Introduction

Merlin Project Express is the latest version of the project management software solution for the Mac. This is the accompanying guide.

Merlin Project Express is the slickest project management app for the Mac. As the little brother of Merlin Project it has been optimized for home and semi-professional users.

About this document

This help document is your Merlin Project Express user reference. It explains how the main view of Merlin Project Express is organized and where you can find the program’s key sections. It describes the available functions based on the program’s extensive menus and contains a detailed introduction to all the various objects’ Inspectors. You will also find here information about available columns, keyboard shortcuts or tips & tricks.

The help document is provided as a single file to bring together many advantages for you:

  • Using the Web browser’s search function, which you access as usual by pressing cmd+F, you can search for content across the file.

  • You can print the documentation to serve as a reference guide.

Conventions used

This help document has been written so you can understand it as easily as possible and apply it in practice when using Merlin Project Express. All sections are organized by topic and feature screenshots. Key text passages are highlighted using special markings. These are easily identifiable using the symbols described in the following and refer to additional information as well as key hints and tips.

Note Note: Notes contain additional explanations.
Tip Tip: Tips contain additional information on a topic.
Important Important: Contains important information.

Subscribing via the Mac App Store

Download Merlin Project Express from the Mac App Store and open the software on your Mac. You can now either use the software to simply read files or subscribe to Merlin Project Express.

Take out a subscription to create and edit documents. Every subscription comes with a free trial, and can be canceled at any time.

A one-month subscription includes a one-week free trial; a one-year subscription comes with a one-month free trial.

You can still open and read documents even without a subscription, including if you canceled it.

Note Further information on managing subscriptions can be found on the Apple website: https://support.apple.com/en-us/HT202039

Subscribing via Setapp

Setapp is the first subscription service for Mac apps.

Signing up to Setapp gives you access to an ever-growing number of handpicked apps. There isn’t a store, just a folder on your Mac. The first month is free, then you pay a fixed monthly fee without any hidden costs which allows you to use any of the apps offered.

If you cancel your Setapp subscription, you can continue to use Merlin Project Express until the end of the billing period. After that, you will no longer be able to open any apps in the Setapp folder.

The main window

The Merlin Project Express main window is divided into the following sections:

  • Toolbar(1)

  • Work Area(2)

  • Inspector(3)

  • Attachments (hidden by default)

Main Window-Sections

If required, you can adjust the size and divisions of the main window by dragging the separators using your mouse. When you hover over the separators, the mouse pointer will change accordingly. If you don’t have enough screen space, sections can be hidden.

Main Window:Separators
Tip You can find the hidden separators between the individual sections in the main window. The mouse pointer will turn into a double-headed arrow when you hover over them. This lets you move and adjust the sections in the directions shown.

Toolbar

The toolbar contains favorite icons for frequently used options in Merlin Project Express. You can use these options on selected project content and the main window by clicking them.

Toolbar

Toolbar Icons

Here is a list of the default symbols in Merlin Project Express.

On the left you will find icons for editing project content:

  • New (+)

  • Indentation

  • Link

  • Action

Toolbar - Links

On the right you can find icons for frequently used options for working with projects:

  • Critical Path

  • Resources

  • Settings

  • Attachments

  • Inspector

Toolbar - Right-Hand Side

Customize Toolbar

You can customize the toolbar content, add further icons, and display it differently using the »View > Customize Toolbar« menu.

Customize Toolbar

If the Customize Toolbar option is activated, you can use your mouse to arrange and remove toolbar icons. You can also drag other icons from the window onto the toolbar.

Tip You can restore the default icons to the toolbar using the default set.

The toolbar can be hidden or made visible again under the »View > Hide/Show Toolbar« option.

Hide Toolbar

The toolbar has been hidden

New (+)

The »+« icon represents the »New« option. This lets you create new content in the project. Click it to create a new project activity.

Tip The new content is always created below the current selection. If you have not selected anything in the project window, the new content will be created directly below the last line right at the end of the project.

Indentation

The »Indentation« icon is split into two parts. Depending on the selection, it can have one or two functions. When indenting, activities in the outline are either indented one level lower (to a group or subgroup) or one level higher (from a group/subgroup).

Toolbar - Indentation

Indenting to another level creates a sub-activity and also creates a resulting group automatically. The activity above the indentation automatically becomes a group.

Toolbar - group/sub-activity
Tip You can indent multiple selected activities. Additionally, you can use your mouse to nest activities in other activities or indent/outdent activities in the levels using the »Structure > Indent« or »Structure > Outdent« menu, or the corresponding keyboard shortcuts »ctrl + cmd + >« or »ctrl + cmd + <«.

Outdent

When objects have been indented, the Outdent option becomes active on the »Indent« icon. This lets you further indent or outdent the selected activities.

Toolbar - Outdent

It is easy to identify project content that has indented or outdented in the outline as it is also shown graphically as being shifted to the left or right.

It is easy to indent or outdent selections using the keyboard shortcuts »ctrl + cmd + >« or »ctrl + cmd + <«.

Toolbar - Indent/Outdent

The »Link« icon creates dependencies between activities, groups, and milestones. You need to select at least two or more activities to create a link.

Toolbar - Link

By default, a Finish to Start link is created when you click the icon.

Link FS

If you click on the arrow icon to the right, a context menu will appear with other links you can choose from.

