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 Walkthough
• Edit Profile
See all 15 articles

Account Settings

• ★ Account Permissions
• Audit Logs: Objects & Events
• Audit Logs
• Project Permissions Defaults
• General Settings
• Account Members Details Panel
See all 24 articles

Projects

• ★ Projects Workspace Overview
• ★ Create a New Project
• Using the Schedule, Budget, and Payment Tabs
• Activity tab
• Project Groups
• Project List
See all 25 articles

Templates

• ★ Project Templates Overview
• Role-Based Planning with Project Templates
• Create a Project From a Template
• Apply a Template to a Project
• Create a Template
• Import a Template from CSV

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
• Task Details Side Panel
• Global Tasks List
• Archive a Task
• Nesting Tasks
See all 8 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
• Create an Invoice for a Single Project
• Create an Invoice Across Projects by Client
• Send Invoice to QuickBooks

QuickBooks

• 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
• QuickBooks Integration Overview

Resource Planning

• Project Resource Planner
• Resource Scheduling Overview
• Rate Cards Overview
• Change a Team Member's Project Role
• Delete a Project Role
• Reassign a Team Member's Role on a Project
See all 12 articles

Master Planning

• ★ Master Planning Overview
• ★ Enable New Master Planning
• Master Planning: Resources
• Master Planning: Allocations
• Master Planning Filters
• Master Planning Display Preferences
See all 16 articles

Insights

• ★ Insights Glossary & Reference Guide
• Video: Insights - Report Area Too Small
• Video: Insights - Custom Number or Currency Metrics
• Video: Insights - Clone Dashboards
• Video: Insights - Email Scheduling
• Video: Insights - Task Hierarchy Structure
See all 19 articles

Analytics Reports

• Time Approvals Analytics Report
• Utilization Report
• Reports Overview

Proofing

• Mavenlink Asset Proofing
• Reviewing a Proof
• Project Proofs Tab
• Proofing: Markup Tools
• Proofing Frequently Asked Questions
• Supported File Formats for Proofing
See all 7 articles

API & Integrations

• Mavenlink Integrations Overview
• Mavenlink API Overview
• Transport Layer Security - TLS
• NetSuite Integration Overview
• Set up the Mavenlink Integration with Slack
• Xero Integration Overview
See all 15 articles

Google Apps

• G Suite Permissions
• G Suite Integration Overview 
• Chrome Extension

Changelog and Release Notes

• Mavenlink Changelog
• Insights Changelog
• Integrations Changelog