Who Should Take This Course?

Is this course right for you?

  • Self-Serve Clients

    If you are a client accessing the Mavenlink Training Center from the Mavenlink application, and you're paying monthly or annually directly through the Mavenlink Website, consider taking this Mavenlink Core Product Training Course to help you get up to speed quickly in Mavenlink.

  • MavenOps Clients

    If you are a client who is currently engaged in MavenOps professional services should consider signing up for this Mavenlink Core Product Training Course. Please consult with your Client Success Manager or Business Consultant as necessary before purchasing or registering for this training course.

  • Current Clients - Non-MavenOps

    If you are a client of Mavenlink on an annual contract and you are seeking a deeper understanding of the Mavenlink solution, please consult with your Client Success Manager as necessary before purchasing or registering for these training courses. Consider taking this Mavenlink Core Product Training Course.

Course Curriculum

All that is included in this course:

  • 1
    Before You Begin...
  • 2
    Introduction
  • 3
    Mavenlink User Interface Introduction
  • 4
    Administration Fundamentals
  • 5
    Project Workspace Management
  • 6
    Project Financials
  • 7
    Resource Management Fundamentals
  • 8
    Project Reporting
  • 9
    Additional Technical Offerings
  • 10
    Reference Materials
  • 11
    Your Feedback!
  • Introduction to the Mavenlink Core Product Training Course FREE PREVIEW Mavenlink Core Product Training - Student Guide FREE PREVIEW Mavenlink Core Product Training - Lab Template CSV Mavenlink Core Product Training - Student Lab Guide
  • Introduction - Demonstration Video Introduction - Checkpoint Quiz
  • User Interface Introduction - Demonstration Video Left-Hand Navigation - Demonstration Video User Interface Introduction - Hands-On Student Lab Exercise - PDF User Interface Introduction - Checkpoint Quiz
  • Understanding Permissions in Mavenlink - Demonstration Video Understanding Permissions in Mavenlink - Hands-on Student Lab Exercise Understanding Permissions in Mavenlink - Checkpoint Quiz General Settings - Demonstration Video General Settings - Hands-on Student Lab Exercise General Settings - Checkpoint Quiz Customization Settings - Demonstration Video Customization Settings - Hands-on Student Lab Exercise Customization Settings - Checkpoint Quiz People Settings - Demonstration Video People Settings - Hands-on Student Lab Exercise People Settings - Checkpoint Quiz
  • Project Organizational Views - Demonstration Video Project Organizational Views - Hands-on Student Lab Exercise Project Organizational Views - Checkpoint Quiz Project Creation, Set-Up and Configuration - Demonstration Video Project Creation, Set-Up and Configuration - Hands-on Student Lab Exercise Project Creation, Set-Up and Configuration - Checkpoint Quiz The Mavenlink Project Workspace - Demonstration Video The Mavenlink Project Workspace - Hands-on Student Lab Exercise The Mavenlink Project Workspace - Checkpoint Quiz
  • Project Financial Administration & Settings - Demonstration Video Project Financial Administration & Settings - Hands-on Student Exercise Lab Project Financial Administration & Settings - Checkpoint Quiz Task Financial Features - Demonstration Video Task Financial Features - Hands-on Student Lab Exercise Task Financial Features - Checkpoint Quiz Time Tracking and Approvals Expense Tracking and Approvals Time & Expense Approvals - Hands-on Student Lab Exercise - PDF Time & Expense Approvals - Checkpoint Quiz Project Accounting - Invoicing and Payments Project Accounting – Invoicing and Payments - Hands-on Student Lab Exercise - PDF Project Accounting – Invoicing and Payments - Checkpoint Quiz
  • Resource Management Fundamentals - Demonstration Video Resource Management Fundamentals - Checkpoint Quiz Estimate & Plan Stage - Demonstration Video Estimate & Plan Stage - Hands-on Student Lab Exercise Estimate & Plan Stage - Checkpoint Quiz Deliver Stage - Demonstration Video Deliver Stage - Hands-on Student Exercise Deliver Stage - Checkpoint Quiz Analyze and Optimize Stage - Demonstration Video Analyze and Optimize Stage - Checkpoint Quiz
  • Analytics and Insights Overview - Demonstration Video Analytics - Hands-on Student Exercise - PDF Mavenlink Insights - Hands-on Student Exercise - PDF Analytics - Presentation Video Mavenlink Insights Standard Dashboards