Toolbar - Link Selection

Action

The »Action« icon contains options you can use on your selection.

Toolbar - Action

These include frequently used functions which you can also find on the menu bar and, to some degree, in the icons discussed:

  • Insert

  • Assignments

  • Cut

  • Copy

  • Insert

  • Delete

  • Freeze Sorting

  • Link

  • Save Selection …

Resources

The »Resources« icon contains a pop-up window letting you add resources to the project by clicking the »+« icon on the left. Use the arrow icon on the right to show the Resources View in the work area.

Tip Press F4 to hide and show Resources quickly.
Toolbar - Resources

The »Resources« icon is ideal for providing you with a quick overview of resources already used in the project and for creating new resources.

Tip You can free the window from the icon and view it as a separate window. Among other things, this is especially advantageous when working with multiple projects. The window always contains the resources used in the current project.

To create a separate »Resources« window, hover the mouse pointer over the triangle pointing to the icon and then click and drag the window down to free it.

Toolbar - Freeing the Resources Window

You can close the window at any time and access it as a pop-up by clicking the »Resources« icon.

Settings

The »Settings« icon shows the Inspector with the Project Settings for the open project.

Toolbar - Settings

Inspector

The »Inspector« icon shows or hides the Inspector. This frees up more space for the work area. If required, click the »Inspector« icon to show the Inspector. Press F1 to show or hide the Inspector quickly.

Work Area

You can view and edit project content using various views in the work area. Work Breakdown > »Activities« is the default view. The Activities view is divided into an outline view on the left and a Gantt chart or bar chart on the right.

The outline contains the project content structure and you can add various columns to it. The Gantt chart or bar chart contains the visual representation of the objects listed in the outline (Activities, Milestones, Groups and Assignments).

The work area will change depending on the selected view.

Details

In the work area you can view, edit and share your project in any graphical manner.

The »Attachment« icon will show an extra section in the project window. The Attachments section offers you to view and edit all attachments in your project.

Inspector

The Inspector is a key component of Merlin Project Express and contains context-sensitive options for editing all selected objects within the project. The Inspector provides you with an overview of all the functions you need to edit your project and its contents. It can be found on the right-hand side of the work area.

You can show or hide the Inspector by clicking the icon of the same name on the toolbar. If needed, you can expand or collapse the content in the Inspector just by clicking the triangle icons. This limits the number of options visible to the required amount.

Attachments

This section lists the project attachments. As with the outline and other views, you can use various columns.

Attachments

Menu bar

The menu bar contains commands for using Merlin Project Express. You can find these commands under the following menu options:

Merlin Project Express

Menu:Merlin

About Merlin Project Express

Opens a window displaying information about the program version you are using.

Preferences…

This option is only available when purchased Merlin Project Express over the Mac App Store. Opens the »Preferences« window so you can configure Merlin Project Express.

Preferences - Subscription

Preferences > Subscription contains options for the subscription.

Einstellungen:Abonnement

Services

This menu contains all the services provided by the system. You can adjust these under the »Services Preferences« option.

Hide/Show Merlin Project Express

Hides/shows all open Merlin Project Express windows.

Hide/Show Other Windows

Hides/shows all other active application windows that are open.

Merlin Project Express

Show All

Shows every window of every application.

Quit Merlin Project Express

Quit Merlin Project Express.

File

This menu contains options for working with project documents.

Menu:File

New

Opens a new blank project.

New From Template

Opens a new project based on a template. The templates available appear in the drop-down menu.

Open

Opens a project file vial the "File Open" dialogue, In this dialogue all file types will be displayed, which can be opened in Merlin Project. These are:

  • OPML,

  • CSV (in several settings for line and field separation, encoding etc.),

  • XML (all Merlin Project fields),

  • NovaMind 4 & NovaMind 5,

  • FreeMind,

  • MindManager,

  • MS Project (direct import of .mpp files from MS Project 2003, 2007, 2010 and 2013, as well XML and MPX)

  • Omniplan 2,

  • Merlin Project & Merlin 2

Import

The import function in Merlin Project Express lets you use a variety of file formats from other applications. You can import documents in two ways:

  • Via the menu File > Open

  • By dragging & dropping a document onto the Merlin Project Express program icon

  • By dragging & dropping a document onto the project window

All readable formats will be opened automatically. If a format is not supported, it cannot be opened in Merlin Project Express.

Importing via the menu »File > Open«

Importing via the menu File > Open works the same way as opening Merlin Project Express files. You can access the Open window directly using the keyboard shortcut [cmd + O].

Menu:Open

All documents are shown in the Open dialog. File formats not supported by Merlin Project Express are grayed out (1); readable files, which can be imported, are not grayed out (2) and can be selected (3).

Importing by dragging & dropping onto the program icon

In Merlin Project Express, all readable documents can be opened/imported directly by simply dragging & dropping them onto the program icon (in the dock or in the Finder application).

Menu:Open MPP file

A Microsoft Project MPP document is being imported by dragging & dropping it onto the program icon

Tip If a new project window does not open displaying content, it is highly likely that the document format is not recognized. This means that Merlin Project Express does not support this format.
Importing by dragging & dropping onto a project window

You can drag & drop documents directly onto a project window, regardless of whether it is a blank or populated project.

