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Merlin: PM Templates

Vicky Stamatopoulou on 4. February 2010

It’s so easy starting new projects in Merlin. It comes with a number of PM templates for you to use. Simply call File > New Project… and choose the appropriate one. Do you want to hire a consultant, plan product design, engineering projects, software development, etc? You are all setup with Merlin.

In Merlin’s user forum in Google and in support we find occasionally the question, where one could find more project management templates.
The answer to it is as always: in the internet. Just google for it. You will find lots of different templates in various formats; MS Excel, MS Word, PDF, Powerpoint, MindMap or MS Project. Some of the templates are free, for others you need to pay a fee either on download or for a forum membership.

Tips:

  • To open an MS Project template in Merlin, simply change its file ending from .MPT to .MPP and then drag & drop it onto Merlin’s application icon.
  • Microsoft offers free templates for download. Some of them are saved in CAB packages,
  • which can get expanded by the Stuffit Expander (free of charges utility).
  • To save the files as Merlin templates, open them first and call afterwards ‘File > Save as template… ‘

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4 Comments »

  1. Pingback by Merlin: Coloring priorities » MacPM (February 11, 2010 @ 4:11 pm

    [...] have already wrote about the various PM templates Merlin has built-in. One of them is called ‘ToDo List’. It was implemented, as the name [...]

  2. Comment by Jenny Alekna (March 16, 2010 @ 1:34 pm

    Hello,
    First of all I would like to say I am a big fan of Merlin!
    But I have one query that I can’t see available in Merlin. I would like to be able to send an email on each ‘individual’ activity on a merlin project. I already know that you can do a report on all activities.

    For example every time I create a new activity is it possible to trigger a email to the person assigned to that activity. Also could the email include information about the activity such as the start & end date.

    Is this something I can do now if yes can you let me know how to do this. If it is not possible please can this option be added in.

    Many Thanks
    Jenny
    SP Group
    Technical Administrator

  3. Comment by Vicky Stamatopoulou (March 16, 2010 @ 2:28 pm

    Hello Jenny and thank you for your comment. So you don’t want an email with all assignments of a resource, which is already possible over an applescript we developed.

    You would like emails containing just one activity, the newly created one to be send to its assignment?

    If so, just give me some time to write one :-)
    Best regards, Vicky

  4. Comment by Vicky Stamatopoulou (March 16, 2010 @ 3:56 pm

    Here you are, just use the script listed at the end of this blog post:-)

    MERLIN: APPLESCRIPT SENDING AN ACTIVITY LIST TO ASSIGNED RESOURCES

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