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.
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.
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.
5. Within most of these views, you can also access various settings (see 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.
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.
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.
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.
10. In the last view called Files, (Figure 9) team members can search any files that have been uploaded as support documentation for tasks.
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.
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Moira Alexander is the Founder of PMWorld 360 Magazine and Lead-Her-Ship Group, and a project management and digital workplace columnist for various publications. Moira has 20+ years in business (IS&T) and project management for small to large businesses in the US and Canada. To find out more about Moira, go to www.pmworld360.com and www.leadhershipgroup.com.