Menu:Open CSV in the project

If the project is already populated with content, you can either drop the document content in a group or position it between two activities based on the blue markings.

Once you have dropped the file onto the project window, you will be asked whether you want to copy the content to the project .

CSV

The CSV file format contains lists and table content with comma-separated values. This lets you export content from popular spreadsheet programs such as Excel or Numbers and import it into Merlin Project Express.

Tip For further information on the CSV file format, visit Wikipedia.

When opening CSV files, the window shown will be displayed. This lets you assign data records from the output document (1) to the fields in Merlin Project Express (2).

Menu:Open CSV

For this purpose, you can drag & drop the individual fields onto the right-hand section and assign them to the fields listed there. Alternatively, you can click the Map automatically (3) button and Merlin Project Express will take care of it.

Important The option to automatically map column fields from the output document only works reliably if the fields in the output document have the same descriptions as the fields in Merlin Project Express.

Just click the Show all fields button to display all available Merlin Project Express fields in the right-hand section.

In general, you must create a CSV file from a spreadsheet. It is important that the file contains a header with the column descriptions and the column content. For example, a »Duration« or »Work« column should only contain digits.

CSV:MS Excel

Example of a Microsoft Excel table saved as a CSV document.

CSV:M3

The result of importing a document into Merlin Project Express

CSV options

There is no uniform CSV file format standard so the output varies depending on the application. As such, customization options are available to ensure importing works without a hitch.

  • Fields are separated by

  • Fields are wrapped with

  • Encoding

  • Default duration unit

  • Outline levels

  • Header rows

  • Create columns for unmapped fields

To ensure information from a CSV file is imported correctly, you should establish beforehand which format the CSV file is in (comma separated or semicolon separated).

If you do not know this, you can configure the options in Merlin Project Express to correctly import the fields from the CSV file into a project.

Fields are separated by

You can separate the field information contained in the CSV files using different characters. The ones used depend on the program the CSV is exported from and the CSV export settings in the program itself.

Choose from the following separators in the drop-down menu under the Fields are separated by option:

  • Tabs

  • Semicolon

  • Colon

  • Comma

CSV:Menu Separator
Tip If you open a CSV file using a text editor (e.g. TextEdit), you can quickly establish which separators have been used.
CSV:TextEdit
Fields are wrapped with

You can wrap the field information contained in the CSV files using different characters. The ones used depend on the program the CSV is exported from and the CSV export settings in the program itself.

Choose from the following options in the drop-down menu under the Fields are wrapped with option:

  • Nothing

  • Single quotes

  • Double quotes

CSV:Menu Wrapped
Encoding

The field information contained in the CSV files can be saved using different encoding formats. The ones used depend on the program the CSV is exported from and the CSV export settings in the program itself. Additionally, the encoding formats used also depend on the operating system and the system language.

Choose from the following options in the drop-down menu under the Encoding option:

  • Western (Mac OS Roman)

  • Western (ISO Latin 1)

  • Western (ISO Latin 2)

  • Western (Windows Latin 1)

  • Western (Windows Latin 2)

  • Unicode (UTF-8)

  • Unicode (UTF-16)

CSV:Menu Encoding
Tip The chosen encoding can be decisive for how certain characters are displayed such as special characters (€$§ etc.) and vowel modifiers (öäü etc.).
Default duration unit

In the field information contained in the CSV files, you can assign a specific duration unit to digits. This means that if a field contains a digit, this will be used with the chosen duration unit when imported. For example, »1« will become »1 day«.

Choose from the following options in the drop-down menu under the Default duration unit option:

  • Seconds

  • Minutes

  • Hours

  • Days

  • Weeks

  • Months

  • Quarters

  • Years

CSV: Default duration unit menu
Tip If the default duration units in the imported project do not match the desired units, it is worthwhile importing the project again and selecting the desired default duration unit.
Outline levels

You can assign outline levels to the field information contained in the CSV files. If hierarchies are to be taken into consideration in the import, you can do this by changing the number of outline levels by entering a number under the Outline levels option.

Header rows

You can assign header rows to the field information contained in the CSV files. You can customize the content accordingly by changing the Header rows option.

Columns for unmapped fields

If you want to create separate columns for unmapped fields from the CSV file, it is worthwhile activating the checkbox under the Create columns for unmapped fields option.

Usually, fields are mapped manually or automatically to the existing fields.

CSV:Map Fields

It is really easy to map fields manually from the CSV file to the available fields in Merlin Project Express. Just drag & drop the CSV file fields from the left-hand side onto the fields listed on the right-hand side. You can display all fields in Merlin Project Express by clicking the »Show all fields« button.

OPML

The OPML format (Outline Processor Markup Language) was originally designed for outlines. It is an XML format which is excellent at modeling hierarchically structured information as used in outlines and to-do lists.

Tip For further information on the OPML file format, visit Wikipedia.

OPML files are imported in the same way as all other file formats. As with the CSV format, an import window is available which lets you drag & drop fields from the data record onto the fields in Merlin Project Express.

OPML:Import

Moreover, you can choose from four additional options for importing OPML files.

  • Map automatically

  • Show all fields

  • Default duration unit

  • Create columns for unmapped fields

Click the Map automatically button to map the fields from the OPML file to the fields of the same name in Merlin Project Express. For this to work without a hitch, the fields in the OPML file must have the same name as the columns in Merlin Project Express.

