Step 3: First things first…configure the import Merlin will show the import assistant dialogue Step 2: You drag the csv file onto Merlin’s application icon, or use Merlin’s menu File > Open If your EXCEL file contains more than the WBS you want to use in Merlin (for example some commenting text on the first or trailing rows), copy the cells with the column header and the data, paste into a new worksheet, and select this sheet when saving into a text file. Step 1: You open your EXCEL file in Microsoft Excel, and save as ‘Comma Separated Values (.csv)’ĮXCEL creates a file with the file ending csv, separated by semicolon ( ) Headers: Title | Work | Responsible | Note Your headers are on row 1 and your data are on following rows. As next you open this file with Merlin, select correct separators, quotes, line endings, map your information to Merlin columns and let Merlin create the new tasks for you. It can be a comma separated values (.csv) or tab delimited text (.txt) file. So, first step is to open your EXCEL file in Microsoft EXCEL and save the sheet as a text file.
#Add summary in merlin project software#
EXCEL is not a project management software after all, isn’t so? So when considering importing EXCEL files into Merlin to create tasks out of the sheet, you have to keep in mind that you will perform some additional configuration steps. That means, a developer know exactly where to find the value of task’s title or task’s duration and map it to Merlin title and duration of a newly created task. Merlin cannot know where project related information is contained in any particular EXCEL file, which EXCEL columns contain which Merlin column information or how contained values are to be interpreted in each and every case.Īn MS Project, Merlin, OmniPlan, Mindmap file contains data in a predefined way. Import from EXCEL is also possible, it cannot work however seamlessly.
#Add summary in merlin project how to#
So you look at the list above, have project WBS saved in MS EXCEL and don’t know how to proceed? You can contact Merlin team at IRC channel #openstack-merlin at FreeNode.Merlin can import lots of file formats, here a list of the currently supported formats: