Insights

Available in: Enterprise and Premier This article contains all of the facts, attributes, and metrics used in Mavenlink Insights. Fact—The raw, num...

Available in: Enterprise, Premier + Mavenlink Insights  Overview Insights gives you visibility into team and resource utilization, project margins,...

Available in: Enterprise, Premier + Mavenlink Insights    Overview The Dashboards tab of Insights Settings allows you to view all of your das...

Available in: Enterprise, Premier + Mavenlink Insights  INFO Insights Access Groups are not currently part of Mavenlink's standard Access Groups s...

Available in: Enterprise, Premier + Mavenlink Insights  Overview The Insights Details side panel consists of three sections; Details, Dashboards, a...

Available in: Enterprise and Premier Various time elements are put into different buckets in the All Actual Hours Breakdown tab in the Utilization ...

Available in: Enterprise and Premier What You'll Learn How to Access the Advanced Editor Anatomy of the Dashboard Tab Anatomy of the Reports Tab ...

Available in: Enterprise and Premier Overview The standard Utilization dashboard gives you complete visibility into how billable and non-billable r...

Available in: Enterprise and Premier Overview The standard Time and Expense Admin dashboard allows you to view your time and expenses in several wa...

Available in: Enterprise and Premier Overview The standard Staffing & Capacity dashboard goes hand-in-hand with Master Planning and helps determine...

Available in: Enterprise and Premier Overview The standard Project Health dashboard provides a comprehensive view of any project’s health. Anyone w...

Available in: Enterprise and Premier Overview See the status of every Task and deliverable on a Project with the standard Project Details dashboard...

Available in: Enterprise and Premier INFO To see reporting for Mavenlink’s multi-currency functionality, you must first enable Foreign Exchange fo...

Available in: Enterprise and Premier INFO If you are looking for the new Insights Fees dashboard that includes improved fixed fee reporting, and m...

Available in: Enterprise and Premier Overview The Resourcing dashboard is designed to provide visibility into what resources are available to take ...

Available in: Enterprise and Premier Overview The Margin & Cost dashboard reveals business-critical information, such as your organization's profit...

Available in: Enterprise and Premier Overview The Scorecards dashboard is perfect for collaborators and project managers as it is focused on delive...

Available in: Enterprise, Premier + Mavenlink Insights  Step-by-Step How to Add a New Dashboard Follow these steps to add a new Insights dashboard:...

Available in: Enterprise, Premier + Mavenlink Insights  NOTE When you update or make changes to an Insights Access Group, it may take up to fiftee...

Available in: Enterprise, Premier + Mavenlink Insights  NOTE When you update or make changes to an Insights Access Group, it may take up to fiftee...

Available in: Enterprise, Premier + Mavenlink Insights  NOTE When you update or make changes to an Insights Access Group, it may take up to fiftee...

Available in: Enterprise and Premier Overview One way to get more out of Insights is to clone a standard dashboard. It makes a copy of its tabs and...

Available in: Enterprise and Premier   Overview When you clone a dashboard, you make a copy of its corresponding tabs and reports. Some common...

  In this video, you'll learn how to fix a common "available area too small" error when building an Insights report.

  In this video, you'll learn how to add custom field currency or number fields to a custom report within Insights.

  In this video, you'll learn how to clone Mavenlink's standard Insights reports dashboard and customize it for your business.