Click the Show all fields button to display all the columns available in Merlin Project Express in the right-hand section of the import window.

The Default duration unit option controls the duration units used.

In the field information contained in the OPML files, you can assign a specific duration unit to digits. This means that if a field contains a digit, this will be used with the chosen duration unit when imported. For example, »1« will become »1 day«.

Choose from the following options in the drop-down menu under the Default duration unit option:

  • Seconds

  • Minutes

  • Hours

  • Days

  • Weeks

  • Months

  • Quarters

  • Years

Tip If the default duration units in the imported project do not match the desired units, it is worthwhile importing the project again and selecting the desired default duration unit.

Open Recent

Recent projects are listed here which can be opened. To clear this list, click »Delete Items«.

Close | Close All (alt key)

Closes the active project window. If you keep the alt key held depressed when executing the command, the command changes to »Close All…« and all open application windows will close.

Save

Saves the project. The save dialog will be displayed which lets you name the project and save it to a path for later use.

Duplicate | Save As (alt key)

The »Duplicate« command creates a copy of the project file. If you keep the alt key held depressed when executing the command, the command changes to »Save As«. Like the »Save« command, the save dialog will be displayed letting you save a copy of the project file under a new name and path.

Rename …​

The »Rename« command lets you enter a new name for the project file. The storage location is not changed when you rename a project file.

Move …

The »Move« command lets you move the project file to another storage location. You can select the new storage location in the selection dialog.

Save As Template

This option lets you save the open project as a template for use for later projects. Any project saved this way will appear in the »New From Template« list for creating new projects based on a template.

Revert to Saved

This system option lets you revert to the last saved version. If you do so, you will lose all changes since the project was last saved.

Export

Opens the export dialog. A host of formats and export functions are available letting you save the project for use in other applications. This function only becomes active if the project has already been saved.

Export

The export function in Merlin Project Express lets you use numerous file formats from other applications. To use this function, click File > Export or use the keyboard shortcut [alt + cmd + E].

Export:Window
Important Depending on the main window view, some export formats are not available. If you switch views, the particular export function can then be used and the content from the view created in the desired format.
Export:Not Available

You can choose from the following export formats in Merlin Project Express:

  • Image

  • CSV

  • FreeMind

  • Calendar

  • Merlin Project

  • OPML

  • XML

Tip You can scroll the list of export formats as not all formats are visible at first glance.
Image

»Image« export options vary depending on the view you are in. If you want to export an image in the Work Breakdown > Activities view, you can select which Gantt and Outline parts you want to export:

  • Outline and Gantt

  • Outline only

  • Gantt only

Export:Image

If you are in another view, you can choose the following display options for the exported image:

  • With shadows

  • With gradients

  • With background

  • With watermark

The With shadows option exports the shadows cast by the objects in the project within the image. To deactivate this option, remove the check mark.

The With gradients option exports the color gradients in the project objects within the image. To deactivate this option, remove the check mark.

The With background option exports the background used in the project within the image. To deactivate this option, remove the check mark.

The With watermark option exports a watermark within the image. To deactivate this option, remove the check mark.

Export:Image Watermark

If you activate this option, you can choose from further options:

  • Image

  • Position

  • Scaling

  • Level

  • Opacity

The Image option is a field you can drag & drop image files onto. If you drag an image onto this field using the mouse, it will be used as a watermark once you drop it.

Export:Image Drag&Drop Watermark

You can remove the image whenever you want and replace it with another image. All you need to do is click x icon to remove the image. The field is then blank again ready for you to add another image.

Export:Image Delete Watermark

The Position option lets you position the watermark in the image document to be exported. Right-click one of the squares to set the watermark position. It is centered by default.

Export:Image Watermark Position

The watermark is positioned on the bottom left shown here.

The Scaling option lets you adjust the size of the watermark to suit the image document. Choose from the following options in the drop-down menu:

  • Fit

  • Fill

  • Stretch

  • Manual

Export:Image Scaling

If you select Manual, you can enter the percentage you want to scale the watermark by.

Export:Image Manual Watermark Scaling

The Level option contains two options:

  • Below content

  • Above content

This lets you position the watermark above or below the project content within the image.

Export:Image Level

The Opacity option lets you increase the transparency of the watermark. You can adjust the opacity using a percentage value. 100% is opaque; 0% is transparent.

Format

You can select various file formats from the Format drop-down menu for the file you want to export.

Export:Image Format

These are:

  • PDF Vector Image

  • PNG

  • JPEG

  • JPEG 2000

  • TIFF

  • BMP

  • GIF

Calendar
Export:Calendar

The »Calendar« export function creates an ICS document which can be used as a calendar with the Calendar app as well as other programs supporting the ICS format.

Tip ICS is a standard format supported by many calendar applications.

You can choose between three options for this export function:

  • Export activities

  • Export assignments

  • Export events

Export:Calendar Options

Each option contains additional configuration options with specific conditions. You can edit any condition by clicking the magnifying glass icon.

Export:Calendar Conditions

Depending on the information stored in the project, you can configure these for calendar export.

The exported ICS file can be emailed or sent using alternate means to other users and opened using a calendar application. The project is exported in a static state, meaning the file is not synchronized or similar.

Export:ICS File

An ICS file exported for use in a calendar application.

