Browse our Knowledge Base

Getting Started

• ★ Frequently Asked Questions
• Getting Started with Mavenlink
• What are the benefits of using Mavenlink?
• The Mavenlink Client Experience
• New Client Walkthrough
• Edit Profile
See all 15 articles

Account Settings

• ★ Account Permissions
• General Settings
• Managing Account Members
• Account Members Details Side Panel
• Add and Import Account Members
• Project Permissions Defaults
See all 39 articles

Projects

• ★ Projects Workspace Overview
• ★ Create a New Project
• Guest Access
• Using the Schedule, Budget, and Payment Tabs
• Activity tab
• Project Groups
See all 24 articles

Templates

• ★ Project Templates Overview
• Create a Template from a Project
• Role-Based Planning with Project Templates
• Create a Project From a Template
• Apply a Template to a Project
• Create a Template
See all 7 articles

Estimates

• Estimates Overview
• Estimates Workbook
• Create an Estimate
• Create a New Scenario
• Add a Resource to a Scenario
• Create a Project from a Scenario
See all 7 articles

Tasks

• ★ Tasks Overview
• Project Task Tracker
• Global Tasks List
• Nesting Tasks
• Issue Task Types
• Task Details Side Panel
See all 11 articles

Gantt Charts

• ★ Gantt Chart Overview
• Global Gantt Chart
• Local Gantt Chart
• Manage Tasks in the Local Gantt
• Gantt Chart Dependencies
• Save a Baseline and Snapshots in Gantt
See all 9 articles

Time & Expenses

• Locations Settings
• Time Off Overview
• Add Time Off
• How to Enter Time From a Project
• How to Enter Time in Timesheets
• Time & Expense Overview
See all 25 articles

Billing

• Billing Overview
• Invoicing Overview and Settings
• Create an Invoice for a Single Project
• Create an Invoice Across Projects by Client
• Send Invoice to QuickBooks

QuickBooks

• QuickBooks Integration Overview
• Using Intuit's Web Connector to Integrate QuickBooks Desktop with Mavenlink
• Send Time and Expenses to QuickBooks
• Intuit Settings
• Setting up the Mavenlink Integration with QuickBooks Online

Resource Planning

• Custom Rate Cards
• Project Resource Planner
• Resource Scheduling Overview
• Rate Cards Overview
• Change a Team Member's Project Role
• Delete a Project Role
See all 13 articles

Master Planning

• ★ Master Planning Overview
• Master Planning: Resources
• Master Planning: Allocations
• Master Planning Filters
• Master Planning Saved Views
• Master Planning Display Preferences
See all 19 articles

Insights

• ★ Insights Glossary & Reference Guide
• ★ Insights Overview
• Insights Attributes and Metrics
• Insights Settings
• Insights Settings - Dashboards
• Insights Settings - Access Groups
See all 33 articles

Analytics Reports

• Analytics Reports Overview
• Analytics: Invoices
• Analytics: Expenses
• Analytics: Accounts Receivable
• Analytics: T&M Margin Analysis
• Analytics: Work in Progress (WIP)
See all 9 articles

Proofing

• Mavenlink Proofing
• Proofing Workspace
• Supported File Formats for Proofing
• Reviewing a Proof
• Proofing Frequently Asked Questions

API & Integrations

• ★ Mavenlink Integrations Overview
• Xero: Create and Edit Scenarios
• Xero: Create Mappings
• Xero: Create a new M-Bridge Service
• NetSuite: Create and Edit Scenarios
• NetSuite: Create Mappings
See all 26 articles

G Suite

• G Suite Permissions
• G Suite Integration Overview 
• Chrome Extension
• Navigate the Google Drive Integration
• Navigate the Google Tasks Integration

Changelog and Release Notes

• Mavenlink Changelog
• Insights Changelog
• Integrations Changelog