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 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.

  This video goes over how to set up an email dashboard for Insights reports.

  In this video, you'll learn how to seamlessly translate your task order and hierarchy from Mavenlink's project Task Tracker into Insights r...