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Kantata OX Release Notes

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

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

2022

August

Highlights

Beta

New Project Permissions Update  

Project Management

Released on August 2, 2022

To make it easier to expand your project's team, you can now add a project participant to the Provider-side of a project directly on the new Project Permissions page. 

Add_project_participant_drop-down.png

To learn more about the new Project Permissions, please visit the New Project Permissions article in the Knowledge Base.

Additional Enhancements

COMING SOON

Additional enhancements are compiled and will be available after the end of the month.

July

Highlights

Changed

Template Creation Enhancements  

Project Management / Templates

Released on July 20, 2022

To make it easier and faster to create a template from a project, the following project information now appears alongside tasks and project start and end dates:

  • Resource roles on the project
  • Resource role task assignments
  • Resources’ estimated hours
  • Skills associated to resources (editable in a new side panel)

Resource_panel.png

To learn more about creating a template from a project, see Create a Template from a Project.

Changed

In-app Notifications  

Notifications

Released on July 12, 2022

In-app notifications have officially released! In-app notifications help you stay on top of projects and address issues proactively. You can view, filter, and respond to project post, task, and time and expense submission notifications all within Mavenlink.

Notifications

For more information, see the Notifications article in the Knowledge Base.

Changed

Slack Notifications  

Notifications

Released on July 12, 2022

Slack notifications have officially released! Slack notifications help you stay on top of projects and address issues proactively. You can receive notifications for project post, task, and time and expense submission in your Slack workspace.

Kantata_Slack_app.png

For more information, see the Setting Up Slack Notifications article in the Knowledge Base.

Early Access

Cross-Project Scheduling in the Resource Center  

Resource Management / Resource Center

Released on July 6, 2022

To give you more visibility when creating scheduled hours for resources, Cross-Project Scheduling can now be enabled via the Early Access page. Cross-Project Scheduling allows you to:

  • View team members’ scheduled hours and task assignments across different projects
  • Add and edit scheduled hours in the Resource Center

Add-and-edit-actions-for-scheduled-hours-in-the-task-row.gif

For more information on the Resource Center, see Cross-Project Scheduling [Early Access] in the Knowledge Base.

Changed

Resource Management Name Changes  

Resource Management / Resource Center / Project Resourcing

Released on July 6, 2022

To better reflect the range of current and upcoming functionality, we've renamed several resource management areas in the app. These changes include:

  • Resourcing in the left navigation—Formerly “Planning”, this section contains resource management functionality, such as the Resource Center.
  • Resource Center—Formerly “Master Planning”, this is a central location where you can manage resources’ hours and assignments across different projects.
  • Resourcing in the project workspace—Formerly “Resource Planner”, this is where you manage your resourcing needs within a single project.

Resourcing-and-Resource-Center-renames.gif

For more information on the Resource Center, see Resource Center Overview in the Knowledge Base.

Additional Enhancements

Resource Management

  • When Cross-Project Scheduling is enabled, you can now delete a resource's scheduled hours from the Resource Center.
  • Improved performance of Team Builder when running Resource Recommendations for more than 100 unnamed resources.
  • Fixed a bug in the Resource Center where trying to remove a team member from a project with multiple roles would cause a server error if their first role was set to 'null'.
  • Users that can schedule their own hours are now able to distribute their hours using the Resource Shaping tool in the Resourcing tab of a project.
  • For a smoother user experience with Cross-Project Scheduling—available via the Early Access page—we fixed several visual issues related to scheduled hours bars in the Resource Center.

Project Management

  • You can now move a user to the Provider or Client side of a project on the new Project Permissions page.
  • You can now filter by project participant name on the new Project Permissions page.
  • The More drop-down options on the new Project Permissions page are now aligned on the left.
  • The Actual Fees and Billable Hours columns in the New Task Tracker are now wider to better accommodate large currency values.
  • The text for the More drop-down options on the new Project Permissions page have been updated.
  • If you convert the Cost Budget in a foreign currency that uses a comma as the decimal separator and a period for the thousands separator, the currency will now be properly formatted.
  • Fixed a Chrome browser issue where the tool tip displayed when hovering over the Schedule Hours info icon in the New Task Tracker > Apply Template modal disappears after only 2 seconds.
  • When creating a new project template or re-saving an existing project template, all tasks are now correctly marked as non-billable if the template is not set as Budgeted.
  • Fixed temporary issue where the New Task Tracker wasn't displaying the correct project currency in the Invoiced column.
  • Fixed temporary issue in the New Task Tracker where changing a subtask's title resulted in the task title below it changing as well.
  • The Invoiced column in the New Task Tracker now has an increased width and a tooltip to accommodate longer values.
  • When you archive a task in the New Task Tracker, a message appears informing you that all dependencies associated with that task will be deleted.
  • Fixed temporary issue where a recently unarchived task didn't have a WBS number in the New Task Tracker.

Time and Expense

  • Fixed an issue where managers who approve time can now send private message to users without needing the ability to invite members to the project.

API

  • The date format of several date properties within custom field value Subscribed Events have been changed to the ISO 8601 standard. For more information, see the Recommended Actions for API Changes article.
  • The most_recent filter for the Subscribed Events API is now generally available. You can use this filter to get the most recent event for each subject.
  • The most_recent_by_event_type filter for the Subscribed Events API is now generally available. You can use this filter to get the most recent event of each event type for each subject.
  • When fetching subscribed events via the API, you can now also fetch the associated objects by sending subject in the include parameter. For example, GET /subscribed_events?include=subject. The associated objects will be returned in an array similar in format to when you fetch the objects from their own endpoint.
  • Subscribed Events are no longer generated when tasks are moved in Task Tracker.
  • The GET /api/v1/event_types API endpoint now returns the event types schema in the response, accessible using the subscribed_event_type_schemas key. The event types schema is metadata that shows the structure of all events and includes documentation about the events and fields.

Miscellaneous

  • Improved notification when the integration between Mavenlink and QuickBooks Online is disconnected, including instructions on how to reconnect—with links to related documentation and support.

June

Highlights

Changed

More Frequent Insights Refreshes  

Reporting / Insights

Released on June 22, 2022

Insights dashboards now refresh every half hour instead of every hour. The more frequent refresh rate makes it easier to stay on top of activity and changes throughout the day and make data-informed decisions. You can click on the timestamp at the top of a dashboard to see when a dashboard was last updated, when it will next refresh, and a history of recent refreshes.

Insights_Dashboard_Refresh_Status.png

For more information, please visit the Insights Overview article in the Knowledge Base.

Changed

Updates to the Team tab in the Project Admin Box  

Project Management / Resource Management

Released on June 17, 2022

For more flexibility with adding unnamed resources to a project, you can now view and add unnamed resources from the Team tab of the Project Admin box.

The improved Team tab has:

  • A new Participants heading that contains the Project Permissions button
  • Unnamed resources listed in the Providers section with access to the Resource side panel
  • A Master Planning link, with the view filtered to display only your project’s team members
  • An Add Unnamed Resources button, where you can add resource demand before filling the role

Adding-unnamed-resources-in-the-Team-tab-of-a-project.gif

Previously, you could only add unnamed resources to a project from the Rates & Roles page of a project or from the Projects tab in Master Planning.

For more information on the Team tab, please visit the Project Admin Box: Team Tab article in the Knowledge Base.

Added

Adding Unnamed Resources during Project Creation  

Project Management / Resource Management

Released on June 17, 2022

To simplify the process of adding unnamed resources to a project, there is a new Resource Plan section on the Create a Project page that allows you to add unnamed resources during project creation and enter the following details for them:

  • Resource Label
  • Start and End Dates
  • Days on the project
  • Allocation percentage
  • Hours

Adding-unnamed-resources-in-Resource-Plan-section.gif

For more information on the Resource Plan section, please visit the Create a New Project article in the Knowledge Base.

Early Access

In-app Notifications  

Notifications

Released on June 7, 2022

Now in Early Access, in-app notifications help you stay on top of projects and address issues proactively. You can view, filter, and respond to project post, task, and time and expense submission notifications all within Mavenlink.

Notifications_dropdown.png

For more information, see the Notifications article in the Knowledge Base.

Early Access

Slack Notifications  

Notifications

Released on June 7, 2022

Now in Early Access, Slack notifications help you stay on top of projects and address issues proactively. You can receive notifications for project post, task, and time and expense submission in your Slack workspace.

Slack_notification.png

For more information, see the Setting Up Slack Notifications article in the Knowledge Base.

Changed

Forms  

Project Management / Forms

Released on June 7, 2022

Forms are now available for all accounts! You can tailor project creation Forms to your specific teams or departments to support your organization's processes. With features such as required fields and field rules, you can ensure essential information is always submitted during project intake. You can also add forms as tabs in projects—making it easy and intuitive for users to update projects as they progress.

sample_form_for_ga_rn2.png

For more information, please visit the Forms article in the Knowledge Base.

Beta

New Project Permissions Functionality  

Project Management

Released on June 2, 2022

Be one of the first to experience our new Project Permissions functionality! The new Project Permissions page provides a more intuitive interface and better project access control for account administrators, and can be activated on a project-by-project basis. New_Project_Permissions_page_.png

To learn how to activate the new Project Permissions, please visit the New Project Permissions article in the Knowledge Base.

Additional Enhancements

Resource Management

  • When the availability percentage for Resource Recommendations and Team Builder is calculated by scheduled hours, any scheduled hours on past days for an unnamed resource are no longer included in the availability capacity.
  • When aligning scheduled hours in the Resource side panel, deleted hours are no longer considered in the shifted days.
  • User Set text custom fields are now included in Resource Recommendations. You can set the Criteria and Weight Matching for them under Settings > Resource Management or adjust the settings as needed within Team Builder.

Project Management

  • The correct currency symbols now display on the Project Lists page.
  • Revised the text in the Project Invitation email and added a Join the Project button.
  • In the Configure Columns modal in the New Task Tracker, there is now a text descriptor next to the Select All checkbox.
  • The Fixed Fee and Billable columns are now available to configure in the New Task Tracker.
  • You can now access the User Details side panel on the new Project Permissions page when you click the team member's name and profile picture.
  • In the Project List, when you use the Created Date filter and supply only a from date or only a to date, the list will now filter correctly.
  • The messaging for all bulk action confirmation modals in the New Task Tracker has been updated to clarify that you cannot undo a bulk action.
  • When you create a project using a Form, your time zone will no longer impact the selected start and end date.
  • You can now remove a user from a project on the new Project Permissions page.
  • To improve performance, the sections in the Task Details side panel are now collapsed by default and the number of assignees and resources that display in the side panel are limited to 75.

Time and Expense

  • There are now hover tooltips for the timesheet status icons that show if a submitted timesheet is Pending, Approved, or Rejected.

Reporting

  • Deleted tasks and their associated data are no longer visible in Insights, and you no longer need to filter deleted task data from reports. This change does not impact standard reports or custom reports that already filter out deleted task data. Existing custom reports that explicitly report on deleted task data will be affected. If you would like to keep the ability to report on deleted tasks in Insights, please reach out to your Client Success Manager.
  • Added a User: Manager ID attribute in Insights that allows you to display a user's manager and differentiates people who may have the same name.
  • The User: Manager attribute in Insights has been renamed to User: Manager Name to differentiate it from the new attribute User: Manager ID.
  • The Insights refresh monitor now includes historical refresh information that helps you understand the frequency of refreshes and lets you monitor the status in the rare event of an outage.

Account Settings

API

  • Added a for_rate_card parameter for the GET /roles endpoint that allows users to retrieve all roles for a rate card.
  • The can_schedule_their_hours and can_schedule_team_hours fields on participations are now generally available in the API. You can set these permissions when updating a participation using the PUT /participations/{id} endpoint.

Miscellaneous

  • When in-app notifications are enabled, the Notification Settings page now includes a visual to help you understand the different channels you can receive notifications through.
  • Fixed intermittent connection issues with the QuickBooks integration.
  • The notifications drop-down now has a link to Notification Settings.
  • A user's recent projects no longer display on their User Profile page.
  • The table on the Notifications page has been resized to fit the browser width for better readability.
  • Improved accessibility of the Resource Planner by making Unavailable days more visible with a darker gray color.
  • The following in-app notification options are now enabled for users by default: Relevant Posts, Relevant Tasks, New Issues, and Time and Expense notifications.
  • Implemented additional error messaging, minor text and styling changes, bug fixes, and performance improvements in various areas of the app.

May

Highlights

Early Access

Overdue Task Highlighting in the New Task Tracker  

Project Management / Task Tracker

Released on May 31, 2022

To help you quickly locate all overdue tasks in the New Task Tracker, you will see the overdue date columns highlighted in red.

overdue_task_dates.png

 

For more information, please visit the New Task Tracker article in the Knowledge Base.

Early Access

Milestone Highlighting in the New Task Tracker  

Project Management / Task Tracker

Released on May 26, 2022

To help you quickly locate all project milestones in the New Task Tracker, Milestone tasks now have a gray highlight.

New_Tracker.png

For more information, please visit the New Task Tracker article in the Knowledge Base.

Early Access

WBS Column in the New Task Tracker  

Project Management / Task Tracker

Released on May 10, 2022

You can now configure the New Task Tracker to view the Work Breakdown Structure (WBS) column. The WBS column shows the unique number assigned to each task and subtask in a project, breaking down the project into a more manageable structure.

WBS_column.png

For more information on the WBS column, please visit the New Task Tracker article in the Knowledge Base.

Additional Enhancements

Resource Management

  • When you select the Between option in the Change Allocation Type modal in Master Planning and change the start date to a date that is after the end date, the end date field now automatically updates to the same date entered in the start date field.
  • The Filters modal in Master Planning now supports multiple custom field filter selections when these custom fields have really long names. Additionally, when the amount of text for the combined filter selections exceeds the allowed character limit (7000+ characters in the API request), an error message now inform the user of the limitation.
  • When you open the Filters modal in Master Planning and select Soft Allocations from the Resources filter, soft allocations on archived projects are no longer included in the filtered results.

Project Management

  • A temporary issue where the Filters Applied and Filtered Results information did not appear in the Global Tasks List has been corrected.
  • On project create forms, an error modal will now appear when there is an error for hidden fields.
  • Error messages now appear beside the appropriate fields when multiple custom fields are on a project create form.
  • The Archived tasks column has been added to the New Task Tracker.
  • Hidden custom fields are now also hidden on project create forms.
  • On project create forms, error messages now appear for currency custom fields.
  • When changing a role on the Rates & Roles page, you no longer need to refresh the page to reflect changes to the cost rate and bill rate.
  • When a custom field column name in the Project List is cut off, you can now hover over the column header to see the full name.
  • On project create forms, the Template Resource drop-down menu in the Assignment Mappings field will now be filtered based on the selection made in the Select a Project Template field.
  • The Include non-billable time on invoices setting on the Project Settings page has been changed from a checkbox to a toggle.
  • The read-only Successors, Predecessors, and WBS (work breakdown structure) columns have been added to the New Task Tracker.
  • When you hover over the date on a post in the Activity feed, a timestamp displays with the date.
  • When using a Form to create projects, users now see only the organizations they are a part of in the Organizations field.
  • Improved performance when using the Search bar in the New Task Tracker.
  • When a project is set to Billable or Non-Billable by default, this default applies to all new tasks being created.
  • A scrollbar has been added to the Configure Columns modal in New Task Tracker, making it easier to view column names.
  • Improved performance when searching for tasks in the Time and Expense tab in a project.
  • When editable tabs are added to a project, the project tabs will now scroll horizontally instead of wrapping to a second line.

