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Insights Changelog

Welcome to the Mavenlink Insights Changelog! This is where you can see a summary of changes that our Product Development Team has made in Insights, starting from April 2016 to present.

Additions to the Insights LDM (Logical Data Model) can be used immediately in custom reports. Updates to the Standard Dashboard reports that include this new data are due out later this year.

June 13, 2019

New Resourcing Enhancements

  • 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 10, 2019

Invoicing: Additional Item Dataset

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.

March 18, 2019

User Workday Data Set

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

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 

Estimate Scenario

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

January 9, 2019

Estimate Scenario

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


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

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).

User Billability Targets

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.

Resource Allocations 

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)

User Workweek 

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).

October 18, 2018

Mavenlink Projects Hyperlinks  

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.


October 16, 2018

Project Health Dashboard

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.

Utilization Dashboard

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.

Project Detail Dashboard

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.

Time & Expense Dashboard

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.

Margin & Cost Dashboard

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.


August 16, 2018

Fees Dashboard

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.

Project Detail Dashboard

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.

Resourcing Dashboard

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.

Margin and Cost Dashboard

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.

July 30, 2018

Utilization Dashboard

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.

Project Detail Dashboard

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

July 16, 2018

Scorecards Dashboard

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.

Time & Expense Admin Dashboard

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

Project Health Dashboard

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

July 11, 2018

All Dashboards

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 be 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 2, 2018

Utilization Dashboard

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

Staffing & Capacity Dashboard

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.

Project Health Dashboard

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 18, 2018

Utilization Dashboard

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.

Staffing & Capacity Dashboard

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.

Time & Expense Admin Dashboard

The Expense Log w/Notes and Expense Summary tabs were updated to include filters for vendor name and the reimbursable expense flag.


June 4, 2018

Project Health Dashboard

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

Utilization Dashboard

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.

Staffing & Capacity Dashboard

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.

Fees Dashboard

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 21, 2018

Project Health Dashboard

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.

Utilization Dashboard

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

Staffing & Capacity Dashboard

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.

April 4, 2018

Project Health

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.


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.

Time & Expense

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

Staffing & Capacity

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

March 9, 2018

Utilization Dashboard

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.

Resource Dashboard

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

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

Scoreboard Dashboard

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.
Utilization (Legacy) Dashboard

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.

Project Health Dashboard

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

February 21, 2018

Project Health Dashboard
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 15, 2018

Workspace Health Status Data Set

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
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.

Resource Data Set
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.

Resource Allocation Days Data Set
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.

November 30, 2017


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)

Workspace (Project) Group

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

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

Workspace (Project)

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

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 1, 2017

Utilization Dashboard

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

Resource Dashboard

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.

Project Details Dashboard

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

August 28, 2017

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 2, 2017
Resourcing Dashboard

  • 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’.

Project Details Dashboard

  • 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.

Time and Expense Admin Dashboard

  • 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.

Overall Report Modifications

  • 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 11, 2017

Margin and Cost Dashboard

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%.

June 16, 2017

Time Entry

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

Story Active Days

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 22, 2017

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

March 29, 2017

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

January 27, 2017

The following attributes have been added to existing data sets

Workspace (Project)

  • 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

Story (Task)

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

January 6, 2017

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.

Time Entry

  • 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.


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  

December 13, 2016

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 21, 2016

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.

  • 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

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

November 1, 2016
The following data sets are now available for you to use while building custom reports.
New Attributes:

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

August 19, 2016
The following data sets are now available for you to use while building custom reports.
New Attributes:

Story (Task)
Top Level Story Id (top level parent task)

Project Code
Purchase Order

Date dimension
Workspace Status Completed At (Project completed date)

Time Entry
Status (approved, rejected, new)
Status Notes

User Workday
Records of User Workday
Fact: Workday time in minutes

Release 2.0
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.

Retainer & Recurring Dashboard:
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.

KPI Dashboard:
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.

New Reports:
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.

Additional Metrics:
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)

Support for Organizations:
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.

Fixed Fee Graphs Update:
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.

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

Resolve potential anomalies for Task reporting by ‘date’:
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.

Customers on Insights v1.1
If you are currently on Insights version 1.1, you will also be seeing the following version 1.2 changes to your Insights Workspace:

Margin Calculations: 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 it’s 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.

Utilization Headline Metric: 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.

Project Details: Open Tasks Tab:
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 ageing fashion, both for past due and for future coming due.
Additional columns of information with drill down capability.

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.

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