# Help Center > Find answers to your questions ## Welcome to Mosaic! > Mosaic Overview - [Logging into Mosaic](https://support.mosaicapp.com/en/articles/503-logging-into-mosaic): Learn how to activate your account and how to sign in - [A Quick Overview](https://support.mosaicapp.com/en/articles/29-a-quick-overview): What Mosaic does, and where everything lives - [All Features](https://support.mosaicapp.com/en/articles/70-all-features): A full breakdown of all Mosaic's features - [Help Center](https://support.mosaicapp.com/en/articles/85-help-center): Get answers, report issues, and see what's coming — without leaving Mosaic - [Mosaic Terms](https://support.mosaicapp.com/en/articles/269-mosaic-terms): Commonly used terms in Mosaic - click any term for the full article. ## Welcome to Mosaic! > Commonly Used Workflows - [Getting Started](https://support.mosaicapp.com/en/articles/27-getting-started): Building out your Mosaic Team Structure ## Best Practices and Common Workflows > Best Practices for Access Levels - [Getting Started as an Admin](https://support.mosaicapp.com/en/articles/752-getting-started-as-an-admin): Everything an Admin needs to get oriented in Mosaic — the terms behind org structure, the setup and maintenance workflows you own, and where every setting lives. - [Getting Started as a Budget Manager](https://support.mosaicapp.com/en/articles/751-getting-started-as-a-budget-manager): Everything a Budget Manager needs to get oriented in Mosaic — the financial terms, the workflows that connect planning to profitability, and where the financial data lives. - [Getting Started as a Work Planner](https://support.mosaicapp.com/en/articles/750-getting-started-as-a-work-planner): Everything a Project Manager needs to get oriented in Mosaic — the terms behind capacity planning, the core scheduling workflows, and which spaces you now own. - [Getting Started as a Base Member](https://support.mosaicapp.com/en/articles/764-getting-started-as-a-base-member): Everything a Base Member needs to get oriented in Mosaic, the terms you will see, the workflows that matter, and where to go for each one. ## Best Practices and Common Workflows > Mosaic Workflows - [Mosaic Workflows: Managing a Project Through Its Lifecycle](https://support.mosaicapp.com/en/articles/758-mosaic-workflows-managing-a-project-through-its-lifecycle): What to do in Mosaic at each stage of a project, from the moment it syncs in through staffing, mid-project change, and wrap-up. - [Mosaic Workflows: Keep a Project Up to Date](https://support.mosaicapp.com/en/articles/755-mosaic-workflows-keep-a-project-up-to-date): The recurring pass that keeps a project's dates, work plans, members, and tasks accurate from active work through archiving. - [Mosaic Workflows: Create a Proposal Project With Tentative Work Plans](https://support.mosaicapp.com/en/articles/762-mosaic-workflows-create-a-proposal-project-with-tentative-work-plans): Build a full staffing plan for a project you are pursuing so you know what it would take to deliver, while your planners keep an accurate view of committed capacity. - [Mosaic Workflows: Close Out a Proposal Project After the Decision](https://support.mosaicapp.com/en/articles/761-mosaic-workflows-close-out-a-proposal-project-after-the-decision): Description Convert a won pursuit into committed work, or clear a lost one out, so the tentative view stays worth trusting. - [Mosaic Workflows: Using Templated Projects for Proposals and Pursuits](https://support.mosaicapp.com/en/articles/756-mosaic-workflows-using-templated-projects-for-proposals-and-pursuits): Set up a reusable pursuit template once, then clone it for every new proposal so you can plan, staff, and price the work before you win it. - [Mosaic Workflows: Staffing Projects Using Team Builder](https://support.mosaicapp.com/en/articles/743-mosaic-workflows-staffing-projects-using-team-builder): Use Team Builder to find projects with open generic roles, review recommended employees, and assign staffing from a single screen. - [Mosaic Workflows: Monitoring Project Health with Scope](https://support.mosaicapp.com/en/articles/757-mosaic-workflows-monitoring-project-health-with-scope): Read scope completion against spent time on a recurring cadence to see whether a phase is delivering as fast as it is consuming hours. - [Mosaic Workflows: Using Tasks for Projects and Work Plans](https://support.mosaicapp.com/en/articles/754-mosaic-workflows-using-tasks-for-projects-and-work-plans): Four ways teams use tasks to own a variance, run internal deliverables, cover an extended leave, and define what happens inside a scheduled work plan. ## Admin Hub > Admin Hub - Permission Levels and Access Guide - [Access Levels](https://support.mosaicapp.com/en/articles/93-access-levels): Understand the access levels in Mosaic — what each one is responsible for, and how the standard levels and additional roles work together to control who can see and do what. - [Admin Permissions](https://support.mosaicapp.com/en/articles/94-admin-permissions): Admin Permissions - [Budget Manager Permissions](https://support.mosaicapp.com/en/articles/95-budget-manager-permissions): Budget Manager Permissions - [Work Planner Permissions](https://support.mosaicapp.com/en/articles/96-work-planner-permissions): Work Planner Permissions - [Base Member Permissions](https://support.mosaicapp.com/en/articles/97-base-member-permissions): Base Member Permissions - [Project Manager Permissions](https://support.mosaicapp.com/en/articles/98-project-manager-permissions): Project Manager Permissions - [Portfolio Manager Permissions](https://support.mosaicapp.com/en/articles/99-portfolio-manager-permissions): Portfolio Manager Permissions - [Member Rates Permissions](https://support.mosaicapp.com/en/articles/92-member-rates-permissions): Member Rates Permissions ## Admin Hub > Admin Hub - Organization Settings - [Getting Started with Organization Settings](https://support.mosaicapp.com/en/articles/720-getting-started-with-organization-settings): The Org Settings space is where admins configure Mosaic for their entire organization — permissions, member structure, standards, and defaults. ## Admin Hub > Admin Hub - Organization Settings > Overviews - [Organization Settings - General](https://support.mosaicapp.com/en/articles/82-organization-settings-general): Organization Settings allow you to configure general organization's settings. - [Organization Settings - Member Management](https://support.mosaicapp.com/en/articles/162-organization-settings-member-management): Manage Members on this page in Mosaic - [Organization Settings - Permissions](https://support.mosaicapp.com/en/articles/120-organization-settings-permissions): Default permission settings on Mosaic for each access level - [Organization Settings - Budget Overview](https://support.mosaicapp.com/en/articles/460-organization-settings-budget-overview): This page provides access to the organization’s default budget settings, including Rate Groups and Currency Conversion Rates. - [Organization Settings - Budget Rates Overview](https://support.mosaicapp.com/en/articles/502-organization-settings-budget-rates-overview): Rates in Org Settings > Budget - [Organization Settings - Timesheet](https://support.mosaicapp.com/en/articles/165-organization-settings-timesheet): Enabling/disabling timesheet feature on Mosaic and uploading timesheets through CSV file - [Organization Settings - Portfolios](https://support.mosaicapp.com/en/articles/167-organization-settings-portfolios): Archived Portfolios are listed on this page, they may be permanently deleted or unarchived. - [Organization Settings - Import](https://support.mosaicapp.com/en/articles/164-organization-settings-import): This is the page where you can upload import data to Mosaic and monitor the import progress. - [Organization Settings - Integrations](https://support.mosaicapp.com/en/articles/166-organization-settings-integrations): This is where you can see your integrated ERP and the syncing status of data to Mosaic. - [Organization Settings - Authentication](https://support.mosaicapp.com/en/articles/168-organization-settings-authentication): Settings for multi-factor authentication and single sign-on authentication ## Admin Hub > Admin Hub - Organization Settings > Organization Standards - [Organization Settings - Standards Overview](https://support.mosaicapp.com/en/articles/80-organization-settings-standards-overview): Organization Standard Settings helps you to set up the default lists to use within Mosaic - [Organization Settings - Standard Phases](https://support.mosaicapp.com/en/articles/302-organization-settings-standard-phases): Set up the default Phases to use within Mosaic - [Organization Settings - Standard Milestones](https://support.mosaicapp.com/en/articles/304-organization-settings-standard-milestones): Set up the default Milestones to use within Mosaic - [Organization Settings - Standard Work Categories](https://support.mosaicapp.com/en/articles/303-organization-settings-standard-work-categories): Set up the default Work Category to use within Mosaic - [Organization Settings - Standard Roles](https://support.mosaicapp.com/en/articles/305-organization-settings-standard-roles): Set up the default Roles to assign to the members of the organization - [Organization Settings - Standard Rates](https://support.mosaicapp.com/en/articles/306-organization-settings-standard-rates): Set up the default Rates to assign to the members of organization - [Organization Settings - Standard Capacity Policies](https://support.mosaicapp.com/en/articles/308-organization-settings-standard-capacity-policies): Configure the default Capacity Policies for use in Mosaic - [Organization Settings - Standard Holidays](https://support.mosaicapp.com/en/articles/309-organization-settings-standard-holidays): Add national and organization-wide holidays to display on the calendar, Planner and Workload space - [Organization Settings - Standard Time Off Policies](https://support.mosaicapp.com/en/articles/307-organization-settings-standard-time-off-policies): Configure the standard time off policies in Mosaic - [Organization Settings - Standard Project Settings](https://support.mosaicapp.com/en/articles/310-organization-settings-standard-project-settings): Configure the standard layout of your projects ## Admin Hub > Admin Hub - Organization Settings > Member Specific Settings - [Mosaic Membership](https://support.mosaicapp.com/en/articles/161-mosaic-membership): What are the different Membership options in Mosaic and what can they do? - [Member Permission Settings](https://support.mosaicapp.com/en/articles/579-member-permission-settings): Understanding Access Levels in Mosaic - [Member Departments](https://support.mosaicapp.com/en/articles/316-member-departments): Organize members into departments for streamlined management, enhanced collaboration, and clear role delineation within your team - [Member Roles](https://support.mosaicapp.com/en/articles/317-member-roles): Efficiently categorize team members by roles, optimizing organization and clarity in team structure and responsibilities. - [Member Rates](https://support.mosaicapp.com/en/articles/318-member-rates): Set and manage custom rates for each team member, aligning compensation with roles and responsibilities - [Member Capacities](https://support.mosaicapp.com/en/articles/320-member-capacities): Tailor members' workloads with flexible capacity settings, ensuring optimal balance and efficiency in your team. - [Member Skills](https://support.mosaicapp.com/en/articles/321-member-skills): Enhance profiles by adding specific skills, showcasing expertise and tailoring team strengths to project needs. - [Member Locations](https://support.mosaicapp.com/en/articles/324-member-locations): Specify member locations for proximity-based project assignments, enhancing efficiency in meeting regional and logistical requirements. - [Member Regions](https://support.mosaicapp.com/en/articles/322-member-regions): Categorize members by geographical areas, such as country or continent. - [Member Offices](https://support.mosaicapp.com/en/articles/323-member-offices): Organize members by office locations, streamlining communication and collaboration across different geographical workspaces - [Member Disciplines](https://support.mosaicapp.com/en/articles/325-member-disciplines): Utilize Mosaic's AI to suggest ideal project team members based on their specialized disciplines and expertise ## Admin Hub > Admin Hub - Organization Settings > Rate Specific Settings - [Default Rate for Budgets](https://support.mosaicapp.com/en/articles/558-default-rate-for-budgets): Customize how Project finances are calculated and displayed - [Default Project Rates](https://support.mosaicapp.com/en/articles/463-default-project-rates): Default Project Rates in Org Settings > Budget - [Default Phase