Talent Network

  • Within the Talent Network, you can now permanently convert an Account Member in your account to an External Member.

Reporting

  • Moved the "Fixed Fee Item: ID" and "Fixed Fee Item: Taxable" Insights attributes from the Tasks folder to the Invoices folder.
  • Added the ability in Insights to view notes added to fixed fee items on invoices using the new attribute "Fixed Fee Item: Notes".

Account Settings

API

  • The API now returns a validation error when a time entry, expense, or time adjustment is created or updated for a task with an invalid start or due date.
  • Added user_id and type parameters for the GET /project_accounting_records endpoint that filters project accounting records by user ID and type.

Miscellaneous

  • Made accessibility improvements to date input fields.
  • The Early Access page content has been updated for more clarity.
  • The company name and logo that displays for a user in many areas of the app—such as the Account Member Details side panel—is now based on the user's primary account.
  • Made some upgrades to our tech stack that resulted in performance increases in various areas of the app, including reduced load times of up to 40% in Master Planning.
  • Implemented additional error messaging, minor text and styling changes, bug fixes, and performance improvements in various areas of the app.

April

Highlights

Added

Scheduled Hours Permissions  

Resource Management / Account Settings

Released on April 21, 2022

The new Scheduled Hours permissions allow you to grant any project member the ability to view/edit scheduled hours. You can select one or both of the following project permissions:

  • Self—A user can schedule their own project hours.
  • Team—A user can schedule project hours for their team members.

Can_Schedule_Hours_checkboxes.png

For more information, please visit the Project Permissions and Project Permission Defaults articles in the Knowledge Base.

Added

New Tasks Gantt Chart  

Project Management / Gantt Chart

Released on April 21, 2022

The new Tasks Gantt chart gives you a high-level overview of the tasks for all your projects in one place so you can see potential timeline conflicts and share cross-project timelines. The Tasks Gantt also allows you to:

  • Manage a large portfolio of projects
  • Visualize the timeline of all project tasks
  • View which resources are assigned to tasks in all projects

 
To learn more, see the Tasks Gantt Chart Basics Knowledge Base article.

Changed

Editable Custom Fields in the Project List  

Project Management

Released on April 19, 2022

To allow you to quickly update custom fields, you can now edit custom fields in the Project List.

customfieldsgeneral.png

For more information on the editable custom fields in the Project List, please visit the Project List article in the Knowledge Base.

Early Access

Scheduled Hours Bulk Actions in New Task Tracker  

Project Management / Task Tracker

Released on April 19, 2022

To quickly update or remove scheduled hours for multiple resources on tasks, use the two new bulk actions in the New Task Tracker:

  • Distribute Scheduled Hours—Creates scheduled hours matching the resource estimated hours assigned to resources on each selected task
  • Clear All Scheduled Hours—Removes all scheduled hours assigned to resources on each selected task

Clear-and-Distribute-Scheduled-Hours.gif

For more information on these new bulk actions, please visit the New Task Tracker Bulk Actions article in the Knowledge Base.

Added

Talent Network Release  

Talent Network / Resource Management

Released on April 19, 2022

The Talent Network feature allows you to connect with other companies and incorporate their resources into your planning and project management processes. This functionality helps you to swiftly onboard external partners, optimize staffing decisions, and strengthen partner performance.

External_Members_page_in_Talent_Network.png

For more information on the Talent Network feature, please visit the Talent Network Overview article in the Knowledge Base.

Added

Change Allocation Type Bulk Action  

Resource Management / Master Planning

Released on April 18, 2022

To save some time, you can now update all allocations on a project for a resource to be either soft or hard allocations. You can also choose to restrict these changes to allocations with start and end dates that occur After, Before, or Between specific dates.

Change-Allocation-Type-in-Master-Planning.gif

Previously, you could only update the allocation type for one allocation at a time.

For more information on changing allocations to soft or hard, please visit the Change a Resource’s Allocations to Soft or Hard article in the Knowledge Base.

Added

Assign to Task Option in Resource Planner  

Resource Management / Resource Planner

Released on April 8, 2022

To save you clicks and simplify scheduling and assigning processes, you can now assign a user to an existing task from within the Resource Planner tab of a project.

Assign-Task-to-Resource.gif

Previously, you had to navigate to the Task Tracker tab to assign a user to a task, then switch back to the Resource Planner.

For more information on assigning tasks from the Resource Planner, please visit the Project Resource Planner article in the Knowledge Base.

Additional Enhancements

Resource Management

  • Improved the design and readability of the Availability by Date quick filter in Master Planning by increasing the width.
  • Improved the styling of the resource menu in Master Planning so that the Convert to Unnamed Resource option is no longer cut off.
  • You can now assign unnamed resources to tasks from within the Resource Planner.
  • From the Tasks tab of a template that doesn't have any resources added to it, clicking Add Resources in the Resources drop-down now directs you to the Resources tab, where you can add roles to the template.
  • Deactivated users now appear in the Projects tab of Master Planning with improved styling and an "(Inactive)" label.

Project Management

  • The timeline header in the New Task Tracker now remains visible when a user scrolls down the page.
  • When you edit a field value in the New Task Tracker but it's identical to the original value, the update won't be logged.
  • In your Project Settings, you can create and edit a tab within the workspace that includes a Form.
  • When you create new subtasks in a project, the number of subtasks will now appear in the project's Activity Feed.
  • The Type cell in the New Task Tracker no longer has the Expand arrow icon. To update a task Type, a user will now click on the Type icon.
  • You can now Expand or Collapse all subtasks in the New Task Tracker by clicking the small arrow in the task row header.
  • Users with Guest Access and Project Financials permissions can now see the Payment and Budget tabs in the Project Admin box.
  • The Assignees cell in the New Task Tracker will now be blank when a task doesn't have an assigned resource. Previously, it was marked as Unassigned.
  • The Priority configurable column has been added to the New Task Tracker.
  • You can include hyperlinked external references within the Description field of a Form.
  • You can now select the Feedback button located at the top of the Forms page to offer insight into your experience with Forms.
  • Form Rules, which were previously only supported for built-in project fields, have now been enabled for Custom Fields.
  • Added error messaging for project creation when the field is not on the Form page.

Time and Expense

  • Increased the number of tasks that can be displayed in the Timesheets > Task drop-down menu from 100 to 500. This autocomplete drop-down appears as you add information to a Select Task field, depending on whether there are matching results.
  • On the Weekly Schedule page, scheduled and actual hours in the grid have been cosmetically adjusted to make comparison easier.

Talent Network

  • You can now add an External Member to a managed External Partner—meaning they didn't have an existing Mavenlink account when they were invited to join your talent network—from the Manage External Partner page.

Reporting

  • Added the ability to report on draft invoice data in Insights. With this feature enabled, you can use the new attribute "Invoice: Submission Status" to include or exclude draft invoices from reports. To use the new attribute, a Client Success Manager must enable the Insights Draft Invoices feature for your account. Note that enabling this feature may impact existing standard and custom invoice reports. For more information, please contact your CSM.
  • Changed the names and descriptions of currency-related Insights data items to reflect that they are not project-specific: the attribute Project Currency is now Currency, the attribute Project Currency: Symbol is now Currency: Symbol, and the fact Project Currency: Base Unit is now Currency: Base Unit.
  • Added a new attribute in Insights for reporting on the currency of a project: Project: Currency. Previously, using the generic Currency attribute could result in multiple currencies appearing for a project in a report. This new attribute returns only a single currency per project.

Account Settings

API

  • Updated the PUT /workspaces/{id}/toggle_expense_approvals and PUT /workspaces/{id}/toggle_time_approvals endpoints to also accept a request body where the top-level JSON key is workspace.
  • Added the ability to sort results from the GET /workspaces endpoint by when the projects were created. You can now use created_at:asc and created_at:desc for the order parameter.
  • Added a subject_type parameter for the GET /subscribed_events endpoint that filters events by subject type (e.g. user, project, etc).
  • Added a subject_id parameter for the GET /subscribed_events endpoint that filters events by a specific subject (e.g. a user, a project, etc).
  • Added the ability to add an external reference while creating or updating an invoice using the POST /invoices and PUT /invoices/{id} endpoints.
  • Parameters to set time tracking limits for users via the API are now generally available. You can now use the parameters enforce_workweek_minimum_on_timesheet_submission and enforce_workweek_maximum_on_timesheet_submission for the PUT /account_memberships/{id} endpoint.
  • Results from the GET /subscribed_events endpoint are now ordered by the subject_changed_at field, which is when an event occurred. Previously, results were sorted by created_at, which is when an event record was created.
  • The approved field of time entries is now tracked by Subscribed Events, allowing you to track when time entries were approved via the API. Only events created after this change was introduced will track this field.
  • The location field on time entries is now generally available in the API. You can set a location when creating or updating a time entry using the POST /time_entries and PUT /time_entries/{id} endpoints.

Miscellaneous

  • For increased accessibility, the title in the Success, Error, and Warning notification messages throughout the application are now a dark gray color.
  • Removed Announcements from the Support drop-down menu. New product features and releases will now be found exclusively in our Release Notes.
  • Fixed an issue where some users were receiving duplicate Week Ahead Emails.
  • The temporary issue where a 500 error appeared after creating a post or adding an attachment has been resolved.

March

Highlights

Changed

Skills Updates for Named and Unnamed Resources  

Resource Management / Master Planning

Released on March 29, 2022

For simpler, faster skill selection for your named and unnamed resources, you can now take the following actions in the Resource side panel and User Details side panel:

  • Multi-select skills for named and unnamed resources.
  • See which skills are associated with a resource’s role.
  • Associate skills to a role.

Assigning_Skills_to_Resources_and_Associating_Skills_to_Roles.gif

For more information on skills, please visit the Skills Overview article in the Knowledge Base.

Changed

Notification Settings Update  

Notifications

Released on March 25, 2022

To allow you to more easily monitor and manage your notifications, all of your notification and email settings are now accessible from the newly designed Notification Settings page. From this page, you can:

  • Manage email alerts by enabling or disabling them.
  • Manage the Week Ahead email within the same page as your other notification settings.
  • Enable the new Daily Summary setting for notifications you’d like to receive updates for in a daily digest.

ALLUI.png

Previously, these settings were split between the Email Settings and Email Notifications pages.

For more information on the Notification Settings Update, please visit the Notification Settings article in the Knowledge Base.

Changed

New Master Planning Filters  

Resource Management / Master Planning

Released on March 22, 2022

The simpler, more streamlined Master Planning filters have officially released! With the new filters, you can:

  • Quickly display Named, Unnamed, or All resources in the Team Members tab.
  • Apply all filters within a modal instead of multiple drop-downs
  • Customize which filters display in the toolbar using the Pin feature.
  • View and update applied filters—and pinned filters—in the toolbar.

More filters are also available, including Text Custom Fields, Skills and Custom Fields for unnamed resources, and Projects in the Team Members tab.

 

For more information on the new filters, please visit the Master Planning Filters article in the Knowledge Base.

Changed

Insights Refresh Monitor  

Reporting / Insights

Released on March 8, 2022

To help you better monitor the freshness of Insights data, we’ve updated the timestamp that appears in Insights dashboards. You can now click on the timestamp to see detailed information about when a dashboard was last updated and when it will next be updated.

Insights_Dashboard_Refresh_Status.gif

For more information, please visit the Insights Overview article in the Knowledge Base.

Additional Enhancements

Resource Management

  • After adding an unnamed resource to a project in Master Planning, the Resource side panel now opens.
  • Resource Request approvals now have more meaningful error messages.
  • When you send a private message via the Activity section of the Resource side panel, a list of the post's recipients is now visible.
  • When an allocation bar in Master Planning is below a certain width limit and the hours and allocation percentage don't display, you can now hover over the allocation to see these details.
  • When the allocated hours scheduled for an unnamed resource exceed the remaining available allocated hours for a recommended resource in Team Builder and the Resource side panel, the correct availability is now reflected.
  • When clearing scheduled hours in the Resource Planner, you can now see the changes to scheduled hours without refreshing the page.

Project Management

  • Deleted options from Choice Custom Field sets no longer appear in Project List custom field columns or Forms drop-down menus.
  • You can now share a project template in either a Can Edit or View Only capacity.
  • If a user tries to share a template they are not the owner of, an error message appears.
  • As of March 4, 2022, the New Task Tracker is now enabled for all new accounts and the Legacy Task Tracker is hidden by default.
  • A project template's Character Limit now appears on the right side of the template.
  • The Task Details side panel tooltips have been updated to feature more succinct content.
  • You can now edit Multi-Choice custom fields in the Project List.
  • Fixed an issue where past Completed tasks wouldn't appear on the Global Tasks page when the Sort was set to Upcoming, regardless of whether Completed filter option was selected in the Status column.

Time and Expense

  • Users with Guest Access can now view invoice details.
  • You can now expand the Notes field when creating a timesheet.

Account Settings

  • In the Notification Settings, the Relevant Posts option notifies you about posts that directly @mention you, posts that mention all associated users (@all), private messages, replies to posts that you have created, and posts that you have replied to.
  • The Email Notifications page has been removed.
  • The link to view the projects for a specific external project participant has been moved to the Number of Projects column.
  • Email Settings under the main user Settings has been renamed to Notification Settings.
  • There is a separate Direct Mentions notification that only notifies you about posts that directly @mention you.
  • The Time and Expense Submissions Alerts notification has been renamed to Time and Expense.

API

Miscellaneous

  • When a user updates a custom field with a value that is identical to the previous value, the timestamp does not update for the identical change.
  • When you remove a value from a custom field, the timestamp now updates.
  • Fixed styling of timesheet submission approvals in a project's Activity feed.

February

Highlights

Added

Availability Inspector in Team Builder  

Resource Management / Master Planning

Released on February 22, 2022

To give you more information when staffing resources and evaluating their workload, the Availability percentage that appears in Team Builder is selectable and opens the Availability Inspector. The Availability Inspector shows you which projects have conflicts with the project you are trying to staff, where these allocations overlap, and the number of hours allocated to these projects on a weekly or monthly basis.

Viewing-Availability-Details-in-Team-Builder.gif

For more information on viewing availability in Team Builder, please visit the Staff Projects with Team Builder article in the Knowledge Base.