Merlin Project Express

The »Merlin Project Express« export function creates a copy of the current Merlin Project Express document.

Export:Merlin Project
OPML

The »OPML« export function creates a file that can be used in OmniOutliner and other list programs.

Export:OPML

The With resource assignments option includes all assigned resources in the project in the OPML file.

Tip The OPML format is used by many software programs and is ideal for creating hierarchically structured lists and checklists.
Text

The »Text« export function exports a CSV document which can be used with MS Excel and other programs. If you want to export a CSV file of the content when in the Work Breakdown > Activities view, you can configure various CSV settings.

Export:Text(CSV)

The CSV file format contains lists and table content with comma-separated values. This lets you export content for use with popular spreadsheet programs such as Microsoft Excel and Numbers.

Tip For further information on the CSV file format, see Wikipedia.

You can choose from the following drop-down menus for exporting text:

  • Separate fields with

  • Wrap fields with

  • Line ends for

  • Encoding

  • File extension

  • Default duration unit

You can also choose from the following options:

  • With column titles

  • Outline levels

  • Dates with times

  • With resource assignments

Text - Separate fields with

The »Separate fields with« drop-down menu contains a selection of separators for the text (CSV) file. The separators separate the field content.

Export:CSV - Field Separators

Depending on the program and the CSV import/export format used, it may be helpful to change the separators to import/export the content correctly.

You can choose from the following separators in the drop-down menu:

  • Comma

  • Tabs

  • Semicolon

  • Colon

You can separate the field information contained in the CSV files using different characters. The ones used depend on the program the CSV file is being exported for and the CSV import settings in the program itself.

Tip If you open a CSV file using a text editor (e.g. TextEdit), you can quickly establish which separators have been used.
CSV:TextEdit
Text - Wrap fields with

You can wrap the field information contained in the CSV files using different characters. The ones used depend on the program the CSV file is being exported for and the CSV import settings in the program itself.

Export:CSV - Wrap Fields

You can choose from the following options in the drop-down menu:

  • Single quotes

  • Double quotes

Text - Line ends for

You can save the line ends contained in the CSV files using different characters. Most current programs can detect these line ends automatically. It may, however, be necessary to configure the line ends used for older systems and some programs.

You can choose from the following options in the drop-down menu:

  • Mac/UNIX

  • Windows

  • Classic Mac

Export:CSV - Line Ends
Text - Encoding

You can save the field information contained in the CSV files using different encoding formats. The ones used depend on the program the CSV file is being exported for and the CSV import settings in the program itself. Additionally, the encoding formats used also depend on the operating system and the system language.

You can choose from the following encoding options in the drop-down menu:

  • Western (Mac OS Roman)

  • Western (ISO Latin 1)

  • Western (ISO Latin 2)

  • Western (Windows Latin 1)

  • Western (Windows Latin 2)

  • Unicode (UTF-8)

  • Unicode (UTF-16)

Export:CSV - Encoding
Tip The chosen encoding can be decisive for how certain characters are displayed such as special characters (€$§ etc.) and vowel modifiers (öäü etc.).
Text - File extension

This option lets you select the file extension of the exported text file.

You can choose between two file extensions:

  • CSV (Standard)

  • TXT

Export:CSV - File Extension
Text - Default duration unit

In the field information contained in the CSV files, you can assign a specific duration unit to digits. This means that if a field contains a digit, this will be used with the chosen duration unit when imported. For example, »1« will become »1 day«.

You can choose from the following duration units in the drop-down menu:

  • None

  • Seconds

  • Minutes

  • Hours

  • Days

  • Weeks

  • Months

  • Quarters

  • Years

Export:CSV -Default Duration Unit
Tip If the default duration units in the exported project do not match the desired units, it is worthwhile exporting the project again and selecting a new default duration unit.
Text - Advanced Options
  • With column titles

  • Outline levels

  • Dates with times

  • With resource assignments

The With column titles option exports column titles in the CSV file.

The Outline levels option exports the project’s outline levels in the CSV file.

The Dates with times option exports date information including times in the CSV file.

The With resource assignments option exports resources assigned in the project in the CSV file.

XML

the »XML« export function creates a Merlin XML file.

Export:XML

You can choose from the following XML export options:

  • Calculated values

  • User interface configuration

  • Media

  • Sub-projects

The Calculated values option includes all calculated values in the project in the XML file.

The User interface configuration option includes the user interface configuration in the XML file.

The Media option includes all attached files in the project in the XML file.

The Sub-projects option lets you make specific selections in the case of combined projects.

Tip The XML format is used by many programs and can be read using a text editor. For further information on the various XML formats, see Wikipedia.

Send as email

Send as Email

The »Send as Email« function lets you email all export formats available in Merlin Project Express.

To use the function, click File > Send as Email.

Email Export:Window
Important Depending on the main window view, some formats are not available to email. If you change views, you can then use the send function and email the content in the view in the desired format.

In Merlin Project Express you can choose from the following formats for emailing:

  • Image

  • CSV

  • FreeMind

  • HTML

  • Calendar

  • Merlin Project

  • MindManager

  • MS Project

  • NovaMind

  • OPML

  • XML

Tip You can scroll the list of formats for emailing as not all formats are visible at first glance. The formats are the same as the export formats.

