Resource Center

  • Master Planning Overview

      Overview Master Planning streamlines resource management using a single, easy-to-use, visual interface. Unbound visibility into your resources ...

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  • Convert an Account Member to an External Member

        Overview If you have an account member(s) that you want to convert to an External Member in your Talent Network, you can do so with the Accoun...

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  • Change a Resource’s Allocations to Soft or Hard

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator Overview In Master Planning, you can change all of a team me...

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  • New Master Planning Filters [Early Access]

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator EARLY ACCESS! Mavenlink's new Master Planning filters are c...

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  • Delete Allocations in Bulk for a Resource

      You can delete all allocations for a specific resource at once instead of manually deleting each allocation. Hover over Planning on the left-si...

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  • Create Allocations from Scheduled Hours

      Overview You can use scheduled hours that have already been created for a resource to quickly create allocations. These allocations are created...

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  • Master Planning: Resources

      Overview The Master Planning page is divided into two main sections. The Resources List on the left side of the Master Planning page gives you a...

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  • Master Planning: Allocations

      Overview The Master Planning page is divided into two main sections; to the right side of your resources and projects list is an interactive tim...

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  • Master Planning Filters

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator   Overview The filters in Master Planning allow you to...

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  • Master Planning Saved Views

      INFO Saved Views may consist of one or more filters, but do not currently include Master Planning page settings such as calendar controls and D...

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  • Master Planning Display Preferences

      Overview The type of resource planning information that appears in the Resource List or on the Allocations Timeline—including how it's displayed...

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  • Staff Projects with Team Builder

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator   Overview When Resource Recommendations are enabled, ...

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  • Find Recommendations for a Single Resource

      Overview When Resource Recommendations are enabled, you can replace an unnamed resource with a named resource based on the recommended resources...

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  • Roles in Team Member View

      Overview In the Team Members tab of Master Planning, the Resource List contains rows of unnamed resources and team members. Each resource row ca...

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  • Add a Resource to a Project

      How to Add a Team Member to a Project Hover over Planning on the left-side nav bar and select Master Planning. Select the Projects tab.  Find y...

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  • Edit a Resource

      Overview Master Planning allows you to change the role of a team member assigned to a particular project; you can also change the team member wh...

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  • Change a Resource to Named or Unnamed

      NOTE If Resource Requests are enabled in the Resource Management settings, you cannot use the Add Member (“   ”) icon to allocate team members ...

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  • Master Planning: Show and Hide Resources

      Overview Team members may belong to projects without being allocated or scheduled—either because they have yet to be assigned, are not working d...

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  • Delete a Resource

      How to Delete a Resource Hover over Planning on the left-side nav bar and select Master Planning. On the Master Planning page, select the Proje...

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  • Add an Allocation to a Resource

      NOTE Master Planning automatically accounts for individual time off, scheduled weekends, and company holidays assigned via Settings > Schedule....

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  • Edit an Allocation

      How to Edit an Allocation in Master Planning Hover over Planning on the left-side nav bar and select Master Planning. On the Master Planning ...

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  • Delete an Allocation

      You can delete allocations individually as needed. For information on deleting allocations in bulk, see Delete Allocations in Bulk. Hover over...

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  • Shift Allocations

      Overview If you have an upcoming project that needs to be pushed back a few weeks due to unforeseen circumstances, Mavenlink makes it simple to ...

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  • Resource Side Panel Overview

      NOTE In order to submit or reject requests, Resource Requests must first be enabled in the Resource Management Settings. Overview Available fr...

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  • Submit a Resource Request

      Default Account Permissions: Account Administrator NOTE In order to submit, approve, or reject requests, you must first have Resource Requests e...

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  • Approve or Reject a Resource Request

      Default Account Permissions: Account Administrator NOTE In order to submit, approve, or reject a request, you must first have Resource Requests ...

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  • Talent Network Overview

        Overview The Talent Network feature makes it easy for external partners and freelancers to join your Mavenlink account and expand your resourc...

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  • Managing External Partners and Members

        Overview The Talent Network feature allows you to connect with other companies—known as External Partners— and use their employee resources—kn...

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  • External Members Side Panel Overview

        Overview The External Members side panel consists of several sections where you can view or edit external member details and information. Thes...

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  • Internal and External Members in Insights Reports

    Learn how to filter internal and external members from your Insights dashboards and reports.  User Permissions Needed: Account Administrator, Repo...

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