Added

Team Builder Available in Team Members Tab  

Resource Management / Master Planning

Released on February 22, 2022

To allow you to quickly staff your projects based on open roles, Team Builder can now be launched from the Team Members tab in Master Planning. This allows you to narrow your focus to a specific role and view the resource recommendations for these openings across projects.

Team_Builder_by_Role_in_the_Team_Members_tab_2.png

For more information on using Team Builder to fill open roles, please visit the Staff Projects with Team Builder article in the Knowledge Base.

Early Access

New Master Planning Filters  

Resource Management / Master Planning

Released on February 22, 2022

Now available via the Early Access page, the new Master Planning filters offer you a simpler, more streamlined way to find the information you want. You can:

  • Quickly display Named, Unnamed, or All resources in the Team Members tab.
  • Apply all filters within a modal instead of multiple drop-downs
  • Customize which filters display in the toolbar using the Pin feature.
  • View and update applied filters—and pinned filters—in the toolbar.

New_Filtering_in_Master_Planning.gif

More filters are also available, including Text Custom Fields, Skills and Custom Fields for unnamed resources, and Projects in the Team Members tab.

This feature will fully release on March 22, 2022.

For more information on the new filters, please visit the New Master Planning Filters [Early Access] article in the Knowledge Base. For information on enabling Early Access features, see Early Access Overview.

Early Access

Pin Filters in the New Task Tracker Toolbar  

Project Management / Task Tracker

Released on February 16, 2022

To allow you to easily access filters that you use frequently, you can now pin filters within the Filters modal. Once pinned, these filters will always appear in the New Task Tracker toolbar for all projects.

Pinning_Filters_in_New_Task_Tracker.gif

For more information on pinning filters, please visit the New Task Tracker article in the Knowledge Base.

Added

Subscribed Events API  

API

Released on February 14, 2022

To help you better track changes in your Mavenlink account, we've added the Subscribed Events API. Subscribed Events record up to 7 days of create, update, and delete actions, allowing you to track who did what in your account and how data changed—all with one API endpoint.

For more information about Subscribed Events, please visit the Subscribed Events Reference article in the Knowledge Base and the Subscribed Events API documentation.

Early Access

Forms  

Project Management / Forms

Released on February 3, 2022

To help you better adapt Mavenlink to your organization's processes, you can now create your own project Forms. With features such as required fields, field rules, and a drag and drop builder, you can create project Forms tailored to your specific teams or departments.

form_builder5.png

For more information about Forms, please visit the Forms article in the Knowledge Base.

Additional Enhancements

Resource Management

  • If you have Guest Access to a project, you can now apply filters for that project's custom fields in Master Planning and in the Project List.

Project Management

  • You can now export the Gantt chart as an HTML file.
  • Fixed an unexpected issue where tasks in the New Task Tracker would shuffle when using the drag and drop feature.
  • Improved the responsiveness of the Gantt chart.
  • You can now edit Single-Choice, Number, Date, and Currency custom fields in the Project List.
  • The Project Lead name now appears in the Project Pulse Side Panel.
  • An Account Administrator can now delete other users' posts in a project workspace.
  • We fixed an issue where the New Task Tracker wouldn't open for users with the View Only project access.
  • Parent task names now appear in the Schedule portion of a project's Legacy Gantt Chart.

Time and Expense

  • On cross-project invoices, the tax is now included in the subtotal when paid.
  • The Filters modal on the Expense Approvals page now retains checkbox selections when you close and reopen the modal.
  • Improved performance when timesheets have thousands of tasks.

Account Settings

  • You now receive data export emails even if Email Frequency is set to Never in the Notifications Settings.

API

  • Updated the GET /time_entries and GET /expenses endpoints to only return data from projects on the account by default. To fetch data from external projects, you can use the on_my_account parameter. For example, api/v1/time_entries?on_my_account=false.
  • The api/v1/workspace_allocations endpoint now takes holidays into account when they overlap with an allocation for an unnamed resource, resulting in a more accurate allocation percentage.
  • Added a workspace_id parameter for the GET /status_reports endpoint to allow you to fetch health reports for a specific project only.

Miscellaneous

  • We’ve refreshed the look and feel for predictive text fields and select drop-downs.
  • You can now search for projects using only keywords such as "are," "no," "the," "their". These words were previously excluded from the search in order to return more relevant results.

January

Highlights

Early Access

Updated Filters Modal for the New Task Tracker  

Project Management / Task Tracker

Released on January 12, 2022

To allow you to quickly update the applied filters in the New Task Tracker with less clicks, we’ve added Quick Filters to the toolbar. With Quick Filters, you can do the following without opening the Filters modal:

  • Change the selected values for a field
  • Remove only specific filters
  • Select Clear All to remove all applied filters

Quick Filters

The Filters modal also has additional styling updates, including no longer taking up the whole screen when opened.

For more information on the Quick Filters, please visit the New Task Tracker article in the Knowledge Base.

Additional Enhancements

Resource Management

  • Improved performance for resource recommendations in Team Builder.

Project Management

  • When you apply filters in the New Task Tracker and then export to a CSV file, the information displays as filtered.
  • When you enter a duration on a task in the Gantt chart, the Start Date and End Date automatically set.
  • You can now click and drag a New Task Tracker row when entering information in a cell.
  • The Assignees drop-down in the New Task Tracker now sorts all resources alphabetically—first by role and then by the resource name.
  • If both the New Task Tracker and Legacy Task Tracker are enabled, the Legacy Task Tracker tab has a Legacy tag in the project workspace.

Time and Expense

  • Account Administrators can now edit expenses on the Mavenlink mobile experience for all Organizations.
  • Improved results when searching on the Time & Expense > Time Approvals page.
  • Improved performance of the Time & Expense > Time Entries page.

Account Settings

API

  • Improved performance of the GET /stories endpoint when ordering by updated_at or created_at.
  • Deprecated the member_type field in the organizations parameter of the POST /workspaces endpoint.

Miscellaneous

  • Added and revised error messages on the Login page.
  • Updated the Google Workspace Activate button to match the latest Google brand standards.
  • Updated the body copy for the default project invite email, which now includes links to Mavenlink's Privacy Policy and Terms of Use.

2021

December

Highlights

Added

Insights Dashboard Homepages  

Reporting / Insights

Released on December 9, 2021

To help you better leverage Insights reports, we've added Home tabs to all of our standard dashboards. The Home tabs include descriptions of the reports in the dashboard to help you quickly find business-critical information. The tabs also highlight the concepts and data presented in each dashboard to help you better understand and use them.

Home tab on the Utilization dashboard

For more information, please visit the Insights Update overview article in the Knowledge Base.

Changed

Insights Metrics, Attributes, and Facts Update  

Reporting / Insights

Released on December 9, 2021

To speed up and clarify the report building experience, we updated the names and descriptions of metrics, attributes, and facts. The new names help you quickly find data to add to your custom reports. Each metric, attribute, and fact also has a description that explains how it’s calculated or what it displays in a report, to give you more clarity as you create custom reports.

For more information, please visit the Insights Update overview article in the Knowledge Base.

Additional Enhancements

Resource Management

  • Improved performance when changing an unnamed resource to a named resource in Team Builder or the Resource side panel.
  • Team members and unnamed resources now load faster in the Team Members tab of Master Planning.

Project Management

  • When you click on a task in the local Gantt chart Task list, the view on the Schedule side automatically scrolls to that task.
  • When the limit of 4 nested levels (not including the parent task) is reached in the New Task Tracker, you cannot create a new subtask level.
  • Improved performance of updating Groups when there are many projects in the account.
  • You can now export tasks from the New Task Tracker as a CSV file. If desired, these exports can be limited to include only the tasks of specific Assignees.
  • When projects have a large number of participants, the Activity page will now load faster.
  • You can now add an end date to a task duration before adding the start date in the Gantt chart.
  • When selecting a project Group on the Project Settings page, the full list of groups is now visible in the drop-down list.
  • Improved performance of inviting users to participate in a project.
  • Updated the price field on a create project form to be a money input field.
  • Added a rate card field for the project create page in Forms.

Time and Expense

  • Account Administrators can now only edit time entries within their Organization.

Account Settings

API

  • Added the parameter project_template_distribute_hours to the PUT /workspaces/{id}/apply_template endpoint that sets whether estimated hours are automatically added as scheduled hours for all tasks when applying a template to a project.
  • Updated the POST /workspaces endpoint to automatically apply a currency when a rate_card_id is provided. Now when you provide a rate_card_id, currency is optional.
  • Improved performance of the GET /time_entries and GET /expenses endpoints.

Miscellaneous

  • Updated the left-hand nav bar to display the Projects section instead of a blank section when you're on the Create a New Project page and the nav bar is pinned.
  • Font sizes are now more responsive, scaling appropriately according to browser settings.
  • We've updated how search results are returned for project posts. Relevance is now prioritized over the updated_at timestamp for a post.
  • Improved performance of custom fields.

November

Highlights

Changed

Primary Groups  

Project Management

Released on November 4, 2021

Groups are used to gather project-related information that you can report on, track, and filter. To enhance your custom reporting even more, you can now assign a Primary Group to a project.

 

For more information on Primary Groups, please visit the Project Settings Overview article in the Knowledge Base.

Additional Enhancements

Resource Management

  • The Distribute Scheduled Hours checkbox now only displays when applying a template if users have Financial project permissions.
  • When a user cancels a resource request, the approver now receives an email notification.
  • When allocations are deleted by another user or via the API, they no longer show in Master Planning when expanding a project or user.
  • When creating allocations from scheduled hours between specific dates, the Create Allocations button is now disabled if the first date in the date range occurs after the second date.

Project Management

  • Users can no longer reorder rows in the Gantt Chart and New Task Tracker if they are using column sorting.
  • When the Project Cards view is selected for the Project List page, the Last Viewed date is now accurate.
  • You can now duplicate tasks in New Task Tracker.
  • If a user doesn't have permission to Select Groups, the Projects section doesn't display when creating a new group and they have view-only access to the Projects section in the Group side panel.
  • When a user attempts to create an invalid dependency in the Gantt chart (e.g. cyclic dependencies), an error message appears that says the dependency is invalid and can't be created.
  • Project templates now display the amount of characters used above the template name.
  • You can now only drag and drop tasks in the New Task Tracker if you are sorting by Order.
  • On the Project Permissions Defaults page, the page header—which now includes the Save button—remains at the top of the screen as a user scrolls up or down.
  • Filtering the Gantt chart budget by Less than now includes zero value budgets.
  • In the Task Tracker, the Add Subtask Below button is disabled for tasks that are at the maximum nesting level limit of five (including the parent task).
  • Updated the time approvals field in Forms to display as a checkbox on the create project form.
  • Added external reference and invoice preference fields for the project create page in Forms.

Time and Expense

  • Improved performance for the Time Entries page.
  • Time and Expenses project users who have Track Time and Post to Activity Feed custom permissions can now edit their time from the Weekly Schedule page.

Account Settings

API

  • Stop words (e.g. no, not, and, etc.) are now supported in the Task Tracker search field and in the search parameter of the GET /api/v1/stories endpoint.
  • Improved performance of the GET /api/v1/workspaces endpoint when the matching parameter is used.
  • When creating, updating, deleting, or viewing external references for WorkspaceGroups, you must now have the Manage groups or View groups permissions in the Groups access group set.
  • You can now create multiple time off entries at once using the time_off_entries parameter in POST /api/v1/time_off_entries.

Miscellaneous

  • Users logging in with Single Sign On (SSO) are now routed to the Mavenlink landing page instead of returning to the last-visited page in a previous session.
  • Made numerous maintenance updates to the left nav bar.

October

Highlights

Changed

Open Resource Side Panel  

Project Management / Resource Management / Resource Planner

Released on October 19, 2021

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.

Resource_Planner_Resource_Side_Panel.gif

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.

Early Access

Automatically Distribute Scheduled Hours from a Template  

Resource Management / Project Management / Templates

Released on October 19, 2021

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 dialog. 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 in the template.

Apply_Template_Distribute_Scheduled_Hours.gif

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.

Changed

Create Allocations from Scheduled Hours  

Master Planning / Resource Management

Released on October 19, 2021

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.

Master_Planning_Create_Allocations_from_Scheduled_Hours.gif

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

Changed

Delete Allocations in Bulk   

Master Planning / Resource Management

Released on October 19, 2021

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

Master_Planning_Delete_All_Allocations_for_a_Resource.gif

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.

Additional Enhancements

Resource Management

  • Skills now display in the Resource side panel.
  • When a skill does not have levels selected, a checkmark displays in place of the skill level in the Resource side panel and Master Planning.
  • Resource Request icons are now all the same style and color.
  • Recommendations in Team Builder and the Resource side panel now calculate availability by week instead of by allocation.
  • The profile pictures for the named and unnamed resources are now the same size in the Master Planning and Project areas.

Project Management

  • The Project Groups tab in the Projects area has been renamed Groups.
  • When the Due Date and the Start Date are changed for a task in the New Task Tracker, the calendar for Scheduled Allocations updates in real-time.
  • An error message now displays in New Task Tracker when using the bulk delete functionality and a task can't be deleted.
  • An error message now displays when a user clones a project template that has invalid assignments.
  • Users can now view the entire value for each custom field in a drop-down menu. These values are no longer truncated.
  • The New Task Tracker can now display up to 100 tasks per page.
  • Added a Save & Add Another button to project forms to allow you to quickly create similar projects without having to re-enter all information.
  • Added currency and project template fields for the project create page in Forms.
  • Updated the Form Builder to prevent adding the same field multiple times to a form.

Reporting

  • Performance improvements were made to the Time Tracking Analytics report.

Account Settings

API

  • When creating a project with the API, the currency field is no longer case-sensitive.
  • Updated the POST /workspaces endpoint to accept client and consultant for the creator_role field.

Miscellaneous

  • Throughout the Mavenlink app, you can now press Escape on your keyboard to close a drop-down menu in a side panel.
  • For a smoother user experience, we also updated some in-app text with clearer wording, worked on maintenance updates, and made performance improvements.
  • Pinning the left nav bar keeps it pinned in all other tabs and browser windows where Mavenlink is open.

September

Highlights

Changed

Updated Resource Planner Legend  

Resource Planner / Resource Management

Released on September 14, 2021

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.

Resource_Planner_Legend.gif

Previously, this legend always displayed at the top of the Resource Planner and could not be hidden.

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

Changed

New Gantt Chart  

Project Management / Gantt Chart

Released on September 13, 2021

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 on the new Gantt chart enhancements, please visit the Gantt Chart Overview article in the Knowledge Base.

Additional Enhancements

Resource Management

  • You can now edit allocations if you have custom project permissions and have access through an Access Group.
  • The menu that opens when you select the More icon in Master Planning is now properly aligned to the icon. You can also now click the whitespace next to the text to make a selection.
  • Members in an access group with the permission to View Recommendations can also now view Criteria Weighting and Match Requirements settings in Team Builder.

