Looking for Advice on Streamlining Project Management Workflow

leenjas

Hey everyone,

I am working on refining my project management workflow and could use some advice from this awesome community. 😊

Right now, I am juggling multiple projects, and it’s starting to feel a bit chaotic. I am using Merlin Project, which has been great so far, but I know there is probably more I can do to make things smoother and more efficient. I am especially interested in any tips or tricks that you all use to manage timelines and resources more effectively.

Also, if you’ve integrated any other tools or plugins with Merlin Project that have made a big difference for you, I’d love to hear about them! I have gone through these resources https://www.projectwizards.net/en/learn msbi vs power bi, however they are quite good but I want to learn more about them from community members.

Looking forward to hearing your thoughts and suggestions.

Thanks in advance! 🙏

vicky

leenjas multiple projects can be combined into one. Then you can use the views of this one bigger file to update progress of your sub-projects in one go.

Also the Utilisation view in the master project can help you identify and solve over-utilisations of the resource which might arise in case they are assigned on parallel on various sub-projects. You can use the feature called 'Resource levelling'

As a central point of access for Resources to your projects you can create a resource pool and link it to your various projects. This way, when you need to adjust info on your resources (e-mail, phone, pricing, holidays in calendar exceptions) you can do this in one place - in the resource pool - and Merlin Project will transfer the info to your linked projects.

I would suggest you check the Training page https://www.projectwizards.net/en/support/trainings and maybe contact the trainers listed there, for more tipps to your individual needs.