CREATIVE & PROFESSIONAL SERVICES AUTOMATION

Mavenlink Premier

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Resource
Management

Project
Management

Team
Collaboration

Project
Accounting

Business
Intelligence

Deliver your projects predictably and profitably with a complete cloud-based solution for creative and professional services automation (PSA). Unify your team’s project management, resource planning, project accounting, and collaboration in a user-friendly environment.

Resource
Management

Resource
Management

Better utilize your people with Mavenlink. Resource scheduling tools help you assign rates, roles, and tasks to your team members, which helps inform budget planning. Use Utilization Reports to immediately assess your team's utilization across all projects so you can better staff for current and anticipated work.

Hard & Soft Resource Allocation

Create a rough sketch of future resource allocation by planning hours. When the time comes to lock in those resources, schedule their hours on a project to commit their time and remove them from the availability pool.

Resource Scheduling (task & project level)

Schedule a resource's hours on a project or task. That resource can now see how much time is allotted, and others can see that the resource is allocated (booked) for those hours/days.

Real-Time Availability Forecasting

See which resources are available now and who will be available in the future based on the resource schedule. View by role to see which roles are available to staff a project need.

Resource Shaping

Automatically schedule a resource across multiple days using different methods. Spread their hours evenly through the project, frontload them, backload them, or consume a set amount over a specified date range.

Project
Management

Project
Management

Keep projects focused and on track with up-to-date schedules and timelines you can see. Use Gantt Charts to illustrate your project's progress in real-time, see what project activities are crucial to completing the project to expectation, and easily track project updates over time.

Task Management

Create and manage project activities, milestones, deliverables, and issues in a drag-and-drop task list. Build a multi-level work breakdown structure (WBS) with nested tasks.

Task Assignment & Duration

Set task start dates, due dates, and priority levels. Assign tasks to project participants to clarify responsibilities. Team members can update task status as their work progresses.

Schedule Management

Manage each project's schedule in a list or timeline-based view. Schedule task dates manually or based on task duration and relationships.

Gantt Charts

Visualize each project's tasks and timeline on an interactive gantt chart. Drag-and-drop tasks to adjust dates and durations.

Task Dependencies

Establish task relationships in a project's gantt chart to signify dependencies between activities. When a task schedule is changed in gantt, all dependent tasks shift accordingly.

Critical Path Analysis

Highlight the tasks in a project's critical path on the gantt chart to identify which activities directly impact delivery dates.

Portfolio Management

Create project groups to quickly assemble programs and portfolios of projects.

Project Baseline & Variance Analysis

Record snapshots of your gantt chart and budget to create a baseline. Compare the current schedule against any previous snapshot to analyze variance.

Project Plan Templates

Build reusable project templates that include tasks, gantt charts, budgets, and assignments. Customize and apply templates to create new projects in seconds. Save an existing project plan as a template to replicate success.

Change Request Management

Submit a change request to your client for approval, streamlining the approval process when scope changes result in a revised budget to deliver the work.

Team
Collaboration

Team
Collaboration

Set up projects, assign tasks, and watch project activity come alive in one cohesive space. Project collaborators within a project can post status updates, communicate (privately or publicly) surrounding deliverables, timelines, and feedback, share work, and track tasks as they are completed. Teams can also integrate with Google to make collaboration even easier.

Your Dashboard

Give each user a single view across all of their active projects. The latest posts, files, and upcoming tasks are synthesized from all projects in which a user participates.

Project Workspaces

Collaborate with team members in a dedicated, web-based workspace for each project. See project participants, the latest project activity, and upcoming tasks at a glance.

Activity Feed

View all project-related communication in a familiar, chronological feed. Visit the activity feed for a specific project, or view a cross-project feed on the Dashboard.

File Sharing

Upload files and attach Google Drive files to share them with collaborators. Mention specific users and link files to tasks for easy reference.

Proofing ***

Reduce the time it takes your team to review creative content. Upload proofs to your Mavenlink projects and keep everyone up to date on the latest comments, uploads, versions and more.

Public & Private Messages

Communicate with your team, subcontractors, and clients in a convenient, centralized location. Post to all collaborators or limit posts to specific teams/individuals. Mention users to trigger a notification, and link posts to a task to provide context.

Access Permissions

Set account and project-level permissions to control who sees sensitive information and who can administer a project. Grant view-only access to include stakeholders while protecting project plans.

Mobile App

Access your Mavenlink projects and perform common actions from nearly any mobile device with an HTML5 mobile app. Check project status, create tasks, track time and expenses, and post messages on the go.

Project
Accounting

Project
Accounting

Take control of project finances. Calculate project budgets, monitor budget changes, and set bill and cost rates to members of your project team. Go from tracking time and expenses within a project workspace to invoicing clients for your work when ready, all in one integrated system.

Time & Expense Tracking

Track billable and non-billable time at the project or task level. Log expenses and save receipts from your phone using Mavenlink's HTML mobile app.

Budgeted Projects & Tasks

Set a project budget to track spend as the work is delivered. Time and expenses logged show up as budget used, making it easy to monitor the spend rate.

Time Cards & Expense Reports

Enable time and expense approvals to review submitted time entries and expenses reports before they are invoiced. Managers can review and accept/reject with notes to the project participant.

Invoicing & Online Payments

Create and submit invoices for billable projects within the project workspace. Include fixed fee deliverables, time and materials, expenses, or all three. Roll-up multiple projects for a single client into one invoice. Accept online payment via Paypal to accellerate cash collection.

Project / Job Costing

Calculate the cost of delivering a project. Specify the hours required by each resource, and Mavenlink uses the cost rates for those resources to create a total cost.

Rate Cards (Cost & Bill Rates)

Set bill rates at the role level with rate cards. The appropriate rate will apply automatically when time is scheduled or tracked. You can create multiple rate cards for different projects, clients, currencies, and geographies.

Business
Intelligence

Business
Intelligence

With Mavenlink, you get access to tools that not only help you answer how your business is doing today, but also help you forecast out into the future so you can determine where your business is going. Get insight on your financials, your people, and your projects with performance analytics reporting.

Real-Time Analytics

Real-time reports to analyze Invoices, Expenses, Accounts Receivable, WIP, Project Details, Time Tracking, and Utilization.

Available in the following plan(s):
Expert-Built Reports

Twenty-six reports designed by a team of professional services veterans reveal the key metrics that impact the predictability and profitability of project-based businesses.

Available in the following plan(s):
Custom Reporting

Modify expert-built reports and design custom reports and executive dashboards with a powerful business intelligence engine. Automate time-consuming manual processes and build reports tailored to specific roles.

Available in the following plan(s):
Trend Analysis & Forecasting

Assess trends impacting margins, utilization rates and project delivery. Forecast future revenues to address issues before they impact performance.

Available in the following plan(s):
Data Visualization

Visualize business data using interactive graphs depicting past, present, and forecasted future performance. Quickly spot trends impacting success and drill down to identify root causes.

Integrations
& API

Integrations
& API

Mavenlink M-Bridge, an open and flexible API-based integration and extensibility platform, allows services-centric organizations to eliminate silos and disconnected processes. Easily integrate key apps, like CRM, ERP, HCM, office productivity, and workstream collaboration with Mavenlink.

Google Apps Integration

Share Google Drive files on posts in projects and on tasks. Access your Google Contacts to easily invite coworkers to projects. Sync your Mavenlink work with your Google Calendar and Google Tasks.

API Access

Connect your current tools and workflow with Mavenlink's robust, RESTful API. Mavenlink's API is so simple to use that our own mobile app is developed using our API.

Advanced Integrations ***

Connect your CRM, accounting, and development tools with Mavenlink using our integrations with Salesforce, Intacct, JIRA, NetSuite, and QuickBooks.

Available in the following plan(s):
SAML Single Sign-On (SSO) Support

Authenticate automatically and securely using an identity management tool. Mavenlink supports SAML, OpenID, and third-party identity providers.

Usage
& Configuration

Usage
& Configuration

Your Mavenlink experience can be customized to fit your company's needs, from incorporating your brand logo, colors, and owning a custom domain.

Custom Branding

Customize the Mavenlink experience to feel like an extension of your website and brand. Include your logo, company colors, and create customized project team names.

Custom Subdomain

Get a unique Mavenlink URL customized for your company.

Custom Fields

Tailor Mavenlink to your unique needs using Custom Fields. They can be added to any project task, team member, group, and client record. Use Custom Fields to synchronize information from other applications.

Available in the following plan(s):
Audit Logging

Get the visibility into what is happening across your Mavenlink account. See the who, when and what for key areas of your business operations including projects, tasks, user permissions, time entry and timesheet approvals.

Storage

Enterprise: 1TB
Premier: 100GB
Professional: 50GB
Teams: 10 GB

Services
& Support

Services
& Support

Mavenlink’s service offering was built to support the unique needs of services organizations and deliver success. Leverage proven methodologies and expertise that have been honed through thousands of implementations and client engagements to achieve intended business outcomes.

24/7 Live Support

Access support from a Mavenlink product expert around the clock. We offer 24/7 support via email or Live Chat.

Knowledge Base

Read helpful overview articles and FAQs on how to use the product and features to their full potential in our Knowledge Base.

Mavenlink Training Center

Watch dozens of training videos, ranging from short how-to tutorials to in-depth training webinars.

Professional Services

Accelerate your transition to Mavenlink with our Implementation Services Programs, Training, Data Migration and System Integration services.

Available in the following plan(s):
Uptime SLA

Guarantee Mavenlink's availability and performance with an enterprise Service Level Agreement (SLA).