Tag Archives: Progress

Merlin – when to enter an actual start when updating a task

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When managing a project with Merlin on your Mac you create your tasks and assign them to your resources. As your resources work on their tasks, you as a PM usually update your Merlin project by entering actual values and record progress.

There are various ways to record progress on your tasks:

  1. You use the ‘Actuals’ inspector
  2. You enter the completion % in the ‘plan’ inspector
  3. You enter the completion % in the according column in the outline.
  4. You select a completion % in the according sub menu of the context menu you get, when you right click a task.

Should you go for the first approach…
You enter first the actual start date and then the progress by entering the percentage of completed work or the absolute work done as explained here.

If you choose to directly enter the progress on the task (without defining an actual start date), Merlin assumes the actual start was the same as the planned start and enters this date as actual start.

Should there be a difference between the planned and actual start of the task, a grey Gantt element will be shown in addition (for the planned values).

Should you go for approach 2, 3 or 4…
Merlin assumes (as explained above) that the actual start was the same as the planned start and enters this date as actual start.

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Merlin iOS app – enter actuals to record progress and update your Merlin projects

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When managing a project with Merlin on your Mac you create your tasks and assign them to your resources. As your resources work on their tasks, you as a PM usually update your Merlin project by entering actual values and record progress.

Merlin user on an iOS device:

As a Merlin user editing a shared Merlin project on the iOS device with Merlin iOS app, you tap the i button of a task, switch to the ‘Actuals‘ and tap on ‘Edit‘… Depending on what you want to log, you enter actuals in ‘percentage‘ or ‘absolute‘ mode.

    Use percentage, when the total work expected for this task matches the planned entry. Means, you entered 3 planned days, you expect the task to be done within 3 planned days, and have currently a 25% progress to record.

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    Use absolute, when the total work expected for this task does not match the planned entry. Means, you had 5 planned days, but after having worked for 4 days onto this task you realize that it really needs 3 more days.

    If the task is completed, enter the correct amount of actual work for the task, for example 7 days in the ‘normal‘ field and enter 0 days in the ‘remaining work’ field.

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Merlin user on Mac update their progress thus.

 

 

Merlin – enter actuals to record progress and update your Merlin projects

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When managing a project with Merlin on your Mac you create your tasks and assign them to your resources. As your resources work on their tasks, you as a PM usually update your Merlin project by entering actual values and record progress.

Updating actual values in the ‘Actuals’ inspector and ‘absolute’ mode

Which means, you enter the percentage of completed work and the actual start date. Whenever planned work does not match the actual work, you update the tasks in absolute mode, and enter actual work or remaining work and duration values in time units.

How to proceed next time your resources work on their task, and your want to update your Merlin project to record the new progress?

Just update existing actual values (in the ‘Actuals’ inspector or the columns):

When updating in ‘percentage’ mode, enter the new ‘% complete’ value.

For tasks updated in ‘absolute’ mode, just edit the new amount of actual work done and remaining work so far. If the task is completed, enter 0 h in ‘remaining work’ field.

 

Applescript – Split activity in completed and remaining sub tasks

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When managing a project with Merlin you create your tasks and assign them to your resources. As your resources work on their task, you as a PM update your project by entering the actual values. That means, you enter the percentage of the completed work and the actual start date. If updating the tasks in absolute mode, you can enter the actual work or remaining work and duration.

Next time the resource works on the task, and reports its progress to update the data, you enter the new ‘% complete’ and if updating the tasks in absolute mode, the amount of actual work and remaining work so far.

Some users however would like to be able to pause the works on a task, to plan the remaining work sometime later on. This is also a good idea, if wanting to vary the utilization of a resource on a task in time.  So to do so in Merlin, you would need to create two tasks. One for the first part of the works on the task, and a second for the remaining.

To quicken this procedure, we wrote an applescript sample which requires Merlin 2.8.4 or newer, and creates the two sub-activities based on the planned and actual values of the task in progress.

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