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Mavenlink Changelog

Here, you'll find a summary of all the great new features, enhancements, improvements, and fixes that our Product Development team continuously brings to Mavenlink.


October 19, 2021

Open Resource Side Panel from within a Project - Feature Enhancement

To simplify the resource request and update process, you can now directly access the Resource side panel from the Resource Planner and Rates & Roles pages, allowing you to quickly enter resource details or communicate with a Resource Manager without ever leaving the project.

Previously, you had to navigate from the project to Master Planning to access this side panel and enter these details.

For more information on the Resource side panel, please visit the Resource Side Panel Overview article in the Knowledge Base.

October 19, 2021

Automatically Distribute Scheduled Hours from a Template - Feature Enhancement

This enhancement is available only in the new Task Tracker.

To save you time and provide more accuracy during the project creation process, we’ve added the Distribute Scheduled Hours setting to the Apply Template modal. When you apply a template and select this option, all resource estimated hours in the template are evenly distributed as scheduled hours between Task Start and Task End Date for all tasks.

Previously, these hours had to be manually entered in both places.

For more information on distributing scheduled hours from a template, please visit the New Task Tracker article in the Knowledge Base.

October 19, 2021

Create Allocations from Scheduled Hours - Feature Enhancement

For a faster, more efficient process around creating allocations, you can now automatically create weekly allocations for a resource based on their weekly scheduled hours in Master Planning. When consecutive weeks have the same total allocated hours, they will be combined into one single allocation.

For more information on creating allocations from scheduled hours, please visit the Create Allocations from Scheduled Hours article in the Knowledge Base.

October 19, 2021

Delete Allocations in Bulk - Feature Enhancement

To improve the time-consuming process of deleting allocations, you can now quickly delete all allocations for a selected resource in Master Planning.

Previously, you had to delete each allocation for a resource individually.

For more information on deleting all allocations for a resource, please visit the Delete Allocations in Bulk for a Resource article in the Knowledge Base.

September 16, 2021

Account Member Removal Updates - Feature Enhancement

To simplify the account member removal process, the Remove From Account button has been removed from the Member Profile. From now on, you can use the Deactivate Member button to remove a member. This option allows you to deactivate an account member and retain any historical data, such as project templates, posts, time entries, file attachments, and more.

For more information on deactivating an account member, please visit the Managing Account Members article in the Knowledge Base.

September 14, 2021

Resource Planner Legend - Feature Enhancement

To provide you with more space on the Resource Planner page, the legend has moved and you can now choose when it displays by selecting Show Legend or Hide Legend. The legend also has a clearer, more descriptive look and feel.

For more information on the Resource Planner legend, please visit our Project Resource Planner article in the Knowledge Base.

September 13, 2021

Gantt Chart - Feature Enhancement

Mavenlink's new Gantt chart features a number of exciting enhancements, including a PDF export option, undo/redo abilities, a more responsive UI, and more. For more information, please visit the following Knowledge Base articles:

August 30, 2021

Group Rate Cards - New Feature

Group Rate Cards offer you more control and access, including giving non-admin members the ability to view and edit rate cards, applying rate cards to projects and estimates, and organizing rate cards by clients, industry, service type, and more. For more information, please visit our Assign a Rate Card to a Project Group Knowledge Base article.

July 29, 2021

Project Accounting - New Feature

Our project accounting tools allow you to take a snapshot your project accounting records, which you can use for revenue recognition, forecasting, earned value, and more. For additional information, please visit our Project Accounting Knowledge Base article.

April 8, 2021

Access Groups - Feature Enhancement

Previously an optional feature, Access Groups has been enabled for all Premier accounts.

Access Groups allow you to better customize member permissions to meet your specific needs. For more information, please visit our Access Groups Knowledge Base article.

April 6, 2021

Split Allocation - New Feature

With this new feature, you can quickly split an allocation in two, making it easier to make adjustments in resource allocation. For more information, please visit our Add an Allocation to a Resource Knowledge Base article.

March 18, 2021

Non-Billable Time on Invoices - Feature Enhancement

You can now exclude non-billable time when invoicing and only show the time entries that you specify, resulting in a cleaner, more efficient look. For more information, please visit our Project Settings and Invoice Settings Knowledge Base articles.



December 17, 2020

Account Default Access Groups - Feature Enhancement

The Account Default access groups make it easier to manage Access Group memberships as users are now automatically associated with an Account Default access group equivalent to their current Account Permissions. Your users retain the privileges they currently have, but you now have the option to configure these account default permissions as needed.

From now on, if you change a user’s Account Permissions in the Members Details side panel (for example, from a Collaborator to a Report Viewer), that user is automatically moved to the appropriate Account Default in Access Groups and granted the corresponding permissions.

December 17, 2020

New Access Group Sets - Feature Enhancement

We've added three new access group sets:

  • Analytics Reports allows you to give any user in your account access to our real-time analytics.
  • Time Tracking lets you control who can submit time for other users.
  • Users grants the ability to edit the profile of another member, including photo, title, and more.

December 3, 2020

Expense Approvals Queue - Feature Enhancement

Mavenlink's Expense Approvals queue is tailored to help streamline and expedite approving expenses so your project budgets stay on target. This helps you quickly understand the status of your project expense cycles, and gain a more holistic view of project finances.

October 20, 2020

Resource Recommendations - New Feature 

Mavenlink's Resource Recommendations are a set of easy-to-use features and tools to help you quickly make strategic staffing decisions and increase project performance. Whether looking to fill a single role, or using Team Builder to staff a project, our configurable resource recommendations feature helps you consistently assemble the best teams based on your business needs.