Time and Expense

  • The Role Selector in the Time Entry widget now prevents overwriting any selected role text.
  • If you don't have external time entries or haven't used the API, you can now see only the time entries and expenses that you've created on your own projects (on my account is set to true). If you were already using the API and have external time entries, you will continue to see the same behavior.
    To see external time entries or expenses, you can include the filter on_my_account=false. For example, api/v1/time_entries?on_my_account=false.

Project Management

  • Project participants with Project Financials project permissions can now name an unnamed resource if it doesn't have any allocations.
  • Improved the background blue of the legend and days At Capacity in the Scheduling tab of the Task Details side panel for New Task Tracker.
  • If you move a task date in the Gantt Chart, those with Scheduled Hours automatically update aligned with the new Start / Due dates of the task.
  • Added error messaging to the Project List page.
  • Added support to the datepicker in the Gantt Chart so that dates between 1970 and 3000 are valid entries.

Billing

  • Added explanatory help text on the Invoices page.

Account Settings

  • Unselected geographies or departments in the drop-down menus for Organizations are no longer grayed out.

August

Highlights

Added

Group Rate Cards  

Project Management

Released on August 30, 2021

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.

Project_Groups_Select_project_group.png

For more information on group rate cards, please visit the Assign a Rate Card to a Project Group article in the Knowledge Base.

Additional Enhancements

Resource Management

  • Organizations are now available for unnamed resources.

Project Management

  • You can now view archived tasks in the New Task Tracker.
  • In the Financials section of the Project side panel, the Estimate at Completion (EAC) calculation now includes only billable tasks.
  • You can no longer upload a .exe file that includes special characters in the filename, such as T@$ks.exe.
  • The Actions menu in the New Task Tracker now includes the option to Duplicate a task.
  • The datepicker for the Due Date field opens on the month of the task's Start Date.

Account Settings

API

  • You can now split allocations via the API. For more information, visit Splitting Allocation in the API documentation.
  • Account admins can now get all cost rates through the API.
  • Improved performance for /api/v1/workspaces_resources#[ show|index]
  • The workspaces#create API endpoint no longer requires creator_role. By default, it is set to maven, but you can still set it to buyer. This change is backwards compatible.
  • Because multiple accounts could run integrations from the same IP address, rate limits are now set per account_id for the following endpoints:
    • GET /api/v1/custom_field_values
    • GET /api/v1/workspaces
    • POST /api/v1/users
    • POST /api/v1/account_invitations
    • POST /api/v1/account_invitations/: id/resend
    • POST /api/v1/workspace_invitations
  • Added support to return error messages when updating a line item via the API failed.

Miscellaneous

July

Highlights

Added

Project Accounting  

Project Management / Insights

Released on July 29, 2021

Our project accounting tools allow you to take a snapshot of your project accounting records, which you can use for revenue recognition, forecasting, earned value, and more.

Project_Accounting_in_Insights_report.png

For additional information, please visit the Project Accounting article in the Knowledge Base.

Early Access

Distribute Scheduled Hours  

Resource Management / Master Planning

Released on July 21, 2021

Available for Early Access users, we're now testing the distribution of scheduled hours to tasks in a project from the resource estimated hours in a template.

beta_distribute_scheduled_hours_checkbox.png

For additional information, reach out to your Customer Success Manager.

Early Access

Resource Side Panel in Resource Planner  

Resource Management / Resource Planner

Released on July 21, 2021

Available for Early Access users, you can open the Resource side panel from the Resource Planner.

beta_resource_side_panel.png

For additional information, reach out to your Customer Success Manager.

Additional Enhancements

Project Management

  • On the Project List page, you can now select Show Organization Projects to view all projects for an Organization.
  • If you try to schedule more than 24 hours a day in the Scheduling section of the Task Details side panel, you will now get a clearer error message.
  • If a task's Start Date is a future date, the Scheduling section in the Task side panel now opens to the week of the task's Start Date.

Resource Management

  • Submit buttons in Master Planning now include custom branding colors.
  • Holidays and time off are now taken into account when displaying overallocations on scheduled days in Master Planning.

API

    • You can now update an email address via the API.

June

Highlights

Additional Enhancements

Project Management

  • Added the Budget column to the New Task Tracker.
  • The Invoiced column is now available in the New Task Tracker.
  • Users with the track time and expenses permission level can now view the Billable Hours and Estimated Hours columns in the New Task Tracker.
  • The Your Approvals checkbox on the Project Approvals page no longer includes projects that you are participating in that do not have an approver set.
  • PDF export added to the new Gantt Chart.

Time and Expense

  • When you are editing prefilled time entries that don't belong to a task on the Timesheets page, the billable setting defaults to appropriate project setting.
  • When attempting to submit a time off request on a non-workday or holiday, the Save button is now disabled, preventing users from completing the request.
  • The expenses total on the Time & Expenses page now distinguishes between total and non-billable expenses.
  • Users can now press the Tab key on their keyboard to navigate the Timesheets page and the Time & Expense tab in a project.

Billing

  • The tooltip text for the Client Invoice Address and Provider Invoice Address fields on the Create a New Project page has been updated for better accuracy.

Account Settings

API

  • Improved performance of the time_entries index endpoint. We no longer make use of the following parameters:
    • use_line_item_date_index
    • use_updated_at_index
    • ignore_line_item_date_index
    • ignore_created_at_index
    • ignore_updated_at_index
  • We added the new API endpoint api/v1/recommendations/estimate_scenario_resource.json?id=#{id} that fetches recommendations for an Estimate Scenario Resource.

Miscellaneous

  • The Logout this session link text on the Passwords & Authorizations page has been updated to Log out of this session.
  • On the Mavenlink login page, the text for the Login and Sign up links is now Log In and Sign Up.
  • Upgraded our SAML gem to fix "Invalid Signature" errors.

May

Highlights

Changed

New Look for Login Page  

Miscellaneous

Released on May 19, 2021

We've updated the look and feel of the Login page with fresh, new colors and fonts.

Login_page.png

The look and feel of the Sign Up page has been updated as well.

Added

Delete Allocations  

Resource Management / Master Planning

Released on May 12, 2021

You can now delete an allocation in Master Planning by right-clicking on the allocation and selecting Delete Allocation.

Delete_Allocation.png

For more information on deleting allocations, please visit the article Delete an Allocation in the Knowledge Base.

Additional Enhancements

Resource Management

  • When a user creates overlapping allocations in Master Planning, a new message is displayed to inform the user that a different date range should be selected.
  • If multiple resources in the same project have the same label, we now tell you both the number of conflicting labels and what the specific labels are named.
  • Right-clicking on an allocation in Master Planning now gives you the option to Edit, Split, and Delete the allocation.

Time and Expense

  • Users can now autofill time entries from scheduled hours in the Weekly Schedule view in Time & Expense if the "Require location on time entries" option is enabled on your account.
  • Updated the text for the "Autofill Scheduled Hours" button in the Time & Expense Weekly Schedule view.

Project Management

  • Added support for handling project Activity posts when they are posted via email and contain URLs with ampersands ("&").
  • Changed all instances of "sub tasks" to "subtasks" in the New Task Tracker.
  • You can use the New Task Tracker to map resources when you apply a template (with resources) to a project.
  • Reduced the size of the header font and darkened the font in the New Task Tracker table to make it easier to read.
  • The New Task Tracker now has a Billable Hours column, which corresponds to the Actual Fees column from the Legacy Task Tracker when in Task Progress view.
  • Opening the Task Details side panel is faster now.

Billing

  • Improved performance on the Edit Invoice page when projects contain a large number of Fixed Fee tasks.

Account Settings

API

  • Added the ability to update external references for EstimateScenarioResource and WorkspaceResource via the API.

Miscellaneous

  • Removed the "Future of Work" slide from the marketing carousel on the Login page.
  • Added a User Agreement link to the Teams sign up page.
  • When you encounter a 404 page in the app, you can now be directed to the homepage via a link.
  • For screen reading software and users alike, alt text is now available for more icons in the app.

April

Highlights

Added

Split Allocations  

Master Planning / Resource Management

Released on April 6, 2021

With this new feature, you can quickly split an allocation in two, making it easier to make adjustments in resource allocation.

Master_Planning_Split_Allocation.gif

For more information, please visit our Add an Allocation to a Resource Knowledge Base article.

Additional Enhancements

Time and Expense

  • All non-punch clock users can now either track time and/or save a time entry from the corresponding buttons in the main Mavenlink app bar.
  • Users can now see up to 500 expenses in the Time & Expenses tab of a project; below the table is a new View All Your Expenses link that allows you to view more expenses.
  • Switching weeks on timesheets is more responsive.

Resource Management

  • When editing an allocation's hours, the Percentage now rounds to the third decimal point. For example, when 32 hours is equal to 100% allocation and 15h5m is entered in the Hours field, the Percentage updates to 47.135%.
  • When a member changes pages or page size in Master Planning, they are sent to the top of the page instead of staying at their previously location.
  • When you create or edit an allocation in Master Planning, the Save button is disabled until you specify a positive hour (or percentage) value.
  • Members with Guest access can now open the Project side panel and open the project via link in the Master Planning page.

API

  • Endpoints that accept nested parameters—excluding workspaces, stories, story_allocation_days, estimates, and invoices—now validate the nested parameters as well.
  • You can now use the following formats to filter Estimates by custom field values: custom_field_ID:choice_value_ID custom_field_ID:choice_value_1_ID,choice_value_2_ID custom_field_ID:blank custom_field_1_ID:choice_value_1_ID,choice_value_2_ID;custom_field_2_ID:choice_value_2_ID;custom_field_3_ID:blank.
  • Added the ability to update external references for EstimateScenario via the API.
  • You can now create and update Custom Field values via the API using POST /api/v1/custom_field_values. Existing values will be overwritten with the new provided value.

March

Highlights

Changed

New Look for Top Navigation Bar  

Miscellaneous

Released on March 26, 2021

To provide better accessibility and an accurate display across supported browsers, we've given the top navigation bar a new, sleek design.Top_Navigation_Bar.png

For information on the options in the top navigation bar, see the New Client Walkthrough article in the Knowledge Base.

Changed

Non-Billable Time on Invoices  

Billing

Released on March 18, 2021

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.

Project_Settings_Include_Non-billable_Time.gif

For more information, please visit our Project Settings and Invoice Settings Knowledge Base articles.

Early Access

New Task Tracker  

Project Management / Task Tracker

Released on March 17, 2021

New Task Tracker is now available for Early Access users!

Task-Tracker-Beta-Tab.png

For more information on New Task Tracker, please visit the New Task Tracker article in the Knowledge Base.

Added

Exports Dashboard  

Reporting / Insights

Released on March 11, 2021

The Exports Dashboard does two things: Lets you download raw data for some of the most common types of datasets like Projects, Time Entries, and Invoices, and it pairs well with the Scheduled Data Exporter so you can automate the flow of data from Mavenlink to your business intelligence tool, data warehouse, or other external system.

Insights_Exports_Dashboard.png

For more information, please see the Exports Dashboard and Scheduled Data Exporter articles in the Knowledge Base.

Additional Enhancements

Project Management

  • When a user clicks the Align Scheduled Time link in an allocation after changing a Task date, the alignment occurs in Task Tracker and a success message immediately appears.
  • The Percent Done and Actual Fees columns are now available in the New Task Tracker for users on Professional, Premier, and Enterprise plans.
  • The Estimated Hours column is now available in the New Task Tracker.
  • Users now receive a helpful error message when attempting to create a project with duplicate custom field values.

Time and Expense

  • The Type and ID columns are now included in exported time entry files.

Resource Management

  • An accurate error message now appears in the system when a user attempts to produce recommendations for an unnamed resource that has been deleted.

Account Settings

Miscellaneous

  • Added a MavenExchange "Community" link and a "Contact Support" link to Mavenlink's main Support drop-down menu that direct users to the appropriate portal.
  • Emails sent from the project Activity Feed now include a disclaimer that the message did not originate from an internal source at Mavenlink.

February

Highlights

Changed

Target Effectivity  

Reporting / Insights

Released on February 16, 2021

We've added a dynamic input for Target Effectivity that you can turn on or off within the Utilization Dashboard when defining your utilization.

Insights_define_utilization.png

For more information, please visit the Utilization Dashboard article in the Knowledge Base.

Added

Scheduled Data Exporter  

Reporting / Insights

Released on February 4, 2021

Designed to automate the flow of data from Mavenlink to your external business intelligence tool, data warehouse, or other external system, the Insights Scheduled Data Exporter allows you to schedule exports for standard and custom Insights reports from within Mavenlink or through the Mavenlink API.

You can also automate dataflows using FTP, Amazon S3, and other services by integrating scheduled exports with your business intelligence tool of choice, such as Power BI, Domo, or Tableau.

insights-scheduled-data-exporter-diagram.png

For more information, please contact your Client Success Manager or visit the Scheduled Data Exporter article in the Knowledge Base.

Additional Enhancements

Project Management

  • Improved speed when loading new project workspaces.
  • Improved the performance of the Task Tracker by upgrading all outdated tooltips.

Resource Management

  • Skill levels are now accounted for within recommendations and Team Builder.

Reporting

  • When users export a Margin Analytics report, the cells in the exported file no longer include a currency symbol.

Time and Expense

  • Increased font contrast for submitted time entries on the Timesheets page.

API

  • You can now filter expenses and time entries by the Approved status.

Account Settings

January

Highlights

Changed

Larger Number Values in Custom Fields  

Project Management

Released on January 8, 2021

To provide more flexibility with custom fields, numeric- and currency-type fields now allow you to save any value between -1,000,000,000,000,000 and 1,000,000,000,000,000.

Custom_Field_Value_999999999999999.png

For more information on custom fields, please visit the Custom Fields Overview article in the Knowledge Base.

Additional Enhancements

Project Management

  • When exporting a project's Task Tracker in CSV or XLS format, the exported file now includes a column for assigned task Followers.
  • When deleting hours on the Project Resource Planner tab, these hours now update in real-time on tasks.
  • When users mark a task checklist item as complete, the time zone is now taken into account when saving the timestamp.

Time and Expense

  • Clearing the Project filter on the Timesheets page now resets the "Prefill Project and Task Names From Previous Week" for all projects.

Resource Management

  • Improved the performance of the Master Planning "Team Members" view when filtering.

Reporting

  • We've improved how the euro currency is formatted in the following Analytics reports: WIP, Utilization, Time Tracking, and Project Details.
  • Downloadable files from the Insights Labs Scheduled Data Exporter now have a CSV extension when unzipped.

Account Settings

API

  • Improved performance of timesheet submission endpoint.
  • The api/v1/currencies endpoint now includes the subunit_to_unit factor in the response.

