Projects

Overview There are two stages in a project, the Estimate stage and the Project stage. You can indicate which stage a project is at during project c...

Overview Unnamed resources serve as placeholder assignments when you know what roles need to complete work on a project, but you don’t know who wil...

  Overview The Activity tab helps keep track of communication, uploaded documents, and the latest updates within a project. This area is also home...

  Overview To access the Project Admin box, hover over Projects in the left navigation, and then select a project. It appears on the right side of...

  Overview The Schedule tab in the Project Admin box allows you to set or propose a project due date, track any due date changes, and sync the pro...

  Overview The Budget tab of the Project Admin box in the project workspace allows you to set/edit the budget, change rates, and override the bill...

  Overview In the Payment tab of the Project Admin box, you can: View which invoices are paid or pending Create invoices Log payments To access ...

  Overview Groups make it simple to organize and categorize your data by client, department, region name, and more. Groups are also a great...

  Overview A Group is a collection of project-related information that you can report on, track, and filter.While commonly used to collect client ...

  The Project List contains all your most important project information, including Custom Fields (Premier and Enterprise only). It's also customiz...

  When you receive an email notification from Kantata, it will include the name of the person who posted the message, the name of the project it p...

Overview After creating a project, you can begin adding providers (the people you work with) and clients (the people you work for). This is done fr...

  You can access the Project Pulse side panel from almost anywhere in Kantata OX. Simply click on a project’s name in the Dashboard Activity Feed,...

  Overview To access the User Details side panel, simply click on a member’s name or profile picture from anywhere—with the exception of the Membe...

  Overview Project statuses indicate which phase a project is currently in. Project statuses let you define and communicate the overall progress o...

Available in: All Plans Overview Each user that joins a project is assigned individual Project-level permissions that determine what they are able ...

  Mavenlink allows you to track your budget progress on your fixed fee tasks in real-time. Progress meter will increase after you track time See ...

Overview  You can manage a project's settings by selecting Settings from the Actions (“   ”) drop-down menu located to the right of the project nam...

 Project Permission Needed: Project Administrator NOTE Before you can access Project History, an Account Administrator must first enable Recent H...

Overview Markdown is a lightweight, human-readable markup language used for formatting text. It’s a simple way to add things like bold, italics, li...

  Overview Your Dashboard provides an overview of all your assigned tasks; it’s where you stay in-the-know with the latest Activity Feed posts and...

  Uploading documents and files is an important component of your project. There are two ways to add files to your projects in Mavenlink: You ca...

  Archiving a Project When projects are complete or put on hold, you may want to consider archiving or deleting them. This helps keep your projec...

  Customizing Team Names Customization allows the Mavenlink experience to feel like an extension of your business, not only for your employees, bu...

  Overview Assigning weighting to Milestones allows you to define various percentages of project completion along the way. Once you complete a mil...

  The Budget tab on the Project Admin box in a project's workspace shows you the project’s budget as well as the budget used. Within this view, yo...

  The Files tab is available to all customers and can be accessed from any project workspace. In the Files tab, you can see uploaded files and Goog...