Project Settings

Shows the settings for general project presets in the Inspector. These include date, work, calendar, and utilization presets for the active project. You can also display the project settings by clicking the icon of the same name in the icon bar. When opening a new project, the settings are displayed by default in the Inspector.

Page Setup

Opens the selected printer’s Page Setup settings.

Important This option is only active in the Report view. For all other views, the page setup can be configured under the Print menu.

Print

Opens the Print menu. This lets you select which printer you want to use for printing. Additionally, various options are available to create PDF files by clicking the »PDF« button.

Edit

This menu contains options for editing project content.

Menu:Edit

Undo

Undoes the last step. Press the option multiple times to undo previous steps chronologically. The application supports persistent undo. This means additional steps can be undone even after the file has been closed and reopened.

Redo

Redoes the last step undone. Press the option multiple times to redo previous steps chronologically. This option is only active if you have used the »Undo« option at least once.

Cut

Cuts the selection and stores it on the clipboard. The cut content only remains available on the clipboard until you press »Copy« or »Cut« or switch your computer off. You can only store copied or cut content on the clipboard.

Copy

Copies the selection and stores it on the clipboard. The copied content only remains available on the clipboard until you press »Copy« or »Cut« or switch your computer off. You can only store copied or cut content on the clipboard.

Paste

Pastes content from the clipboard to the active project if you have stored content on the clipboard using the »Copy« or »Cut« commands.

Paste and Match Style

Pastes content from the clipboard. The content you paste will match the style currently active in the application. Examples include the font and size.

Clear

Clears the selection.

Select All

Selects all content in the active project.

Milestone

Change the selection to a milestone

Clear Actual Values

Clears the actual values of the selection.

Completion

Change the completion in % for the selection.

Menü:Bearbeiten - Fortschritt

Find

This menu option contains several options for searching within the project.

Menu:Edit - Find
Find

Activates the search function. A search box will appear in the program window. Search results will be highlighted in yellow in the project.

Find Next

Displays the next search match if multiple results are found.

Find Previous

Displays the previous search match if multiple results are found.

Use Selection For Find

Uses a selection as the search term.

Jump to Selection

Displays the selection used for the search.

Jump to Current Date

Displays the current date in the project view.

Jump to …

Brings up a search box allowing you to jump to an activity directly by entering a consecutive number (#), WBS code or another numbering.

Spelling and Grammar

This menu option contains spelling and grammar checking options provided by the operating system.

Menu:Edit - Spelling and Grammar
Important You need to select text to activate the options in the menu. This applies to all options provided by the system described in the following.
Show Spelling and Grammar

Displays the »Spelling and Grammar« window. This allows you to check the spelling and grammar of the selected text.

Check Document Now

Checks the selected text for spelling and grammar mistakes. Errors are highlighted in the default color.

Check Spelling While Typing

If this option is checked, content is checked while you type and underlined in red if mistakes are found.

Check Grammar With Spelling

If this option is checked, grammar and spelling will be checked.

Correct Spelling Automatically

If this option is checked, spelling will be checked and corrected automatically.

Substitutions

This menu option contains text substitution options provided by the operating system. These options can be configured in the operating system under »System Preferences > Keyboard > Text«. (http://support.apple.com/kb/PH14294?viewlocale=en_US)

Menu:Edit - Substitutions
Show Substitutions

Shows the »Substitutions« window.

Smart Copy/Paste

If this option is checked and text is then pasted, spaces around the pasted text are inserted/removed automatically if required.

Smart Quotes

If this option is checked, quotation marks are always used when entering text.

Smart Dashes

If this option is checked, long dashes are always used when entering text.

If this option is checked, URLs are converted into clickable links. For example, the string "www.projectwizards.net" is converted into a link which opens the Web page when clicked. Likewise, "mailto:person@mail.com" is converted so a window opens allowing you to email the particular address.

Data Detectors

If this option is checked, dates, locations, and contacts will be detected automatically allowing them to be saved in your address book or calendar.

Text Replacement

If this option is checked, all text elements entered in »System Preferences > Keyboard > Text« will be replaced with another text element.

Transformations

This menu option contains all text transformation options provided by the operating system.

Menu:Edit - Transformation
Make Upper Case

This option makes all selected letters uppercase.

Make Lower Case

This option makes all selected letters lowercase.

Capitalize

This option capitalizes the first letter of every word selected.

Speech

This menu option contains text-to-speech output options provided by the operating system. You can configure the speech-output voice under »System Preferences > Dictation & Speech > Text to Speech«.

Menu:Edit - Speech
Start Speaking

This option reads the selected text using the system’s default voice.

Stop Speaking

This option stops the text being read aloud.

Special Characters …​

Shows the »Special Characters« window. This lets you select and use special characters and symbols in texts.

Start Dictation …

This option provided by the operating system lets you dictate text. You can configure this function under »System Preferences > Dictation & Speech > Dictation«

Format

This menu contains text formatting options.

Menu:Format

Show Fonts

Shows the »Fonts« menu provided by the operating system. This lets you change various parameters of the selected text.

Bold

Makes the selected text bold. This option remains active until you uncheck the box by clicking it again.

Italic

Italicizes the selected text. This option remains active until you uncheck the box by clicking it again.

Underline

Underlines the selected text. This option remains active until you uncheck the box by clicking it again.