Miscellaneous

  • The 500 Internal Server Error page now includes a link for emailing the Support team.
  • We've improved how the euro currency is formatted in Expenses, Rate Cards, Cost Rates, and the Activity Feed.
  • Users can no longer upload executable files (MSS, DLL, EXE, COM, REG, BIN, DMG, APK, etc.) to Mavenlink. If they try to upload these files, they will receive an error message.

2020

December

December 3, 2020

Expense Approvals Queue - Added

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.

November

November 12, 2020

Workspace Paid Fact - Changed

The Workspace Paid fact used in custom reporting now reflects values to the nearest cent rather than rounded to the nearest whole dollar.

October

October 20, 2020

Resource Recommendations - Added

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.

July

July 30, 2020

Advanced Editor - Added

The Mavenlink Insights Advanced Editor gives you direct access to more reporting tools, including:

  • Behind-the-scenes access to the Insights data model to help build custom reports faster.
  • Dashboard and report email scheduling and management so everyone gets the information they need, when they need it.
  • Report file formatting, including CSV and XLS.
  • Data load time monitoring.

You can also copy tabs between dashboards, making it easier to move existing reports from one dashboard to another, and edit clones of standard dashboards and any custom dashboards you’ve created. Note that you must first clone a standard dashboard, or create a custom dashboard in Mavenlink.

June

June 02, 2020

Fees Dashboard - Added

Newly designed Insights Fees dashboard makes it easier to understand how conversion rates impact your business globally, estimate revenue with improved fixed fee reporting, spot anomalies in bill rates, and more.

Note that the current Insights Fees dashboard is still accessible, and labeled as Fees (legacy) in the left-hand nav. Your existing scheduled emails from this dashboard will still run normally.

May

May 21, 2020

Multi-Currency Conversions - Changed

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

March 24, 2020

Saved Views in Master Planning - Changed

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.


March 24, 2020

New Project Access Options - Changed

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.


January

January 29, 2020

Support for Xero OAuth 2 Authentication - Changed

Xero has migrated to OAuth 2. You can now create services that connect to Xero apps via OAuth 2.

The Xero OAuth 1 service has been deprecated. Any OAuth 1 service created before December 2, 2019, will continue to be supported until December 2020, but newer OAuth 1 services will not.

2019

November

November 5, 2019

NetSuite Dynamic Discovery - Changed

Oracle now dynamically discovers the WSDL URL for your NetSuite service(s). The URL you previously entered in the Services → WSDL Path field now syncs automatically behind the scenes.

October

October 17, 2019

EAC Calculation Display Preferences in Master Planning - Changed

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 - Changed

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 - Added

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.


September

September 19, 2019

QuickBooks Client Email Addresses Appear on Invoices - Changed

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

August

August 21, 2019

Mavenlink Roles in QuickBooks - Added

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.

August 12, 2019

Xero Integration - Added

Connect multiple Xero services for Xero organizations within the same Xero account, and enable Filter by Project to add Project Filters within a scenario to determine what items are sent to the specified Xero organization. To take advantage of this capability, follow these step-by-step instructions.

July

July 17, 2019

New Task Tracker Filtering Capabilities - Added

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

June 28, 2019

Resource and Estimate Custom Fields - Added

The following types of custom fields are now available in custom reporting:

  • Resource Custom Fields:
    • Resource custom fields can be added to resources on an estimate, unnamed resources on a project, or named resources on a project.
    • Because they may share the same name and values of User Custom Fields, all resource custom fields have “Resource” appended at the end of their name in Insights.
    • Choice and Text custom fields can be found under the “Resource Custom Fields” attribute folder.
    • Date custom fields create their own date folder on creation.
    • Currency and Number custom fields are added as facts in Insights. They can be added to a report by creating a metric from their fact found under the “Resource Custom Fields Fact” folder.
  • Estimate Custom Fields:
    • Because they may share the same name and values of project custom fields, all resource custom fields have “Estimate” appended at the end of their name in Insights.
    • Choice and Text custom fields can be found under the “Estimate Custom Fields” attribute folder.
    • Date custom fields create their own date folder on creation.
    • Currency and Number custom fields are added as facts in Insights. They can be added to a report by creating a metric from their fact found under the “Estimate Custom Fields Fact” folder.

June 17, 2019

Utilization Dashboard - Changed

  • Time Off & Holidays: Throughout the dashboard, there are now references to Time Off & Holidays to better understand the amount of potentially available time.

Additions and enhancements have been made to the following tabs:

  • Performance to Target (Enhancements): Columns for Time Off & Holidays.
  • All Actual Hours Breakdown (Enhancements): Updates to bar graph to include Time Off & Holidays.
  • Out of Office (New Tab): Weekly summary of “Out of Office” time: Time Off & Holidays, bar graph visualizing consumption of Time Off & Holidays from workweek, Time Off breakdown with drill-ins to show daily breakdown.
  • Productive Utilization: Time Off Headline & calculation now inclusive of both Time Off logging methods.

June 13, 2019

New Resourcing - Changed

  • Date (Date Created) can now be used to see the date an allocation in Master Planning was created.
  • New Attribute: “Allocation Note” can now be added to reports to see the note entered on an allocation from within Master Planning.
  • Task assignments and resource estimated hours now include unnamed resources in reporting.

May

May 10, 2019

Invoicing: Additional Item Dataset - Changed

The following items have been added to improve reporting visibility on invoiced additional items:

  • Additional Item Id (Additional Description Label) - Text description of each additional item on an invoice. Individually separates out additional items across invoices with the same name.
  • Additional Item Description - Same as text as above with ability to group together additional items across projects & invoices with the same name.

April

April 12th, 2019

New Jira Time Sync Config - Changed

Sync your Jira time entries without including the notes the user added in the Jira work log description field. By default, this option is set to 'Yes', thus notes are synchronized with the corresponding Mavenlink time entries. To exclude notes, select 'No' in the new option Include Time Entry Notes on the scenario configuration page.

Jira_Integration_Include_Time_Entry_Notes_option.png


April 4, 2019

Estimates Updates - Changed

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.

March

March 27th, 2019

Scenario Bulk Actions - Added

Bulk actions allow you to enable or disable many scenarios for any integration with one click. Use the top checkbox to select or deselect all the scenarios. You can then refine your selected scenarios before selecting the bulk action enable or disable actions from the Bulk Action.

Netsuite_Integration_Bulk_Actions_menu.png


March 27th, 2019

Jira Additional Field Sync - Changed

Additional field syncing lets you extend your Jira integration by syncing additional data with Mavenlink. Using this feature, you can share additional business-critical information between Jira and Mavenlink, or override an unwanted out-of-the-box mapping.

For each Jira issue, additional fields can be configured to sync from Jira to the Mavenlink task and task custom fields. Configure this via the Additional Fields section of the scenario configuration page. Detailed information on this new feature can be found here.


March 25th, 2019

Scenario Cloning - Added

Copy configuration details from a selected scenario to a new scenario for any integration, including additional fields and mappings.

Jira_Integration_Clone_scenario_option.png

Important: Be sure to change the key parameters of the new scenario so you don’t have both scenarios processing the same events to the same source and target systems.

For the Jira integration, be sure to change the Mavenlink Project and the Jira Project/Board for the new scenario. Having two scenarios running against the same projects can create duplicate data.


March 18, 2019

User Workday Data Set - Changed

The following facts have been added to this data set in order to allow for capacity type reports to take into account holidays and time off:

  • Holiday Time in Minutes - The number of minutes a user has for a holiday on their calendar for a given date.
  • Time Off Time in Minutes - The number of minutes a user has for time off on their calendar for a given date.

March 11, 2019

Time & Expense Admin Dashboard - Changed

Additions and enhancements have been made to the following tabs:

  • Time Audit Summary (Enhancements)
    • Formatting changes to better identify users with unlogged hours in a time period.
    • Distinction between ‘Variance’ and ‘Unlogged’ Metrics:
      • Variance: Actual Hours - Workweek time in Hours
      • Unlogged: Weekly sum of hours under workweek only
  • Unlogged Time by Week (New Tab)
    • Graph and table designed specifically for week over week analysis of unlogged time.
  • Time Approvals by Project (New Tab)
    • Graph and table for analysis of time spent by project by user broken down by various states of time approvals.
  • Time Audit by Project, Time Audit Detail, and Time Entry Log w/ Notes (Enhancements)
    • Added new Location field as a filter and column 

March 11, 2019

Estimate Scenario - Changed

The following attributes have been added to this data set:

  • Favored - Indicates if the scenario has been designated as the favored one of the Estimate. Value(s): Yes/No
  • Estimate Opportunity Confidence - The percentage confidence/probability of an estimate becoming a real project. It can be used for displaying exact value in reporting, running averages, or other metric calculations This is a fact and thus can be rolled up.
    Value(s): Integer, 0-100
  • Estimate Opportunity Confidence Range - Buckets for the estimate's opportunity confidence value to allow for better filtering in reports. Value(s): 0-9, 10-19, 20-29, 30-39, 40-49, 50-59, 60-69, 70-79, 80-89, 90-99, 100

February

February 7, 2019

Change Order Updates - Changed

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 - Changed

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 - Changed

Any time 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

January 24th, 2019

Multiple Jira Accounts - Changed

Integrate your Mavenlink account with more than one Jira account. Each Mavenlink project can be synced to a Jira project/board in a different Jira account. To take advantage of this capability, please see step by step instructions here.


January 9, 2019

Bulk Shift Allocations for Project or Resource - Changed

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.


January 9, 2019

Estimate Scenario - Changed

The following attributes have been added to this data set:

  • Estimate Creator - Name of user who created the estimate
  • Estimate Rate Card - Name of rate card for the estimate scenario

January 9, 2019

Resource - Changed

The following attributes have been added to this data set:

  • Resource Type - Indicates if a resource is named or unnamed for filtering purposes. For resources that do not contain a user, the value is 'Unnamed' and those that contain a user, 'Named'.
  • Resource Geography - The name of the geography for a resource in an estimate's scenario. Resource geographies only apply if rate cards are turned on.

January 4, 2019

User Skills - Changed

Skills that are defined without levels were being set in Insights as a skill level of 1 for a user. To aid in better filtering, these skills are now set to null for a user (Attribute = User Skill Level).


January 4, 2019

User Billability Targets - Changed

A user’s billability target was being set to 0 for weekends which made creating rollups and averages difficult. The field (Fact = User Workday Billability Target) now shows the actual value for the user’s billability target consistently on weekends as well as weekdays.


January 4, 2019

Resource Allocations - Changed

Resource allocations now span a much larger timeframe: 8 years in the future and 5 years in the past (Facts = RAD Cost Amount in Cents, RAD Bill Amount in Cents, RAD Time in Minutes)


January 4, 2019

User Workweek - Changed

A user’s workweek also now spans a similar timeframe: 8 years in the future and up to 18 years in the past depending on when the user joined the account (Fact = Workday Time in Minutes).

2018

December

December 20th, 2018

Jira Comment Creators - Changed

There is now a scenario option to add the Jira username to the synced Mavenlink post. Appended to the Mavenlink post will be the name of the Jira user who made the originating comment on the synced Jira issue. To take advantage of this new capability, edit your Jira scenario and select Yes for the new Include Comment Creators option.

Jira_Integration_Include_Comment_Creators_option.png

Your newly synced Mavenlink posts should look like the below example, with the commenting Jira user's name appended to the beginning of the comment.

Jira_Integration_Jira_username_in_post.png


December 18, 2018

Apply Template UI Update - Changed

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 - Changed

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 - Added

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 5, 2018

Location on Time Entry - Changed

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., Timesheets, Time Entries, Weekly Schedule, Project Time & Expenses, the Time Entry form, and the punch-clock Timer.

November

November 13, 2018

Unnamed Resources Grouped by Role - Changed

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 - Changed

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

October 18, 2018

Mavenlink Projects Hyperlinks - Changed

The Project field on a report now contains a hyperlink that opens the project in a new tab. If the Project field is defined as a drill-down to another report, however, the hyperlink will not be active.

Report_Project_hyperlink.png


October 16, 2018

Project Health Dashboard - Changed

The Task Est metric on the Resource tab was adjusted so that task estimated values exist by assignee when the User filter is selected on the dashboard.


October 16, 2018

Utilization Dashboard - Fixed

The date range on the All Hours Compare tab was corrected so that reports still display weekly utilization when filtering by a date range that is less than a month.


October 16, 2018

Project Detail Dashboard - Changed

The Task hours metric in the Tasks Open table now ignores the User filter and groups Task hours by task, regardless of user assignments/creator.


October 16, 2018

Time & Expense Dashboard - Changed

The Time Audit Summary tab filters were adjusted to accommodate parent filtering. When the Task Title filter is selected, it automatically filters down the project filter list.


October 16, 2018

Margin & Cost Dashboard - Changed

When you click the information in the Cost-to-Date and Cost columns on the Project Budget Method tab, the Story Id column heading has been changed to Task.


October 16th, 2018

Token-Based Jira Authentication - Changed

We now support token-based authentication for our Jira Services. In December, Jira is sunsetting support for user-based credentials when accessing their system via the API. To ensure your integration keeps running smoothly, you will need to edit your JIRA Services on the Integrations Platform to use a token. Quick and easy instructions can be found here.


October 16th, 2018

Jira Components - Changed

You can sync Jira Components to a custom field on the corresponding Mavenlink task using the new Additional Fields section of the scenario.

To add a field pair mapping, select the Add Field Pair button.

Jira_Integration_Additional_Fields_section.png

Select to map the JIRA components to a Mavenlink custom task field of type text or multi-choice.

Note: If a component value is synced that does not exist in the other system, it will not be synced.

Currently, the only additional field we support is components. Look out for a future release where we allow additional fields to be synced.

To remove the field pair mapping, select the '-' button to the right of the pair.


October 10th, 2018

Multiple Flat File Servers - Changed

You now have the ability to use different file servers for each of your flat file integration scenarios. For example, if your expense file for import needs to be located on one SFTP file server and your time entry file for export needs to be located on a different SFTP file server, the scenarios can now account for this.

In the Services page, you can now create a Global Account Service for each of your FTP, SFTP and S3 file servers.

Mavenlink_Integrations_file_server_type_and_the_name_on_Services_page.png

For your integration scenario, select which file server type and the name of the file service you want the scenario to use.

Mavenlink_Integrations_Create_a_New_Scenario_screen.png


October 10, 2018

New Views and Scheduled Hours in Master Planning- Changed

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

September 20, 2018

Project Pulse Side Panel now with EAC/ETC Calculations - Changed

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

August 29, 2018

Improvements to New Master Planning - Changed

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 20, 2018

New Billable Calculation on Timesheets - Changed

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

Week Ahead Email - Added

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 16, 2018

Remove and Change the Project and Task in Timesheets - Changed

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.


August 16, 2018

Fees Dashboard - Changed

Allocated Fees are now incorporated on the Actual, Scheduled and Allocated, By Project Status, and By Resource and Role tabs. This enables Mavenlink reports viewers to forecast revenue by project or resource.


