Merlin – Project currency

How do I set the default currency of a Merlin project to Euro. It always shows GBP.

The currency symbol of a Merlin project is saved in the project settings; File > Project Settings > General > Currency Symbol.

You can define it as required. This change applies for the specific project you are currently editing.

The currency symbol for new empty projects defaults to the currency symbol of your Mac OS X preference pane: Language & Text > Region > Currency. Continue reading

Merlin – Port forwarding

When publishing a Merlin project and want to access it over the internet, port forwarding needs to take place. Users accessing the project over the internet call the external IP  address of the router, and the router forwards connections to the Mac sharing the Merlin projects. Read here to improve your understanding to connection requests.

If your router supports Universal Plug and Play (UPnP) or NAT Port Mapping Protocol*, you should enable “port forwarding” for the appropriate sharing service you need yours projects to be shared for in Merlin > Preferences > Sharing … 

…priorly to enabling web sharing over File > Publish > Web > Start

Merlin will then calculate the @ symbol to contain the external IP address of the router and the @ icon will finally turn from red to blue.

In the screenshot sample above, port forwarding is enabled for web sharing (applying also for iPhone sharing) but not for project sharing. That’s fine, you don’t need to enable port forwarding for project sharing if you don’t want to allow Merlin users to remotely open your shared projects over the internet.

If however your router does not support UPNP, so you had to configure your router to do port forwarding, there is no reason to enable ’port fowarding‘ in Merlin preferences. Merlin won’t receive the external IP address of the router, as the router replies only if it speaks UPNP. And even if you enable “port forwarding” in Merlin, you still get a red @ icon when sharing. Continue reading

Planned – Actual – Expected

When managing a project with Merlin, you can juggle with different kinds of values: given planned, planned, actual and expected.

Given Planned…’ values are values you enter while you schedule your project.

Actual Start’, ‘Actual End’, ‘% Complete’ are values you update while recording work done in your tasks. They may or may not contain any data. ‘Actual Work‘ will be then calculated based on above data.

Expected…’ and ‘Planned…’ values are calculated. That means, they will always contain data.

Planned values:

If you have entered given planned values for the task, milestone, activity group, assignment or resource the planned values, planned values will be equal to those given planned values. Planned values can also sum up given planned values on sub activities or assignments.

Expected values:

An activity which had not been started yet, has expected values based on the planned values.
An activity which is in progress, has expected values based on the actual and planned values.
A completed activity has expected values referencing only the actual values. Continue reading

Applescript – MS Word to Merlin

Can I import a selected list of activities from a MS Word document into Merlin as tasks?

Merlin can import various file formats.  For a complete list please check related topic in Merlin online help.

MS Word documents are most commonly used for long texts and maybe project or task scope description. Lists are usually recorded in MS Excel, GTD applications, or even mindmapping software. To import tasks out of an MS Word document, you should export it into a compatible format.

  • So you select in MS Word File > Save as… > Plain Text
  • MS Word prompts for the desired formatting and encoding
  • You save the file
  • You drag the plain text file to Merlin’s project listing and
  • map the field in the plain text to Merlin’s <title> column.
  • Merlin will then import the list into the existing project.

To quicken things however, we have created a small Applescript sample, which handles the current MS Word selection, goes through its paragraphs and enters them as tasks into an existing Merlin project.

If interested, feel free to download, use or modify as you like.  Continue reading