Projects

Today, we're going to discuss how to use the Schedule, Budget, and Payment tabs in the Project Admin box from both the Client and Provider perspect...

[ Enterprise | Premier | Professional | Teams | Free ] Overview The Activity tab helps keep track of communication, uploaded documents, and the lat...

[ Enterprise | Premier | Professional | Teams | Free ] Project Groups make it simple to organize and categorize your projects by client, department...

[ Enterprise | Premier | Professional | Teams | Free ] The Project List tab is customizable; it can be configured to show only the most relevant in...

[ Enterprise | Premier | Professional | Teams | Free ] When you receive an email notification from Mavenlink it will include the name of the person...

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

[ Enterprise | Premier | Professional ] You can access the Project Pulse side panel from almost anywhere in Mavenlink. Simply click on a project’s ...

[ Enterprise | Premier | Professional | Teams | Free ] Overview To access the User Details side panel, simply click on a member’s name or profile p...

[ Enterprise | Premier ] This up-to-date list of project color / status combinations and IDs is useful for clients with API integrations or for tho...

Overview Every time a user joins a project, they are assigned individual Project-level permissions that determine what access and abilities they ha...

[Professional and Premier Plans]  Mavenlink allows you to track your budget progress on your fixed fee tasks in real-time.  Progress meter will in...

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

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...

The Reports Viewer default Project Permission is Financials. To adjust Account Permissions, an Account Administrator can navigate to the Account M...

Available in: Enterprise, Premier, Professional, Teams, and Free Overview Your Dashboard provides an overview of all your assigned tasks; it’s wher...

[Teams, Professional & Premier] Uploading important documents and files is easy with Mavenlink. There are two ways to add files to your proj...

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

[Free, Teams, Professional, Premier] Permission level: Project Creator and above Why customize team names? Customization allows the Mavenlink ex...

[Premier Customers]  This is a financial tool, you must have financial access in your projects to use this feature. Milestone Weighting is for rev...

[ Enterprise | Premier ] The Budget tab on the Project Admin box in a project's workspace shows you the project’s budget, as well as the budget use...

[All Customers] The File Tab is available to all customers and can be accessed from any project workspace. In the File Tab, you can see uploaded f...

A Project Administrator can change a project's access and privacy settings by selecting Settings from the Actions (“   ”) icon located to the right...

As today’s enterprise organizations continue to expand their use of social networking applications and networks to build internal communities and b...