August 16, 2018

Project Detail Dashboard - Changed

We’ve added Allocated Fees so you can compare allocations in Master Planning with project and task budgets, as well as scheduled hours. Look for financial allocations in the Budget vs. Actuals and Burndown tabs.


August 16, 2018

Resourcing Dashboard - Changed

Now includes Allocated Hours rather than Planned Hours, so you can gain greater visibility into billable capacity, availability, and daily schedules/allocations. Please note, if you’re not using allocated hours yet, the purple line still represents planned hours.


August 16, 2018

Margin and Cost Dashboard - Changed

Now includes Allocations on the Project Budget Method and Resource Allocation Method tabs, allowing you to see a comparison of how your Scheduled Cost and Fees and your Allocated Cost and Fees stack up against your budget.


August 8th, 2018

Jira Subtask Time Sync Only - Added

You now have the option to bring Jira subtask time over to Mavenlink without syncing the subtask. The time will be added to the Mavenlink task that is synced to the Jira parent issue.

Jira_Integration_Include_Subtasks_option.png

To take advantage of this new functionality, in your Jira scenario, set the ‘Include Jira Subtasks’ option to ‘No’ and set both the ‘Include Jira Issue Time Entries’ and the new ‘Include Jira Subtask Time Entries’ options to ‘Yes’.

July

July 30, 2018

Utilization Dashboard - Changed

The PTO metric now ignores the Productive Billable filter, allowing PTO to always be factored into a user’s workweek even when only Billable Projects is selected.


July 30, 2018

Project Detail Dashboard - Fixed

We fixed the Past Due metric so that it correctly displays the proper values in all filtering scenarios.


July 23, 2018

Project Email Addresses are now Unique per User - Changed

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 23th, 2018

Jira Tempo Token - Changed

If you are using the Tempo add-on for Jira, the Mavenlink platform needs to connect to Tempo in order to obtain the name of the user who submitted a time entry. To do this, update your Jira Service definitions with a Tempo token. For guidance on creating a Tempo token, please refer to your Tempo documentation.

Jira_Integration_Tempo_Token_field.png

If you are not using the Tempo add-on, leave the Tempo Token field blank.


July 19th, 2018

NetSuite Expense Report Approver - Changed

We have added the ability to send the Mavenlink expense report approver to a designated custom field on the NetSuite expense report. This allows your finance team to see who on the project approved the expenses.

Mavenlink_Integrations_Netsuite_Approver_Custom_Field.png


July 16, 2018

Scorecards Dashboard - Fixed

We improved the headline reports in the User Task Scorecard so that they now show all tasks by status, instead of just those in the past 30 days. This will more accurately reflect what is being displayed in the tables below. We also fixed the User filter so that it displays all tasks that were assigned or created by any user.


July 16, 2018

Time & Expense Admin Dashboard - Changed

The date range filter is now labelled Date Range (instead of Shared Date) in order to more clearly indicate its purpose.


July 16, 2018

Project Health Dashboard - Changed

A Budget Burned metric has been added to provide users with a classic project budget burn calculation (based on project budget and fees).


July 12, 2018

New Template Resources Tab - Changed

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 11, 2018

All Dashboards - Changed

The new Insights Export to XLSX feature allows you to export all reports from any dashboard tab to a single Excel file. Every report on the dashboard will appear on the Excel file as a new sheet. We’ve also replaced the Edit icon with an Actions icon. Click it to edit a dashboard or select an export option from the drop-down menu.


July 9, 2018

Multiple Time Approvers - Changed

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 PlannerChanged

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 - Changed

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.


July 2, 2018

Utilization Dashboard - Removed

In the Utilization By Month, Utilization by Week, and Performance to Target dashboard tabs, the Project Group and Project filters were removed. Because the project is not included in the graphs for tables, these filters do not change the utilization calculations.


July 2, 2018

Staffing & Capacity Dashboard - Changed

The Staffing Timeline tab was updated to include a headline metric that counts the number of unnamed resources. This provides symmetry and a quick view of how many unnamed roles are allocated.


July 2, 2018

Project Health Dashboard - Changed

The Execution and Resources headlines on the Portfolio Scoreboard tab now filter out delete tasks to enhance the average risk score when measuring execution and resource risks.

June

June 22nd, 2018

Scenario Management - Changed

All integration scenarios that are generating errors higher than a 60% error rate will automatically be disabled. In this case, an exception will be logged indicating that the scenario breached the acceptable error threshold and you will receive an email alerting you to the problem. If your scenario has been disabled due to a high error count, you will need to review the errors in the Exceptions page and address them. Once addressed, you can re-enable the scenario.

In the new User Email Settings page of the platform, you can opt out of receiving this email in the future.

Mavenlink_Integrations_User_Email_Settings_page.png


June 19, 2018

New Font - Changed

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 18, 2018

Utilization Dashboard - Fixed

In the Utilization by Month tab, the table report was not including PTO in the variance calculation. This has been corrected to align with standard utilization calculations.


June 18, 2018

Staffing & Capacity Dashboard - Fixed

The following issues have been fixed:

  • Utilization reports in which a 0 workweek with 0 hours available appeared as 100% available This has been adjusted so that it is now correctly displayed as 0%.
  • In the User Availability tab, the allocated hours metric was adjusted so that it now correctly displays 44 and 45 hours allocated within the conditional formatting of the heat map.

June 18, 2018

Time & Expense Admin Dashboard - Changed
The Expense Log w/Notes and Expense Summary tabs were updated to include filters for vendor name and the reimbursable expense flag.


June 13, 2018

Joinable Workspace URLFixed

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.


June 11th, 2018

NetSuite Job to Mavenlink Scenario - Changed

1) You can now indicate which NetSuite jobs should be synced as Mavenlink projects using a custom checkbox field on the NetSuite job. On your scenario, enter the field id of the NetSuite job custom field in the new field pictured below. For NetSuite jobs that have this field checked, a Mavenlink project will be created. If the field is unchecked, no Mavenlink project will be created.

Mavenlink_Integrations_custom_checkbox_field_on_NetSuite_job.png

If this field is not filled out, the scenario will pick up all-new NetSuite jobs and create Mavenlink projects for them as it does today.

2) You can send additional NetSuite job field values to the synced Mavenlink project using the new Additional Fields section of the scenario.

To add a field pair mapping, select the Add Field Pair button.

Netsuite_Integration_Add_Field_Pair_button.png

You can select to map a custom Netsuite job field to a Mavenlink custom project field or a native NetSuite job field to a Mavenlink custom project field. Enter the NetSuite field id and the Mavenlink custom field name.

To remove a field pair mapping, select the '-' button to the right of the pair.

Mavenlink Approved Expense Reports to NetSuite Expense Reports Scenario:

We have added the ability to send your expense receipts to NetSuite. Select 'Yes' on the new Sync Expense Receipts option. Then enter the internal id for the file cabinet folder in NetSuite that you would like the receipts to be copied to.

Mavenlink_Integrations_Send_Expense_Receipts_to_Netsuite.png

Note: NetSuite has a maximum allowable size of 10MB. Any receipt that is uploaded to Mavenlink that exceeds this size will fail during sync with an exception stating:

The data you are uploading exceeds the maximum allowable size of 10.0 MB. Please change your selection and try again

In this case, the expense will need to be edited and a smaller size file uploaded. The expense report will need to be resubmitted for approval before the integration scenario can pick it up for processing.


June 4, 2018

Project Health Dashboard - Fixed

Fixed a bug with the Project Group filter on the Portfolio Scoreboard tab so that the bar chart now matches the bottom report.


June 4, 2018

Utilization Dashboard - Fixed

The Saturday-Sunday date range was causing an issue on the Utilization by Month and Utilization by Week tabs—two different Actual Utilizations by User were being displayed when the same date range was selected. We resolved this by replacing it with a traditional Monday-Saturday date range.


June 4, 2018

Staffing & Capacity Dashboard - Fixed

Corrected an issue in which projects were being removed from the Project filter on the User Availability tab. All projects will now be correctly displayed.


June 4, 2018

Fees Dashboard - Fixed

The Task Rem metric in the By Project Status table was reporting 0 in most cases. It will now correctly display remaining task counts.

May

May 23, 2018

Formatting Markdown for Task Descriptions - Changed

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 21, 2018

Project Health Dashboard - Changed

A delete task filter was added to the Task Estimates headline report; it now matches the bottom reports.

The project filter of the Task Action tab is now clickable.


May 21, 2018

Utilization Dashboard - Changed

The All Actual Hours Breakdown graph now excludes decimal places, saving space and increasing visibility into allocations.


May 21, 2018

Staffing & Capacity Dashboard - Changed

In the User Availability tab, you now have greater visibility into allocations—just click on the employee drill-in, which displays all allocations for the selected employee.

A group filter was added to all dashboard tabs to allow filtering by group.


May 14, 2018

Adding Time Off Entries via API - Added

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 9th, 2018

Service Management - Added

You can now edit your Service definition so if your Jira password changes, just select the Edit button for each of your Jira Services and enter the new password. Your scenarios will automatically pick up the new Service changes.

Mavenlink_Integrations_Edit_Jira_Service.png

Some Service definition fields are not editable. These fields are part of the unique identifier for the integration and cannot be changed for an existing integration. If a new Service is created for an existing integration but with a different value for one of these unique identifier fields, the Platform will consider the integration to be new and will treat all objects in the source and target system as new.

Mavenlink_Integrations_Fields_for_New_Jira_Service.png


May 4, 2018

Highlighting for Overallocated Resources in Project View - Changed

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

Changes to Project Permission Names - Changed

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

April 18, 2018

Changes to QuickBooks Invoice Syncing Options - Changed

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 - Changed

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.


April 4, 2018

Project Health - Changed

The metric descriptions have been updated across the dashboard to be more exact in the nature of the reports.

The titles have been updated on all of the tabs to be consistent across the dashboard in font, size, and color.

The text box on the PM Health: Execution report has been extended in order to remove the scrollbar.

The PM Defined color icons have been replaced across the dashboard from a solid circle to a ‘Fisheye’ UTF icon. This allows users on older Windows OS to view these reports.


April 4, 2018

Scorecards - Changed

A date filter has been added that allows you to filter the data on the table on the Project manager tab.

The color/shape formatting on the Task Scorecard of the headline metrics was replaced to be consistent with other Insights dashboards.


April 4, 2018

Time & Expense - Changed

On the Time Audit Summary, decimal places were removed from the numbers of the graph to allow for easier viewing.


April 4, 2018

Staffing & Capacity - Changed

In the Staffing & Capacity timeline report, the conditional formatting for the availability metric was adjusted to show 100% availability when zero allocations exist.

March

March 22, 2018

More Rows in Master PlanningChanged

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 9, 2018

Utilization Dashboard - Changed

The Utilization By Month tab has been adjusted to include an updated metric to allow for proper filtering between billable and non-billable utilization.

The Outlook by Week tab has also been adjusted to include an updated metric to allow for proper filtering between billable and non-billable utilization.

The Productive Utilization tab has had a color adjustment from blue to yellow to align with the pattern that shades of yellow are used for [Admin] and [Internal] hours.

In the Utilization by Week tab, the allocation type filter was removed to align with the other tabs that do not include this filter.


March 9, 2018

Resource DashboardChanged

In the Daily Schedule tab, the width of the columns has been resized to fit the table width.


March 9, 2018

Project Details DashboardChanged

On the Burndown tab, the hours format has been changed from 1 decimal point to 2 decimals points.


March 9, 2018

Scoreboard Dashboard Changed

The Project Manager Scorecard tab has been adjusted so that the user and project filters no longer overlap.

A new filter has been added to the User Task Scorecard tab which removes ‘NA’ projects.


March 9, 2018

Utilization (Legacy) DashboardChanged

In the Billable by Week tab, the width of the columns has been resized to fit the table width.

In the Outlook by Week tab, a default of zero was added on the variance metrics to remove empty values and display zero instead.


March 9, 2018

Project Health Dashboard - Changed

In the Task Action tab, the duration metric has been removed in the Completed Task report for improved performance.


March 5th, 2018

Scenario Management - Added

Integration scenarios that are generating errors higher than a 40% error rate will be automatically disabled. In this case, an exception will be logged indicating that the scenario breached the acceptable error threshold. If your scenario has been disabled due to a high error count, you will need to review the errors in the Exceptions page and address them. Once addressed, you can re-enable the scenario.


March 1, 2018

Filter on Projects with Unnamed Resources in Master Planning - Changed

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

February 28, 2018

View Task Information Faster Than Ever! - Changed

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 21, 2018

Project Health Dashboard - Added
The new Project Health dashboard gives you visibility into how your projects are performing. It is the go-to dashboard for project managers looking to see the health of their portfolio of projects.

  • Evaluate your project’s overall health, scope, schedule, budgets, and client status.
  • Metrics around pace, execution, resources, and issues help you predict where risks are most prevalent.
  • Quickly see margin and cost, project duration, tasks, milestones, and issues and EAC hours on a given project.

By default, your users in the Admin and Report Viewers access groups will see this new dashboard in their Mavenlink Insights menu. Add this new dashboard to any of your other access groups to grant those users access as well.


February 15th, 2018

Logs Page - Added

The page links of the Logs page were causing performance issues for integrations containing a large number of logs. We have removed the ability to navigate to a specific page using page links and changed the number of logs returned to 100 per page. You can still navigate to a specific page of the logs by changing the page number in the URL (/logs?page=2).

A date and time filter has also been added so you can narrow your search down quickly. The default filter is the last 24 hours.


February 15th, 2018

Events Page - Added

A date and time filter has been added so you can narrow your search down quickly. The default filter is the last 24 hours.


February 15th, 2018

Exceptions Page - Changed

The calculation for the number of occurrences of an exception was causing performance issues for integrations with a large number of errors of that type. For exceptions that exceed 500 occurrences, we are now showing '500+' rather than calculating out the specific number of occurrences.


February 15, 2018

Workspace Health Status Data Set - Added

Workspace Health Status is a new data set that contains each project’s Health Status Report as defined in the project side panel.

The following attributes are contained in this data set:

  • Workspace Health Report ID - The ID for each Health Status Report submitted. To see all of the status information for a submitted report, use this ID.
  • Report Type ID - The ID for each Health Status Reports unique status. This is the primary key for this data set.
  • Health Status Type - The type of the status which can be the Overall, Schedule, Scope, Budget, or Client status.
  • Health Status Color - The color of the status as defined in the Project Health report.
  • Health Status Description - The description of the status as defined in the Project Health report.
  • Health Status Create Date - The date the user submitted the report. This date is also tied to the Shared Date.

February 14, 2018

Estimate Scenario Data Set - Added
Estimate Scenario is a new data set that contains estimate scenario information to allow you to report on all your Estimates as well as the each Estimate’s Scenarios.

