Hi, common mistakes? Here some off the top of my brain
don't over-plan your activities. Meaning: don't set a given fixed, early, late start, end, work and duration.
==> most of the time you can plan by work, or duration and dependencies. This calculates for you planned and expected Start and End dates. Planing your activities by dependencies makes later changes in the plan, much easier. You can fix Milestones on binding dates and use dependencies to/from the milestone to plan accordingly.
don't over-do your plan. Meaning: You have a project by a life span of 3 months or longer, don't plan many small items requiring some hours of the day. The overhead on managing, communicating to your resources, tracking time is actually much bigger, compared to the time the actual tasks would need to get accomplished.
=> you can typically plan by a granularity of 1d. If you need a checklist for small works within this 1d activity, you may attach a checklist onto it as an attachment.
don't over-secure your project if this is not absolutely required. Meaning: you can define user-resources and restrict permissions for each resource individually.
=> However, if you need no-read, read-only and read-write full access, you may simply create one user-resource in your project and secure the document by a password.
No-read: All access attempts without the correct password will fail.
read-write full access: Enter the correct user and password
read-only: Just give the project to a user not having a running license.
If you need groups of resources with similar permissions, simply create such resources in addition to the resources for the assignments.
- don't over-style your view. Meaning: you may customize the views and style all possible items within by General, Rules and Selection. Styling by Selection requires more work.
=> Prefer General and by Rules than by Selection.
If you style by Rules, you can define the style once and Merlin Project will apply it for new scheduling items.
If you style by Selection, you will need to copy this style and paste it on newly created items when you needed it again.