Resource Planning

  • Change a Team Member's Role

    [ Enterprise | Premier ] Step-by-Step How to Change a Team Member's Role To change a team member's Role: Select Rates & Roles from the Actions...

    Read More >
  • Delete a Project Role

    [ Enterprise | Premier ] Step-by-Step How to Delete a Project Role To delete a project role for a particular team member: Select Rates & Roles...

    Read More >
  • Reassign a Team Member's Role on a Project

    [ Enterprise | Premier ] Step-by-Step How to Reassign a Team Member's Project Role To reassign all project tasks for a particular team member: Sel...

    Read More >
  • Change a Team Member's Primary Project Role

    [ Enterprise | Premier ] Step-by-Step How to Change a Team Member's Primary Project Role To change a team member's Primary Project Role: Select Ra...

    Read More >
  • Add Project Roles to a Team Member

    [ Enterprise | Premier ] Step-by-Step How to Add Project Roles to a Team Member  After the project is created, select Rates & Roles from the A...

    Read More >
  • Multi-Role Resourcing in Projects

     [ Enterprise | Premier ] Overview With Mavenlink's Multi-Role Resourcing feature, team members can perform multiple roles on the same project, so ...

    Read More >
  • Resource Shaping Tool

    [ Enterprise | Premier | Professional ] Overview The Resource Shaping tool allows Admins and Report Viewers to create rough-cut resource plans by d...

    Read More >
  • Resource Estimates

    Overview Estimation occurs prior to the start of a project to ensure that you have the time and resources necessary to be successful. With our Reso...

    Read More >
  • Project Resource Planner

    [ Premier | Enterprise ] OverviewMavenlink’s Resource Planner allows Project and Resource Managers to see both the team members assigned to a proje...

    Read More >
  • Resource Scheduling Overview

    [For Premier Customers Only] At Mavenlink, we know that effectively managing and allocating your teams’ tasks, hours, and project schedules can be...

    Read More >
  • Planned Budget

    [Premier Project Leads using the resource planning tool] The Project Budget calculation will help you optimize job costing by calculating how much...

    Read More >
  • Master Planning

    [Admins and Reports Viewers on a Premier Plan Only] Master Planning helps solve a big problem facing almost every business: how to efficiently a...

    Read More >
  • Rate Cards Overview

    [Premier] Rate Cards allow you to standardize Bill Rates by a role someone is playing in a project, such as Designer. You can create unique Rate...

    Read More >

Can't find what you're looking for?

Live Chat Submit a Ticket