The following attributes are contained in this data set:

  • Estimate Id - The id of the estimate
  • Estimate Scenario Id - The id of the estimate scenario. This is the primary key of this data set.
  • Estimate Title - The name of the estimate
  • Scenario Title - Name of the scenario
  • Estimate Client Name - The client name
  • Estimate Currency - Currency defined for the estimate
  • Estimate Locked - If one of the scenarios was used to create a project, the estimate and all of its scenarios are locked and cannot be modified. This attribute indicates if this estimate scenario is locked.
  • ES Start Date - The start date of the scenario
  • ES Workspace Id - If this scenario was used to create a project, this is the id of that project
  • Favored - Not currently used, for a future feature
  • Estimate Budget In Cents - The budget of the scenario. This is a fact and thus can be rolled up.

February 14, 2018

Resource Data Set - Added
Resource is a new data set that contains the resources that are found in an Estimate Scenario or a Project. A resource can be linked to a role as well as a user for resources that have been staffed. Estimate scenario resources do not have a user as they have not been staffed yet. A project resource may or may not have a user depending on if it has been staffed.

The following attributes are contained in this data set:

  • Resource Id - The id of the resource. This is the primary key for this data set.
  • Resource Title - This is the label of the resource. It is what makes each resource unique.
  • Resource Default Role Title - For a resource that is tied to a user, this is the user’s account default role. For a resource that is not tied to a user, this is the role of the resource.
  • Resource Project Title - For an estimate scenario resource that was turned into a project, this is the resulting project. This allows you to compare your resource allocations on the estimate against the results of the project.

February 14, 2018

Resource Allocation Days Data Set - Added
The Resource Allocation Days data set contains the number of minutes a resource is allocated to a project or estimate scenario on a given day.

The following attributes are contained in this data set:

  • Resource Allocation Day ID - The id for each resource allocation day (RAD). This is the primary key for this data set.
  • Allocation Type - Indicated what type of allocation these minutes are for. The values are ‘Hard’, ‘Soft’, and ‘Unstaffed Demand’. All allocations for an estimate scenario of the type, Unstaffed Demand. Allocations for a project that are not assigned to a user are also of the Unstaffed Demand type.
  • Shared Date - The date a resource has been allocated is found using the existing Shared Date attribute.
  • RAD Time In Minutes - The number of minutes a resource is allocated to a project or scenario. This is a fact and thus can be rolled up.

February 12, 2018

Keep Projects Secure & Clients Informed - Changed

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 Project Administrator (with the exception of Administrators on your account).


February 12, 2018

Project Health on the new Project Pulse Side Panel - Added

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 - Changed

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

January 29, 2018

Project Team Permissions Update - Changed

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 Project Administrators (with the exception of Administrators on your account).


January 15, 2018

New Master Planning - Added

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 1, 2018

Changes to Time Entries Export - Changed

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.

2017

December

December 13, 2017

Estimates - Added

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 Syncing - Added

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

November 30, 2017

User - Changed

The following attributes have been added to the User data set

  • User Job Title
  • User Email
  • User Created At (Date user was created in Mavenlink)

November 30, 2017

Workspace (Project) Group - Changed

The following attributes have been added to the Workspace Group data set

  • Client Address
  • Client Email
  • Client Phone Number
  • Client Website
  • Client Contact Name

November 30, 2017

Workspace (Project) - Changed

The following attribute has been added to the Workspace data set:

  • Include Expenses in Budget - This attribute is a boolean and can be used in budget metrics to decide if expenses should be added to the total budget.

The following fact has been added:

  • Workspace Budget Used in Cents - This fact is the sum of billable time entries, and, if the expenses are in the burn rate, the sum of the additional items on invoices and the sum of billable expenses. There was an attribute, Budget Used, that contained this data but it was incorrectly created as an attribute rather than a fact. Use this new fact as a replacement to the existing attribute.

November 27, 2017

Report on Completed Dates of Issues - Changed

The Story Date Completed At field contains the date a story was set to a completed (blue) status. It now takes into account the completed statuses of Issues. This means it can be used to report on completed dates of Issues as well as Tasks, Milestones and Deliverables.
The following are considered completed statuses: Completed, Duplicate, Can't Repro, Resolved, Won't Fix


November 9, 2017

Refresh Project List - Changed

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 - Changed

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 - Changed

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 - Changed

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 filters, search, or sort.


November 1, 2017

Utilization Dashboard - Changed

The Capacity calculation on All Hours Compare tab has been adjusted to include PTO hours.


November 1, 2017

Resource Dashboard - Changed

On the Daily Schedule tab, the Non-Billable Productive time is no longer appearing negative in the bar chart under certain circumstances.

A box was removed that was off center on the bottom of legend in the Current Roll-off/Unscheduled tab.

The Total Monthly Availability drill in the report has been adjusted to match monthly aggregation seen in the chart above.


November 1, 2017

Project Details Dashboard - Changed

The headline metric in the Budgets vs. Actuals tab called Budget Remaining has been updated to handle NULL values.


October

October 20, 2017

View & Post - Added

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

September 26, 2017

Insights Access Groups - Changed

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 - Fixed

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 - Added

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

August 30, 2017

Jira Due Dates - Changed

For the Project and Sprint Two Way scenarios, sending the Mavenlink Task's Due Date to Jira is now optional. To not send the Due Date to Jira, unselect the 'Include Due Date' option on your scenario. For Jira Projects and Boards that do not have Due Date configured on the Issue, this option should be turned off so the Issue Update events to Jira do not fail.


August 28, 2017

Save As on Reports - Added

Report 'Save As' functionality is now available on your custom or cloned standard reports in the same way as it was available on our standard reports.


August 22, 2017

Time Lock - Added

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 - Changed

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 4, 2017

Proofing Avatars and @mentions - Changed
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 - Added
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.


August 2, 2017

Resourcing Dashboard - Changed

  • Staffing report: Projects with no remaining estimated hours are no longer being filtered out.
  • Two entirely new report tabs focused on giving Resource Managers and other owners of resources visibility into when resources are coming off of projects.
    • Extended Rolloff Report: Long-term visibility to resources rolling-off of ALL projects (Final Rolloff). Represents each resource's last date where Scheduled Hours exist. A project specific Rolloff is included for more precise predictability on resource movement and potential margin leakage.
    • Current Rolloff/Unscheduled: A calendar based view for a selected month where resources have a ‘Final Rolloff’ as well as a ‘Scheduled Hours Gaps” (Dead Days). The Estimated Potential impact to Revenue, Margin and Unscheduled (Dead) hours is highlighted for a sense of the magnitude of these ‘Gaps’.

August 2, 2017

Project Details Dashboard - Changed

  • Open Tasks report: In the ‘Tasks Coming Due’ graph, the color scheme has been changed to reflect red "urgency" for tasks coming due within 7 days with color scale to green as the due date duration lengthens.
  • Past Due and Future Outstanding report: New metrics have been created to decipher the remaining hours on a task based on a the users assigned the task and whether estimates are placed on user assignments per task or only at the task level. There is now a drill down to the assigned users on the task.

August 2, 2017

Time and Expense Admin Dashboard - Changed

  • Time Audit Detail report: The 'Billable Time with Zero Bill Rates' drill down no longer filters out Fixed Fee Tasks. A flag has been put on the drill down to indicate which time entries are on Fixed Fee vs T&M tasks.
  • Time Audit Summary report: Un-logged hours now show a ‘-’ when the actual hours meet or exceed the workweek hours.

August 2, 2017

Overall Report Modifications - Changed

  • Task Status Flag has been updated to include the Issue type statuses. The Flag’s text colorization has also been updated for consistency, eg. Completed is Blue, Blocked is Red, In Progress is Green, etc. relative to the colors of Task Status drop downs throughout Mavenlink
  • Several filter dependencies have been modified for Projects, Users and Tasks to keep each filter list to a manageable size. Fields that have more than 500 filterable items cannot be filtered so adding filter dependencies help to reduce the amount of items in the filter list. For example, by making the Projects filter dependent on the 'Project Archived?' filter, users can select ‘non-archived’ first, then the Project Filter will be a reduced list to only those projects.

July

July 11, 2017

Margin and Cost Dashboard - Changed

The Project Target Margin metric has been added to many of the Margin reports to measure actual vs. expected margin. There is a new project field to capture your target margin. You can update this field for an existing project using the Project Settings page. For any project where this field is not filled out, the default target margin is 50%.


July 11, 2017

Event Payload Filter - Added

From the Integration Platform Event page, you can now filter your event listing based on specific text in the event payloads. This allows you to identify all events for a given user, project, task, etc. While only a small part of the payload is visible from the Event page, the filter will search the entire contents of the payloads and return those that contain the text entered in the Payload Filter field.

Mavenlink_Integrations_Payload_Filter.png

The event payload contains the data that is used as part of the synchronization. Depending on the system and scenario, the contents of the payload can differ.

Mavenlink_Integrations_Payload_Content.png

Note: The search is a LIKE statement so it is case sensitive and you can use wild cards like %. The text you enter is automatically wrapped in %s so if you enter 'Scott%Smith', it is submitted as '%Scott%Smith%'. For more information on other expressions you can use in your search, click here.

June

June 16, 2017

Time Entry - Changed

The following attributes have been added to the Time Entry data set

  • Bill Rate
  • Cost Rate

Bill Rate and Cost Rate have been added to the Time Entry data set to allow for bill and cost calculations that are not impacted by rounding. This allows for more precise financial reporting in Insights


June 16, 2017

Story Active Days - Added

Story Active Day is a new data set that contains a date entry for each day a task is active starting with its start date and ending on its due date. For a task to have these date entries, it must have a start date and a due date. These dates are stored in the Shared Date attribute. You must pull in a Story Active Day fact to your report to use the Shared Date for this data set. The two facts are Story Active Day Time Estimate In Minutes and Story Active Day Budget Estimate In Cents.

This new data set will allow for the following types of reporting:

  • Distributing financial / fixed fee budgets across a date range. For example, Phase One starts January 1st and ends December 31st for a task duration of 365 days. We can break out the Budget of $300,000 per day, week, month, etc. to spread the total budget evenly over a date range
  • Distributing estimated hours across a date range for resourcing purposes. For example, Phase One runs from January through March (3 months) for 90 hours. By distributing hours per month we can calculate approx. 30 hours/month of demand are needed in January, February, and March
  • Easy calculation of task duration without weekends. We can now more easily calculate the number of days in a task that do not include Saturday and Sunday

May

May 22, 2017

Reporting Modifications - Changed

During the exact time your data is getting loaded into your Insights project, the report header will show 'Loading...' rather than the last data load date and time. This indicates that the reports may not have all your data at this time. When viewing a report that shows the last data load date and time, all your data is represented as of that date and time.

Invoice Date (Date the invoice was created) has been added to the Shared Date attribute. This will allow for reporting project and task budgets against what has been invoiced.

New Organization specific facts will allow for utilization and project margin type reporting broken out by geography and department. Use these facts in the same manner as you would use the pre-existing non-'Org' version but to see the fact broken out per department and geography. Do not use these facts if you are not breaking out the facts by department and geography. If a user has 8 planned hours for today and the user has 2 geographies and 2 departments, the fact will show 32 hours for the user. When broken out for geography and department, it shows the proper 8 hours per combination. To report on only departments or only geographies, add a filter that narrows the report scope of the one you don't want to report on to 'All'. For example, if you want a report that shows Planned Minutes for each user in the North America geography, add a filter for Department = 'All (Whole Company)'. If you want a report that shows Planned Minutes for each user in the HR department, add a filter for Geography = 'All (Global)'. If you want a report that shows Planned Minutes for each user in the HR department for North America, no Org filter is needed.

  • Planned Org Minutes
  • SAD Org Bill Amount In Cents
  • SAD Org Cost Amount In Cents
  • SAD Org Time In Minutes
  • Story Org Budget Estimate in Cents
  • Story Org Time Estimate in Minutes
  • TE Org Bill Amount In Cents
  • TE Org Cost Amount In Cents
  • TE Org Time In Minutes
  • Workday Org Time In Minutes

May 16, 2017

New Jira Synchronizations - Changed

  • Auto invite Jira users to your Mavenlink project when their time is entered against a Jira Issue or Subtask
  • Syncs Mavenlink Tasks at all 5 levels to Jira Issues if Jira Subtasks are not part of the synchronization definition.
    • When a new Jira Issue is created, the synchronization will create a new Mavenlink Task at the parent level. It can then be moved to any other level in the project and synchronization will keep it in sync with its Jira Issue without moving it from its new location.
    • The exception to this is Sprint scenarios where the level 1 Mavenlink Tasks represent a Board's sprints and backlog. The second level of Tasks represents Jira Issues.

April

April 12, 2017

Log Acknowledgement Replaced with Indicator - Added

This rarely used feature is being replaced as it was causing performance issues on the platform. In its place is a new indicator in the menu bar when there has been one or more new exceptions since the last time you visited the page. The exceptions are ordered with the latest at the top so you can see right away which new issues need to be addressed.

Mavenlink_Integrations_Exceptions_indicator.png

March

March 29, 2017

Organization Pair - Changed

The following attributes have been added to the Organization Pair data set. These attributes can be used as filters to view your department or geographic data that rolls up to the selected parent value.

  • Org Department Parent Name
  • Org Geography Parent Name

March 16, 2017

Universal Time Entry Form - Added

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


March 10, 2017

Mapping Sets - Fixed

You are no longer able to delete a mapping set if it is being used by an integration scenario. We had instances of customers with invalid scenarios running and generating errors since they had unknowingly deleted a mapping set that the scenario was using. You will now need to update any scenario to use a different mapping set before you will be allowed to delete one.


March 6, 2017

Exceptions View - Added

The Exception View is a new way of reviewing your integration errors that allows you to quickly identify what the issue is, possible resolution and re-emit all the related failed events once a resolution has been applied. Each Integration’s events and logs are now grouped by the error message so that once that error is addressed, all events can be processed again using the Re-emit button for the exception. Previously, the error message was buried as one of the many event logs for each event that failed. Now it is surfaced as the exception and all events and logs related to it are linked and therefore viewable in its context.

Mavenlink_Integrations_Exceptions_View.png

The number of events that failed due to an exception is found in the Occurrences column. To drill down to the logs and events that failed, click View for the given exception.

Once you have addressed the issue that caused the error, you can select the action to re-emit all the events that failed. For exceptions that can be ignored, you can dismiss the exception. Selecting Dismiss will only remove the exception from the view. The related events and logs are removed.

To have the Exception View turned on for your Integration Platform account, please email support@mavenlink.com.

February

February 17, 2017

Mapping Jira Bugs and Stories - Changed

You no longer need to create separate mapping sets and scenarios for your Mavenlink Issues vs. Tasks. Now you can have one Type Mapping Set and one Status Mapping Set that contain all your Issue Type Statuses as well as your Task Type Statuses and your scenarios will use the correct status during synchronization.

