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Merlin One-on-One

on 23. December 2011

ProjectWizards is now offering personal one-on-one training and coaching for Merlin users via the web. If you are interested in scheduling time with a Merlin Trainer who is focused specifically on how you are using Merlin and the specific challenges you are working through, then please send us an email at coach@projectwizards.net.

The agenda for the time you book is entirely up to you, but should focus on the use of Merlin on Mac OS X and Project Management. The more detail you can bring to the session about the particular issues you are facing, the easier it will be for us to make sure the time is spent addressing the things you are most concerned about.

The cost for the session is $200/hour with a 2-hour minimum. Sessions are conducted via GotoTraining and payment must be made before the session begins. The availability is limited, orders will be handled first come, first serve.

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Written by Frank Blome
Frank Blome is the CEO of ProjectWizards. He is also active on Google+.
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Merlin: Create column sets in Merlin and select them in the web browser

on 7. July 2011

In Merlin you can setup the columns individually. You may switch off the visibility of the per default displayed columns, or choose to display others. You may change their order by drag & drop on the display, and of course change their width.

As soon as you have the desired setup you can save it as a “Column Set”. To do so, ctrl (or right) click the column titles and call “Column Sets > Save…”.
Column Sets > Save…

Merlin brings up a dialogue for you to type in the name of the column set. You have the option to save (more…)

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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. Google+
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Merlin: Applescript splitting activity

on 11. May 2011

From time to time we get asked whether it is possible to split an activity in Merlin so it can be assigned to various resources at different time periods. Well, you will not find an explicit function doing so, but if you like, you may use the following AppleScript.

If you save it under ~/Library/Application Support/Merlin/SendToMenu it will always be accessible in Merlin over the File > Send To submenu.

(*
	This script can split an activity into two. Keeps assignments and can enter lead or lag between them.
	Version 1.0
        Written by Vicky Stamatopoulou
	For ProjectWizards
	Nov 4, 2009

	version 1.1
	changed on May 11, 2011
	changed by Vicky Stamatopoulou
	info: added more error checks

        version 1.2
        changed on May 23, 2011
        changed by Vicky Stamatopoulou
        info: solved an issue with assignments, completion percentage, and actual start date. 
*)

(more…)

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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. Google+
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Merlin: Adjusting time rulers in the Gantt chart

on 29. April 2011

Merlin displays two ruler grid levels for the time line on the Gantt chart per default for new empty projects. One in days and another in calendar weeks. Depending on the planned work values of your activities, you may want to zoom in or out the time scale. To do so, simply click the according buttons on the bottom of the window.

MerlinSchnappschuss008

Should you however need more ruler grid levels,  you may define up to four. To add another grid, just click on the arrow pointing down on the right end of a grid level and select ‘Add top row’.

MerlinSchnappschuss006

(more…)

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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. Google+
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Merlin – Exceptional working days

on 16. February 2011

If you want to enter some exceptional working days in a Merlin project, for example when needing to plan and schedule work during the weekend, you do this in the ‘working time’ inspector.
If you need this information for the whole project, you click the top most entry in the activities views. You switch to the ‘working time’ inspector and add an exception for the specific date in the ‘exceptions’ tab. (more…)

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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. Google+
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Merlin Server – Setup web access across networks

on 1. February 2011

enable MerlinServerWe have described in a previous post how to share projects for iPhones, iPads and iPod touches with Merlin Server.

This post shows how to do the same for enabling access by the web browser across networks. But a bit of theory first.

Web sharing on MerlinServer…

  • uses per default port 7080 for tcp protocol.
  • requires an enabled Project Sharing service.

And the router usually blocks cross networks connections if not mentioned otherwise

Now to the practical part… (more…)

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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. Google+
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Merlin – Creating Milestones out of iCal todos

on 28. January 2011

With Merlin you can create proffessional project schedules. You can export or sync your tasks to iCal and have them in you calendar application. We have posted an AppleScript showing how one could export the tasks of the current selection.

You also know how to import an iCal calendar as exceptions to your project or resource’s calendar.

Creating tasks out of an iCal calendar is also possible by an AppleScript we wrote and posted here.

But what should you do, if you have entered lots of Todos in your iCal calendar and need these in Merlin? The short answer is: “Use an AppleScript”. The longer – because it contains the script as well – is, you can modify the script we have posted for transferring iCal events as tasks to Merlin so that it additionally handles iCal Todos. As todos have no duration, we decided to define them in Merlin as milestones. To make a long story shorter again, just check the following script:

(*
	This script requires iCal. It prompts the list of your iCal calendars for you to select the calendar out of which new tasks should be created in Merlin. It writes in the top most opened Merlin project.
	Version 1.0
        Written by Vicky Stamatopoulou
	For ProjectWizards
	Nov 3, 2010

	version 1.01
	changed on Jan 17, 2011
	changed by Vicky Stamatopoulou
	info: added support for todos, they will get created as milestones
*)

(more…)

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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. Google+
Integrating Merlin to...,Merlin,Merlin How To… | Comments (0)

Merlin – refresh resources’ address

on 21. January 2011

In Merlin you can utilize contacts from Address Book, MS Entourage or LDAP server as resources for your projects. We have described in the past how this helps when working on multiple projects and require a pool with “master resources“.

The idea is simple. As a mac PM you probably already use Address Book or MS Entourage to manage your contacts, so why entering this data again and again for each and every one new project? You simply insert a contact from the library in your Merlin project and Merlin links to the contact of the source application. If you click on the icon or  displayed next to the name of the resource, the relevant application will be started and the person in Address Book will be displayed. As the resources are linked to the relevant data record, all modifications you make in the source application can reflect back in Merlin.

To refresh the contact information of inserted resources, (more…)

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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. Google+
Integrating Merlin to...,Merlin,Merlin How To… | Comments (0)

Merlin – Transferring your license

on 7. January 2011

When wanting to install Merlin on a new mac and need to transfer your license from the old mac, just check the following path:

HD > Users > Your Username > Library > Application Support > Merlin > Licenses

Copy the license file(s) to the new Mac and download the actual version of Merlin from our website. Finally drag the license onto the Merlin icon.

Have you customized report templates as required for the management of your projects? Saved project templates, advanced searches, column sets or workspaces on your mac and want to transfer those files as well? Just check the paths mentioned here.

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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. Google+
Merlin,Merlin How To… | Comments (0)
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