Rates](https://support.mosaicapp.com/en/articles/465-default-phase-rates): Default setting for using the phase-specific rate or project rate - [Default Rate Multiplier](https://support.mosaicapp.com/en/articles/466-default-rate-multiplier): Default Rate Multiplier in Org Settings > Budget - [Currency Conversion Table](https://support.mosaicapp.com/en/articles/551-currency-conversion-table): Tracking and managing currency exchange rates ## Admin Hub > Admin Hub - Organization Settings > FAQs and Common Actions - [How to add members to Mosaic?](https://support.mosaicapp.com/en/articles/313-how-to-add-members-to-mosaic): Invite your members to Mosaic - [How to modify exiting Members' information?](https://support.mosaicapp.com/en/articles/613-how-to-modify-exiting-members-information): Quickly update a Member’s details, change Membership type, or adjust organization access level from the Modify Access & Membership modal - [How to set/modify member default role?](https://support.mosaicapp.com/en/articles/368-how-to-setmodify-member-default-role): Default role for members on the Projects - [How to archive/unarchive members?](https://support.mosaicapp.com/en/articles/314-how-to-archiveunarchive-members): Easily manage your team's roster by archiving inactive members and restoring them when needed, all in one place - [How to delete members?](https://support.mosaicapp.com/en/articles/315-how-to-delete-members): Permanently remove users from your system, ensuring data integrity and streamlined management of your team's composition - [How to set Time Off/TO Policies?](https://support.mosaicapp.com/en/articles/319-how-to-set-time-offto-policies): Seamlessly manage and customize leave policies for members, ensuring well-structured and fair time-off arrangements. - [How to set the Default Budget Tracking Organization Wide?](https://support.mosaicapp.com/en/articles/461-how-to-set-the-default-budget-tracking-organization-wide): Default Budget Tracking in Org Settings > Budget - [How to set the Default Currency](https://support.mosaicapp.com/en/articles/462-how-to-set-the-default-currency): Default Currency in Org Settings > Budget - [How to set the Default Project Budget](https://support.mosaicapp.com/en/articles/559-how-to-set-the-default-project-budget): Using the default percentage to automatically calculate budget amount - [How to set Default Planning Time on Phase?](https://support.mosaicapp.com/en/articles/464-how-to-set-default-planning-time-on-phase): Default Planning Time on Phase in Org Settings > Budget - [How to set the Default Subphase Settings?](https://support.mosaicapp.com/en/articles/467-how-to-set-the-default-subphase-settings): Default Subphase Settings in Org Settings > Budget ## Admin Hub > Admin Hub - Integrations - [Mosaic's Integrations Overview and Set up Process](https://support.mosaicapp.com/en/articles/38-mosaic-s-integrations-overview-and-set-up-process): Learn more about Mosaics processes for Integrating with your ERP - [Integrating Data from External Platforms into Mosaic](https://support.mosaicapp.com/en/articles/185-integrating-data-from-external-platforms-into-mosaic): With an active integration, Projects and other data can be imported or linked from external platforms directly into Mosaic. - [Data Import](https://support.mosaicapp.com/en/articles/121-data-import): Bringing Existing Data into Mosaic ## Admin Hub > Admin Hub - Security - [Mosaic Login](https://support.mosaicapp.com/en/articles/194-mosaic-login): How do you log in to Mosaic? - [Authentication](https://support.mosaicapp.com/en/articles/193-authentication): Login options for the Mosaic Web App - [Password Requirements](https://support.mosaicapp.com/en/articles/88-password-requirements): Password Requirements - [Multi-Factor Authentication (MFA)](https://support.mosaicapp.com/en/articles/195-multi-factor-authentication-mfa): How do you use Multi-Factor Authentication (MFA)? - [Single Sign-On (SSO) Login](https://support.mosaicapp.com/en/articles/196-single-sign-on-sso-login): How do you use Single Sign-On (SSO) Login? - [Google SAML Login](https://support.mosaicapp.com/en/articles/197-google-saml-login): How do you log in using Google SAML? - [Microsoft Azure SAML Login](https://support.mosaicapp.com/en/articles/198-microsoft-azure-saml-login): How do you log in using Microsoft Azure SAML? ## Admin Hub > Admin Hub - Requirements - [Whitelisting Requirements](https://support.mosaicapp.com/en/articles/184-whitelisting-requirements): Allow specific domains, IP addresses to access your resources, networks, or functionalities - [Browser and Mobile Requirements](https://support.mosaicapp.com/en/articles/610-browser-and-mobile-requirements): Mosaic's browser and mobile guidelines ensure optimal performance and a seamless, secure user experience. ## Admin Hub > Admin Hub - Data Export - [Data Export](https://support.mosaicapp.com/en/articles/261-data-export): Export data in different formats - [Planner Projects Export](https://support.mosaicapp.com/en/articles/122-planner-projects-export): How do I export information related to Project Members and their work, such as the list of current phase statuses, project progress, list of members in a project, availability, utilization, capacity of members? - [Workload Report Export](https://support.mosaicapp.com/en/articles/131-workload-report-export): How can I export workload data for Members, Work Categories, Phases, and Projects, including the work assigned to Members, work assigned under Work Categories, work assigned under Phases, and work assigned under Projects? - [Project Budget Export](https://support.mosaicapp.com/en/articles/126-project-budget-export): How do I export budget-related information for one Project including budgets for the Phases and Members, spent time, planned time, remaining time, estimated time, spent budget, planned spending, remaining budget, estimated budget? - [Budget Tracking Report Export](https://support.mosaicapp.com/en/articles/127-budget-tracking-report-export): How to export budget-related information for a list of Projects, including budgets for the Phases and Members of each Project, spent time, planned time, remaining time, estimated time, spent budget, planned spending, remaining budget, and estimated budget? - [Portfolio Projects Export](https://support.mosaicapp.com/en/articles/124-portfolio-projects-export): How do I get a comprehensive list of Project information, including Project summaries, Members, priorities, status, stage, Project number, Client, progress, description, name, and the latest updates? - [Planned Time Report Export](https://support.mosaicapp.com/en/articles/123-planned-time-report-export): How to export planned time on a Project, Phase, Work Category or Member? - [Project Scope Export](https://support.mosaicapp.com/en/articles/129-project-scope-export): How to export project specific scopes, including Members, Rate, Scope estimated hours, Scope estimated currency amount, and completed percentage? - [Project Tasks Exports](https://support.mosaicapp.com/en/articles/128-project-tasks-exports): How to export all the tasks in a Project, including project information, assignee, notes, comments, planned date, estimated hours, task status, and task priority? - [Project Timesheets Export](https://support.mosaicapp.com/en/articles/268-project-timesheets-export): Exporting a Project's timesheet entries - [Timesheets Report Export](https://support.mosaicapp.com/en/articles/125-timesheets-report-export): How to export timesheet entries and related information such as timesheet approval statuses, spent time costs, work by Member, work by Work Category, work by Phase, work by Project, work by date, billable work, non-billable work, work by hours, and work descriptions? - [Portfolio Members Export](https://support.mosaicapp.com/en/articles/614-portfolio-members-export): How do I get a list of Members in a portfolio with their permission and roles? - [Project Members Export](https://support.mosaicapp.com/en/articles/759-project-members-export): Export the list of people on a project — with their roles and access — to CSV or Excel. - [Project Schedule Export](https://support.mosaicapp.com/en/articles/760-project-schedule-export): Download a project's schedule — its phases, subphases, milestones and work categories ## Member Hub > Getting Started - [Personal Settings Overview](https://support.mosaicapp.com/en/articles/40-personal-settings-overview): What is in personal settings? - [How to change my password?](https://support.mosaicapp.com/en/articles/311-how-to-change-my-password): Enhance account security with regular updates to prevent unauthorized access and improve digital safety - [How to reset the MFA method or phone number](https://support.mosaicapp.com/en/articles/312-how-to-reset-the-mfa-method-or-phone-number): Step-by-step instructions for resetting Multi-Factor Authentication (MFA), including how to update the authentication method or change the registered phone number ## Member Hub > Member Modal Overview - [Member Modal - Overview](https://support.mosaicapp.com/en/articles/271-member-modal-overview): Providing an overview of an individual member's activities and information - [Member Modal - Profile](https://support.mosaicapp.com/en/articles/272-member-modal-profile): Providing member's information - [Member Modal - Tasks](https://support.mosaicapp.com/en/articles/273-member-modal-tasks): Allows you to see all tasks assigned to the member. - [Member Modal - Activity](https://support.mosaicapp.com/en/articles/274-member-modal-activity): All of the member's activity including joining projects, tasks being assigned or completed, and creating projects. - [Member Modal - Schedule](https://support.mosaicapp.com/en/articles/370-member-modal-schedule): View member's capacity and off days of the whole year and plan ahead - [Member Modal - Work Plans](https://support.mosaicapp.com/en/articles/275-member-modal-work-plans): Allows you to review the member's current work plans - [Member Modal - Time Tracking](https://support.mosaicapp.com/en/articles/276-member-modal-time-tracking): Allows you to see the work plans that the member is scheduled to work that day, the amount of hours. - [Member Modal - Projects](https://support.mosaicapp.com/en/articles/277-member-modal-projects): Allows you to track all of the projects that the member is currently a member of. - [Member Modal - Calendar](https://support.mosaicapp.com/en/articles/278-member-modal-calendar): Showing the upcoming Phases or Subphases end dates, Milestone dates for projects they are a part of, time off days, and holidays. ## Member Hub > Member Hub - Permission Levels and Access Guide - [Access Levels](https://support.mosaicapp.com/en/articles/734-access-levels): Access Levels - [Admin Permissions](https://support.mosaicapp.com/en/articles/735-admin-permissions): Admin Permissions - [Budget Manager Permissions](https://support.mosaicapp.com/en/articles/736-budget-manager-permissions): Budget Manager Permissions - [Work Planner Permissions](https://support.mosaicapp.com/en/articles/737-work-planner-permissions): Work Planner Permissions - [Base Member Permissions](https://support.mosaicapp.com/en/articles/738-base-member-permissions): Base Member Permissions - [Project Manager Permissions](https://support.mosaicapp.com/en/articles/739-project-manager-permissions): Project Manager Permissions - [Portfolio Manager Permissions](https://support.mosaicapp.com/en/articles/740-portfolio-manager-permissions): Portfolio Manager Permissions - [Member Rates Permissions](https://support.mosaicapp.com/en/articles/741-member-rates-permissions): Member Rates Permissions ## Member Hub > Member Hub - Member Management - [Org Chart](https://support.mosaicapp.com/en/articles/766-org-chart): Build and maintain your organization's reporting structure, department by department - [Departments](https://support.mosaicapp.com/en/articles/767-departments): Group members by division, industry, territory, or product line. ## Workload Space > Getting Started in Workload - [Getting Started](https://support.mosaicapp.com/en/articles/631-getting-started): The Workload space gives you a member-level view of your team’s capacity so you can see who is working on what, where people have room to take on more work, and where someone may be overbooked. - [Scope Requests](https://support.mosaicapp.com/en/articles/542-scope-requests): Creating and Approving Scope Requests - [Workload Overview](https://support.mosaicapp.com/en/articles/642-workload-overview): View and manage team capacity to understand availability, workload distribution, and potential overbooking. - [Review Activity Logs in Workload or Planner Space](https://support.mosaicapp.com/en/articles/733-review-activity-logs-in-workload-or-planner-space): View all changes to the Work Plans in Workload or Planner Spaces - [Work Plan and Scope Requests