What do you need to do to take advantage of this new enhancement?
If your current scenarios are working as desired, you’re all set. If you are creating new scenarios, you can update your Status Mapping Set to include both Task and Issue Statuses. Your scenarios using this Mapping Set will work for all Tasks, Milestones, Deliverables and Issues. You will notice in the Status Mapping Set, you can now easily see which statuses are specific to Mavenlink Issues.

Jira_Integration_Mapping_Set_for_Jira_Issue_Status_Mapping.png


February 7, 2017

Filtering By Organizations in Master Planning - Changed
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

January 27, 2017

Workspace (Project) - Changed

The following attributes have been added to existing data sets:

  • Rate Card Name - The name of the Rate Card as defined in the Financials section of the Project Settings page
  • Project Client Name - Client name as defined in the Project Settings page
  • Workspace Billable Default - The Project Settings page task default for Billable or Non-Billable
  • Workspace Billing Mode Default - The Project Settings page task default for Time and Material or Fixed Fee

January 27, 2017

Story (Task) - Changed

The following attributes have been added to existing data sets:

  • Story Created At - The date/time the task was created
  • Story Updated At - The date/time the task was last updated

January 23, 2017

Advanced Timeline Settings for Project Resource Planner - Changed

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 - Added
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 PanelChanged

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 6, 2017

Expense - Changed

Updates to existing data sets:

  • Expense Last Action By - This is the name of the user who last performed an approval or rejection action for the expense report. It will be empty for an expense that is not submitted, submitted or canceled.

January 6, 2017

Time Entry - Changed

  • Time Entry Last Action By - This is the name of the user who last performed an approval or rejection action for the time-sheet. It will be empty for a time that is not submitted, submitted or canceled.

January 6, 2017

Skills - Added

New Data Sets
Account Skill (Inventory of all skills defined for the account)

  • Account Skill
  • Account Skill Description
  • Account Skill Id
  • Account Skill Max Level
  • Account Skill Name
  • Account Skill Type
  • Account Skill Created At date
  • Account Skill Updated At date

User Skill (Skills assigned to users. Join this with the User to see skills for each user)

  • User Skill Creator Name
  • User Skill Id
  • User Skill Level
  • User Skill Max Level
  • User Skill Name
  • User Skill Type
  • User Skill Created At date
  • User Skill Updated At date

New Facts (Use in the same manner as you would use the pre-existing non-'Skill' version but to see the fact per skill. Do not use these facts if you are not breaking out the user's facts by skill. If a user has 8 planned hours for today and the user has 3 skills, the fact will show 24 hours for the user. When broken out for a skill, then it shows the proper 8 hours per skill)

  • SAD Skill Bill Amount In Cents
  • SAD Skill Cost Amount In Cents
  • SAD Skill Time In Minutes
  • Workday Skill Time in Minutes
  • Planned Skill Minutes

January 5, 2017

Invoice Defaults - Changed
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.

2016

December

December 21, 2016

Edit Groups in Project Settings - Changed

You can now add and remove project groups directly from the Project Settings page.


December 14, 2016

Allocation Highlighting - Changed

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.


December 13, 2016

Custom Reports - Changed

The following date attributes are now available for you to use while building custom reports:

  • Shared Approval Date: The date that the time or expense was approved
  • Shared Cancellation Date: The date the submitter of the time or expense cancelled the submission
  • Shared Rejection Date: The date the time or expense was rejected
  • Shared Submission Date: The date the time or expense was submitted for approval. If the time or expense is later rejected or cancelled, it is considered no longer submitted and this date will be empty.

Projects, tasks, users and groups that contain no values in any of their custom fields will now be represented in your reports. There is no longer a need to make sure to put a value in one of the custom fields to see these on your reports.

November

November 21, 2016

Custom Reports - Changed

The following data sets are now available for you to use while building custom reports.

  • User Planned Workday: The new fact, Planned Workday Estimated Minutes, is a user's planned hours for a project as defined in Master Planning broken out in minutes per day of the week. This allows you to create reports comparing scheduled hours, planned hours, and actual hours on a daily, weekly, monthly basis.

Master_Planning_Planned_workday_estimated_minutes.png

  • For the Time Entry data set, the values for the Status attribute have been modified to be more self explanatory: Empty value is now displayed as 'Unsubmitted' and 'New' is displayed as 'Pending'.
  • There is a new attribute for the Workspace, Story, and User data sets that just contains the title or name (Workspace Title Attribute, Story Title Attribute, User Full Name Attribute). This allows you to pull in the project title, task title or user name and sort on this field.
  • The Story data set now contains Story Creator Name which is the name of the user that created the task.
  • The Invoice data set now contains invoice notes.

November 16, 2016

User Work Day - Changed

The user work day now takes into account a user's holiday calendar.


November 8, 2016

Proofs Section Updated Design - Changed

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!


November 1, 2016

Custom Reports - Changed

The following data sets are now available for you to use while building custom reports.
New Attributes:

User
Manager Name

New User Facts
User Billability Target

New Story Facts (Task)
Sub Stories Billable Time in Minutes
Sub Stories Budget Estimate in Cents
Sub Stories Time Estimate in Minutes
Sub Story Count
Subtree Depth

October

October 20, 2016

Holiday Calendar Scheduling - Added

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 - Changed

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

September 28, 2016

Mobile: Link Expenses to Tasks - Changed

You can now link your expenses to tasks in mobile, just like with the full Mavenlink app.


September 20, 2016

Access Past Announcements - Changed

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 - Added

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


September 15, 2016

Counts on Task Details - Changed

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 - Changed

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 - Changed

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 - Added

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 - Changed

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

August

August 19, 2016

Release 2.0 for Insights - Changed
Our latest release of Insights gives you all new retainer-based project reports, a KPI Dashboard, more metrics for added visibility into time and expenses, and complete alignment with the Mavenlink data security model with support for Organizations at the user level as well as at the project level.

Insights 2.0 will be available starting April 11th, 2016. You do not need to do anything to take advantage of the latest enhancements. Your Insights will be automatically upgraded.


August 19, 2016

Retainer & Recurring Dashboard - Added

A new set of reports provide a framework for companies that desire comparisons of monthly and cumulative Fees (or Cost) against a stream of Invoices or against monthly budgets set on individual Tasks. An Inception-to-date report is also included that provides comparison of ‘Total Life Cycle’ comparison of various metrics.


August 19, 2016

KPI Dashboard - Added
This new dashboard provides the 6 Key Performance Indicators (KPIs) as discussed in the initial KPI questionnaire: % of projects completed on time, % of projects completed on budget, Utilization, Margin, Growth Rate, and Days of Sales Outstanding (DSO). This report looks at the performance values for the past three months in each of the 6 KPIs to allow you to quickly answer follow-up questionnaires. It shows the trends which will allow you to easily quantify the business improvements from using Mavenlink.

Note: These new dashboards come with the Admin Only security setting. To make these dashboards visible to your Insights users, go to Settings > Insights and configure the security settings for your needs. For more information on how to configure these settings, see Insights Dashboard Configuration.


August 19, 2016

New Reports - Added

On the Utilization & Planning dashboard, there is a new Utilization by Week Actual vs. Scheduled report. It is similar to the current monthly report.
There are three new time and expense analysis reports including actual, unsubmitted, unapproved, approved hours and dates. These can be used in your custom reporting.


August 19, 2016

Additional Metrics - Changed

You can now add the following metrics to your custom reports for even more analysis:
Time and Expense Submitted Date
Expense Created Date (Time Created Date already exists)
Time and Expense Notes (The first 255 characters of your Notes field will be brought over to Insights)


August 19, 2016

Support for Organizations in Reports - Changed

If you are using Organizations in Mavenlink to structure users and projects, you can now add filters for the regions and departments per user as well as per project on your reports.


August 19, 2016

Fixed Fee Graphs Updates - Changed

On the Fixed Fee Tab, the Completed Date and Due Date values have been updated for drill down accuracy.

The top graph, “Completed and Open Task Budgets” has been split into 2 separate graphs, “Completed Task Budgets” and “Open Task Budgets”. Additionally, the “Invoices Created by Shared Date” has been changed to “Invoices by Create Date” and only shows Invoice amounts.

The Combined Task budget bar was removed.


August 19, 2016

Miscellaneous - Fixed

Project Name is no longer getting truncated to 128 characters.
Time Analysis/By Week drilldown data correction


August 19, 2016

Resolve potential anomalies for Task reporting by ‘date’ - Fixed

An existing standard ‘drilldown to task’ report and potential custom reports may have shown metrics differently than from a Project basis. This may occur when reports created with the ‘Shared Date’ and setup to view week-to-week or month-to-month at the Task level. For Tasks completed where their Complete Date is in a different period than the Due Date, metrics can show values in the Completed period vs. when executed. (Hours, Fees, etc). This has been resolved.


August 19, 2016

Margin Calculations - Changed
If you are currently on Insights version 1.1, you will also be seeing the following version 1.2 changes to your Insights Workspace:

  • With the myriad of ways Mavenlink clients use the system we’ve noticed that with certain combinations the Roll-up of Margins for Fixed Fee tasks may produce unexpected results at the Project level. Individual Task level margin calculations remain as intended. Most of the situations occur when there is a combination of Tasks with a Budget and Zero time throughout its life, while others have an “Empty” budget, yet time is being tracked. When rolling up these combined situations, the resulting margin was different than expected. Now this has been adjusted, and impacts mostly for Fixed Fee Tasks Margin report, and in a few cases, the Estimate-at-Complete margin report in the “Resource Schedule Method” Tab.

August 19, 2016

Utilization Headline Metric - Fixed
If you are currently on Insights version 1.1, you will also be seeing the following version 1.2 changes to your Insights Workspace:

  • On the Utilization (Actual and Scheduled) Dashboard, the Total Utilization calculation for an individual month both on the graph and the Table now correctly ignores any individual that has 0 time entries (same for scheduling) for that month. The individual may still be listed in the table for a Multi-month report, and you will notice that a particular month for someone may be empty.
    For example if you filter for a 4-month period and someone is 100% utilized for 2 of the months and has 0 time entries for the other 2 months, the calculation used to average that out to 50%. Now, the metric will notice the absent months and calculate 100% utilization. Please note that this only works for a month basis. Any time entered in a month will be considered ‘working in that month’ and, for example, if a team member starts in week 4 and charges 40 hours that week, the month will still appear as 25% utilized for that month.

August 19, 2016

Project Details: Open Tasks Tab - Changed
If you are currently on Insights version 1.1, you will also be seeing the following version 1.2 changes to your Insights Workspace:

  • Additional filters to allow more granularity of reporting on open tasks by User, Role, etc.
  • 2 new charts that summarize the number of open tasks in an aging fashion, both for past due and for future coming due.
  • Additional columns of information with drill down capability.

August 19, 2016

Miscellaneous - Changed
If you are currently on Insights version 1.1, you will also be seeing the following version 1.2 changes to your Insights Workspace:

  • Project Status Color filter added to the Project Margin Method Tab. This allows for the filtering of, for example, only completed projects, or only open projects in a given status
  • Consistency with filters being applied to reports.
  • Better visibility of the download carat on reports.

July

July 13, 2016

Jira Updates - Changed

Good News: Our Jira integration has some new enhancements that will help you improve your collaboration between your teams and give your project managers more visibility into the work being done in Jira.

For both project- and board-based integrations:

  • Jira subtasks can now be captured in a Mavenlink subtask and kept in sync.
  • Time logged in Jira can now be captured as time in the corresponding Mavenlink task.
  • Comments made in the Jira Issue and Subtask are captured as posts in the corresponding Mavenlink task. Posts made in the Mavenlink task are then copied to the Jira Issue and Subtask so two-way communication is completely coordinated.
  • Fixed Versions and Jira ID for your Issues can now be captured in the corresponding Mavenlink Tasks using Mavenlink’s custom fields.

For Agile/Scrum Boards:

  • We have a new Scenario called “Board - Sprints - 2 way” that allows you to keep your Scrum Board in sync with your corresponding Mavenlink Project. Sprints and Backlogs are captured as parent tasks in your Mavenlink project.
  • The start date of a Sprint is reflected in your Mavenlink project.
  • When a Sprint is closed in Jira, Mavenlink is updated accordingly. The Sprint is marked complete and tasks not done are moved to the Backlog or next open Sprint.
  • The Epic that your Issue is assigned to can now be captured in the corresponding Task using a Mavenlink custom field.

All of these new options can be turned on for your existing scenarios via the Integration Platform. For more information, read here, speak with your Account Executive or Client Success Manager, or email support@mavenlink.com.


July 12, 2016

Follow that Task! - Added

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 - Changed
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 - Added
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

June 23, 2016

Project List: Clear All Filters - Changed
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 - Added
Customize to view your most important project information and perform actions across multiple projects.

May

May 27, 2016

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

March

February

February 5, 2016

Task Details Panel and Global Task List - Added
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

January 13, 2016

Edit Task Details in Gantt - Added
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 - Added
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 - Changed
You now have the ability to require assignment for time tracking, as well as specify task types that time can be tracked against.

2015

December

December 8, 2015

New Project Create - Changed
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

November 5, 2015

Pandexio Upgrades - Changed
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

September 30, 2015

Easily Identify Your External Consultants - Changed
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.

August

August 19, 2015

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

July

July 31, 2015

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


July 31, 2015

Single Sign On - Added
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 support@mavenlink.com.


July 31, 2015

Planned Against Scheduled Hours - Changed
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 - Changed
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 - Added
You can now create project plans and templates with up to 5 levels of task nesting!


July 7, 2015

Needs Info Status - Changed
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.


July 7, 2015

Daily Digest Email Preferences - Changed
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

June 30, 2015

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


June 26, 2015

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


June 4, 2015

Task Notification Emails - Changed
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 - Changed
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

May 28, 2015

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


May 28, 2015

Improved Email Threading - Changed
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 - Changed
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 - Changed
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.


May 15, 2015

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


May 15, 2015

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


May 11, 2015

Issue Tracking - Added
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 - Changed
You can now export all tasks for projects that you're in via User Settings > Exports.


May 4, 2015

Sort by Priority - Changed
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

April 29, 2015

Search Improvements - Changed
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 - Added
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 - Changed
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 - Added
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

March 30, 2015

Master Planning By Project - Added
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 - Added
Create unique Rate Cards by client, project type, and region.


March 18, 2015

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


March 18, 2015

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


March 12, 2015

Add People to Private Conversations - Changed
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 - Changed
Using Mavenlink’s API, you can now take advantage of project template functionality like dependencies, resource placeholders, checklists, and more.


March 6, 2015

Project Settings - Changed
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

February 11, 2015

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


February 2, 2015

Improved Support Access - Changed
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 - Changed
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.


February 1, 2015

Left-Navigation and Custom Branding - Changed
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

January 29, 2015

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


January 28, 2015

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


January 26, 2015

Client Contact Management - Changed
This feature adds a new section to company groups to manage client contact details.


January 13, 2015

New Utilization Report - Added
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 - Changed
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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