May 21, 2020

Multi-Currency Conversions - Feature Enhancement

Mavenlink’s multi-currency capabilities allow you to track expenses in almost any currency, and convert them to the project currency.

These new multi-currency capabilities help unify project expenses and alleviate financial confusion, helping you focus on delivering great client experiences while spending less time on expense-related administrative tasks.

March 24, 2020

Saved Views in Master Planning - Feature Enhancement

Create your own customizable views and set defaults with Saved Views. They will appear each time you visit Master Planning  so you can quickly switch between sets of people or projects without having to repeatedly apply the same filters whenever you visit Master Planning.

Guest Access - New Feature

Leverage the power and flexibility of Access Groups with Guest Access which lets you make project information available to anyone without needing to invite them to your project.

New Project Access Options - Feature Enhancement

This enhancement gives you more granular control over how users interact with a project. The new Custom Access option lets you determine whether individuals can interact with the activity feed, track time, and/or log expenses.

March 16, 2020

Show/Hide Custom Fields - Feature Enhancement

This enhancement lets you hide any custom field from view. This is useful if you want to hide custom fields related to integrations such as IntacctJira, and Slack; or just show fields necessary for projects, tasks, users, and project groups. Hidden fields will not appear in most places in Mavenlink, but are still available for integrations, the Mavenlink API, and as filters in Master PlanningInsights, the Project List tab, and global Tasks list


October 17, 2019

EAC Calculation Display Preferences in Master Planning - Feature Enhancement

New Display Preferences in Master Planning let you control how project Estimate at Completion is calculated. Currently, EAC is calculated based on all allocations; these new options allow you to control whether EAC is calculated using only named hard/soft resource allocations or unnamed soft resource allocations. This setting is persistent, meaning that Mavenlink will remember your EAC calculation options the next time you refresh or revisit the page.

October 17, 2019

Increased "Per Page" Options and More Weeks/Months in Master Planning - Feature Enhancement

Master Planning can now display up to 100 members or projects per page. In addition, we've reduced the column width in the Week or Month view to reduce horizontal scrolling and show more data at once. Both these settings are persistent, meaning that Mavenlink will remember your selections the next time you refresh or revisit the page.

October 17, 2019

Resource Request History - New Feature

After submitting a resource request in Master Planning, you can now see the history behind the request, including when the request was submitted, canceled, rejected, or approved.  This way, you can ensure that requests are being fulfilled in a timely manner.

October 17, 2019

Time Tracking Limits - Feature Enhancement

This enhancement to the Schedule section of the Members Details side panel allows you to control how much (or how little) time a user is allowed to submit. This is particularly useful if you need to adhere to local laws, working time regulations, or employee contract requirements.

September 19, 2019

QuickBooks Client Email Addresses Appear on Invoices - Feature Enhancement

When applicable, we now auto-populate the client email address defined in QuickBooks for newly created invoices.

August 21, 2019

Mavenlink Roles in QuickBooks - New Feature

We've added the option to map Mavenlink roles to QuickBooks product/service items. This allows you to:

  • Sync time and invoices based on the role in a time entry rather than the task.
  • Define the QuickBooks service item mapping once at the account level. All projects will use this mapping, requiring less project-based management.
  • Provide your customers with invoices summarized by role.

July 17, 2019

New Task Tracker Filtering Capabilities - New Feature

The Filters modal in the project Task Tracker lets you combine various elements (task fields and values) to viewing only the tasks or resource information you are interested in and hiding the rest.

To access the Filters modal, click the Filters button on the Task Tracker toolbar.

June 27, 2019

Using Default Rates on Rate Cards - Feature Enhancement

We've added the option of applying any role to a project using the default rate from the rate card. To change the default behavior, simply go to Settings > General, scroll down to the Resource Schedule section, and disable "Only make roles on the rate card available to projects."

June 18, 2019

Access Groups - New Feature

Access Groups are customizable sets of permissions that allow you to collectively manage product access. You can create as many Access Groups as you need, and each member can belong to multiple groups. This makes it possible to only expose information and grant access to specific users without assigning Account-level permissions higher than a member needs.

Currently, Access Groups control permissions related to Resource Management. You can configure access to take such actions as viewing Master Planning, editing resources, editing allocations, and submitting requests.

You can enable Access Groups through Settings > People.

June 18, 2019

Resource Requests - New Feature

Create repeatable staffing processes within your organization by establishing a specific list of approvers and requiring users to submit requests in order to staff resources.

Specify skills, and add User Custom Fields for a resource through the Resource side panel, communicate changes through the Activity Feed with anyone with Financials permissions or above on the project or to any Report Viewer or above on the account. This can help you keep conversations about resourcing inside Mavenlink.

You can enable Resource Requests through Settings > Resource Management.

June 06, 2019

Rate Cards - Feature Enhancement

You now have more control around billing roles and rates. Adding a rate to a Role on a Rate Card means you can use that Role on a Project, and not accidentally bill for a Role that is unintended. If you've already been using Rate Cards, the default rate acts as a backup in case a user without a designated role and rate on the card is part of the Project

April 4, 2019

Estimates Updates - Feature Enhancement

The following enhancements have been made to Estimates:

  • Start and End dates are dynamically linked to resource start days and duration, so adjusting one updates the other.
  • Add custom fields to estimates, and they will transfer to the project.
  • Use an opportunity confidence score to factor in the level of certainty about your estimates.
  • Star or favorite a scenario. 
  • Include a description to add notes that carry over to the project.
  • Change the client name and estimate name after creation.

