Insights
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Insights Glossary & Reference Guide
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Insights Overview
Available in: Enterprise and Premier What You'll Learn Overview Standard Dashboards and Reports Custom Dashboards and Reports What are Insights D...
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Insights Attributes and Metrics
Available in: Enterprise and Premier This article contains all of the facts, attributes, and metrics used in Mavenlink Insights. Fact—The raw, num...
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Insights Settings
Available in: Enterprise, Premier + Mavenlink Insights Overview Insights gives you visibility into team and resource utilization, project margins,...
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Insights Settings - Dashboards
Available in: Enterprise, Premier + Mavenlink Insights Overview The Dashboards tab of Insights Settings allows you to view all of your das...
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Insights Settings - Access Groups
Available in: Enterprise, Premier + Mavenlink Insights INFO Insights Access Groups are not currently part of Mavenlink's standard Access Groups s...
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Insights Details Panel
Available in: Enterprise, Premier + Mavenlink Insights Overview The Insights Details side panel consists of three sections; Details, Dashboards, a...
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Ways to Categorize Non-Billable Time
Available in: Enterprise and Premier Various time elements are put into different buckets in the All Actual Hours Breakdown tab in the Utilization ...
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Insights: Advanced Editor
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 ...
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Insights: Utilization Dashboard
Available in: Enterprise and Premier Overview The standard Utilization dashboard gives you complete visibility into how billable and non-billable r...
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Insights: Time and Expense Admin Dashboard
Available in: Enterprise and Premier Overview The standard Time and Expense Admin dashboard allows you to view your time and expenses in several wa...
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Insights: Staffing & Capacity Dashboard
Available in: Enterprise and Premier Overview The standard Staffing & Capacity dashboard goes hand-in-hand with Master Planning and helps determine...
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Insights: Project Health Dashboard
Available in: Enterprise and Premier Overview The standard Project Health dashboard provides a comprehensive view of any project’s health. Anyone w...
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Insights: Project Detail Dashboard
Available in: Enterprise and Premier Overview See the status of every Task and deliverable on a Project with the standard Project Details dashboard...
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Insights: Fees Dashboard
Available in: Enterprise and Premier INFO To see reporting for Mavenlink’s multi-currency functionality, you must first enable Foreign Exchange fo...
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Insights: Fees (legacy) Dashboard
Available in: Enterprise and Premier INFO If you are looking for the new Insights Fees dashboard that includes improved fixed fee reporting, and m...
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Insights: Resourcing Dashboard
Available in: Enterprise and Premier Overview The Resourcing dashboard is designed to provide visibility into what resources are available to take ...
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Insights: Margin & Cost Dashboard
Available in: Enterprise and Premier Overview The Margin & Cost dashboard reveals business-critical information, such as your organization's profit...
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Insights: Scorecards Dashboard
Available in: Enterprise and Premier Overview The Scorecards dashboard is perfect for collaborators and project managers as it is focused on delive...
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Create a New Insights Dashboard
Available in: Enterprise, Premier + Mavenlink Insights Step-by-Step How to Add a New Dashboard Follow these steps to add a new Insights dashboard:...
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Create an Insights Access Group
Available in: Enterprise, Premier + Mavenlink Insights NOTE When you update or make changes to an Insights Access Group, it may take up to fiftee...
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Add a Dashboard to an Insights Access Group
Available in: Enterprise, Premier + Mavenlink Insights NOTE When you update or make changes to an Insights Access Group, it may take up to fiftee...
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Assigning Members to an Insights Access Group
Available in: Enterprise, Premier + Mavenlink Insights NOTE When you update or make changes to an Insights Access Group, it may take up to fiftee...
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Cloning an Insights Dashboard
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...
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Customizing a Cloned Insights Dashboard
Available in: Enterprise and Premier Overview When you clone a dashboard, you make a copy of its corresponding tabs and reports. Some common...
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Video: Insights Custom Dashboard and Reports Building
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Video: Insights - Report Area Too Small
In this video, you'll learn how to fix a common "available area too small" error when building an Insights report.
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Video: Insights - Custom Number or Currency Metrics
In this video, you'll learn how to add custom field currency or number fields to a custom report within Insights.
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Video: Insights - Clone Dashboards
In this video, you'll learn how to clone Mavenlink's standard Insights reports dashboard and customize it for your business.
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Video: Insights - Foundations of Custom Reports Building