Projects

  This article goes over how to use the Schedule, Budget, and Payment tabs in the Project Admin box from both the Client and Provider perspective. ...

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

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

  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 Mavenlink it will include the name of the person who posted the message, the name of the project it ...

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...

  You can access the Project Pulse side panel from almost anywhere in Mavenlink. 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...

  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...

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...

  Note: You must have financial access in your projects to use this feature. Milestone Weighting is for revenue recognition and billing cycle com...

  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, y...

  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...

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

  Overview With Guest Access, members can view information about a project without joining. For example, a member with Project Financials guest ac...