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Learning

Project Creation

  1. 1

    Brainstorming and Mind Mapping

    Brainstorm project ideas straight into a mind map: add branches, zoom and filter in Merlin Project to see the big picture. Create your first mind map now.

  2. 2

    From Mind Map to Project Plan

    Turn your mind map into tasks: Merlin Project converts each branch into an activity in the Work Breakdown view. Follow the open day example step by step.

  3. 3

    Adding Context & Logic

    Link activities with dependencies, add context to tasks and plan buffers so your schedule holds. Learn it step by step in Merlin Project with an example.

  4. 4

    Setting up Resources

    Add resources in Merlin Project: people, material, companies or equipment. Assign them to activities and plan your team's work. Follow the step-by-step guide.

  5. 5

    Setting up Costs

    Plan your project budget in Merlin Project: set the budget, enter costs and check the balance, each in its own inspector tab. Set up your project costs now.

  6. 6

    Managing Attachments

    Attach checklists, events, files, information, issues and risks directly to activities in Merlin Project, so every detail sits where the work happens. See how.

  7. 7

    Setting up and Using the Library

    Save activity groups, resources and project structures in the Merlin Project library, then drag them into new projects. Open it with F3 and start building.

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