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...

Available in: Enterprise, Premier, Professional, Teams, and Free Overview The Activity tab helps keep track of communication, uploaded documents, ...

Available in: Enterprise, Premier, Professional, Teams, and Free Project Groups make it simple to organize and categorize your projects by client,...

Available in: Enterprise, Premier, Professional, Teams, and Free The Project List tab is customizable; it can be configured to show only the most ...

Available in: Enterprise, Premier, Professional, Teams, and Free When you receive an email notification from Mavenlink it will include the name of...

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...

Available in: Enterprise, Premier, and Professional You can access the Project Pulse side panel from almost anywhere in Mavenlink. Simply click on...

Available in: Enterprise, Premier, Professional, Teams, and Free Overview To access the User Details side panel, simply click on a member’s name o...

Available in: Enterprise and Premier This up-to-date list of project color / status combinations and IDs is useful for clients with API integratio...

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

Available in: Enterprise, Premier, and Professional Mavenlink allows you to track your budget progress on your fixed fee tasks in real-time. Prog...

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...

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...

Available in: Enterprise, Premier, Professional, and Teams Uploading important documents and files is easy with Mavenlink. There are two ways to ...

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...

Available in: Enterprise, Premier, Professional, Teams, and Free Permission level: Project Creator and above Why customize team names? Customizati...

Available in: Enterprise and Premier This is a financial tool, you must have financial access in your projects to use this feature. Milestone Wei...

Available in: Enterprise and Premier The Budget tab on the Project Admin box in a project's workspace shows you the project’s budget, as well as t...

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

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