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Working with other programs

Merlin Project supports all key file formats for importing and exporting data.

Import

  • CSV (supports various line break, field break and file encoding settings etc.),
  • iCalendar
  • Merlin Project 4, 3 & Merlin 2
  • Microsoft Project (direct import of .mpp files from MS Project 2003, 2007, 2010, 2013 and 2016 as well as XML and MPX)
  • MindManager / FreeMind / NovaMind 4 & NovaMind 5
  • Omniplan 2
  • OPML
  • XML (all Merlin Project fields)

Export

  • CSV (supports various line break, field break, and file encoding settings, etc.)
  • iCalendar
  • HTML,
  • Images (PDF, PNG, JPG, JPEG 2000, TIFF, BMP, GIF, all with watermarks and other settings)
  • MindManager / FreeMind (optionally with HTML display module) / NovaMind 5
  • Microsoft Project (direct export of MS Project XML)
  • OPML
  • XML (all Merlin Project fields)

Merlin Project Express supports all key file formats for importing and exporting data.

Import

  • CSV (supports various line break, field break, and file encoding settings, etc.)
  • iCalendar
  • Merlin Project & Merlin 2
  • Microsoft Project (direct import of .mpp files from MS Project 2003, 2007, 2010, and 2013 as well as XML and MPX)
  • MindManager / FreeMind / NovaMind 4 & NovaMind 5
  • Omniplan 2
  • OPML
  • XML (all Merlin Project fields)

Export

  • CSV (supports various line break, field break, and file encoding settings, etc.)
  • iCalendar
  • Images (PDF, PNG, JPG, JPEG 2000, TIFF, BMP, GIF, all with watermarks and other settings)
  • OPML
  • XML (all Merlin Project fields)

More import and export formats are available in Merlin Project.

When you drag an Address Book card onto an activity, either directly from the macOS Address Book application or out of Merlin Project's “Library” dialogue, it will get assigned to this activity and appear in our project management software as a resource. This resource remains linked to the original entry in the Address Book. Changes in the Address Book card, will get transferred automatically to the various Merlin Project documents where this resource has been assigned to.

Sometimes there could be an issue though in recognizing the prime email address and setting this for the resource. We had reported this issue to Apple in year 2004 as tested the first version of Address Book, but a solution had not been released yet.

Fortunately there is an API to the Address Book, which developers can use when wanting to create add-ons for it.
Taking advantage of this fact we have created an Address Book add-on solving the issue of primary email address and phone number. Our primarily in 2005 released add-on, repairs Address Book and helps Merlin Project getting the appropriate data for the resources. You can get it for free and it is very easy to install:

  • Download the Address Book Add-On
  • You extract the zip archive and copy the 2 included files into the following directory “~/Library/Address Book Plug-Ins” (~ : stands for your home directory)

Yes, Merlin Project can open, import and export MS Project files.

Exported calendars (like iCal, Google-Calendar or others) are often saved in the ics file format. Older versions of our software, Excel or similar spreadsheet applications cannot read this file format, which makes it impossible to easily use the calendar data there.

For some time now, there is a small tool that converts files from the ics- to the csv file format on our website.

This function is also integrated into Merlin Project. It enables you to open an ics calendar and get its events converted into activities directly within the software.

The todo application Things is often used by project managers for the micro management within projects. Therefore, the question of data exchange between the two programs is obvious.

The easiest option is the data transfer via AppleScript. Download this complimentary AppleScript and open it in the macOS ScriptEditor.

From Merlin Project to Things…
Script 'Things' transfers items of your project scheduling to Things. You may forward just selected items or the complete scheduling.

To transfer the selection, simply select tasks (in a work breakdown view) or resources (from a resources or assignments view) and call the script. When prompted how the script should work, choose 'Selection'.
If you want to transfer all activities of the project, just click any row and choose 'Transfer all'.

Note A new project by the name of your project will be created in Things. The to dos will show the title and expected start (or optional expected end) of the Merlin / Merlin Project items.

From Things to Merlin Project…
'Things > Merlin' can be used to insert todos from Things as activities in a Merlin Project.

Simply open the Merlin Project you would like to get the information inserted, select the todos in Things and call the script.