Overview](https://support.mosaicapp.com/en/articles/539-work-plan-and-scope-requests-overview): An Essential Tool for Project Management ## Workload Space > Space Settings - [Workload Display Controls](https://support.mosaicapp.com/en/articles/650-workload-display-controls): Learn How to Tailor Workload Settings to Fit Your Needs - [Workload Space Controls](https://support.mosaicapp.com/en/articles/630-workload-space-controls): Learn how to customize Workload to your specifications ## Workload Space > Workload Overview - [Member Selection and Filtering](https://support.mosaicapp.com/en/articles/645-member-selection-and-filtering): Select and filter which team members appear in the Workload space to focus on the people relevant to your planning. - [Workload Member Menu](https://support.mosaicapp.com/en/articles/543-workload-member-menu): Your Hub for Managing Members in the Workload Space - [Viewing Members and Their Workloads](https://support.mosaicapp.com/en/articles/281-viewing-members-and-their-workloads): Select the members you want to see utilizing the filters - [Managing Member Access in the Workload Space](https://support.mosaicapp.com/en/articles/590-managing-member-access-in-the-workload-space): Manage member visibility and permissions on the Workload Space - [Creating Work Plans](https://support.mosaicapp.com/en/articles/646-creating-work-plans): Create and configure work plans to schedule time for team members on specific projects and phases. - [Sharing Work Plans with the Team](https://support.mosaicapp.com/en/articles/284-sharing-work-plans-with-the-team): Learn How to Effortlessly send detailed work plans directly to your Team Members - [Managing and Modifying Work Plans](https://support.mosaicapp.com/en/articles/647-managing-and-modifying-work-plans): Edit, move, split, copy, and delete work plans to keep schedules accurate as priorities shift. - [Time Off and Holidays](https://support.mosaicapp.com/en/articles/648-time-off-and-holidays): Log personal time off and view company holidays to maintain accurate capacity planning. - [Activity Log](https://support.mosaicapp.com/en/articles/649-activity-log): Track all work plan changes in the Workload space with a filterable audit trail. ## Workload Space > Work Plan Modal - [Getting Started with Work Plans](https://support.mosaicapp.com/en/articles/225-getting-started-with-work-plans): The Work Plan Modal Overview provides a comprehensive view of the work plan - [Work Plan Hours and Lock](https://support.mosaicapp.com/en/articles/230-work-plan-hours-and-lock): Efficiently assigning work plan hours is crucial for optimal project management. - [Work Plan Dates and Workday Lock](https://support.mosaicapp.com/en/articles/231-work-plan-dates-and-workday-lock): Assigning Work Plan dates based on your needs - [Customize Options on Work Plan Modal](https://support.mosaicapp.com/en/articles/228-customize-options-on-work-plan-modal): Customize options are available on the Work Plan modal, including set the work plan as tentative, use task hours for the work plan and set a time - [Comments on Work Plan Modal](https://support.mosaicapp.com/en/articles/232-comments-on-work-plan-modal): Comments on Work Plan Modal - [Scopes on Work Plan Modal](https://support.mosaicapp.com/en/articles/233-scopes-on-work-plan-modal): Associate Scopes to the Work Plan - [Tasks on Work Plan Modal](https://support.mosaicapp.com/en/articles/234-tasks-on-work-plan-modal): Align your project's objectives with the allocated hours, streamlining your planning process and ensuring that task hours seamlessly translate into work plan hours - [Activity on Work Plan Modal](https://support.mosaicapp.com/en/articles/235-activity-on-work-plan-modal): Activity tab on Work Plan Modal serves as your project's historical record, offering valuable insights into its evolution. ## Workload Space > Work Plan Modal > FAQs and Common Actions - [How to delete a Work Plan on Work Plan Modal?](https://support.mosaicapp.com/en/articles/226-how-to-delete-a-work-plan-on-work-plan-modal): How to delete a Work Plan on Work Plan Modal? - [How to change assigned Member on Work Plan Modal?](https://support.mosaicapp.com/en/articles/227-how-to-change-assigned-member-on-work-plan-modal): How to change assigned Member on Work Plan Modal? - [How to edit Project, Phase and Work Category on the Work Plan Modal?](https://support.mosaicapp.com/en/articles/229-how-to-edit-project-phase-and-work-category-on-the-work-plan-modal): How to edit Project, Phase and Work Category on the Work Plan Modal? ## Workload Space > FAQs and Common Actions - [View Unassigned Work Plans](https://support.mosaicapp.com/en/articles/289-view-unassigned-work-plans): Helping you assign work faster - [Total Capacity Vs. Individual Capacity](https://support.mosaicapp.com/en/articles/359-total-capacity-vs-individual-capacity): View total and individual capacity all in one place - [Private Project Work Plans](https://support.mosaicapp.com/en/articles/533-private-project-work-plans): Understanding why some Work Plans are Private ## Planner Space > Getting Started in Planner - [Getting Started with Planner](https://support.mosaicapp.com/en/articles/683-getting-started-with-planner): This guide walks you through the recommended steps to start using the Planner space effectively. - [Planner Space Overview](https://support.mosaicapp.com/en/articles/651-planner-space-overview): The Planner is your project-level planning hub for managing schedules, team assignments, and resource allocation across all of your projects. - [Navigating the Planner](https://support.mosaicapp.com/en/articles/674-navigating-the-planner): A reference guide to the layout, controls, and navigation elements of the Planner space so you can find everything and work confidently. - [Review Activity Logs in Workload or Planner Space](https://support.mosaicapp.com/en/articles/290-review-activity-logs-in-workload-or-planner-space): View all changes to the Work Plans in Workload or Planner Spaces ## Planner Space > Space Settings - [Planner Space Controls](https://support.mosaicapp.com/en/articles/627-planner-space-controls): Learn how to customize Planner to your specifications - [Planner Display Controls](https://support.mosaicapp.com/en/articles/681-planner-display-controls): Customize how the Planner looks for your personal view without affecting other users. ## Planner Space > Overview - [Quick Guide](https://support.mosaicapp.com/en/articles/626-quick-guide): Plan your Projects visually, efficiently and strategically - all in one place. - [Planner Overview](https://support.mosaicapp.com/en/articles/643-planner-overview): Your project-level view of schedules, team assignments, and resource allocation. - [Assign Role View](https://support.mosaicapp.com/en/articles/706-assign-role-view): Find the right person for an open role and confirm they have the capacity - without leaving the Planner space. - [Open Roles and Generic Resources](https://support.mosaicapp.com/en/articles/678-open-roles-and-generic-resources): Plan time for roles you need but have not staffed yet, then assign the work to a real team member when ready. - [Member Availability Split View](https://support.mosaicapp.com/en/articles/679-member-availability-split-view): Open a split screen to see project plans alongside team member capacity, helping you make staffing decisions based on real-time data. - [Budget Indicator](https://support.mosaicapp.com/en/articles/680-budget-indicator): View a quick budget health gauge on each phase directly from the Planner, without leaving the project schedule. ## Planner Space > Overview > Resource Management - [Project Schedule Management](https://support.mosaicapp.com/en/articles/675-project-schedule-management): Set phase dates, track work days, manage baselines, and build dependencies to create a connected project schedule. - [Work Plans in Planner](https://support.mosaicapp.com/en/articles/677-work-plans-in-planner): Create, edit, and manage work plans for team members at the project level. - [Milestones](https://support.mosaicapp.com/en/articles/676-milestones): Add milestones to your project schedule to track key deliverables and deadlines visually on the timeline. ## Planner Space > Overview > Managing Members - [Managing Project Members](https://support.mosaicapp.com/en/articles/682-managing-project-members): Add, remove, and filter team members on a project directly from the Planner. - [Managing Member Access in the Planner Space](https://support.mosaicapp.com/en/articles/597-managing-member-access-in-the-planner-space): Manage member visibility and permissions on the Planner Space ## Planner Space > Overview > Filterting and Sorting in Planner - [Filtering, Selecting and Sorting Projects](https://support.mosaicapp.com/en/articles/294-filtering-selecting-and-sorting-projects): Learn how to personalize your project selections to review in the Planner Space - [Project Level Filters](https://support.mosaicapp.com/en/articles/615-project-level-filters): Learn how to filter your Projects to your exact specifications - [Selecting and Filtering Projects](https://support.mosaicapp.com/en/articles/652-selecting-and-filtering-projects): Find and pull up the projects you want to plan using search, portfolios, filters, and starred shortcuts. ## Planner Space > Project Modal Overview - [Project Schedule Modal Overview](https://support.mosaicapp.com/en/articles/236-project-schedule-modal-overview): Help you to manage the schedule for your projects and ensure that it stays on track and is completed on time - [Phases and Subphases](https://support.mosaicapp.com/en/articles/175-phases-and-subphases): What are Phases and Subphases? What can I do on Phases? - [Phases Status](https://support.mosaicapp.com/en/articles/178-phases-status): What are the statuses a Phase can have? How to change the status? - [Phase Dependencies](https://support.mosaicapp.com/en/articles/176-phase-dependencies): Set and remove Phase date dependencies ## Planner Space > Project Modal Overview > FAQs and Common Actions - [How to edit project information on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/238-how-to-edit-project-information-on-project-schedule-modal): Regular project updates help keep it on track. - [What are the differences between Phases and Milestones?](https://support.mosaicapp.com/en/articles/329-what-are-the-differences-between-phases-and-milestones): What are the differences between Phases and Milestones? - [How to sort Phases on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/239-how-to-sort-phases-on-project-schedule-modal): Sort Phases by title, status, dates, or workdays to simplify progress tracking, timeline management, and task prioritization. - [How to add standard Subphase to a Phase on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/369-how-to-add-standard-subphase-to-a-phase-on-project-schedule-modal): Further breakdown the Phases into multiple Subphases - [How to edit project notification settings on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/237-how-to-edit-project-notification-settings-on-project-schedule-modal): Customizing your notifications - [How to add standard Phases/Milestone to a Project on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/240-how-to-add-standard-phasesmilestone-to-a-project-on-project-schedule-modal): Phases and Milestones make it easier to plan, track, and manage the project. - [How to add standard Work Categories to a Phase or Subphase on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/244-how-to-add-standard-work-categories-to-a-phase-or-subphase-on-project-schedule-modal): Break down the project into smaller, more manageable chunks using Work Categories - [How to add custom Phases and Subphases on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/242-how-to-add-custom-phases-and-subphases-on-project-schedule-modal): Custom phases and subphases allow you to tailor the project management process to the specific needs of your project - [How to add custom Milestones on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/243-how-to-add-custom-milestones-on-project-schedule-modal): A specific point within a project that marks the completion of a major task or deliverable - [How to add custom Work Categories to a Phase or Subphase on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/245-how-to-add-custom-work-categories-to-a-phase-or-subphase-on-project-schedule-modal): Custom work categories allow you to tailor the project management process to the specific needs of your project. - [How to move Phase, Suphases and Milestones to a different parent on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/246-how-to-move-phase-suphases-and-milestones-to-a-different-parent-on-project-schedule-modal): Ability to change parent makes it easier to make changes to the project plan. - [How to edit Phase and