Outline

Outlines the selected text. This option remains active until you uncheck the box by clicking it again.

Bigger

Increases the selected font by one font size.

Smaller

Decreases the selected font by one font size.

Show Colors

Shows the »Colors« window provided by the operating system. This lets you make the selected text any color you want.

Copy Style

Copies the selected text’s style.

Paste Style

Uses the copied style for the current text selection.

Insert

This menu contains options for working with content.

Menu:Insert

Activity

Creates a new activity in the active document. If you have not made a selection in the outline, the activity will be created in the last row. If you have made a selection in the outline, the new activity will be created directly in the row below.

Insert new row

You can add a new activity row to the project structure. To do this, select the upper activity under which you want to add the new activity row.

In the example, a new activity is to be added between row #2 (activity 2) and row #3 (activity 3).

Adding an activity to the structure

First you need to select the upper activity by clicking it. In the example, row #2 (activity 2)

Select activity

You can now create a new activity.

New activity inserted
Tip The easiest way is to use the keyboard shortcut [cmd + N].

The New Activity shifts the content of row #3 as well as all subsequent activities down one row in the structure. The New Activity is now positioned in Row #3 and you can add a title to it.

Milestone

Creates a new milestone in the active document. If you have not made a selection in the outline, the milestone will be created in the last row. If you have made a selection in the outline, the new milestone will be created directly in the row below.

Child

Creates a new activity indented one level below the overlying activity/milestone. This overlying activity/milestone will be converted automatically into a group (bold).

Aunt

Creates a new activity outdented one level outside the selected group.

Predecessor

Creates an activity linked to the selection as a predecessor (finish-start).

Successor

Creates an activity linked to the selection as a successor (finish-start).

Assignment

Creates a new resource assigned to the selection.

File Attachement

Attaches a file to the selection.

Column

Creates a new column. A drop-down menu with the column content available for selection will be displayed. You can also define the columns yourself.

Structure

This menu contains commands for editing the project structure. It lets you apply various functions to selected content in the outline or bar chart.

Menu:Structure

Indent

Indents the selected elements (milestones, activities) in the outline. Overlying objects are converted automatically into a group.

Outdent

Outdents the selected elements (milestones, activities) outside the overlying group. If you outdent every item of content from a group, this group is converted into an activity. You cannot outdent top level elements (milestones, activities).

Move Up

Moves the selected elements (milestones, activities) one position higher in the outline sequence.

Move Down

Moves the selected elements (milestones, activities) one position lower in the outline sequence.

Expand

This menu option contains options for expanding groups in the outline.

Menu:Structure - Expand
All

Expands all groups in the outline. Underlying groups remain collapsed.

Selection

Expands all selected groups. Underlying groups remain collapsed.

Complete Selection

Expands all selected groups including all subgroups.

In Steps

Expands all groups one level at a time.

Assignments

Expands all activities which have at least one assignment.

Collapse

This menu option includes options for collapsing groups in the outline.

Menu:Structure - Collapse
All

Collapses all groups in the outline.

Selection

Collapses all selected groups. Underlying groups remain collapsed/expanded.

Complete Selection

Collapses all selected groups, including all subgroups.

In Steps

Collapses all groups one level at a time.

Assignments

Collapses all activities which have at least one visible assignment.

Freeze Sorting

Freezes the sorting for the currently active column.

This menu option contains options for linking at least two marked milestones, activities, groups or assignments. This creates a chronological dependency between the linked elements.

Menu:Structure - Link
Finish - Start

Links the selected elements with the finish-to-start dependency. The next element will now start once the preceding one has been finished. The exception here is when you use a slack duration as the slack duration you entered influences the finish.

Link FS
Tip Use the keyboard shortcut ctrl – cmd - L to create a Finish - Start link automatically.
Finish - Finish

Links selected elements with the finish-to-finish dependency. Both elements now finish at the same time. The exception here is when you use a slack duration as the slack duration you entered influences the finish.

Link FF
Start - Start

Links selected elements with the start-to-start dependency. Both elements now finish at the same time. The exception here is when you use a slack duration as the slack duration you entered influences the finish.

Link SS
Start - Finish

Links selected elements with the start-to-finish dependency. Both elements now finish at the same time. The exception here is when you use a slack duration as the slack duration you entered influences the finish.

Link SF
Disconnect

Disconnects all links for the selection made.

Assignments

This menu contains options for creating resource assignments.

Menu:Structure - Assignments
New Resource

Creates a new resource and assigns it to the selected element.

Remove all Assignments

Removes all assignments in the selected element.

View

This menu contains options for displaying content and programs.

Menu:View

Work Breakdown

This menu option lets you view and edit the project and its content in the built-in »Activities« view. This view shows project contents in the Outline and in a Gantt Chart.

Resources

This option lets you view and edit the resources used within the project.

View Options

Shows the Inspector with the display options for the current view. These options help you adjust how project content is displayed in the particular view.

Details

This menu option contains the view for the Attachements and its view options.

Menu:View - Details

Zoom

This menu option contains options for zooming in and out of project content and the particular views.

Menu:View - Zoom
Zoom In

Zooms into the project content in the current view.

Zoom Out

Zooms out of the project content in the current view.

Default Size

Displays the project content at the default size in the current view.

Fit in View

Adjusts the size of the content to fit the current view.