February 7, 2019

Change Order Updates - Feature Enhancement

Project Administrators on the Provider-side of a project now have the ability to approve or decline budget and schedule changes if there are no clients on the project.

This can be enabled when creating new or updating existing projects in the Project Settings.

February 5, 2019

Role-Based Planning in Templates - Feature Enhancement

You can now define roles for each resource when creating a project from a template (or applying a template to a project). You also have the ability to create new unnamed resources and assign them to tasks in the template.

February 5, 2019

Cascade Changes in the Project Task Tracker Feature Enhancement

Anytime you modify the Start or End date of a task in the project Task Tracker, you can cascade changes to all predecessors and dependencies—just like you do in Gantt. Simply enable the Cascade button before changing the date so that tasks that are part of the dependency chain are automatically shifted.

January 9, 2019

Bulk Shift Allocations for Project or Resource - Feature Enhancement

You now have the ability to shift all allocations for the entire project or for a single resource in Master Planning.

  • To shift all allocations for a single resource, select Shift All Allocations from the Resource Options menu located to the right of any resource name in Master Planning.
  • To shift all allocations for a project, find the project in Master Planning (when grouped by Project) and then click on the project summary bar in the timeline.

When the Shift All Allocations modal dialog appears, choose how much you want to shift the earliest allocation for the project. All other allocations will be shifted by the same amount.



December 20, 2018

Audit Logs - Feature Enhancement

The following project fields can now be audited using Mavenlink's audit log capabilities:
Start Date, Due Date, Budget, TargetMargin, RateCard, and Currency.

December 18, 2018

Apply Template UI Update - Feature Enhancement

When you apply a template to an existing project, you now have the ability to assign all named/unnamed resources from the Apply Template modal. You'll be able to map to a current unnamed resource on the project, a current team member (named resource), or invite an account member who is not currently on the project.

December 18, 2018

Unnamed Resources in Task Tracker - Feature Enhancement

You can now use the Assignee column to view and filter tasks assigned to unnamed resources in the Global Tasks list. In addition, you can now view and select unnamed resources to assign a task in the Assignee column of the project Task Tracker.

December 12, 2018

Time and Utilization Tracking - New Feature

The new Time and Utilization Tracking panel on Your Dashboard provides three sections of important metrics that give your members instant visibility into how they are performing against billable utilization goals and time targets. If your members go over their available capacity as they track time, they'll have visual indicators that show them by how much.

December 12, 2018

Future Billable Utilization Targets - Feature Enhancement

Now, when new employees need time to ramp up or you have one growing into a new role, you can set their future billable utilization targets in advance from the Account Members Details side panel. Future targets automatically update the member’s current utilization target, so you won’t need to update them on a continuous basis.

December 5, 2018

Location on Time Entry - Feature Enhancement

If your organization is operating in more than one state or country, you may need to track where work is being performed—for both analytics reports and tax purposes. The Locations settings allow you to create a list of locations that users can choose from when tracking time in Mavenlink (e.g., TimesheetsTime EntriesWeekly Schedule, Project Time & Expenses, the Time Entry form, and the punch-clock Timer.

November 13, 2018

Unnamed Resources Grouped by Role - Feature Enhancement

When grouped by Team Member in Master Planning, unnamed resources now appear—sorted alphabetically by Role—before named resources in the Resource List. The ability to see team members alongside resource demand in one location is extremely useful to resource managers. You can enable or disable this feature in Master Planning's Display Preferences.

November 13, 2018

Show/Hide Resources in Master Planning - Feature Enhancement

Resources that aren’t currently allocated or scheduled are now hidden by default in the Resource List of Master Planning. This helps reduce unnecessary scrolling and visual clutter so you won't be overwhelmed by too many projects when expanding a resource row. Use the new Show and Hide controls to fully-expand or completely collapse project and team member rows.

October 25, 2018

Time Off - Feature Enhancement

Time off can now be added in the User Details side panel in order to get a more accurate view of resource utilization and help better staff your projects. When added, time off will adjust a user’s available hours in Master Planning and the project’s Resource Planner. By default, only Account Administrators can manage time off; however, other user types can be given permission to add, edit, or remove time off from Time & Expense settings.

October 10, 2018

New Views and Scheduled Hours in Master Planning- Feature Enhancement

We’ve added two new views to Master Planning. With these views, you can compare your allocations against scheduled hours to ensure that your resources are being used effectively.

  • Compare Scheduled vs. Allocated—Instantly see how your project schedule aligns with your allocated hours. When scheduled hours are more than allocated hours, you’ll see a red bar.
  • Scheduled Hours—View only the hours that your team has scheduled across all projects. Shading on the bar indicates how many scheduled hours each team member has compared with their capacity.

Click on the Actions (“   ”) icon at the top of Master Planning to select these views.

September 20, 2018

Project Pulse Side Panel now with EAC/ETC Calculations - Feature Enhancement

Enhancements to the Project Pulse side panel help keep your projects on track and improve the accuracy of projected budgets. The Financial section of the side panel now includes an overview of the project’s total budget, as well as the actual fees used, EAC (Estimate at Completion), and ETC (Estimate to Completion)—which can now be calculated using hard allocations or scheduled hours.

August 29, 2018

Improvements to New Master Planning - Feature Enhancement

When grouped by Team Member, the timeline summary row now shows the percentage of time and number of allocated hours for each resource by day, week, and month. Stripes indicate that the user has a soft allocation. The shading of each bar gets darker as the allocated time for each resource increases.

