Vicky Stamatopoulou on 1. February 2013
Those of you who have checked our new post series about “Merlin report templates” know by now…
Now let’s do some magic with the reports.
Report issues
To report issues recorded in your Merlin project, you may use the Classic Report (File > New Report > Classic Report), disable other outputted areas and enable just the Issues part. It will output only issues needed to be fixed.
This is another template outputting just issues. You may choose to output all remaining issues, those already fixed, those in progress, or unassigned and of course rejected ones, and to restrict if required the output to issues for which a specific resource is responsible.
Feel free to check the contained python file ‘MERIssuesReport.py’, “MERIssuesReport.wbl” or “Info.plist” to see how we group the output to the above named categories or how the options are defined. Feel free to modify this custom report further as you require for your needs.
An output sample: (more…)
Tags: Elements, Issues, Report, Templates
Written by Vicky Stamatopoulou
Vicky Stamatopoulou works at ProjectWizards. She contributes to the MacPM.net blog, Merlin user forums, or other web spaces of ProjectWizards. The content provided is about Merlin or Mac usage, documentation, AppleScripting, or customization.
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Vicky Stamatopoulou on 21. January 2013
Those of you who have checked our new post series about “Merlin report templates” know by now…
Now let’s do some magic with the reports.
Report element costs by type
Should you choose to record costs on elements of Merlin projects and define the cost type, you may want to have a report outputting costs by type.
So you need to get first all elements of a project. Following python method does so, excludes private elements…

(more…)
Tags: Costs, Customize, Elements, Merlin report template, Report
Written by Vicky Stamatopoulou
Vicky Stamatopoulou works at ProjectWizards. She contributes to the MacPM.net blog, Merlin user forums, or other web spaces of ProjectWizards. The content provided is about Merlin or Mac usage, documentation, AppleScripting, or customization.
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Vicky Stamatopoulou on 10. January 2013
Those of you who have checked our new post series about “Merlin report templates” know by now…
Now let’s do some magic with the reports.
Report billable costs entered on elements
Costs entered on elements may or may not be billable to your customers. This report may output such costs in a table.
So you need to get first all elements of a project. Following python method does so and excludes private elements.

(more…)
Tags: Billable, Costs, Customize, Elements, Merlin report template, Reports, Templates
Written by Vicky Stamatopoulou
Vicky Stamatopoulou works at ProjectWizards. She contributes to the MacPM.net blog, Merlin user forums, or other web spaces of ProjectWizards. The content provided is about Merlin or Mac usage, documentation, AppleScripting, or customization.
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Vicky Stamatopoulou on 17. April 2012
Merlin project management software integrates easily with lots of other Mac and Windows applications. For some applications you need to export/import files, with others you simply sync from Merlin. If you use Evernote to record your notes and want to transfer them to Merlin, you may now do so, by the use of the following script sample created in AppleScript.
It reacts on the Evernote selection and transfers selected notes to Merlin. Just select the notes you want to transfer in Evernote, call the script and see selected notes transferred in the top most opened Merlin project as file elements. Those elements can be then viewed even without connection to the Evernote account or the Evernote app on your Mac and are now part of your project.
Download: Evernote > Merlin AppleScript sample
Update on Jan 16th, 2013: Activated an alert informing about the inserted elements. Saved the AppleScript application as Applescript to avoid issues with Lion and Mountain Lion Gatekeeper.
Tags: Applescript, Elements, Evernote, Note
Written by Vicky Stamatopoulou
Vicky Stamatopoulou works at ProjectWizards. She contributes to the MacPM.net blog, Merlin user forums, or other web spaces of ProjectWizards. The content provided is about Merlin or Mac usage, documentation, AppleScripting, or customization.
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Vicky Stamatopoulou on 3. February 2012
This is a small “how to” showing how to access elements in Merlin projects over Applescript.
If you want to access all elements of a currently opened Merlin project:
tell application "Merlin"
set proj to root project of document 1
set myElements to deep elements of proj
repeat with aObj in myElements
get aObj
end repeat
end tell
If you want to access elements of the currently selected activity rows:
tell application "Merlin"
set myselection to selected object of main window of document 1 as list
repeat with aObj in myselection
get element of aObj as list
--to iterate in them
repeat with anElement in element of aObj as list
display dialog title of aObj & ": " & title of anElement
end repeat
end repeat
end tell

elements of… asks for the elements attached on the object itself. While deep elements of… asks also for elements attached in sub objects as well.
Tags: Applescript, Elements
Written by Vicky Stamatopoulou
Vicky Stamatopoulou works at ProjectWizards. She contributes to the MacPM.net blog, Merlin user forums, or other web spaces of ProjectWizards. The content provided is about Merlin or Mac usage, documentation, AppleScripting, or customization.
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Dave Prior on 27. May 2011
Ask any Project Manager if they think Risk Management is an important part of successful project management and they’ll all say yes. Ask them if they actually use Risk Management consistently throughout the entire project lifecycle and you’ll probably see far fewer hands go up.
In my own personal experience, I have found that there is almost nothing that eases the path of a project as much as a consistent and disciplined approach to Risk Management. There are two very simple reasons why a consistent approach to capturing, evaluating and managing risk is so critical to managing projects. (more…)
Tags: Dave Prior, Elements, Merlin, Project Manager, Risk Management
Written by Dave Prior
Vicky Stamatopoulou on 21. December 2010
As a project manager working with Merlin I would like to know if there are any quick and easy means of adding emails as attachments onto my project plans? I am using Apple’s standard Mail.app on a contemporary Mac OS X version.
Sure, just drag and drop emails from Mail directly onto activities of your Merlin project. Merlin will insert them as elements and list them in the according elements area as file elements. Should you want to read the contents of this email message later on, just select it in the elements area, and use the inspector to ‘open’ it again in Mail.app. It’s as simple as that.
Tags: Elements, Mail, Mail messages, Merlin, Merlin 101
Written by Vicky Stamatopoulou
Vicky Stamatopoulou works at ProjectWizards. She contributes to the MacPM.net blog, Merlin user forums, or other web spaces of ProjectWizards. The content provided is about Merlin or Mac usage, documentation, AppleScripting, or customization.
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Vicky Stamatopoulou on 5. March 2010
The other day we received the following question in support:
We are testing Merlin for project management on the Mac and are very interested to use your solution but there is one functionality which seems to be not covered in the web access; we are not able to add elements (risk, issue, or files)
That’s correct. Merlin in the web module allows users working on other platforms to collaborate on Merlin files using a web browser*. It is not just another implementation of the Merlin Mac OS X application for the web.
While behaving similarly to the native Merlin application, its functionality and graphical user interface is deliberately minimalized** to insure better usability from web users not having deeper Merlin knowledge.
_
*) Supported web browser: IE7, IE8 in compatibility mode, Safari 4, Firefox 3
**) All differences between Merlin on Mac OS X and in the Web module: here
Tags: Elements, Merlin, Merlin Web
Written by Vicky Stamatopoulou
Vicky Stamatopoulou works at ProjectWizards. She contributes to the MacPM.net blog, Merlin user forums, or other web spaces of ProjectWizards. The content provided is about Merlin or Mac usage, documentation, AppleScripting, or customization.
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