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Mavenlink Knowledge Base
Knowledge Base
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 17 articles
Account Settings
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Account Permissions
General Settings
Managing Account Members
Account Members Details Side Panel
Add and Import Account Members
Project Permissions Defaults
See all 43 articles
Projects
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Projects Workspace Overview
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Create a New Project
Guest Access
Using the Schedule, Budget, and Payment Tabs
Activity tab
Project Groups
See all 24 articles
Templates
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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
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Tasks Overview
Project Task Tracker
Global Tasks List
Nesting Tasks
Issue Task Types
Task Details Side Panel
See all 12 articles
Gantt Charts
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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
Time & Expense Overview
Locations Settings
Time Off Overview
Add Time Off
How to Enter Time From a Project
Timesheets Overview
See all 27 articles
Billing
Billing Overview
Invoicing Overview and Settings
Create an Invoice for a Single Project
Create an Invoice Across Projects by Client
Cancel or Delete an Invoice
Send Invoice to QuickBooks
Resource Planning
Project Resource Planner
Resource Scheduling Overview
Resource Recommendations Overview
Rate Cards Overview
Custom Rate Cards
Change a Team Member's Project Role
See all 14 articles
Master Planning
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Master Planning Overview
Master Planning: Resources
Master Planning: Allocations
Master Planning Filters
Master Planning Saved Views
Master Planning Display Preferences
See all 21 articles
Insights
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Insights Glossary & Reference Guide
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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
Release Notes
Mavenlink Changelog
Insights Changelog