'Things > Mail > Merlin' can be used to export todos from Things for a Merlin Project user on other mac. It creates an email with a Merlin Project attached and saved in XML format which can be forwarded to any user or directly opened by Merlin Project 5.

Note The Merlin Project user should check the project start date in Settings > General > Date Presets > Start… and adjust if required to match earlier or later planned start dates of the imported data.

For further information, see within the AppleScripts.


Note To AppleScripts from ProjectWizards: You may incorporate this ProjectWizards sample code into your program(s) without restriction. This ProjectWizards sample code has been provided "AS IS" and the responsibility for its operation is yours. You are not permitted to redistribute this ProjectWizards sample code as "ProjectWizards sample code" after having made changes. If you're going to redistribute the code, we require that you make it clear that the code was descended from ProjectWizards sample code but that you've made changes.

The todo application OmniFocus is often used by project managers for the micro management within projects. Therefore, the question of data exchange between the two programs is obvious.

The easiest option is the data transfer via AppleScript. Download this complimentary AppleScript and open it in the macOS ScriptEditor. For further description, see within the AppleScript.

It transfers selected activities into a new project of OmniFocus.

Simply select activities in a work breakdown view and call the script. You may priorly filter your activities on the main view, or select activities in a Details view.

Note Scripting OmniFocus is a Pro feature. So the script will fail in other case.


Note To AppleScripts from ProjectWizards: You may incorporate this ProjectWizards sample code into your program(s) without restriction. This ProjectWizards sample code has been provided "AS IS" and the responsibility for its operation is yours. You are not permitted to redistribute this ProjectWizards sample code as "ProjectWizards sample code" after having made changes. If you're going to redistribute the code, we require that you make it clear that the code was descended from ProjectWizards sample code, but that you've made changes.

The application Timeline 3D is often used by project managers for creating special timelines within projects. Therefore, the question of data exchange between the two programs is obvious.

The easiest option is the data transfer via AppleScript. Download this complimentary AppleScript and open it in the macOS ScriptEditor.

It transfers items of your project scheduling to Timeline 3D. You may forward just selected items or the complete scheduling.

To transfer the selection, simply select tasks (in a work breakdown view) or resources (from a resources or assignments view) and call the script. When prompted how the script should work, choose 'Selection'.
If you want to transfer all activities of the project, just click any row and choose 'Transfer all'.

Note A big project with lots of tasks may be difficult to be rendered by Timeline 3D in the 3D view.

For further information, see within the AppleScript.


Note To AppleScripts from ProjectWizards: You may incorporate this ProjectWizards sample code into your program(s) without restriction. This ProjectWizards sample code has been provided "AS IS" and the responsibility for its operation is yours. You are not permitted to redistribute this ProjectWizards sample code as "ProjectWizards sample code" after having made changes. If you're going to redistribute the code, we require that you make it clear that the code was descended from ProjectWizards sample code, but that you've made changes.

The application TaskPaper is often used by project managers for creating lists and getting organized. Therefore, the question of data exchange between the two programs is obvious.

The easiest option is the data transfer via AppleScript. Download this complimentary AppleScript and open it in the macOS ScriptEditor.

It transfers all child activities of your project scheduling to TaskPaper.

Just open the project you want to export as TaskPaper file, and run the script. It creates a TaskPaper file (located on your Desktop folder) which you can open in a second step using TaskPaper.

Note A big project with lots of activities may take some time to be exported.

For further information, see within the AppleScript.


Note To AppleScripts from ProjectWizards: You may incorporate this ProjectWizards sample code into your program(s) without restriction. This ProjectWizards sample code has been provided "AS IS" and the responsibility for its operation is yours. You are not permitted to redistribute this ProjectWizards sample code as "ProjectWizards sample code" after having made changes. If you're going to redistribute the code, we require that you make it clear that the code was descended from ProjectWizards sample code, but that you've made changes.

Evernote is a handy application for storing information in notes. Each note can be accessed via a link. These links can be inserted into Merlin Project in any title or text field.