Subphases information on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/248-how-to-edit-phase-and-subphases-information-on-project-schedule-modal): Help to keep project plans up-to-date and improve the chances of project success. - [How to edit Milestone information on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/546-how-to-edit-milestone-information-on-project-schedule-modal): Help to keep project plans up-to-date and improve the chances of project success. - [How to edit Work Category information on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/249-how-to-edit-work-category-information-on-project-schedule-modal): Updating Work Category information regularly is essential to ensure that everyone involved is on the same page - [How to delete Phases and Subphases on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/247-how-to-delete-phases-and-subphases-on-project-schedule-modal): Deleting Phases and Subphases can be done easily on this modal - [How to unarchive a Phase or Subphase on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/172-how-to-unarchive-a-phase-or-subphase-on-project-schedule-modal): How to unarchive a Phase or Subphase? - [How to delete Work Category on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/250-how-to-delete-work-category-on-project-schedule-modal): Delete Work Categories that you don't need any more - [How to change status of a Phase, Subphase or Work Category on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/251-how-to-change-status-of-a-phase-subphase-or-work-category-on-project-schedule-modal): Updating statuses Phases, Subphases or Work Categories of to provide visibility into progress - [How to plan a Phase, Subphase, Work Category or Milestone on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/252-how-to-plan-a-phase-subphase-work-category-or-milestone-on-project-schedule-modal): Plan your Phases, Subphases, Work Categories and Milestones to track project progress and manage your resources - [How to view Phase, Subphase or Milestone activities and set baseline on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/253-how-to-view-phase-subphase-or-milestone-activities-and-set-baseline-on-project-schedule-modal): Activity log on Phases, Subphases and Milestones gives you a better understanding of how the project is progressing - [How to hard-delete (permanently delete) a Phase or Subphase on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/554-how-to-hard-delete-permanently-delete-a-phase-or-subphase-on-project-schedule-modal): Permanently delete an archived Phase or Subphase - [How to merge Phases on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/556-how-to-merge-phases-on-project-schedule-modal): Learn how to merge phases, remove duplicates, and streamline project management for better organization and tracking. - [How to order Phases and Subphases on Project Schedule Modal?](https://support.mosaicapp.com/en/articles/574-how-to-order-phases-and-subphases-on-project-schedule-modal): Rearrange Phases and Subphases effortlessly with drag-and-drop functionality ## Planner Space > Work Plan Modal 1 - [Creating Work Plans](https://support.mosaicapp.com/en/articles/286-creating-work-plans): Assign work to your members - [Modifying Work Plans](https://support.mosaicapp.com/en/articles/288-modifying-work-plans): Copy, Split, and Delete features help you plan faster - [Getting Started with Work Plans](https://support.mosaicapp.com/en/articles/722-getting-started-with-work-plans): The Work Plan Modal Overview provides a comprehensive view of the work plan - [Work Plan Hours and Lock](https://support.mosaicapp.com/en/articles/723-work-plan-hours-and-lock): Efficiently assigning work plan hours is crucial for optimal project management. - [Work Plan Dates and Workday Lock](https://support.mosaicapp.com/en/articles/724-work-plan-dates-and-workday-lock): Assigning Work Plan dates based on your needs - [Customize Options on Work Plan Modal](https://support.mosaicapp.com/en/articles/725-customize-options-on-work-plan-modal): Customize options are available on the Work Plan modal, including set the work plan as tentative, use task hours for the work plan and set a time - [Comments on Work Plan Modal](https://support.mosaicapp.com/en/articles/726-comments-on-work-plan-modal): Comments on Work Plan Modal - [Scopes on Work Plan Modal](https://support.mosaicapp.com/en/articles/727-scopes-on-work-plan-modal): Associate Scopes to the Work Plan - [Tasks on Work Plan Modal](https://support.mosaicapp.com/en/articles/728-tasks-on-work-plan-modal): Align your project's objectives with the allocated hours, streamlining your planning process and ensuring that task hours seamlessly translate into work plan hours - [Activity on Work Plan Modal](https://support.mosaicapp.com/en/articles/729-activity-on-work-plan-modal): Activity tab on Work Plan Modal serves as your project's historical record, offering valuable insights into its evolution. - [Import Work Plans](https://support.mosaicapp.com/en/articles/548-import-work-plans): Enhances efficiency by saving time, ensuring accurate data transfer, and streamlining project management processes for teams. ## Planner Space > Work Plan Modal 1 > FAQs and Common Actions - [How to delete a Work Plan on Work Plan Modal?](https://support.mosaicapp.com/en/articles/730-how-to-delete-a-work-plan-on-work-plan-modal): How to delete a Work Plan on Work Plan Modal? - [How to change assigned Member on Work Plan Modal?](https://support.mosaicapp.com/en/articles/731-how-to-change-assigned-member-on-work-plan-modal): How to change assigned Member on Work Plan Modal? - [How to edit Project, Phase and Work Category on the Work Plan Modal?](https://support.mosaicapp.com/en/articles/732-how-to-edit-project-phase-and-work-category-on-the-work-plan-modal): How to edit Project, Phase and Work Category on the Work Plan Modal? ## Planner Space > FAQs and Common Actions - [How can I view a Phase Budget in Planner Space?](https://support.mosaicapp.com/en/articles/291-how-can-i-view-a-phase-budget-in-planner-space): Learn how to view budget information for each phase within Planner Space - [How to assign Open Roles to Members?](https://support.mosaicapp.com/en/articles/536-how-to-assign-open-roles-to-members): Learn the steps to assign Open-Role work plans to your team - [Why is the Phase Bar faded?](https://support.mosaicapp.com/en/articles/293-why-is-the-phase-bar-faded): Provides a clear and intuitive way to see work plans that are outside of the current phase date range - [Why are some Projects Private in Planner Space?](https://support.mosaicapp.com/en/articles/534-why-are-some-projects-private-in-planner-space): Learn about why some projects appear private in the Planner Space - [How can I export the Planner Space?](https://support.mosaicapp.com/en/articles/563-how-can-i-export-the-planner-space): Learn how to export your Planner Space ## Budget Space > Getting Started - [Getting Started with Budget](https://support.mosaicapp.com/en/articles/693-getting-started-with-budget): This guide walks you through the recommended steps to start using the Budget space for a project. - [Budget Space Overview](https://support.mosaicapp.com/en/articles/686-budget-space-overview): Track project financials in real time — monitor fees, spent time, planned time, and remaining budget across every phase. ## Budget Space > Budget Modal Info - [Time Tab](https://support.mosaicapp.com/en/articles/687-time-tab): The Time tab is the primary workspace for managing project budgets at the phase, sub phase, and member level. - [Progress Tab](https://support.mosaicapp.com/en/articles/690-progress-tab): The Progress tab visualizes the project's financial trajectory over time using line and bar charts. - [Scope Tab](https://support.mosaicapp.com/en/articles/689-scope-tab): The Scope tab lets you break down phases into named scopes of work and track estimated hours and percent completion per member. - [Scope Detail](https://support.mosaicapp.com/en/articles/553-scope-detail): Learn more about the details available when planning with Scope - [Spent Tab](https://support.mosaicapp.com/en/articles/688-spent-tab): The Spent tab shows all time entries pulled from your ERP or entered in Mosaic for a specific project. - [Billing Tab](https://support.mosaicapp.com/en/articles/691-billing-tab): The Billing tab lets you manually track billing estimates and invoiced amounts per phase. - [Variance Tab](https://support.mosaicapp.com/en/articles/692-variance-tab): The Variance tab compares actual spent time against planned time or member budgets to identify overages and underages. - [Member Management](https://support.mosaicapp.com/en/articles/366-member-management): Manage members in each Phase/Subphase/Work Category - [Member Budget Estimate](https://support.mosaicapp.com/en/articles/371-member-budget-estimate): Allocate a specific budget for each member to effectively monitor and manage remaining funds ## Budget Space > Project Budget Settings Manage time settings control project time tracking and billing, including currency, member rates, phase-specific rates, and rate multipliers. - [Project Budget Settings Overview](https://support.mosaicapp.com/en/articles/411-project-budget-settings-overview): Manage time settings provides you with flexibility in how you track and bill time for your projects - [Planning Time on Phase](https://support.mosaicapp.com/en/articles/413-planning-time-on-phase): Planning Time on Phase on Project Manage Time Settings - [Default Subphase Settings](https://support.mosaicapp.com/en/articles/414-default-subphase-settings): Project Default Subphase on Project Manage Time Settings - [Independent Phase Rates](https://support.mosaicapp.com/en/articles/415-independent-phase-rates): Independent Phase Rates on Project Manage Time Settings - [Project Currency](https://support.mosaicapp.com/en/articles/412-project-currency): Project Currency on Project Manage Time Settings - [Project Rates](https://support.mosaicapp.com/en/articles/416-project-rates): Project Rates on Project Manage Time Settings - [Rate Multipliers and Bill Rate Source](https://support.mosaicapp.com/en/articles/418-rate-multipliers-and-bill-rate-source): Rate Multipliers and Bill Rate Source on Project Manage Time Settings - [Project Budget Settings - Hours Only View](https://support.mosaicapp.com/en/articles/469-project-budget-settings-hours-only-view): Project Budget Settings - Hours Only View ## Budget Space > Rates Overview - [Standard Bill Rates](https://support.mosaicapp.com/en/articles/152-standard-bill-rates): How to create, edit, archive, unarchive a Standard Bill Rate? - [Member Bill Rates](https://support.mosaicapp.com/en/articles/153-member-bill-rates): What are Member Bill Rates and where are they used? - [Member Cost Rates](https://support.mosaicapp.com/en/articles/154-member-cost-rates): How to assign, edit, delete a Member Cost Rate? - [Cost Rates](https://support.mosaicapp.com/en/articles/270-cost-rates): If you don't need to track project costs, you can disable cost rate on Mosaic ## Budget Space > Rates Overview > FAQs and Common Actions - [Can I override the Rates of a Project?](https://support.mosaicapp.com/en/articles/156-can-i-override-the-rates-of-a-project): Can I override the Rates of a Project? - [How to assign a Bill Rate to a Member?](https://support.mosaicapp.com/en/articles/514-how-to-assign-a-bill-rate-to-a-member): How to assign a Bill Rate to a Member in Organization Settings? - [How to update a Member Bill Rate?](https://support.mosaicapp.com/en/articles/516-how-to-update-a-member-bill-rate): How to update a Member Bill Rate in Organization Settings? - [How to delete a Member Bill Rate?](https://support.mosaicapp.com/en/articles/517-how-to-delete-a-member-bill-rate): How to delete a Member Bill Rate in Organization Settings? ## Budget Space > Rate Group Overview - [Rate Groups](https://support.mosaicapp.com/en/articles/157-rate-groups): What is a Rate Group? ## Budget Space > Rate Group Overview > FAQs and Common Actions - [How to create a Rate Group and add Rates?](https://support.mosaicapp.com/en/articles/509-how-to-create-a-rate-group-and-add-rates): How to create a Rate Group and add Rates in Org Settings? - [How to edit the effective date of a Member Bill Rate?](https://support.mosaicapp.com/en/articles/515-how-to-edit-the-effective-date-of-a-member-bill-rate): How to edit the effective date of a Member Bill Rate in Organization Settings? - [How to edit the name of a Rate Group?](https://support.mosaicapp.com/en/articles/512-how-to-edit-the-name-of-a-rate-group): How to update the name of a Rate Group in Organization Settings - [How to update a Rate in a Rate Group?](https://support.mosaicapp.com/en/articles/510-how-to-update-a-rate-in-a-rate-group): How to update a Rate in a Rate Group in Org Settings? - [How to edit