Can Merlin help me make sense of chaos around me!

radhika

HI,

I have changed careers and now in charge of operations for a footwear company. Currently we use an internal template which allow us to calculate "start" and "due" dates for entire task of operations , calculated backward from Delivery Date. There are multiple departments , multiple people and it's becoming very difficult for me to "see" what's happening due to the quantity

Fortunately , the template generates task properly in format Merlin Project Accepts. Please see screenshot for the same.

Task Sequence,Task,Related Person(DOER) ,Start Date,Due Date,Actual Done Date, MileStone,Related Project Name

Is there to import multiple Projects together in 1 single file . See below in screenshot . All task related to relevant project in tree like structure
Is there a way to filter on the "Not Done" tasks for each project?
Currently when I am importing items via CSV , all tasks are being imported into 1 single root item
Is there a limit or optimum number of tasks which can be in 1 project. There are around 300 active Projects Delivery to be done , each with 35-40 tasks each.
Since Tasks are allocated to Person , can I see them in Kanban View ?
Can Kansan view also filter "Project Wise" - 1812,1813

vicky

Hi radhika,

the data from your template can be saved in a csv file? Text separated file?
If so, we would recommend you check our recommendations first on how to import csv files:
https://www.projectwizards.net/en/support/faq/third-party/excel#_import_the_excel

Now to your questions:

You can indeed import all activities from all projects in one file. You can drag a csv file in an existing file and add more activities to it.
to import activities in a tree like structure, you'll need to (A) modify the csv file and (B) import by using the 'outline levels' option:
A - Just export a sample file with outline levels (2 to 3 levels) to see how Merlin Project would expect the titles to be distributed in 2 to 3 columns.
B - Increase the 'outline level' value accordingly upon import.

OR.. you import the activities without outline levels and map the 'Related FMS Master' column to the 'Tags' field. To see the activities by their 'Related FMS Master' value, you enable a grouping by 'Tags'.

there are no limits in the amount of tasks a project can include.
for 'Not Done' you can enable the according filter in your current view.
yes you can view your activities in a kanban or projectwise, we would recommend you contact our support for a more detailed explanation on how.