We’ve also added a Month view to the timeline controls to help with your long-term planning.

August 21, 2018

Project Colors - New Feature

You can now categorize your projects by color. These colors, whose meaning is defined by your team, can be used to differentiate between project types, phases, specific clients, and other categories. Account Administrators can enable this feature in General Settings.

August 16, 2018

Week Ahead Email - New Feature

At the beginning of each week, Mavenlink will send you an email showing you what tasks are due, past due, or starting soon. Each email provides quick links directly to your projects. The settings for this email can be configured in your Email Settings.

August 20, 2018

New Billable Calculation on TimesheetsFeature Enhancement

The term "Billable" has been replaced with "Billable Utilization" on Timesheets. Billable Utilization is now calculated as the total billable hours that have been logged divided by the workweek. The calculations are as follows:

  • Standard Utilization — (actuals) / (workweek - holidays and time off) *100
  • Billable Utilization — (billable actuals) / (workweek - holidays and time off) *100

August 16, 2018

Remove and Change the Project and Task in TimesheetsFeature Enhancement

You can now clear the project or task fields from any row in Timesheets by clicking the Remove icon. This makes it easier to correct when you accidentally track time to the wrong project or task.

July 23, 2018

Project Email Addresses are now Unique per UserFeature Enhancement

Every project participant now has a unique email address per project and is no longer able to email the project using a teammate's email address. For security reasons, members should never share this email address; it is unique to each user and their Mavenlink account.

July 16, 2018

Export User ID and Account Membership ID Feature Enhancement

When you export a list of your current account members, their Mavenlink User ID and Account Membership ID are now included. These unique Mavenlink, system-generated identifiers are useful when requesting and updating member data via the API.

July 12, 2018

New Template Resources Tab Feature Enhancement

The Resources box has been moved from the Tasks tab in Project Templates to its own tab. Now, when you assign unnamed resources to tasks in the template, the total number of assignments and estimated time for each resource are displayed.

July 9, 2018

Multiple Time Approvers - New Feature

You can now designate multiple users to approve time for a project in your Project Settings. Take note that you’ll need to enable the Time entries must be approved before invoicing setting and all time approvers must have account permissions of Report Viewer (or higher) or have project permissions of Financials (or higher).

July 9, 2018

Find Unnamed Resources by Role in Master Planner - Feature Enhancement

In addition to a team member’s name, you now have the ability search by role when allocating unnamed resources in Master Planning.

July 9, 2018

Invoice Rollup Feature Enhancement

When creating invoices, you can now choose whether expenses appear as individual line items (arranged by date) or are rolled-up into a single line item. This can be done when invoicing for a single project or when creating an invoice across projects by client.

June 19, 2018

New Font Feature Enhancement

We changed the font in our user interface to make text easier to read in a table format—creating more room for longer task and project titles.

June 13, 2018

Joinable Workspace URL Feature Enhancement

Previously, if you tried to join a project (for which you were not a participant) using a URL linked to your account, a 404 error would occur.

Now, depending on Project and Account-level settings, you are able to either immediately join the project (without an invite) or asked to request an invite from the Project Administrator. This change only impacts joinable URLs linked to your account; you won’t be able to join a project from a different account.

May 31, 2018

Additional Options for Designating Time Approvers Feature Enhancement

Anyone with Financials permission on a project can now approve time. The designated approver can be added or updated from the Project Settings page.

May 23, 2018

Formatting Markdown for Task Descriptions - Feature Enhancement

You can now insert hyperlinks and add formatting, including emojis, to your task descriptions. In addition to manually typing the standard markdown syntax, a formatting toolbar will be available in the Description field of the Task Details side panel. You’ll also be able to use markdown formatting syntax when adding task descriptions in the Task Tracker or Project Templates.

May 14, 2018

Adding Time Off Entries via API - New Feature

Account Administrators can now add time off via Mavenlink's API; entered time is viewable on the User Details side panel. For more information, please contact your Client Success Manager.

May 4, 2018

Highlighting for Overallocated Resources in Project View - Feature Enhancement

When you're sorted by Project View in Master Planning, you'll now see red highlighting when a team member is overallocated.

May 1, 2018

Project Permissions Defaults - New Feature

You can now set the default permissions that users are granted when they join a project. You can map different project defaults for each Account Permission level, including the Provider or Client side of the project. These can be set by hovering over Settings in the left-hand nav bar and select Project Permissions Defaults.

Changes to Project Permission Names - Feature Enhancement

Some of project permission level names were changed for greater clarity.

  • Collaboration → Project Contributor
  • Time Logging → Project Time & Expense*
  • Financial Access → Project Financials*
  • Admin → Project Administrator

The changes are purely cosmetic and do not affect Mavenlink functionality.

April 18, 2018

Changes to QuickBooks Invoice Syncing Options - Feature Enhancement

You now have the ability to use Mavenlink invoice numbers when performing a QuickBooks invoice sync. You also have the option of adding a prefix in front of all QuickBooks invoice numbers to make them easily identifiable as having come from Mavenlink.

April 11, 2018

New Manager Filter in Master Planning - Feature Enhancement

You can now filter by Manager when grouped by Team Member in Master Planning. Mavenlink Administrators can set up managers for each member in Account Member Settings.

March 22, 2018

More Rows in Master PlanningFeature Enhancement

You can now view up to 25 rows at a time in Master Planning. Just select your preference from the bottom-right of the page. You can set a preference for both the Project and Team Member views. Your preference will be saved when the next time you return.