the effective dates of a Rate in a Rate Group?](https://support.mosaicapp.com/en/articles/513-how-to-edit-the-effective-dates-of-a-rate-in-a-rate-group): How to edit the effective dates of a Rate in a Rate Group in Org Settings? - [How to archive or delete a Rate Group?](https://support.mosaicapp.com/en/articles/511-how-to-archive-or-delete-a-rate-group): How to archive or delete a Rate Group in Org Settings? ## Budget Space > Phase Info Modal Helps you managing budgets on Phases and Subphases - [Phase Info Modal Overview](https://support.mosaicapp.com/en/articles/419-phase-info-modal-overview): Phase Info Modal on Budget Modal - [Phase Info Modal - Hour Only View](https://support.mosaicapp.com/en/articles/468-phase-info-modal-hour-only-view): Phase Info Modal - Hour Only View - [Multiplier](https://support.mosaicapp.com/en/articles/429-multiplier): Multiplier on Phase Info Modal - [Phase Budget Status](https://support.mosaicapp.com/en/articles/420-phase-budget-status): Edit Phase Budget Status on Phase Info Modal - [Phase Budget With](https://support.mosaicapp.com/en/articles/425-phase-budget-with): Phase Budget With on Phase Info Modal - [Phase Contract Type](https://support.mosaicapp.com/en/articles/423-phase-contract-type): Edit Phase Contract Type on Phase Info Modal - [Phase Fee](https://support.mosaicapp.com/en/articles/424-phase-fee): Phase Fee on Phase Info Modal - [Phase Parent](https://support.mosaicapp.com/en/articles/422-phase-parent): Edit Phase Parent on Phase Info Modal - [Phase Rates](https://support.mosaicapp.com/en/articles/428-phase-rates): Phase Rates on Phase Info Modal - [Planning Time on Phase](https://support.mosaicapp.com/en/articles/427-planning-time-on-phase): Planning Time on Phase on Phase Info Modal - [Phase Title](https://support.mosaicapp.com/en/articles/421-phase-title): Edit Phase Title on Phase Info Modal ## Budget Space > Work Category Info Modal helps you managing budgets on Work Categories - [Work Category Info Modal Overview](https://support.mosaicapp.com/en/articles/470-work-category-info-modal-overview): Work Category Info Modal Overview - [Work Category Info Modal - Hour Only View](https://support.mosaicapp.com/en/articles/501-work-category-info-modal-hour-only-view): Work Category Info Modal - Hour Only View - [Work Category Budget Status](https://support.mosaicapp.com/en/articles/475-work-category-budget-status): Work Category Budget Status on Work Category Info Modal - [Work Category Budget With](https://support.mosaicapp.com/en/articles/474-work-category-budget-with): Work Category Budget With on Work Category Info Modal - [Work Category Contract Type](https://support.mosaicapp.com/en/articles/472-work-category-contract-type): Work Category Contract Type on Work Category Info Modal - [Work Category Fee](https://support.mosaicapp.com/en/articles/582-work-category-fee): Work Category Fee on Work Category Info Modal - [Work Category Multiplier](https://support.mosaicapp.com/en/articles/568-work-category-multiplier): Multiplier on Work Category Info Modal - [Work Category Title](https://support.mosaicapp.com/en/articles/471-work-category-title): Work Category Title on Work Category Info Modal ## Budget Space > Budget FAQs - [Bill Rate Vs. Cost Rate](https://support.mosaicapp.com/en/articles/562-bill-rate-vs-cost-rate): Understanding Bill Rate vs. Cost Rate: Key Differences Explained - [Budget Modal - View Budget Access](https://support.mosaicapp.com/en/articles/367-budget-modal-view-budget-access): See a list of members who can view the budget - [Why am I seeing Time on Phase and No Work Category?](https://support.mosaicapp.com/en/articles/181-why-am-i-seeing-time-on-phase-and-no-work-category): Time on Phase and No Work Category under the Phase - [How to set Project specific currency on Budget Modal?](https://support.mosaicapp.com/en/articles/259-how-to-set-project-specific-currency-on-budget-modal): Allows you to have projects in different currencies help you to make project budgets more accurate. - [How to delete Work Category on Budget Modal?](https://support.mosaicapp.com/en/articles/298-how-to-delete-work-category-on-budget-modal): Delete Work Categories and all Work Plans and Timesheets in them - [How to unarchive Work Category?](https://support.mosaicapp.com/en/articles/390-how-to-unarchive-work-category): Restore archived Work Categories when you needed - [How to assign the Open Role to Member?](https://support.mosaicapp.com/en/articles/537-how-to-assign-the-open-role-to-member): Assign the Open Role to Member on Budget Modal - [How to hard-delete (permanently delete) a Phase or Subphase on Budget Modal?](https://support.mosaicapp.com/en/articles/555-how-to-hard-delete-permanently-delete-a-phase-or-subphase-on-budget-modal): Permanently delete an archived Phase or Subphase - [How to order Phases and Subphases on Budget Space](https://support.mosaicapp.com/en/articles/575-how-to-order-phases-and-subphases-on-budget-space): Rearrange Phases and Subphases effortlessly with drag-and-drop functionality - [How to Merge Phases on Budget Modal?](https://support.mosaicapp.com/en/articles/557-how-to-merge-phases-on-budget-modal): Learn how to merge phases, remove duplicates, and streamline project management for better organization and tracking. - [How to Override Total Project Budget?](https://support.mosaicapp.com/en/articles/560-how-to-override-total-project-budget): How to override total project budget on Budget Modal? - [What is Subtotal row on Budget Space?](https://support.mosaicapp.com/en/articles/576-what-is-subtotal-row-on-budget-space): Aggregated member data from Subphases and Work Categories - [How to unarchive a Phase or Subphase on Budget Modal?](https://support.mosaicapp.com/en/articles/583-how-to-unarchive-a-phase-or-subphase-on-budget-modal): How to unarchive a Phase or Subphase on Budget Modal? - [Changing a Team Member’s Rate on a Specific Project](https://support.mosaicapp.com/en/articles/621-changing-a-team-member-s-rate-on-a-specific-project): Adjust billing rates for individual projects without affecting the member’s default rate. ## Staffing Space Offers a centralized view for managing Roles, Member assignments, Capacity, and Availability across Projects. - [Getting Started](https://support.mosaicapp.com/en/articles/698-getting-started): This guide walks you through the recommended steps to start using the Staffing space for resource planning. - [Staffing Space Overview](https://support.mosaicapp.com/en/articles/694-staffing-space-overview): The Staffing space is your central hub for matching available team members to projects with open roles. ## Staffing Space > Project Finder - [Project Finder Overview](https://support.mosaicapp.com/en/articles/695-project-finder-overview): Find projects that match a team member's availability and experience to proactively staff open work. - [Select Members and View Member Capacity](https://support.mosaicapp.com/en/articles/588-select-members-and-view-member-capacity): Select Member and View Member Capacity in Project Finder - [View Suggested Projects and Access Budget Modal](https://support.mosaicapp.com/en/articles/601-view-suggested-projects-and-access-budget-modal): View suggested projects and access Budget Modal from Project Finder - [Member Three-Dot Menu](https://support.mosaicapp.com/en/articles/587-member-three-dot-menu): Access Member Profile or Org Chart from the three-dot menu on Project Finder ## Staffing Space > Team Builder - [Team Builder Overview](https://support.mosaicapp.com/en/articles/696-team-builder-overview): Explore open roles across projects and find the most suitable candidates to fill them. - [Select Projects in Team Builder](https://support.mosaicapp.com/en/articles/602-select-projects-in-team-builder): Select Projects to view in Team Builder - [Modify Open Roles to Project in Team Builder](https://support.mosaicapp.com/en/articles/603-modify-open-roles-to-project-in-team-builder): Add and remove Open Roles in Projects from Team Builder page - [Project Three-Dot Menu](https://support.mosaicapp.com/en/articles/604-project-three-dot-menu): Use the Project Three-Dot Menu on Project Finder to access key actions like managing members, editing phases, and updating project info. ## Staffing Space > Project Team Builder - [Add/Remove Open Roles from Project on Project Team Builder](https://support.mosaicapp.com/en/articles/81-addremove-open-roles-from-project-on-project-team-builder): Add or remove Open Roles from Project on Project Team Builder - [Add/Remove Open Roles from Phases on Project Team Builder](https://support.mosaicapp.com/en/articles/605-addremove-open-roles-from-phases-on-project-team-builder): Add/Remove Open Roles from Phases on Project Team Builder - [Add Requirements to Open Roles on Project Team Builder](https://support.mosaicapp.com/en/articles/606-add-requirements-to-open-roles-on-project-team-builder): Add specific Skills, Disciplines, and more to Open Roles to improve candidate matching and align resources with project needs. - [View Member Suggestions and Assign Member on Project Team Builder](https://support.mosaicapp.com/en/articles/607-view-member-suggestions-and-assign-member-on-project-team-builder): Suggests qualified Members for each Role and allows quick assignment across Phases based on availability, requirements, and project needs. - [Member and Phase Management on Project Team Builder](https://support.mosaicapp.com/en/articles/608-member-and-phase-management-on-project-team-builder): Manage Members and Phases within the Project Team panel—view assignments, edit hours, and organize schedule items across all Phases. - [Member Suggestion Feedback](https://support.mosaicapp.com/en/articles/609-member-suggestion-feedback): Member Suggestion Feedback ## Staffing Space > FAQs and Common Actions - [Open Roles Throughout Mosaic](https://support.mosaicapp.com/en/articles/697-open-roles-throughout-mosaic): Understand where open roles are visible and how to work around current limitations in the Workload space. - [Assign Role View](https://support.mosaicapp.com/en/articles/705-assign-role-view): Find the right person for an open role and confirm they have the capacity - without leaving the Planner space. - [Managing Member Access in the Staffing Page](https://support.mosaicapp.com/en/articles/598-managing-member-access-in-the-staffing-page): Manage member visibility and permissions on the Staffing page. ## Reports Space > Getting Started - [Getting Started with Reports](https://support.mosaicapp.com/en/articles/653-getting-started-with-reports): The Reports space is where all your project, team, and financial data comes together for analysis, forecasting, and decision-making. - [Reports Overview](https://support.mosaicapp.com/en/articles/673-reports-overview): The Reports space is where all your project, team, and financial data comes together for analysis, forecasting, and decision-making. ## Reports Space > Detailed Overviews - [Time Tracking Report](https://support.mosaicapp.com/en/articles/22-time-tracking-report): Time Tracking let the team can inform you what they’re working on daily, replacing a daily huddle and make end of day timesheets effortless. - [Workload Report](https://support.mosaicapp.com/en/articles/654-workload-report): The Workload Report shows forecasted utilization — how much planned time each member has relative to their working capacity. - [Planned Time Report](https://support.mosaicapp.com/en/articles/655-planned-time-report): The Planned Time Report shows total planned hours or dollars from today forward for members or projects. - [Estimate at Completion Report](https://support.mosaicapp.com/en/articles/656-estimate-at-completion-report): Shows what has been spent so far on a project plus what is planned for the future, giving a forward-looking projection of total project cost or hours. - [Role Demand Report](https://support.mosaicapp.com/en/articles/657-role-demand-report): Forecasts demand for specific roles based on current work plans and team capacity. - [Spent Time Report](https://support.mosaicapp.com/en/articles/658-spent-time-report): Shows historical time entries across projects and members. - [Timesheet Report](https://support.mosaicapp.com/en/articles/659-timesheet-report): View, filter, and manage individual time entries across your team with four different views: Date, Member, Project, and Activity. - [Timesheet Status Report](https://support.mosaicapp.com/en/articles/660-timesheet-status-report): Monitor which team members have completed their time entries for the month, with a calendar view and recurring reminder functionality. - [Backlog Report](https://support.mosaicapp.com/en/articles/661-backlog-report): Shows what is planned for your projects and whether those plans will exceed the budget. - [Time Budget Tracking Report](https://support.mosaicapp.com/en/articles/662-time-budget-tracking-report): Compare