How to Plan Your Year with Merlin Project
New years bring new resolutions and new plans. Successful project planning requires aligning content, people, and tasks efficiently. The roadmap method simplifies this process, making it clear and visual. With Merlin Project, you can create a roadmap quickly and effortlessly.
Find vs. Filter
There are two ways to search and find content in Merlin Project. One is by Find, another by using Filters. When to use one, or the other?
Find
Find searches the entered string and highlights it on visible columns. You may use search patterns or enter a string to be replaced with. So if you want to search for (and replace) some text in your notes, you need to enable the 'Notes' column first, or switch to the pre configured view 'Work breakdown > Notes' which contains your text columns.
Filter
Another option would be to filter the view. You can create a new filter, select in its criteria the 'Notes' column and enter the string you are looking for. So if you want to filter the rows no matter if the column 'Notes' is visible or not, you enable a filter.
Merlin Project 4.1.1 Is Released
Just before the Holidays we have released version 4.1.1, another maintenance update of:
Download the new versions by means of the function "Check for updates …" or directly from here.
Contact Support
You have a question or need support? We are always available for you by e-mail and will answer at short notice.
Please contact us, even if you feel you are not sure which information is important for us. Click the button, your mail client will open with an email to support@projectwizards.net.
Feel free to ask
Which information do you need from me in order to answer my question?
The following information is automatically requested in the e-mail to us:
Some questions can only be answered in context. For example, some functions are only available in certain versions or on certain devices.
Why do you need my project file?
If you contact us with a question or a problem, we want to help you as quickly and specifically as possible. In some cases, we will therefore ask you for a copy of your project file. We are fully aware that such files often contain confidential and sensitive information. Technical details…
Can I protect sensitive data?
Yes. Anonymize project files before sending them and only include necessary parts. On the other hand, you can rely on us to always handle your data with the utmost care and absolute confidentiality.
Why don't you offer telephone support?
We can efficiently bundle information (logs, files, screenshots) by e-mail and help you more quickly.
You say ‘at short notice’ - does that also apply at weekends?
We respond Monday to Friday within our working hours.
This article was last updated on July 30th, 2025.
Templates vs. Library
When to use the library instead of templates.
Templates contain the complete structure of a project. When saving a template, there are options to keep the actual values, user and styles of the original project.
When you create a new project from a template, you get a new file with its own Document ID. Just save and enter a new file name. There you go.
So use a template to get easily and free of conflicts complete new projects.
Another case is when you have recurring parts in one project you would like to use in different files. That could be groups with activities and resources.
You drag the groups to the library.
In a different project simply drag the group(s) of your choice back into the outline.
The library is a recycling-kit for different project snippets.