March 1, 2018

Filter on Projects with Unnamed Resources in Master PlanningFeature Enhancement

In Master Planning, you can now quickly filter down to projects that need to be staffed by using this new filter option in the Group by Project view.

February 28, 2018

View Task Information Faster Than Ever!Feature Enhancement

We’ve optimized the loading speed and performance of the Task Details side panel. You’ll be able to immediately see key details, such as title, type, priority, status and dates in the header as soon as it opens.

February 19, 2018

New Master Planning w/Role-based Planning Using Unnamed ResourcesNew Feature

Your team now has the option to enable this feature. Here are some of the highlights:

  • New Master Planning—Resource Planners are able to more effectively and easily allocate resources across projects with a simple, intuitive interface.
  • Allocations—Percentage-based allocations replace planned hours to indicate project-level resource demands. Resource Managers can create and edit allocations from the Master Planning page and Project Managers can view them in the Resource Planner.
  • Unnamed Resources—Resource Planners and Project Managers can now use unnamed resources to show demand for a role prior to filling it with a named resource. Unnamed resources can be allocated on projects, assigned to tasks, and then replaced with named resources when you’re ready to staff the work.
  • Hard and Soft Allocations—Soft and hard allocations allow you to indicate the level of commitment that a resource has to a project. Soft allocations represent tentative resources, while hard allocations mean the resource has been booked.
  • Utilization Dashboard—Defining utilization is easier than ever with allocations and a new set of customizable filters.

February 12, 2018

Keep Projects Secure & Clients Informed - Feature Enhancement

Participants invited to the Client-side of a project will now be View & Post by default (with the exception of Administrators on your account). This way, they can communicate within the project, without the ability to change task or project information.

In addition, participants invited to the Client-side of a project will not enter as ProjectAdministrator (with the exception of Administrators on your account).

February 12, 2018

Project Health on the new Project Pulse Side Panel - NewFeature

With the new Project Pulse side panel you can create a health status report for your project—directly from the page you’re working on. Users with Financial access in Mavenlink can easily document and view details about the health of a project’s schedule, scope, budget, and client status.

February 8, 2018

Changes to Billable Time for Punch Clock Users - Feature Enhancement

Time entries created by users with Punch Clock permissions will be marked to better reflect the financial status of the selected task; either billable or non-billable. When a task is not selected, however, time entries will continue to be marked as billable.

January 30, 2018

Time & Expense Settings Have Moved - Feature Enhancement

To make room for our expanding Time & Expense configuration options, we’ve moved them from General Settings to their own Time & Expense Settings page.

January 29, 2018

Project Team Permissions Update - Feature Enhancement

Participants invited to the Client-side of a project will now be View & Post by default (with the exception of Administrators on your account). This way, they can communicate within the project, without the ability to change task or project information.

In addition, participants invited to the Client-side of a project will not enter as ProjectAdministrators (with the exception of Administrators on your account).

January 17, 2018

User Details Side PanelNew Feature

We've made it easier to access user details. You can now view your teammates’ timezone, location, and other key details by clicking on their name or profile picture from anywhere in Mavenlink—while staying on the page you’re working on.

Plus, Account Administrators can now decide who can view or edit Custom Fields based on account-level permissions, and grant Managers the right to edit user Skills.

January 15, 2018

New Master PlanningNew Feature

Master Planning is now more flexible and intuitive than ever before. With a new visual drag-and-drop interface that streamlines resource management, you’ll gain the insights you need to plan more effectively and quickly manage change.

  • Gantt-like interface to visually manage resource allocations
  • See your entire resource pool, including unfilled demand
  • Role-based allocations and scheduling.

January 3, 2018

New Account Role Change Options Feature Enhancement

When you update an account member’s role, you can now:

  • Update the Role and Bill Rate (if you’re using Rate Cards) for all of the member’s projects.
  • Use both the existing role and new role on current projects, and keep the existing role for current assignments.
  • Keep the existing Role on current projects, and use the new one going forward.

January 1, 2018

Changes to Time Entries Export - Feature Enhancement

To continue promptly receiving exported time entries, each export is now limited to one year’s worth of data. As time entry data grows, the increased load of exporting it can begin to impact performance—this change keeps exports running smoothly and loading quickly.



December 13, 2017

Estimates New Feature

The new Estimates feature helps you maximize your margins by finding the right ratio of resources and rates. Plan your projects by creating multiple scenarios with different rates and staffing options. Once you’re ready, you can convert your best scenario into a project and begin forecasting your resource demands via Master Planning.

Note: Access to Estimates is only available to Account Administrators who have Rate Cards enabled on their account.

December 6, 2017

QuickBooks Invoice SyncingNew Feature

The latest update to our QuickBooks Online integration allows you to create QuickBooks invoices directly from Time, Expenses, and Fixed Fee items in Mavenlink. This allows you to precisely bill your clients and keep Mavenlink up-to-date automatically when invoice payments are booked in QuickBooks.

November 15, 2017

Report Viewer With Cost - Feature Enhancement

You now have the option to assign a new Report Viewer with Cost permission to team members in the Account Members settings; this means team members are no longer required to be an Account Administrator to view costs across Mavenlink.

November 9, 2017

Refresh Project List Feature Enhancement

We’ve added the ability to refresh your Project List (just like the global Tasks List) so you can get the latest information without losing your current filters, search, or sort.

November 8, 2017

Global Tasks List: Project Filter Feature Enhancement

You asked, we delivered! You can now filter by Project in your global Tasks List. Simply use Configure > Columns and select the Project column to see it in the Tasks List. Use the filter icon in the Project column header to select one or more projects to filter your list.