spent time, planned time, and remaining budget across multiple projects in one view, with the ability to toggle between EAC and Remaining perspectives - [Utilization Report](https://support.mosaicapp.com/en/articles/663-utilization-report): Shows billable vs. non-billable time percentages for each team member based on historical time entries. - [Profit Margin Report](https://support.mosaicapp.com/en/articles/664-profit-margin-report): Shows the profit margin for each project based on fee, budget, and spent time. - [Time Variance Report](https://support.mosaicapp.com/en/articles/665-time-variance-report): Compares planned hours vs. spent hours for a given time period to identify where teams are over- or under-spending relative to plans. - [Budget Variance Report](https://support.mosaicapp.com/en/articles/666-budget-variance-report): Compares spent time against multiple benchmarks — project fee, project budget, planned time, or member budget — to show financial variance from different perspectives. - [Schedule Variance Report](https://support.mosaicapp.com/en/articles/668-schedule-variance-report): Compares the planned duration (in days) for each project against the actual duration to identify projects running longer or shorter than estimated. - [Skills Report](https://support.mosaicapp.com/en/articles/669-skills-report): Rank team members on custom skill categories using a 1–5 scale. - [All Projects Report](https://support.mosaicapp.com/en/articles/670-all-projects-report): A view of all projects showing title, status, planned dates, activity indicators, and priority flags. - [Dashboards](https://support.mosaicapp.com/en/articles/672-dashboards): Create customizable dashboard views with widgets that pull data from your reports for quick daily monitoring. - [Pipeline Report](https://support.mosaicapp.com/en/articles/744-pipeline-report): The Pipeline Report shows total planned hours or dollars for proposal projects only — the potential work you are bidding on or hoping to win. ## Reports Space > FAQs and Common Actions - [Navigating the Reports](https://support.mosaicapp.com/en/articles/667-navigating-the-reports): A reference guide to the buttons, icons, and controls that appear across the Reports space so you can navigate any report confidently. - [Best Practices](https://support.mosaicapp.com/en/articles/671-best-practices): This guide walks you through the recommended steps to start using the Reports space effectively. ## Dashboard Space Create Dashboards customized to meet individual or team-specific requirements. - [How to create a Dashboard?](https://support.mosaicapp.com/en/articles/585-how-to-create-a-dashboard): Customize team dashboards to share key project insights with your team members - [How to add Widgets to the Team Dashboard?](https://support.mosaicapp.com/en/articles/586-how-to-add-widgets-to-the-team-dashboard): Add, customize, and manage widgets to tailor the Dashboard to specific needs - [How to clone a Dashboard?](https://support.mosaicapp.com/en/articles/684-how-to-clone-a-dashboard): Creates a duplicate of the selected Dashboard, preserving its configuration and filters so adjustments can be made without modifying the original. - [How to edit a Dashboard?](https://support.mosaicapp.com/en/articles/617-how-to-edit-a-dashboard): Edit dashboard information and Members to share with ## Project Space > Getting Started - [Getting Started](https://support.mosaicapp.com/en/articles/701-getting-started): Navigate the project space to view schedules, manage members, track milestones, add tasks, and communicate with your team. - [Navigating to a Project](https://support.mosaicapp.com/en/articles/327-navigating-to-a-project): How to go to project? - [Creating a Project](https://support.mosaicapp.com/en/articles/328-creating-a-project): How to create a project - [Project Page](https://support.mosaicapp.com/en/articles/531-project-page): Project page - [Project Update](https://support.mosaicapp.com/en/articles/337-project-update): View all the project updates and comments - [Managing members of a Project](https://support.mosaicapp.com/en/articles/331-managing-members-of-a-project): Add members and Edit members' access ## Project Space > Project Views Overview > Project View - Notes - [Projects - Notes View](https://support.mosaicapp.com/en/articles/339-projects-notes-view): Create notes for the important information on each project ## Project Space > Project Views Overview > Project View - Tasks - [Project - Task View](https://support.mosaicapp.com/en/articles/326-project-task-view): Streamline project execution with our comprehensive task management page. Create, assign, and group tasks, or view them by phase. - [Projects - Task Lists](https://support.mosaicapp.com/en/articles/330-projects-task-lists): Managing and organizing your tasks using task lists - [Task Import](https://support.mosaicapp.com/en/articles/524-task-import): How to import Tasks in a Project ## Project Space > Project Views Overview > Project View - Info - [Projects - Info View](https://support.mosaicapp.com/en/articles/396-projects-info-view): Information about your project - [Info Modal](https://support.mosaicapp.com/en/articles/357-info-modal): Project Info Modal for viewing and editing the Project information ## Project Space > Project Views Overview > Project View - Schedule - [Projects - Schedule](https://support.mosaicapp.com/en/articles/338-projects-schedule): Schedule of Phases, Milestones and Tasks ## Project Space > Project Views Overview > Project View - Budget - [Projects - Budget View](https://support.mosaicapp.com/en/articles/341-projects-budget-view): A high level view of your project's budget in percentages ## Project Space > Project Views Overview > Project View - Scope - [Projects - Scope View](https://support.mosaicapp.com/en/articles/340-projects-scope-view): View and manage the scopes of your project ## Project Space > Project Views Overview > Project View - Plan - [Project - Plan](https://support.mosaicapp.com/en/articles/624-project-plan): Gantt-style timeline for managing project schedules ## Project Space > Task Modal Overview - [Getting Started with Tasks](https://support.mosaicapp.com/en/articles/702-getting-started-with-tasks): Create and manage project-level and personal tasks to track action items, deliverables, and to-do lists in Mosaic. - [Task Modal Overview](https://support.mosaicapp.com/en/articles/215-task-modal-overview): A comprehensive control center for managing individual tasks - [Updates, Comments, and Attachments in Task Modal](https://support.mosaicapp.com/en/articles/223-updates-comments-and-attachments-in-task-modal): Updates and comments ensure that everyone involved in the task stays aligned and informed. ## Project Space > Task Modal Overview > FAQs and Common Actions - [How to turn on task notifications on task modal?](https://support.mosaicapp.com/en/articles/216-how-to-turn-on-task-notifications-on-task-modal): These notifications can keep you informed of relevant comments, due dates, or other essential details, ensuring that you never miss an important deadline or update. - [How to move a task to another project on task modal?](https://support.mosaicapp.com/en/articles/217-how-to-move-a-task-to-another-project-on-task-modal): Moving tasks between projects can help maintain coherence and relevance in your workflow, aligning tasks with the appropriate objectives and teams. - [How to edit planned dates on task modal?](https://support.mosaicapp.com/en/articles/218-how-to-edit-planned-dates-on-task-modal): The ability to edit planned dates for individual tasks is crucial to maintaining an accurate and agile project schedule - [How to start/stop timer on task modal?](https://support.mosaicapp.com/en/articles/219-how-to-startstop-timer-on-task-modal): This real-time tracking can provide valuable insights into efficiency, resource allocation, and overall project progress. - [How to mark a task as completed on task modal?](https://support.mosaicapp.com/en/articles/220-how-to-mark-a-task-as-completed-on-task-modal): Marking a task as completed is not just a formality; it's an essential action that updates the team, realigns resources, and often triggers the next steps in a workflow. - [How to delete on task modal?](https://support.mosaicapp.com/en/articles/221-how-to-delete-on-task-modal): The ability to delete a task is vital for keeping a project uncluttered and focused. - [How to add notes or subtasks on task modal?](https://support.mosaicapp.com/en/articles/222-how-to-add-notes-or-subtasks-on-task-modal): Ability to add notes and substasks to a task enriches the understanding of what needs to be done and foster an organized approach - [How to assign task to single or multiple members on task modal?](https://support.mosaicapp.com/en/articles/224-how-to-assign-task-to-single-or-multiple-members-on-task-modal): The ability to assign tasks to single or multiple members ensures that responsibilities are clearly defined ## Project Space > FAQs and Common Actions - [How to clone a Project?](https://support.mosaicapp.com/en/articles/334-how-to-clone-a-project): This feature allows you to create a new project from an existing project. - [How to merge Projects?](https://support.mosaicapp.com/en/articles/532-how-to-merge-projects): This feature allows you to combine 2 duplicated Projects into a single Project - [How to archive Projects?](https://support.mosaicapp.com/en/articles/333-how-to-archive-projects): Archive projects to keep the project information - [How to delete a Project?](https://support.mosaicapp.com/en/articles/332-how-to-delete-a-project): Delete projects that you no longer need - [Invite Project Guest](https://support.mosaicapp.com/en/articles/522-invite-project-guest): Invite Guests to work on your Projects - [How to download Tasks in a Project?](https://support.mosaicapp.com/en/articles/335-how-to-download-tasks-in-a-project): Allows you to have all project tasks on one spreadsheet - [Personal Project](https://support.mosaicapp.com/en/articles/616-personal-project): What is a personal project? - [Project Notification Settings](https://support.mosaicapp.com/en/articles/336-project-notification-settings): Tailor your project notifications to receive only the information that's relevant to you. - [Dependency Lines in Plan View](https://support.mosaicapp.com/en/articles/746-dependency-lines-in-plan-view): Create and view phase and milestone dependencies directly in the Plan tab, displayed as connecting lines with directional arrows. ## Portfolio Space A Portfolio is a folder that organizes projects, enhancing productivity by categorizing and managing tasks efficiently. - [Portfolio Space Overview](https://support.mosaicapp.com/en/articles/700-portfolio-space-overview): Browse and manage project portfolios — the top-level folders that organize all projects in Mosaic. ## Portfolio Space > Overview - [Managing Projects in the Portfolio Space](https://support.mosaicapp.com/en/articles/594-managing-projects-in-the-portfolio-space): Quickly organize and manage projects using the three-dot menu or drag-and-drop actions. - [Portfolio Info Modal](https://support.mosaicapp.com/en/articles/528-portfolio-info-modal): Portfolio color, Portfolio name, privacy settings and archive function - [Modifying Project Information on the Portfolio Page](https://support.mosaicapp.com/en/articles/593-modifying-project-information-on-the-portfolio-page): Access and manage key Project settings directly from the Project row. - [Portfolio Three-Dot Menu](https://support.mosaicapp.com/en/articles/364-portfolio-three-dot-menu): Edit portfolio information, archive or delete portfolios - [Project Information Display in Portfolio](https://support.mosaicapp.com/en/articles/363-project-information-display-in-portfolio): Customize the Project information displayed on the Portfolio - [Project Statuses and Stages](https://support.mosaicapp.com/en/articles/526-project-statuses-and-stages): Add your own custom statuses and stages to better managing your Projects - [Portfolio Member Management](https://support.mosaicapp.com/en/articles/361-portfolio-member-management): Add, modify or remove members, view portfolio member information ## Portfolio Space > FAQs and Common Actions - [How to create new portfolios?](https://support.mosaicapp.com/en/articles/360-how-to-create-new-portfolios): Use portfolios to manage your projects - [How to move a project to a different portfolio?](https://support.mosaicapp.com/en/articles/362-how-to-move-a-project-to-a-different-portfolio): Move projects into different potfolios - [Where to find archived Portfolios?](https://support.mosaicapp.com/en/articles/365-where-to-find-archived-portfolios): Unarchive and delete archived portfolios - [How to change Portfolio color on Portfolio