Projects

  • Project Workspace Overview

      Overview The Project workspace is the epicenter for all project information, communications, and collaborations for a specific project. ...

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  • Create a New Project

      Overview Projects are the foundation of any services organization, and Mavenlink provides all the tools you need to create a project designed fo...

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  • Project Permissions

    AVAILABLE IN BETA OR EARLY ACCESS You can opt in to the new Project Permissions functionality and look on a per-project basis. If you'd like to ap...

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  • Project Stages Overview

    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...

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  • Add an Unnamed Resource from the Project Workspace

    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...

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  • Project Activity Feed

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

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  • Project Admin Box: Team Tab

      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...

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  • Project Admin Box: Schedule Tab

      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...

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  • Project Admin Box: Budget Tab

      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...

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  • Project Admin Box: Payment Tab

      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 ...

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  • Groups

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

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  • Create a Group

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

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  • Project List

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

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  • Post to Kantata Projects With Your Email

      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...

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  • Invite Users to a Project

    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...

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  • Project Pulse Side Panel

      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,...

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  • User Details Side Panel Overview

      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...

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  • Project Status

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

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  • New Project Permissions [Beta & Early Access]

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

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  • Real-Time Progress Visibility on Fixed Fee Tasks

      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 ...

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  • Project Settings Overview

    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...

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  • Project History

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

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  • Formatting Markdown

    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...

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  • Your Dashboard 

      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...

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  • Sharing Files

      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...

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  • Archive and Delete Projects

      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...

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  • How To Set Up Team Names

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

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  • Milestone Weighting

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

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  • Budgeted Projects

      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...

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  • Project Files Tab

      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...

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