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Intro

Mavenlink provides software and services for advanced project management, task collaboration, resource allocation, work management, and professional services automation. To learn more about the Mavenlink API, visit their page (http://developer.mavenlink.com/ ). You connect to your Mavenlink account in the Data Center. This topic discusses the fields and menus that are specific to the Mavenlink connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Connector.

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Prerequisites

To connect to your Mavenlink account and create a DataSet, you must have a Mavenlink username and password. This section enumerates the options in the Credentials and Details panes on the Mavenlink Connector page. The components of the other panes on this page, Scheduling, and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Connector.

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Credentials Pane

The Domo Mavenlink connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Mavenlink accounts in Domo) to open the Mavenlink OAuth screen where you can enter your Mavenlink credentials. Once you have entered valid Mavenlink credentials, you can use the same account any time you go to create a new Mavenlink DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector Accounts.
Note: If you are already logged into Mavenlink when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of Mavenlink.
Once you have entered valid Mavenlink credentials, you can use the same account any time you go to create a new Mavenlink DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector Accounts.

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Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Mavenlink report you want to run. The following reports are available:

Report Name

Description

Account Memberships

Returns memberships within your account.

Custom Fields

Returns a list of custom fields.

Custom Field Choices

Returns a list of custom field choices.

Custom Field Sets

Returns a list of custom field sets.

Custom Field Values

Returns a list of custom field values.

Expenses

Returns expenses that allows users to track non-timed items of work or expense.

Expense Categories

Returns a list of expense categories.

Invoices

Returns a list of invoices.

Invoice Time Entries

Returns a list of invoice time entries.

Invoice Fixed Fee Items

Returns a list of fixed-fee items.

Invoice Workspaces

Returns a list of invoice workspaces.

Latest Status Reports

Fetches the latest status per workspace.

Project Templates

Returns a list of project templates.

Project Template Assignments

Returns a list of project template assignments.

Status Reports

A Status Report represents a snapshot of a Workspace’s status across several categories at a moment, and it returns a list of structured Status Reports.

Stories

Returns a list of stories (tasks) used to track productivity.

Story Allocation Days

Returns a list of story allocation days, which allocate a planned amount of time to an assignment for a given day.

Story Assignments

Returns a list of story assignments, which connect users with stories (tasks).

Story Tags

Returns a list of story tags.

Story Tasks

Returns a list of story tasks.

Time Entries

Returns a list of time entries, which allows Mavenlink users to track timed items of work.

Users

Returns a list of users participating in Mavenlink workspaces.

Workspaces

Returns a list of Mavenlink workspaces or projects.

Workspace Allocations

Returns a list of workspace allocations.

Workspace Groups

Returns a list of workspace groups.

Workspace Group Projects

Returns a list of workspace group projects.

Workspace Participants

Returns a list of workspace participants.

Workspace Permissions

Returns the project permissions for the authenticated user.

Workspace Resources

Returns a list of workspace resources of the selected workspace.

Workspace Timesheet Submissions

Returns a list of workspace timesheet submissions.

Target Utilization Hour

Billable utilization target for an account member.

Time Off Entries

Represents the time and dates that a user has requested off from work.

Workweeks

A list of every default workweek that belongs to the Account.

Subscribed Events

Returns the records for all event types.

Show Archived Stories

Select whether you want your report to include archived stories.

Include Archived Workspaces

Select whether you want your report to include archived workspaces.

Show Deleted Stories

Select whether you want your report to include deleted stories.

Subject Type

Select whether you want to retrieve data about stories, workspaces, or users.

Date Type

Select whether you want to pull data for a specific date or a date range.

Date

Select whether the report data is for a specific date or a relative number of days back from today.

Date Picker

Select the date for the report.

Date Offset

Enter the number of past days that should appear in the report.

Date From

Specify whether the first date in your date range is specific or relative. You select the last date in your range in Date To .

Date To

Specify whether the second date in your date range is specific or relative. You select the first date in your range in Date From .

Date From Picker

Select the first date in your date range.

Date To Picker

Select the second date in your date range.

Date From Offset

Enter the number of the farthest day back that should be represented in the report. Combine with Date To Offset to create a range of represented days.

For example, if you entered 10 for Date From Offset and 5 for Date To Offset , the report would contain data from 10 days ago up until 5 days ago.

Date To Offset

Enter the number of the most recent day back that should be represented in the report. Combine with Date From Offset to create a range of represented days.

For example, if you entered 10 for Date From Offset and 5 for Date To Offset , the report would contain data from 10 days ago up until 5 days ago.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.