Merlin – Edit published projects concurrently with other Merlin users

Merlin’s network functionality is designed to be as user friendly as possible so that your main focus can be your projects. However, there are some basics you should be aware of when publishing or working with published projects in Merlin for Mac OS X.

Symbols in the Toolbar

You have opened a project in your Merlin for Mac OS X and you want to share it for concurrent work with other Merlin users without installing Merlin Server. Just click on the Publish button in the tool bar. This will activate the publishing dialogue in which you can start project publishing. The same dialogue is also available through “File – Publish…”

Project states


The project is not saved yet. The project needs to be saved  first.



The project is not published.


The project is published by your Merlin application and other users can remotely open it as well.


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Merlin – Master projects

With Merlin you can do schedules of your projects. You assign tasks to your resources, enter financial information (costs, budget), record issues, risks, attach files with additional information, update actual work, see scheduling warnings, call reports and lots more when working with the separate project files.

Should you manage more than one project at a time and assign your resources to more than one project, you need to coordinate their various assignments and make sure the resources are not over allocated. There is a concept for this in Merlin called… combining projects.
Combining projects is easy. Just call File > Combine Projects… and create a ‘master’ project file.

ScreenSnapz020When requiring to combine project shared by Merlin or Merlin Server, open those project files over “Remote Open”.

To save a ‘master’ project, just call File > Save As…

Working with master projects… Continue reading

Understanding connection requests

Collaboration is essential in project management. Merlin supports PMs in their every day work in that it allows collaboration to their projects over 3 kinds of interfaces. Once a project has been shared with either Merlin for Mac OS X or Merlin Server, it may be accessed by other Merlin for Mac OS X applications (acting as clients), supported web browsers or iOS devices.

How does this work?
The short answer is: “easily“. For the longer answer please read here Continue reading