Space?](https://support.mosaicapp.com/en/articles/529-how-to-change-portfolio-color-on-portfolio-space): Personalize your Portfolio - [How to Import Projects in the Portfolio Space?](https://support.mosaicapp.com/en/articles/527-how-to-import-projects-in-the-portfolio-space): Import Projects directly into the Portfolio ## Home Space A personal dashboard to manage your tasks, notifications, events and work plans. - [Home Space Overview](https://support.mosaicapp.com/en/articles/699-home-space-overview): Understand each widget on your Home Space and how to use them to stay organized and on top of your schedule. - [Notifications](https://support.mosaicapp.com/en/articles/707-notifications): Keeps you in the loop with real-time updates so you never miss a critical change to your work. ## Home Space > Widgets - [Work Plan](https://support.mosaicapp.com/en/articles/710-work-plan): A two-week view of your scheduled work so you always know what you are supposed to be working on. - [Calendar](https://support.mosaicapp.com/en/articles/711-calendar): A monthly view of your project dates, milestones, time off, and holidays so you always know what is coming up. - [Projects](https://support.mosaicapp.com/en/articles/715-projects): A list of your active projects so you can quickly navigate to anything you are currently working on. - [Tasks](https://support.mosaicapp.com/en/articles/709-tasks): Your assigned to-do list across all projects in one place, so nothing falls through the cracks. - [Completed Tasks](https://support.mosaicapp.com/en/articles/716-completed-tasks): A record of everything you have finished so you can review your completed work at any time. - [Tasks Assigned By Me](https://support.mosaicapp.com/en/articles/717-tasks-assigned-by-me): A view of every task you have assigned to others so you can track progress without chasing people down. - [Time Tracking](https://support.mosaicapp.com/en/articles/708-time-tracking): A daily view of your scheduled work so you can track what you actually worked on without relying on memory. - [Timesheet - for Integrated Teams](https://support.mosaicapp.com/en/articles/712-timesheet-for-integrated-teams): A read-only view of the time entries synced from your ERP so you can verify what has been recorded. - [Timesheet - for Non-Integrated Teams](https://support.mosaicapp.com/en/articles/713-timesheet-for-non-integrated-teams): Where you enter, review, and submit your time when your team records time directly in Mosaic. - [Integration Sync Log](https://support.mosaicapp.com/en/articles/718-integration-sync-log): A record of data that has synced into Mosaic from your ERP so you can verify and troubleshoot integration activity. ## Home Space > FAQs and Common Actions - [Time Off (Home Space)](https://support.mosaicapp.com/en/articles/703-time-off-home-space): Enter personal PTO and time away in Mosaic so your schedule is accurate and PMs can plan around your absence. - [Quick Actions Bar](https://support.mosaicapp.com/en/articles/200-quick-actions-bar): Invite members, check your timers, go to notification page, search for projects on all pages - [Quick Actions Bar - Search Button](https://support.mosaicapp.com/en/articles/523-quick-actions-bar-search-button): Quick Search allows you to quickly find and open a specific Project from any page - [Streamlining Time Off Management with Subphases](https://support.mosaicapp.com/en/articles/257-streamlining-time-off-management-with-subphases): Adding Subphases to your TO Project - [Daily Time Tracking Drawer](https://support.mosaicapp.com/en/articles/519-daily-time-tracking-drawer): Make Time Tracking easier, ensuring tasks are completed efficiently. ## Chello Chello is Mosaic’s built-in AI assistant. It’s designed to get all of your projects and your team’s capacity planned and to brief you on the information you need to control schedules and understand what’s happening across your work. - [Chello AI Assistant](https://support.mosaicapp.com/en/articles/721-chello-ai-assistant): Ask questions about your Mosaic data and get in-depth and strategic answers from your firm's Mosaic data. - [Chello Briefs](https://support.mosaicapp.com/en/articles/763-chello-briefs): Schedule a recurring report that Chello builds from your Mosaic data and has ready for you at a set day and time. ## Videos > Home Space - [Overview](https://support.mosaicapp.com/en/articles/133-overview): Overview ## Videos > Workload Space - [Overview](https://support.mosaicapp.com/en/articles/446-overview): Overview - [Settings](https://support.mosaicapp.com/en/articles/447-settings): Settings - [Updating Member's Workload Access](https://support.mosaicapp.com/en/articles/448-updating-member-s-workload-access): Updating Members Workload Access - [Create Work Plans Using Task Hours](https://support.mosaicapp.com/en/articles/449-create-work-plans-using-task-hours): Create Work Plans Using Task Hours - [Adding Work Category Dependencies to Work Plans](https://support.mosaicapp.com/en/articles/450-adding-work-category-dependencies-to-work-plans): Adding Work Category Dependencies to Work Plans ## Videos > Staffing Space - [Overview](https://support.mosaicapp.com/en/articles/137-overview): Overview - [Team Builder](https://support.mosaicapp.com/en/articles/453-team-builder): Team Builder ## Videos > Mobile App - [Overview](https://support.mosaicapp.com/en/articles/142-overview): Overview ## Videos > Planner Space - [Overview](https://support.mosaicapp.com/en/articles/459-overview): Overview - [Project Filters](https://support.mosaicapp.com/en/articles/456-project-filters): Project Filters on Planner - [Team Builder](https://support.mosaicapp.com/en/articles/452-team-builder): Team Builder - [Building a Work Plan for Open Roles](https://support.mosaicapp.com/en/articles/454-building-a-work-plan-for-open-roles): Building a Work Plan for Open Roles - [Adding Work Category Dependencies to Work Plans](https://support.mosaicapp.com/en/articles/455-adding-work-category-dependencies-to-work-plans): Adding Work Category Dependencies to Work Plans ## Videos > Budget Space - [Budget Overview](https://support.mosaicapp.com/en/articles/145-budget-overview): Budget Overview - [Scope Overview](https://support.mosaicapp.com/en/articles/457-scope-overview): Scope Overview ## Videos > Project Space - [Overview](https://support.mosaicapp.com/en/articles/458-overview): Overview - [Filter Your Tasks](https://support.mosaicapp.com/en/articles/141-filter-your-tasks): Filter Your Tasks ## Videos > Reports - [All Projects Report](https://support.mosaicapp.com/en/articles/407-all-projects-report): All Projects Report - [Backlog Report](https://support.mosaicapp.com/en/articles/437-backlog-report): Backlog Report - [Budget Tracking Report](https://support.mosaicapp.com/en/articles/409-budget-tracking-report): Budget Tracking Report - [Budget Variance Report](https://support.mosaicapp.com/en/articles/410-budget-variance-report): Budget Variance Report - [Time Tracking Report (former Check Ins Report)](https://support.mosaicapp.com/en/articles/440-time-tracking-report-former-check-ins-report): Time Tracking Report (former Check Ins Report) - [Demand Report](https://support.mosaicapp.com/en/articles/431-demand-report): Demand Report - [Planned Time Report](https://support.mosaicapp.com/en/articles/435-planned-time-report): Planned Time Report - [Profit Report](https://support.mosaicapp.com/en/articles/432-profit-report): Profit Report - [Schedule Variance Report](https://support.mosaicapp.com/en/articles/408-schedule-variance-report): Schedule Variance Report - [Spent Time Report](https://support.mosaicapp.com/en/articles/439-spent-time-report): Spent Time Report - [Time Projection Report](https://support.mosaicapp.com/en/articles/434-time-projection-report): Time Projection Report - [Time Variance Report](https://support.mosaicapp.com/en/articles/433-time-variance-report): Time Variance Report - [Timesheet Status Report](https://support.mosaicapp.com/en/articles/436-timesheet-status-report): Timesheet Status Report - [Timesheets Report](https://support.mosaicapp.com/en/articles/438-timesheets-report): Timesheets Report - [Workload Report](https://support.mosaicapp.com/en/articles/430-workload-report): Workload Report ## Videos > Dashboards - [Overview](https://support.mosaicapp.com/en/articles/138-overview): Overview ## Videos > Members Space - [Overview](https://support.mosaicapp.com/en/articles/136-overview): Overview - [Assigning Co Managers](https://support.mosaicapp.com/en/articles/451-assigning-co-managers): Assigning Co Managers ## Videos > Personal Settings - [Personal Account Settings](https://support.mosaicapp.com/en/articles/143-personal-account-settings): Personal Account Settings ## Videos > Help Center - [Overview](https://support.mosaicapp.com/en/articles/140-overview): Overview ## Videos > Admin Space > Account Settings - [Overview](https://support.mosaicapp.com/en/articles/441-overview): Overview - [Member Management](https://support.mosaicapp.com/en/articles/444-member-management): Member Management - [Permissions](https://support.mosaicapp.com/en/articles/445-permissions): Permissions - [Standards](https://support.mosaicapp.com/en/articles/442-standards): Standards - [Data Imports](https://support.mosaicapp.com/en/articles/443-data-imports): Data Imports ## Videos > Admin Space > Integrations - [Importing and Linking Data Overview](https://support.mosaicapp.com/en/articles/144-importing-and-linking-data-overview): Importing and Linking Data Overview - [Importing Clients](https://support.mosaicapp.com/en/articles/397-importing-clients): Importing Clients - [Importing Members](https://support.mosaicapp.com/en/articles/398-importing-members): Importing Members - [Importing Projects](https://support.mosaicapp.com/en/articles/399-importing-projects): Importing Projects - [Importing Phases](https://support.mosaicapp.com/en/articles/400-importing-phases): Importing Phases - [Importing Work Categories](https://support.mosaicapp.com/en/articles/401-importing-work-categories): Importing Work Categories - [Integration Sync Log](https://support.mosaicapp.com/en/articles/402-integration-sync-log): Integration Sync Log - [Requirement for Time Entries Integration](https://support.mosaicapp.com/en/articles/403-requirement-for-time-entries-integration): Requirement for Time Entries Integration ## Mosaic Mobile App Explore our Mobile App Help Docs: Comprehensive guides offering detailed support and instructions for navigating our app with ease. - [Overview of Mosaic Mobile App](https://support.mosaicapp.com/en/articles/190-overview-of-mosaic-mobile-app): What I can do using Mosaic Mobile App - [Download and Install Mosaic Mobile App](https://support.mosaicapp.com/en/articles/183-download-and-install-mosaic-mobile-app): Where can I find Mosaic Mobile App ? How to install? - [Mobile App Log In](https://support.mosaicapp.com/en/articles/187-mobile-app-log-in): How to log in on mobile app? - [Home - My Tasks](https://support.mosaicapp.com/en/articles/188-home-my-tasks): My Tasks is your personal assistant, where you can view and manage all tasks assigned to you. - [Home - Work Plans](https://support.mosaicapp.com/en/articles/189-home-work-plans): Use the Work plans to track and visualize your project-specific work hours throughout the week. - [Home - Time](https://support.mosaicapp.com/en/articles/191-home-time): Manage your personal timesheet - [Home - Completed](https://support.mosaicapp.com/en/articles/192-home-completed): View your completed tasks - [Projects](https://support.mosaicapp.com/en/articles/342-projects): Streamline project management with our mobile app. - [Projects - Tasks](https://support.mosaicapp.com/en/articles/343-projects-tasks): View and manage your tasks - [Projects - Notes](https://support.mosaicapp.com/en/articles/344-projects-notes): Organize all important information in here - [Project - Information](https://support.mosaicapp.com/en/articles/345-project-information): Editing your project information and keep it up-to-date - [Project - Updates](https://support.mosaicapp.com/en/articles/346-project-updates): See all the project updates and comments from members - [Workload](https://support.mosaicapp.com/en/articles/348-workload): A comprehensive overview of all team members' workloads - [Workload - Work Plan Modal](https://support.mosaicapp.com/en/articles/349-workload-work-plan-modal): Additional Work Plan information - [Notification](https://support.mosaicapp.com/en/articles/350-notification): Alerts for new tasks, task updates, and more. Never miss anything important! - [Profile](https://support.mosaicapp.com/en/articles/351-profile): Explore your personalized hub in Profile ## Mosaic FAQs Answers To Your Most Frequent Questions - [What Can Each Access Level View on Mosaic?](https://support.mosaicapp.com/en/articles/57-what-can-each-access-level-view-on-mosaic): Access level on Mosaic - [Updating Project