November 7, 2017

View PDFs Feature Enhancement

You can now view PDF files, including those posted to Activity Feeds and receipts, without downloading. PDF Files will now open in a new tab or window of your browser. You can still download PDF files from Mavenlink directly or while viewing the file.

November 1, 2017

Global Tasks List Enhancements Feature Enhancement

You can now see more of your custom field content in your global Tasks List. Longer text is easier to read and you now have access to full details of truncated values.

We’ve also added the ability to refresh your Tasks List so you can get the latest information without losing your current filterssearch, or sort.

October 20, 2017

View & Post New Feature

View & Post is a project-level permission setting that allows participants to view—but not update—tasks, finances, project permissions, or time & expenses according to their project permission level (e.g. Contributor, Time & Expense, Financials, etc.). Additionally, View & Post participants are able to post, reply, and upload files to the Activity Feed.

September 26, 2017

Insights Access Groups Feature Enhancement

This newly enhanced Insights feature allows your project managers and other groups to access their own Insights dashboards to see things such as the utilization rate of their staff, and more! To learn how to take advantage of this functionality, click here. If you’d prefer a more guided explanation on how Insights can benefit your organization, please contact your Client Success Manager to schedule a training session.

September 14, 2017

Gantt Improvements Feature Enhancement

We’ve made some behind-the-scenes upgrades to Gantt. These enhancements improve performance and stability, and fix a number of minor issues.

September 11, 2017

Change a Team Member's Role New Feature

In addition to the ability to add multiple roles for project team members, you can now change the role of an existing team member. When you update the Role column, the role and bill rate are updated on all scheduled hours associated with this team member’s role.

August 22, 2017

Time Lock New Feature

Mavenlink’s Time Lock feature provides a way for you to lock time in the past so that previous time entries can not be edited or updated and new time entries can not be created before the selected lock date. This way, you can confidently close your books at the end of the month or quarter without worrying about past time entries later changing. This ensures that your historical records remain accurate for financial compliance.

August 16, 2017

Rates & Roles Feature Enhancement

Easily manage your margins and bill rates on your project by allowing team members to play multiple roles on the same project. With the enhanced project Rates & Roles page, you can also bulk reassign tasks to team members.

August 16, 2017

Multi-Currency Cost Rates Feature Enhancement

Mavenlink now offers multi-currency support, allowing foreign markets to plan and visualize project and resource cost rates in their local currencies. Setting cost rates in multiple currencies helps you more accurately manage your margins for team members.

August 4, 2017

Proofing Avatars and @mentions Feature Enhancement
Now you can @mention your teammates in the proofing workspace to directly notify them of things requiring their attention. Just type the ‘@’ symbol followed by the first few letters of the person’s name and you’ll be presented with a list of project members to choose from. Mavenlink user profile photos now appear in the proofing workspace so you can easily see who adding feedback.

August 3, 2017

Post Formatting New Feature
By adding bold, italics, bulleted lists, numbered lists, hyperlinks, and horizontal dividers to your Activity feed posts, you can create more readable, user-friendly, posts that better emphasize important project information, dates and deadlines, customer details, important milestones, and more.

March 16, 2017

Universal Time Entry Form - New Feature
Mavenlink's new Universal Time Entry Form allows you and your team to quickly and easily track time from anywhere within Mavenlink!

February 7, 2017

Filtering By Organizations in Master Planning - Feature Enhancements
If you have Mavenlink's Organizations feature enabled, you can now filter the by project and by people views of Master Planning by your departments and geographies.

January 23, 2017

Advanced Timeline Settings for Project Resource Planner - Feature Enhancements
You can now view up to 6 weeks of your resource schedule in the Project Resource Planner. Make your view selection and we'll retain it for you.

January 18, 2017

Project Resource Planner - New Feature
Mavenlink's Resource Planner allows Project Managers and Resource Managers to see all of the resources on a project and the resource plan in one place.

January 6, 2017

Proof Detail Panel -Feature Enhancements
We are excited to announce an update to Mavenlink Proofing! In order to ease navigation and use, now all critical details, including past versions (and more!) are available on the Proof Detail Panel. Simply select the title of your proof via the task or proof tab to open the panel.

January 5, 2017

Invoice Defaults - Feature Enhancements
The first time you save or send an an invoice on a project with a client, you’ll be asked if you wish to save your settings, including Additional Details and Time Formatting options as the default for the client.



December 21, 2016

Edit Groups in Project Settings - Feature Enhancements
You can now add and remove project groups directly from the Project Settings page.

December 14, 2016

Allocation Highlighting - Feature Enhancements
We’ve improved how we show resource load and capacity information with our allocation highlighting. You can now better distinguish whether someone is overallocated, partially allocated, fully allocated, unavailable due to a zero day workday or holiday, as well as when a day is outside of a task’s date range.

November 8, 2016

Proofs Section Updated Design - Feature Enhancements
We know your proofs are full of vital information and now these details are even easier to review. All the functionality you use today is still there: downloading a feedback report, downloading a proof, and deleting a proof are found in the actions menu, leaving more space for proof details and more capabilities coming soon!

October 20, 2016

Holiday Calendar Scheduling - New Feature
Holiday Calendars allow you to inform your team's capacity by allowing you to indicate which days are not available for work due to a holiday.

October 18, 2016

Groups Side Panel - Feature Enhancements
Our group's interface has a whole new look to make it easier for you to navigate between your clients' and groups' detail sections.