There are two ways to do this:

  1. Link to the Evernote Web app:

    • Right-click or “control-click” the note you wish to link to in Evernote.
    • Click the “Copy Note Link to the Clipboard” option in the Evernote context menu.
    • Now insert the clipboard content into a Merlin Project title or text field.
  2. Link to the Evernote macOS app:
    • While pressing the “Alt” or “Option” key, right-click or “control-click” the note you wish to link to in Evernote.
    • Click the “Copy Classic Note Link” option in the Evernote context menu.
    • Now insert the clipboard content into a Merlin Project title or text field.

You can now view and edit the link in the existing views of Merlin Project. To call the link, click the underlined link from the particular field where you inserted it. To edit it, click the particular field once. Select the complete link’s string and then right-click it once again to select the “Edit Link...” option in the context menu.

The note taking application Evernote is often used by project managers for the extended documentation. Therefore, the question of data exchange between the two programs is obvious.

First, you should think about linking. Every text field in Merlin Project can receive a hyperlink. Conveniently, Evernote offers the access to each note via hyperlink. Add these links simply in Merlin Project. For how to do that, please (see also here).

Another option is the data transfer via AppleScript. Download this complimentary AppleScript and open it in the macOS ScriptEditor.

From Merlin Project to Evernote…
Script 'Evernote' transfers items of your project scheduling to Evernote. You may forward just selected items, or the complete scheduling.

To transfer the selection, simply select tasks (in a work breakdown view) or resources (from a resources or assignments view) and call the script. When prompted how the script should work, choose 'Selection'.
If you want to transfer all activities of the project, just click any row and choose 'Transfer all'.

Note A new notebook by the name of your project will be created in Evernote. Notes will show the title, notes and tags of the Merlin items.

From Evernote to Merlin Project…
Script 'Evernote>Merlin' can be used to link information from Evernote notes to a Merlin Project.

Simply open the Merlin Project you would like to get the information attached, select the notes in Evernote and call the script.

Note Information attachments will be inserted with links to the Evernote notes. They are all attached to the project row (ie row #0) and contain an URL of the individual evernote note. The script won't create new information for already linked notes.

For further information, see within the AppleScripts.


Note To AppleScripts from ProjectWizards: You may incorporate this ProjectWizards sample code into your program(s) without restriction. This ProjectWizards sample code has been provided "AS IS" and the responsibility for its operation is yours. You are not permitted to redistribute this ProjectWizards sample code as "ProjectWizards sample code" after having made changes. If you're going to redistribute the code, we require that you make it clear that the code was descended from ProjectWizards sample code, but that you've made changes.

Calendar app in OS X keeps you on schedule. As such, the question concerning data exchange between the two applications is a pertinent one, and is very useful for project managers to know the answer to.

The simplest way is to transfer data via Export or Publish.

But if you only want to transfer selected event attachments from Merlin Project to Calendar, or events from Calendar to Merlin Project, you can do this using AppleScript. Download this complimentary AppleScript and open it in Script Editor.

From Merlin Project to Calendar…
The »Calendar« script transfers selected events to Calendar.

You can transfer a selection by selecting events in an Attachments view and then calling the script. When prompted, select the Calendar into which you want to import the events.

Note

  • "Calendar" may take a little while longer to refresh and display the new events. If you can’t see the events right away in the selected Calendar, you can perform a search to ensure the events have actually been inserted.

  • To call the script quickly and easily (via 'File > Actions') , place it in the scripts folder of "Merlin Project". You can open the scripts folder by clicking 'File > Actions > Show Scripts Folder' in Merlin Project.

From Calendar to Merlin Project...

The »Calendar>Merlin« script transfers events from "Calendar" to Merlin Project in the form of attachments.

Open a project in Merlin Project, in Calendar select the events you want to transfer, and run the script.

Note If you place the script in the scripts folder of "Calender" (~/Library/Scripts/Applications/Calendar), you can call this script from the Scripts menu of the macOS menu bar.

For further information, see the AppleScript.


Note about ProjectWizards AppleScripts: You may incorporate and use the AppleScripts and other examples in your program(s) free of charge and without restriction. The scripts are always provided “as is” and for demonstration purposes only. We will be pleased to help you with any questions regarding the scripts, but ultimate responsibility for operation lies exclusively with you. You may change the scripts and distribute them to third parties free of charge. If you do so, make it clear which changes you made and that the base code originated from ProjectWizards.

Project Management with a bit of Magic!

Merlin Project combines traditional methods with Kanban.