Phase Budget Statuses](https://support.mosaicapp.com/en/articles/58-updating-project-phase-budget-statuses): Phase budget statuses in projects - [How do I export reports?](https://support.mosaicapp.com/en/articles/60-how-do-i-export-reports): Export reports - [How Do I Create a Partial Time Off Work Plan?](https://support.mosaicapp.com/en/articles/61-how-do-i-create-a-partial-time-off-work-plan): Plan your partial time off days ahead - [Whats the difference between Work Plans and Tasks?](https://support.mosaicapp.com/en/articles/62-whats-the-difference-between-work-plans-and-tasks): Work Plans and Tasks - [Why Do My Color Schemes Keep Changing?](https://support.mosaicapp.com/en/articles/63-why-do-my-color-schemes-keep-changing): Color Scheme - [Which Platforms Does Mosaic Integrate With?](https://support.mosaicapp.com/en/articles/64-which-platforms-does-mosaic-integrate-with): Mosaic integrations - [How Long Does Syncing Data to Mosaic Take?](https://support.mosaicapp.com/en/articles/65-how-long-does-syncing-data-to-mosaic-take): Syncing data time - [How Do I Archive Rates?](https://support.mosaicapp.com/en/articles/66-how-do-i-archive-rates): Archive rates - [How Do I Reassign Tasks After A Member Leaves Our Company?](https://support.mosaicapp.com/en/articles/67-how-do-i-reassign-tasks-after-a-member-leaves-our-company): Reassign tasks to memebers - [How Do I Share Work Plans?](https://support.mosaicapp.com/en/articles/68-how-do-i-share-work-plans): Share work plans - [How Do I Best Transfer Work Between Employees In Workload?](https://support.mosaicapp.com/en/articles/69-how-do-i-best-transfer-work-between-employees-in-workload): Transfer work to another employee - [How Do to Change Account Name?](https://support.mosaicapp.com/en/articles/71-how-do-to-change-account-name): Update name on the account - [How to Upload Timesheets from other software to Mosaic?](https://support.mosaicapp.com/en/articles/72-how-to-upload-timesheets-from-other-software-to-mosaic): Upload timesheets to Mosaic - [Why have I not received an invitation email?](https://support.mosaicapp.com/en/articles/119-why-have-i-not-received-an-invitation-email): Why have I not received an invitation email? - [Why is there a caution or warning at the top of emails from Mosaic?](https://support.mosaicapp.com/en/articles/170-why-is-there-a-caution-or-warning-at-the-top-of-emails-from-mosaic): Why is there a caution or warning at the top of emails from Mosaic? - [How to go to Time Off/TO project?](https://support.mosaicapp.com/en/articles/186-how-to-go-to-time-offto-project): How to go to Time Off/TO project? - [Why can't I log in?](https://support.mosaicapp.com/en/articles/199-why-can-t-i-log-in): Troubleshooting tips for logging in - [What to if I forgot my password?](https://support.mosaicapp.com/en/articles/280-what-to-if-i-forgot-my-password): How to reset password if you forget your password - [How to report an issue on Mosaic?](https://support.mosaicapp.com/en/articles/214-how-to-report-an-issue-on-mosaic): Learn how to efficiently report any concerns or problems you encounter on Mosaic - [Why have I not received the password reset email?](https://support.mosaicapp.com/en/articles/296-why-have-i-not-received-the-password-reset-email): Why have I not received the password reset email? - [How is member capacity calculated?](https://support.mosaicapp.com/en/articles/301-how-is-member-capacity-calculated): Member capacity on different views - [What happen if I archive/delete a member?](https://support.mosaicapp.com/en/articles/355-what-happen-if-i-archivedelete-a-member): Archiving/Deleting a member restricts access - [What happens if I have duplicated projects?](https://support.mosaicapp.com/en/articles/375-what-happens-if-i-have-duplicated-projects): how Mosaic address and merge duplicated projects - [What if I archive...? What are the side effects?](https://support.mosaicapp.com/en/articles/394-what-if-i-archive-what-are-the-side-effects): Archiving entities can have side effects on other data - [Why some Work Categories are not showing when entering Timesheets?](https://support.mosaicapp.com/en/articles/521-why-some-work-categories-are-not-showing-when-entering-timesheets): Why some Work Categories are not showing when entering Timesheets? - [How to Create Repeated Work Plans?](https://support.mosaicapp.com/en/articles/549-how-to-create-repeated-work-plans): A workaround to create recurring work plans on specific days each week - [Why I don't see the Import tab in Organization Settings Page?](https://support.mosaicapp.com/en/articles/596-why-i-don-t-see-the-import-tab-in-organization-settings-page): Why I don't see the Import tab in Organization Settings Page? - [When Are Work Plans Archived on Mosaic?](https://support.mosaicapp.com/en/articles/623-when-are-work-plans-archived-on-mosaic): This article outlines the conditions under which Work Plans are archived in Mosaic, helping ensure clarity around Member and Project changes that trigger archival. ## Glossary Commonly used terms in Mosaic - [Mosaic Icon Library](https://support.mosaicapp.com/en/articles/565-mosaic-icon-library): Icons used in Mosaic ## Glossary > Project Structure - [Portfolio](https://support.mosaicapp.com/en/articles/545-portfolio): Definition and how to find it in Mosaic - [Phase](https://support.mosaicapp.com/en/articles/504-phase): Definition and How to find it in Mosaic - [Subphase](https://support.mosaicapp.com/en/articles/505-subphase): Definition and How to find it in Mosaic - [Milestone](https://support.mosaicapp.com/en/articles/105-milestone): Definition and how to find it in Mosaic - [Scope](https://support.mosaicapp.com/en/articles/113-scope): Definition and how to find it in Mosaic - [Tasks](https://support.mosaicapp.com/en/articles/374-tasks): Definition and How to find it in Mosaic - [Work Category](https://support.mosaicapp.com/en/articles/115-work-category): Definition and how to find it in Mosaic ## Glossary > Work Planning - [Work Plans](https://support.mosaicapp.com/en/articles/117-work-plans): Definition and how to find it in Mosaic - [Activity Log](https://support.mosaicapp.com/en/articles/478-activity-log): Definition and How to find it in Mosaic - [Suggested Work Plans](https://support.mosaicapp.com/en/articles/477-suggested-work-plans): Definition and How to find it in Mosaic - [Requests](https://support.mosaicapp.com/en/articles/479-requests): Definition and How to find it in Mosaic - [Open Roles](https://support.mosaicapp.com/en/articles/377-open-roles): Definition and how to find it in Mosaic - [Timesheets](https://support.mosaicapp.com/en/articles/114-timesheets): Definition and How to find it in Mosaic - [Utilization](https://support.mosaicapp.com/en/articles/584-utilization): Definition and How to find it in Mosaic ## Glossary > Admin Panel - [Members](https://support.mosaicapp.com/en/articles/480-members): Definition and How to find it in Mosaic - [Base Member](https://support.mosaicapp.com/en/articles/506-base-member): Definition and How to find it in Mosaic - [Project Contractor](https://support.mosaicapp.com/en/articles/482-project-contractor): Definition and How to find it in Mosaic - [Project Guest](https://support.mosaicapp.com/en/articles/481-project-guest): Definition and How to find it in Mosaic - [Internal Contractor](https://support.mosaicapp.com/en/articles/483-internal-contractor): Definition and How to find it in Mosaic - [Role](https://support.mosaicapp.com/en/articles/391-role): Definitions of Default Roles and Non-default Roles and how to find it in Mosaic - [Department](https://support.mosaicapp.com/en/articles/485-department): Definition and How to find it in Mosaic - [Discipline](https://support.mosaicapp.com/en/articles/484-discipline): Definition and How to find it in Mosaic - [Skill](https://support.mosaicapp.com/en/articles/507-skill): Definition and How to find it in Mosaic - [Capacity](https://support.mosaicapp.com/en/articles/487-capacity): Definition and How to find it in Mosaic - [FTE/Full Time Equivalent](https://support.mosaicapp.com/en/articles/476-ftefull-time-equivalent): Definition and How to find it in Mosaic - [Availability](https://support.mosaicapp.com/en/articles/486-availability): Definition and How to find it in Mosaic - [Time Entry](https://support.mosaicapp.com/en/articles/490-time-entry): Definition and How to find it in Mosaic ## Glossary > Financial - [Budget](https://support.mosaicapp.com/en/articles/112-budget): Definition and How to find it in Mosaic - [Fee](https://support.mosaicapp.com/en/articles/491-fee): Definition and How to find it in Mosaic - [Remaining](https://support.mosaicapp.com/en/articles/492-remaining): Definition and How to find it in Mosaic - [Scope](https://support.mosaicapp.com/en/articles/508-scope): Definition and how to find it in Mosaic - [Progress](https://support.mosaicapp.com/en/articles/493-progress): Definition and How to find it in Mosaic - [Variance](https://support.mosaicapp.com/en/articles/494-variance): Definition and How to find it in Mosaic ## Glossary > Financial > Rate Options - [Cost Rate](https://support.mosaicapp.com/en/articles/103-cost-rate): Definition and How to find it in Mosaic - [Bill Rate](https://support.mosaicapp.com/en/articles/101-bill-rate): Definition and how to find it in Mosaic ## Glossary > Financial > Rate Options > Billing Options Mosaic’s flexible billing options let you decide whether you wan to use Member Rates, Role Rates, or Work Category Rates. - [Member Rates](https://support.mosaicapp.com/en/articles/499-member-rates): Definition and How to find it in Mosaic - [Role Rate](https://support.mosaicapp.com/en/articles/497-role-rate): Definition and How to find it in Mosaic - [Work Category Rates](https://support.mosaicapp.com/en/articles/498-work-category-rates): Definition and How to find it in Mosaic - [Rate Multiplier](https://support.mosaicapp.com/en/articles/496-rate-multiplier): Definition and How to find it in Mosaic ## Feature Releases > 2026 Feature Releases - [Quarter 1 Feature Releases](https://support.mosaicapp.com/en/articles/685-quarter-1-feature-releases): Check out what was released in the first quarter of 2026. - [Quarter 2 Feature Releases](https://support.mosaicapp.com/en/articles/714-quarter-2-feature-releases): Check out what was released in the second quarter of 2026. - [July Feature Releases](https://support.mosaicapp.com/en/articles/747-july-feature-releases): Check out what was released in July. ## Feature Releases > 2025 Feature Releases - [January](https://support.mosaicapp.com/en/articles/589-january): January Feature Releases - [February](https://support.mosaicapp.com/en/articles/591-february): February Feature Releases - [March](https://support.mosaicapp.com/en/articles/592-march): March Release Notes - [April](https://support.mosaicapp.com/en/articles/599-april): April Release Notes - [May](https://support.mosaicapp.com/en/articles/612-may): May Release Notes - [September 2025](https://support.mosaicapp.com/en/articles/620-september-2025): September Release Notes - [November 2025](https://support.mosaicapp.com/en/articles/622-november-2025): New Planner Space Quick Actions Menu ## Feature Releases > 2025 Feature Releases > Coming Soon - [Planner Space Update](https://support.mosaicapp.com/en/articles/618-planner-space-update): Enhancement Now Available ## Feature Releases > 2024 Feature Releases - [February](https://support.mosaicapp.com/en/articles/389-february): February Feature Releases - [March](https://support.mosaicapp.com/en/articles/393-march): March Feature Releases - [April](https://support.mosaicapp.com/en/articles/395-april): April Feature Releases - [June](https://support.mosaicapp.com/en/articles/520-june): June Feature Releases - [August](https://support.mosaicapp.com/en/articles/544-august): August Feature Releases - [September](https://support.mosaicapp.com/en/articles/561-september): September Feature Releases - [October Improvements](https://support.mosaicapp.com/en/articles/564-october-improvements): Feature Releases - [December](https://support.mosaicapp.com/en/articles/580-december): December Feature Releases ## Feature Releases > 2023 Feature Releases - [December](https://support.mosaicapp.com/en/articles/384-december): December Feature Release - [November](https://support.mosaicapp.com/en/articles/385-november): November Feature Release - [September](https://support.mosaicapp.com/en/articles/381-september): September Feature Release - [May](https://support.mosaicapp.com/en/articles/382-may): May Features - [April](https://support.mosaicapp.com/en/articles/386-april): April Features - [March](https://support.mosaicapp.com/en/articles/383-march): March Features - [February](https://support.mosaicapp.com/en/articles/388-february): February Feature Releases - [January](https://support.mosaicapp.com/en/articles/387-january): January Feature Releases