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All Features

A full breakdown of all Mosaic's features

Resource Management 

Resource management is a vital function in organizations of all sizes and across various industries. It plays a crucial role in achieving efficiency, reducing waste, enhancing productivity, and ultimately contributing to the organization's overall success. 

Workload — Resource Planning

  • Customizable heat map — pick your colors, plan capacity by hours or percentage

  • Customizable display settings — daily or weekly planning

  • Group members by office, department, discipline, team, role, or skill

  • Work plan suggestions

  • Unassigned work plans

  • Project schedule split screen

  • Member availability shown in the work plan date picker

  • Work plan edit activity log

  • Weekly assigned work plan emails


Planner — Project Scheduling

  • Extensive dependencies — blocking, waiting on, hold

  • Split screen showing team member workload

  • Unassigned role work planning

  • Visual budget completion tracking

  • Member profiles inline

  • Drag-and-drop rescheduling

  • Plan (


Member Management

Connect everyone in your organization.

  • Extensive grouping — office, department, team, role, industry, skill

  • Org charts, grouped any of those ways or by project

  • Member profiles — project history, work schedule, and detail on background, role, location, industry, and skills


Project Staffing

Available for teams with 50+ members.

  • Available members

  • Open roles — every unfilled project role in one space

  • AI-powered project finder

  • AI-powered team builder

  • Team member suggestions

  • Project, scope, and work plan requests


Project Management

  • Portfolios to group projects

  • Project info with custom fields

  • Tasks — group by list or phase, attachments and file sharing, dependencies, custom task and project list columns

  • Schedules with dependencies

  • Project notes

  • Clone projects, including all project information


Budget Management

  • Fee and time tracking — fee-based, hourly, and internal budgets

  • Automatic budget planning

  • Scope tracking

  • Progress chart to monitor hours, spent/planned, scope, billing, and invoiced

  • Billing estimates

  • Time variance analysis — estimated vs. actuals, planned vs. actuals

  • Invoicing tracking

  • Split screen showing project members' workload


Personal Workspace

All the tools you need to manage your work, your way.

  • Home dashboard — widgets for tasks, time, check-ins, and dates

  • Personal notifications

  • Daily and weekly check-ins

  • Personal task list — task planner and extensive filtering

  • Tasks assigned by me

  • Calendar — upcoming phase and scope start and end dates, and milestones

  • Personal work plans view, with work plan requests

  • Time tracking

  • Timesheets — automated entry with auto-project add, auto-planned/check-in, automatic time estimates, and reminders


Reports & Dashboards

Filter any project data by portfolio, client, project manager, department, or custom field. Distribute with Mosaic's dashboards.

  • Timesheet, and Timesheet Status with automatic reminders

  • Workload

  • Utilization — by member, or by any group in your organization, as a bar chart or graph

  • Time Budget Tracking

  • Time Projection

  • Time Variance and Budget Variance

  • Spent Time and Planned Time

  • Schedule Variance

  • Demand — by role, member, or team

  • Skills by Role

  • All Projects

  • Check-ins

  • Unspent Budget Backlog


Automations

  • Automatic project scheduling

  • Automatic work planning

  • Automatic rescheduling of phases, milestones, and work plans based on what was completed

  • Automatic billing estimation

  • Automatic timesheets


AI & Insights

  • Suggests projects for people under capacity

  • Suggests people for open roles on project teams

  • Workload forecasting

  • Hiring recommendations based on demand


Templates

Put an end to duplicate work. The fastest way to kick off a project — and to keep learning from the last one.

Clone any part of any project:

  • Project info — members, description, location, discipline, and custom fields

  • Tasks

  • Scope

  • Budgets

  • Schedules


Account Administration

  • Custom permissions

  • Single sign-on and two-factor authentication

  • Capacity policies

  • Time off management, with time off categories

  • Company holidays

  • Standard phases, sub-phases, and milestones

  • Currency

  • Member management — capacity, notifications, roles, rates, skills, and company departments, locations, regions, and disciplines


Import & Export

Most data moves both directions:

  • Timesheets, work plans, and schedules

  • Budgets and scope

  • Tasks, roles, and rates


Integrations

  • ERP and financial software

  • HR, payroll, and directory software

  • Sales and CRM software

  • Project management software


Security

SOC 2 certified, with SSO, MFA, and continuous monitoring and threat protection.


Mobile

Companion iOS and Android apps for managing work on the go.


Training & Support

Onboarding, integrations, and ongoing training. Video training, written documentation, product update videos, a help overlay, live chat, and follow-up Q&A.


On the Roadmap

Coming soon:

  • Variable hours to ramp work plans up and down

  • Org chart PDF export

  • Retainers and monthly retainers

  • Collections tracking and expenses

  • Headcount, Invoicing, and Profit reports

  • Profit and loss sector insights

  • Project profitability, billing, and revenue forecasting

  • Calendar integrations


See A Quick Overview →

Browse Mosaic Terms →

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