Version 1.1 - Now released

MerlinDaylite-Link Overview

MerlinDaylite-Link is a tool that allows information to be shared between the two programs, Merlin and Daylite. This gives you access to the power of Merlin for professional project management to manage and plan a project, whilst sharing the outcome with Daylite's team and business management tools.

Features

• Link a Merlin project to an existing Daylite Project
• Create Merlin Resources from the active Daylite Users
• Create a Daylite Project from a Merlin Project
• Create Daylite Tasks from Merlin Activities
• Create Daylite Appointments from Merlin Activities
• Assign Users of Daylite Tasks and Appointments using Merlin Resources
• Update Merlin Activities using changes to Daylite Tasks/Appointments
• Update Daylite Tasks or Appointments with changes of Merlin Activities
• Daylite activity due dates populated from Merlin’s planned dates
• Daylite activity start and end dates and time populate Merlin’s actual date and time
• Merlin actual date and time can be pushed to Daylite’s Tasks and Appointments.
• Milestones can be created as events in Daylite
• New Version checker every time the tools are run.

Minimum System Requirements

• Daylite 3.8 or later
• Requires merlin 2.7.5 or later
• Mac OS X 10.5 or later
• 20Mb Disk Space
• Intel or PowerPC

Support / FAQ

Q. The resources in the Merlin project have a number in 'Additional Title' field, what is it?
A. This is a unique identifier that we use to link the resource to the Daylite User.

Q. Activities in the Merlin project has a number in 'Additional Title' field, what is it?
A. This is a unique identifier that we use to link the activity to the Daylite activity.

Q. How can I link my Merlin Project to a project or Opportunity already created in Daylite?
A. You can link the Merlin Project to Daylite projects only. If you have an opportunity in Daylite, convert this to a project using the Daylite Create Menu, ‘New Project for Opportunity’

Once you have selected the project, do not open it, just select it, switch to Merlin and choose File -> Send To -> Daylite -> Link Project to Selected Daylite Project

Q. All the activities in Daylite are owned/assigned to me.
A. Check that you have assigned resources, which have been created using the link tools, to the activities in Merlin. If you do not assign the activity to a Daylite User, the ownership will default to the current daylite user.

Q. After running 'Send/Update Activities in Daylite' Daylite Calendar is not updated.
A. Sometimes the calendar needs to be refreshed in Daylite, press 'Command' and 'R' and it will update.

Q. I have 3 projects combined into one project file. Can I add the 3 projects in one go?
A. We'd recommend you add the projects individually.

Q. When I add activities from Merlin to Daylite, the start date is set to today. Why is this ?
A. This comes from a user setting in Daylite. To turn this off, open Daylite -> Preference -> Defaults, select Tasks and then untick "Automatically set start date"

Q. How do I uninstall ?
A. Download the following link and run the script. Uninstaller

Q. Can you Customise the Merlin-Daylite Link to suit our company?
A. We are able to offer this service please contact us with more information of what you need.

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If you have any other queries, please use the menu item in the link to report a problem or email mdl-support@lgoconsulting.co.uk