September 28, 2016

Mobile: Link Expenses to Tasks - Feature Enhancements
You can now link your expenses to tasks in mobile, just like with the full Mavenlink app.

September 20, 2016

Access Past Announcements - Feature Enhancements
If you've missed any important announcements from Mavenlink, you can now access all past announcements via the Support menu.

September 15, 2016

Post Search - New Feature
You can now search for posts across all your projects with Post Search..

September 15, 2016

Counts on Task Details - Feature Enhancements
You can now quickly see what you have on your task with counts for Activity, Checklists, Files, and Proofs.

September 15, 2016

Right-Click in Project Tracker - Feature Enhancements
You can now right click to access a task menu, allowing you to add tasks and subtasks, add a template, batch add inline, remove or rename a task, as well as archive.

September 9, 2016

See Expenses in Task Burn Rate - Feature Enhancements
If the 'Include Expenses' setting is enabled in your project, you will see expenses included in the burn rate on each individual task.

September 8, 2016

Real-Time Progress Visibility on Fixed Fee Tasks - New Feature
For Fixed Fee tasks, you can now get real-time visibility into progress as time is tracked, while still keeping visibility into how much has been invoiced on those tasks.

September 8, 2016

Submit Time for Others - Feature Enhancements
Need to make a quick correction for a timesheet submitted with errors? Account Administrators can now submit time on behalf of another user.

July 12, 2016

Follow that Task! - Feature Enhancements
Individuals, who want to monitor the progress of a task, but aren't responsible for the work, can add themselves as followers to the task. When a task is followed, you’ll receive email notifications about updates to that task just as if you were assigned to it.

July 12, 2016

Task Estimate at Completion - Feature Enhancements
Estimate at Completion adds your actuals with your future hours to show you an estimate of what your total hours and fees will be once the task work is completed.

July 12, 2016

Time Approvals Analytics Report and Designated Approvers - New Feature
See how your organization is tracking time and who is responsible for approving it with the new Time Approvals Analytics Report and Designated Approvers capabilities.

June 23, 2016

Project List: Clear All Filters - Feature Enhancements
Clear all filters at once on your configurable Project List. You can also see how many filters you've applied as well as the total number of results.

June 16, 2016

Configurable Project List and Bulk Actions - New Feature
Customize to view your most important project information and perform actions across multiple projects.

May 27, 2016

Mavenlink Skills - New Feature
Staff your projects with the individuals who are available and most qualified to do the work.

March 22, 2016

Account Member Details Panel and Custom Workweeks - New Feature
Set the working hours in a workweek for your entire account and create overrides on any account members who work a different schedule.

February 5, 2016

Task Details Panel and Global Task List - New Feature
Access all your task details in a convenient side panel and use the new Global Task List to configure your global view of tasks across all your projects.

January 13, 2016

Edit Task Details in Gantt - New Feature
Whether you’re setting up a project template or adjusting your project’s plan, you can edit assignees, dependencies, priority, and status using the worksheet side of the Gantt chart (located on the left side of the Gantt view).

Project Participant Setting - New Feature
We now allow account administrators to have finer grain control over who can be invited to the provider team in a project.

January 8, 2016

Enhanced Time Tracking Settings - Feature Enhancements
You now have the ability to require assignment for time tracking, as well as specify task types that time can be tracked against.



December 8, 2015

New Project Create - Feature Enhancements
You can now create and customize your projects faster than ever. When creating a new project, you’ll see a ‘Save and Clone’ button next to the usual ‘Create Project’ button. This allows you to quickly create similar types of projects without having to re-enter all of the same data.

November 5, 2015

Pandexio Upgrades - Feature Enhancements
After uploading a file in a Pandexio-enabled project, you will now see a message informing you of the status of your file upload.

September 30, 2015

Easily Identify Your External Consultants - Feature Enhancements
It's now even easier to organize your internal and external members of a project. If a participating consultant in your project is not on your account, we now show them as external team members.

September 17, 2015

Restrict Sign In to SSO - Feature Enhancement
You can now configure SSO from within your Account Settings and require that account members user an identity provider to access Mavenlink.

August 19, 2015

Personnel View of Time Approvals - New Feature
This new view allows you to batch approve all submitted time for that week.

July 31, 2015

Update to Post Notification Emails - Feature Enhancement
You now have greater control over the way you receive notifications on posts.

Single Sign On New Feature
Our SSO capabilities allow Premier customers to sign into Mavenlink using an identity provider, such as Okta, OneLogin, and Active Directory. For more information contact our support team at

Planned Against Scheduled Hours Feature Enhancement
In our Master Planning view, you can now compare your planned hours vs. your scheduled hours at the same time.

July 21, 2015

Filter the Time Tracking Report by Role Feature Enhancement
In the Time Tracking Performance Analytics Report, you can now filter by an account member's role.

July 14, 2015

Additional Levels of Task Nesting New Feature
You can now create project plans and templates with up to 5 levels of task nesting!

July 7, 2015

Needs Info Status Feature Enhancement
Now when you need more information or clarification to make progress on a task, deliverable, or milestone, you can indicate this with this new status message.

Daily Digest Email Preferences Feature Enhancement
Gain more control over your inbox with new email settings. You can now choose to receive a single email with all of your post notifications bundled together.

June 30, 2015

Support for Multiple Word Tags Feature Enhancement
You can now tag your tasks with more than one word tags.

June 26, 2015

New Look for Your Dashboard Feature Enhancement
We've upgraded the look and feel of our dashboard and added a few useful modules and configurations to the page.

