CXO

How to set up projects in Mavenlink

Mavenlink offers easy-to-navigate project management software for collaboration and real-time visibility into project performance. Here's a quick introduction into setting up a project.

istock-511109084.jpg
Image: iStock/NakoPhotography

Mavenlink offers project managers and teams two ways to set up a project. This article covers the basics of setting up a project, using templates or starting from scratch.

To set up a project using Mavenlink:

    1. On the left panel (figure 1) of the screen, click on either projects (1) or templates (2).

    2. If you chose projects, click on the + sign just to the right of projects on the left menu panel. Alternately, you can also click on the + Add Project button on the right of the main screen.

    figure-1.jpg

    Figure 1

    3. Now complete all fields (1) for the project (Figure 2) and then click create project (2), or click the save and clone button if you want to clone this project to use as a template.

    figure-2.jpg

    Figure 2

    4. You will see your newly created Activity project view (Figure 3). This view includes the project name, various project views like Task Tracker, Gantt, Time and Expenses, Resource Planner or Files (discussed in Figures 5 - 9). In Figure 3, you'll also see the team members, schedule, budget, and payment information for your project. There are additional options on the project screen like linking to tasks, uploading files, inviting additional individuals, and setting permissions.

    figure-3.jpg

    Figure 3

    5. Within most of these views, you can also access various settings (see Figure 4).

    figure-4.jpg

    Figure 4

    6. As mentioned above, when using Mavenlink, project teams can see projects in a Task Tracker view (Figure 5). Here you can search tasks, filter on task status, dates, and view all tasks or yours, or filter by task priority, etc.

    figure-5.jpg

    Figure 5

    7. The Gantt view (Figure 6) allows teams to see the schedule and Gantt view and modify either using click-and-drag motions and also view the critical path and past view.

    figure-6.jpg

    Figure 6

    8. The Time and Expense view (Figure 7) shows how much of a project is billed and to whom for each task. It offers an at-a-glance picture of project cost allocation for team members. There is also a link project managers, or team members can click to see their timesheets (dependent on permissions). As project task information is updated the window on the right that shows team, schedule, budget, and payment information will automatically populate.

    figure.jpg

    Figure 7

    9. The Resource Planning view (Figure 8) allows a project team to keep track of how time is being allocated and whether tasks are on track or not, showing estimated and actual time. It also displays if time is partially, fully or over allocated.

    figure-8.jpg

    Figure 8

    10. In the last view called Files, (Figure 9) team members can search any files that have been uploaded as support documentation for tasks.

    figure-9.jpg

    Figure 9

    11. As mentioned at the beginning of the article (1), projects can also be created using any existing template (Figure 10). Any existing templates will appear in two places, the left menu and also on the right main screen. Just click on the template you want to use and complete the project, team, task, budget, schedule, and permission details.

    figure-10.jpg

    Figure 10

    Also see:

    About Moira Alexander

    Moira Alexander is the author of "LEAD or LAG: Linking Strategic Project Management & Thought Leadership" and Founder & President of Lead-Her-Ship Group. She's also a project management and IT freelance columnist for various publications, and a contr...

    Editor's Picks

    Free Newsletters, In your Inbox