoft Teams, and one reply gets the plan to match reality.
How do project managers plan Unanet projects in Mosaic?
Project managers plan each Unanet project by phase in Mosaic: the schedule on the timeline, hours by role, the people on each phase and the budget beside them. Planned hours sit next to actual hours, so a PM sees which phases are using their budget faster than planned.
Schedule variance and profit by project show principals which projects need attention, across every PM’s work.
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How do firms on Unanet forecast hiring from backlog and pipeline?
Firms on Unanet forecast hiring from demand by role on planned projects and on pipeline projects set up in Mosaic, compared with the people on staff, month by month. The month a role runs short is when to start hiring, and the same forecast shows who would be free to staff a pursuit if it’s won.
Forecasts built from the live plan, so you see what’s coming while there’s still time to change it. For firms with public-sector work, awarded contracts count as backlog and open bids as pipeline.
“Knowing in advance when you’re going to need to hire in order to meet future backlog is to some extent the holy grail of the professional services industry.”
What does IT need to know before connecting Unanet?
IT teams at firms on Unanet usually look at the vendor’s security certification, the data the connection reads, the permissions around it and who maintains it over time. Mosaic is SOC 2 Type II, and its team sets up the Unanet connection and keeps it working as either system changes.
What it reads
Projects, phases, people, roles, budgets and fees, and time, read from Unanet. Unanet stays the system of record.
Where it runs
Mosaic connects to Unanet 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
Access defaults to locked, and planning gets gated, so IT knows where every account starts.
Upkeep
Proprietary integrations serving hundreds of firms. If a platform changes their API, we fix it, not you.
What changes when firms plan ahead in Mosaic?
At CESO, an engineering firm, production-staff utilization rose 2 points after it began planning in Mosaic, and CPL spends 75% less time managing resources. Firms on Mosaic plan 80% or more of their billable staff capacity, against under 50% at typical firms planning on ERPs and spreadsheets.
Source: CESO and CPL, Mosaic customers; Mosaic planning data
+2
points of production-staff utilization at CESO
75%
less time managing resources at CPL
80%+
of billable staff capacity planned at firms on Mosaic
How is Mosaic priced for a firm on Unanet?
Mosaic is priced in three annual parts: a per-seat subscription, a platform fee and the Unanet 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. Firms weigh the cost against the billable hours a current plan recovers by filling staffing gaps before the week arrives.
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 Unanet ask?
Does Mosaic integrate with Unanet?
Yes. Mosaic plugs into Unanet and reads what planning needs, leaving Unanet as the system of record.
Does our team keep entering time in Unanet?
Yes. Time stays in Unanet, and Mosaic reads it to show actual hours against the plan.
Can we plan by discipline and office?
Yes. People and projects carry discipline, office and department tags in Mosaic, so views and reports can be filtered by them.
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.
Can one plan read from more than one ERP?
Yes. One Mosaic plan can read from several ERPs at once, for firms that run two after an acquisition or a merger.
How long until we’re planning in Mosaic?
Firms are integrated, trained and live in 30 to 60 days. That window includes connecting Unanet.
Book a 20-minute demo
See who’s free next month across your Unanet projects, and what’s coming after that.