Merlin Web – access and edit a project shared by Merlin Server

This is rather basic but since we get asked from time to time in support, please bear with us if you already are familiar with it, otherwise sit back and enjoy.

How do I edit my Merlin projects in the web browser? I share them over my Merlin Server.

Editing your Merlin projects on the web is easy.

  • Once you know their address (in this case the Merlin Server’s address) just use the address on a supported web browser*.
  • Merlin web shows no inspector, you edit the values in the shown columns directly.
  • Expected columns contain automatically calculated values, are thus not editable.
  • To edit your schedule use the column set ‘Time Planing’ and edit the ‘given planned… dates’. You can use the mini calendar or type the appropriate dates.
  • To update your schedule use the column set  ‘Project Reporting (Percent)’; or ‘Project Reporting (absolute)’ depending on the reporting mode you want to use.
  • To link or indent activities  use the according buttons.
  • Don’t forget to save your changes.

You may want to check the screencast showing how to enable Merlin Server, and access or edit the project in Safari afterwards: Continue reading

Merlin: Expected dates

set planned earliest start dateOne of the questions coming up in support now and then, is how to change expected or planned start dates in a project.  I have to admit I was a bit puzzled the first time I was confronted to this question. Being someone who simply loves to use inspectors and palettes I could not understand why would anyone really try and edit the values in the columns ‘planned start’ or ‘expected start’, when there is the ‘plan’ tab of the inspector.

So I suggested  to simply use the plan inspector and define there the desired dates instead.

In the meanwhile I understand that editing the values in the columns could be sometimes quicker than clicking the row first, switch to the inspector, select a date, click on the next activity row, back in the inspector, next date, etc…

So if you prefer editing the starting dates for your activities simply enable the display of the column ‘Given Planned Earliest Start’ and define the dates there. The columns ‘Expected Start’ and ‘Planned Start’ are calculated values, therefor not editable by the user.

Continue reading