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Mavenlink Knowledge Base
Knowledge Base
Browse our Knowledge Base
Getting Started
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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 18 articles
Account Settings
General Settings
Managing Account Members
Account Members Details Side Panel
Add and Import Account Members
Project Permissions Defaults
Account Roles
See all 35 articles
Access Control
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Account Permissions
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What are Access Groups?
Access Groups
Access Group Details
Access Group Set: Resource Management
Access Group Set: Guest Access
See all 20 articles
Projects
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Project Workspace Overview
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Create a New Project
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Project Permissions
Project Activity Feed
Project Admin Box: Team Tab
Project Admin Box: Schedule Tab
See all 28 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 9 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
Nesting Tasks
Issue Task Types
Task Details Side Panel
Task Status
See all 13 articles
Gantt Charts
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Gantt Chart Overview
Tasks Gantt Chart Basics
Global Gantt Chart
Local Gantt Chart
Manage Tasks in the Local Gantt
Gantt Chart Dependencies
See all 10 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 29 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 Management
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
Resource Center
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Master Planning Overview
Convert an Account Member to an External Member
Change a Resource’s Allocations to Soft or Hard
New Master Planning Filters [Early Access]
Delete Allocations in Bulk for a Resource
Create Allocations from Scheduled Hours
See all 30 articles
Insights Reports
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Insights Glossary & Reference Guide
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Insights Overview
Insights Attributes, Metrics, and Facts
Insights Settings
Insights Settings - Dashboards
Insights Settings - Access Groups
See all 50 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 10 articles
Proofing
Mavenlink Proofing
Proofing Workspace
Supported File Formats for Proofing
Reviewing a Proof
Proofing Frequently Asked Questions
Release Notes
Mavenlink Release Notes
Recommended Actions for API Changes