June 23, 2015

Resource Shifting New Feature
When you shift a task bar in Gantt, its associated scheduled time will now move with the task. This feature is enabled by default and can be disabled via Account Settings.

June 4, 2015

Task Notification Emails Feature Enhancement
The email you receive when you're assigned to a task or when important details of your tasks change has an updated look, making it easier to understand what changes occurred.

June 2, 2015

Post and Daily Digest Emails Feature Enhancement
Our Post Notification and Daily Digest emails have a new look to make it even easier to understand the context of a post and take action.

May 28, 2015

Increased Character Limit on Task Descriptions Feature Enhancement
You can now enter a task description up to 4,000 characters in length!

Improved Email Threading - Feature Enhancement
Post notification emails have improved subject lines so that they group together in your inbox based on the task or project that they're posted to.

May 26, 2015

Typography and Project Create Changes Feature Enhancement
We’ve made some small styling enhancements to Mavenlink, most notably on the project creation page.

May 15, 2015

Search Results Preserved in Time Admin Feature Enhancement
In the project view of Time Approvals, we now preserve your search results if you return to the list of projects after viewing a particular project's detailed view.

Pending Filter in Time Admin Feature Enhancement
You can now filter the project view of Time Approvals to only see projects that have time submissions requiring approval.

Filter by Project Group Feature Enhancement
You can now filter the project view of Time Approvals by a project group.

May 11, 2015

Issue Tracking New Feature
With Issue Tracking, you can manage and track items outside your original scope of work, like client requests, bugs, or other unplanned occurrences.

May 7, 2015

Export All Tasks Feature Enhancement
You can now export all tasks for projects that you're in via User Settings> Exports.

May 4, 2015

Sort by Priority Feature Enhancement
When you're viewing your tasks in the Global Task Tracker or in a Project's Task Tracker, you can see your tasks ordered by highest priority using the sort by priority option.

April 29, 2015

Search Improvements Feature Enhancement
You can now filter by a project's status by searching the project list with queries like 'status: active'.

April 28, 2015

Set Priority on Tasks New Feature
Now you can use priority flags to indicate whether a Task, Deliverable, or Milestone is Critical, High, Normal, or Low priority. Start setting priority by going into your task's detail view and clicking on the priority menu next to the field where you enter in your task's title.

April 24, 2015

Search by Project ID and Task ID - Feature Enhancement
This feature makes it easy for you to cut through the noise and locate a specific project or task by searching for that item's unique identifier.

April 6, 2015

Quick Copy Link To Task - New Feature
You can now see a task's ID in the user interface via the detail view. Click on the link icon to see and copy the url. This feature is helpful for directing team members to a specific task in Mavenlink.

March 30, 2015

Master Planning By Project - New Feature
With this new view, Premier customers can see all their financial projects' resource schedules and plans, as well as filter them by project name, group, client, and team lead.

March 20, 2015

Rate Cards - New Feature
Create unique Rate Cards by client, project type, and region.

March 18, 2015

Security Enhancements - Feature Enhancement
Passwords now require at least 3 of the following: capital letters, lowercase letters, digits, or symbols.

Project Percent Complete Calculation Setting - New Feature
You can now choose to include or exclude archived tasks from the project percent complete calculation.

March 12, 2015

Add People to Private Conversations - Feature Enhancement
This enhancement makes it possible for our customers to add new people to a private post that’s already in-progress.

March 10, 2015

Project Templates via the API - Feature Enhancement
Using Mavenlink’s API, you can now take advantage of project template functionality like dependencies, resource placeholders, checklists, and more.

March 9, 2015

Invite Account Members Lightbox- Feature Enhancement
Inviting Account Members has been streamlined to be consistent with the “edit mode” of our user interface. You can invite a user, set their name, role, email, permission level, cost rate, and bill rate. Click on the green “Invite Account Members” button to see the new look.

March 6, 2015

Project Settings - Feature Enhancement
Click on the gear icon next to your project’s title to manage your project’s settings. We've grouped settings into categories (General, Privacy, and Financials) to make it easier to find what you are looking for.

February 11, 2015

Custom Team Names Visible on a Post Feature Enhancement
When you are targeting a post to a specific group, you can now see your custom team name.

February 2, 2015

Improved Support Access - Feature Enhancement
You can now access support, including: Live Chat, the Knowledge Base, and Tutorials from the header on the top right.

February 1, 2015 

Mavenlink’s New Brand and Logo - New brand!
Mavenlink’s feature set is made even more accessible through an elegant, updated user interface designed so that all stakeholders can easily navigate and get work done.

Left-Navigation and Custom Branding - Feature Enhancement
A new streamlined feel and easier to use left-navigation. Everything you can do in Mavenlink is now found on the left, and everything that relates to you individually, such as your profile and settings, are located in the top right.

January 29, 2015

Custom Fields - Feature Enhancement
Premier customers can create custom fields on projects, users, tasks, and groups.

January 28, 2015

Time Approvals Administration- New Feature
The Time Approvals dashboard provides an organized view of time that has been submitted.

January 26, 2015

Client Contact ManagementFeature Enhancement
This feature adds a new section to company groups to manage client contact details.

January 13, 2015

New Utilization Report  - New Feature
This report replaces the existing Scheduled Utilization report, allowing comprehensive reporting of scheduled utilization, actual utilization, and billable utilization.

January 12, 2015

Enhanced Project Templates  - Feature Enhancement
Project Templates have been enhanced to support dependencies, resource placeholders, checklists, billable/non-billable flag on tasks. Project Administrators can edit shared templates regardless of template creator.

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