  • Additional Technical Offerings - Presentation Video Additional Technical Offerings - PDF
  • Module 1 - Introduction - PDF Module 1 - Introduction - Presentation Video FREE PREVIEW Module 2 - User Interface Introduction - PDF Module 2 - User Interface Introduction - Presentation Video Module 3 - Administration Fundamentals Overview Module 3 - Administration Fundamentals - Overview Module 3.1 - Understanding Permissions in Mavenlink - PDF Module 3.1 - Understanding Permissions in Mavenlink - Presentation Video Module 3.2 - General Settings - PDF Module 3.2 - General Settings - Presentation Video Module 3.3 - Customization Settings - PDF Module 3.3 - Customization Settings - Presentation Video Module 3.4 - People Settings - PDF Module 3.4 - People Settings - Presentation Video Module 4 - Project Workspace Management Overview Module 4 - Project Workspace Management - Overview Module 4.1 - Project Organizational Views - PDF Module 4.1 - Project Organizational Views Module 4.2 - Project Creation, Set-Up and Configuration Module 4.2 - Project Creation, Set-Up and Configuration Module 4.3 - The Mavenlink Project Workspace - PDF Module 4.3 - The Mavenlink Project Workspace - Presentation Video Module 5 - Project Financials Overview Module 5 Overview - Presentation Video Module 5.1 - Account and Project Administration and Settings - PDF Module 5.1 - Account and Project Administration and Settings - Presentation Video Module 5.2 - Task Financial Features - PDF Module 5.2 - Task Financial Features Module 5.3 - Time & Expense Tracking and Approvals - PDF Module 5.3 - Time & Expense Tracking and Approvals - Presentation Video Module 5.4 - Project Accounting - Invoicing and Payments - PDF Module 5.4 - Project Accounting Invoicing and Payments - Presentation Video Module 6 - Resource Management Fundamentals Overview - PDF Module 6 Overview - Presentation Video Module 6.1 - Resource Management Fundamentals - PDF Module 6.1 - Resource Management Fundamentals - Presentation Video Module 6.2 - Estimate and Plan Stages - Resource Managers - PDF Module 6.2 - Estimate and Plan Stages - Resource Managers - Presentation Video Module 6.3 - Deliver Stage - Project Managers - PDF Module 6.3 - Project Delivery - Deliver Stage - Presentation Video Module 6.4 - Analyze & Optimize Stage - Key Stakeholders - PDF Module 6.4 - Anaylze and Optimize Stage - Key Stakeholders - Presentation Video Module 7 - Project Reporting Overview - PDF Module 7 Overview - Presentation Video Module 7.1 - Project Reporting Options - PDF Module 7.1 - Project Reporting Options - Presentation Video Module 7.2 - Project Reporting - Analytics Reports - PDF Module 7.3 - Project Reporting - Mavenlink Insights Standard Dashboards
  • Post Course Survey (Optional)

Become a Mavenlink Expert

The Mavenlink Core Product Training Course curriculum is designed to help team members become higher performers. The following information is included:

  • Presentations

    Expert-built module presentations will introduce all terms, concepts and details about the product that will empower you and your team as you work in Mavenlink.

  • Demonstration Videos

    Follow along with a demonstration of the module materials and take a tour of the product with an experienced Mavenlink trainer.

  • Hands-On Exercises

    This is the area to put into practice all that you've learned from the presentation and demonstration videos. Hands-on activities and lab exercises are provided as part of the course curriculum throughout the entire program.

Course Pricing

Purchase this comprehensive training course and start learning today!

Can't Decide? Let Us Help!

If you have any questions, please contact Training@Mavenlink.com

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DISCLAIMER:
While the information covered in this course will be most applicable to the Premier license level, it can be viewed by Teams, Professional or Premier licensed members of Mavenlink. At the time this course was completed, all information contained within was as accurate as possible. However, software such as Mavenlink continuously evolves through to improve the experience for all users resulting in inevitable content changes. As a result, Mavenlink provides additional dynamic assistance via our help and support channels. If you find an issue or run into a problem with this material, please email training@mavenlink.com.