Percent

Contains a selection of built-in zoom levels (in percent) to display the current content.

Time Scale

This menu option contains options for adjusting the time scale in the particular view.

Menu:View - Time Scale
Zoom In

Zooms into the time scale in the current view. This option only works with views with a time scale.

Zoom Out

Zooms out of the time scale in the current view. This option only works with views with a time scale.

Fit Project

Automatically fits the time scale to suit the project length. The entire project will be shown in the visible section of the time scale.

Fit Selection

Automatically fits the time scale to suit the selection. The selection will be shown in the visible section of the time scale.

Hide/Show Toolbar

Hides/shows the toolbar in the program window.

Customize Toolbar

Opens the dialog to adjust the toolbar and add favourites.

Window

This menu contains options for handling program windows.

Menu:Window

Minimize

Minimizes the active program window to the dock. Same action as clicking the center (yellow) traffic light button on the top left of the window.

Minimize All

Minimizes all open program windows to the dock. Same action as clicking the center (yellow) traffic light button on the top left of the window while keeping the alt key held depressed.

Zoom

Zooms the program window to fit its content. Same action as clicking the right (green) traffic light button on the top left of the window.

New Window

Opens an additional window of the current program file.

Enter/Exit Full Screen

Activates/deactivates full screen mode for the active program window. The program will zoom to fill the entire screen.

Bring All to Front

Brings all open program windows to the front.

Hide/Show Inspector

Hides/shows the Inspector in the active program window.

Show/Hide Attachments

Shows/hides the attachments view in the active program window.

Show/Hide Resources Window

Shows/hides the resources window in the active program window.

Show/Hide Warnings

Shows/hides warnings in the active program window.

Help

This menu helps answer questions about the program.

Menu:Help
Tip In OS X all help menus have a built-in search function. When you type a search term, the search results are divided into Menu Items and Help Topics. If you select a menu item that has been found, a blue arrow hovers over where you can find the menu item in the program.
Help

Merlin Project Express Help

Opens the help function.

Merlin Project Express Tutorials

Opens the tutorials with information on how to use the product.

Merlin Project Express on the Web

Further product information on the Web.

Release Notes

Create Support Profile

Creates a support profile which is helpful to the support team when fixing the issue.

Inspectors

Each Inspector contains fields with different options and assorted information. In many fields, you can enter values for your selection in the work area. In the Outline, you can also show and use these fields as columns.

The Inspectors are divided into tabs which, in turn, contain additional options. Depending on the selection, you always have the right Inspectors at hand when using Merlin Project Express. Each Inspector is listed together with its name.

Main Window

Inspector »Project Settings«

When creating a new project, the inspector New Project will be displayed. It contains Settings for the project. Merlin Project Express offers various options relevant for projects. By clicking on the »Settings« icon in the icon bar, you can show the inspector whenever you need it.

New Project:General - collapsed

Following you will find the individual tabs in the New Project inspector:

General

New Project:General - expanded

The inspector New Project: General contains options for setting up project presets.

Date Presets

These are presets for the planning Direction of the project, the Start Date and the first Week Day. These directly affect the project’s date presets.

Work

Here you can define presets for Work in the project. These can be entered for the following options:

  • Hours per man-day

  • Hours per man-week

  • Days per man-month

  • Default Value

The Standard Value defines the number of time unites for new activities. The question mark indicates whether this is an estimated value or not. It does not affect project planning and may be omitted if desired.

Merlin Project Express will calculate all durations taking into account these values. The values shown here are default presets and can be changed any time.

Work Units - Work/Duration
Important Work units directly affect calculated values. When an activity is planned with 20 Days of planned work, the corresponding planned Duration is one month. This is because one man month is per default set to 20 work days in a project.
Duration

Here you can define a Default Value for the duration of new activities. This is the duration value used automatically when adding new activities.

The Calculation Unit for duration is set to Dynamically per default. This means that Merlin Project Express will automatically convert a duration of 7 Days into 1 Week, etc.

If this is not desired, you can select a fixed unit from the drop-down menu. This will make all durations show using the selected unit.

Status Date

The Status Date option will move those activities not yet started to the defined status date. This enables dynamic postponement of scheduled activities in a project. Dynamic Planning offers two options on which activities shall be moved to the status date. The expected and planned values are vital for this operation. They directly affect the project’s date presets.

  • Expected & planned values

  • Only expected values

Tip Only expected values will move activities only to the current date. Planned values – shown with a grey bar in the Gantt chart – remain as they are. These are mainly starting dates of the parent group or the complete project.

Granularity defines the time unit pattern for moving activities.

Resources

Here you can edit two options for resources: the style of the used Initials for the resources, and whether multiple assigned resources will share their work on an activity. When deactivating the Share their work option, resources will no longer be assigned evenly on the work for an activity.

Tip Per default, resources share their work in activities. Two assigned resources in that case would be able to perform a day’s work load within half a day. If you want to deactivate this option, simply remove the check mark.
Currency Symbol

This option sets the Currency Symbol for the project. All cost values will have this symbol as currency.

Calendar

New Project:Calendar

The inspector New Project: Calendar contains options for setting up project presets. The calendars can also be used as project calendars.

You will also find the work calendar settings for regular working times and expections for vacation or non-regular working times in this inspector.

  • Regular Week

  • Exceptions

Use the mouse to define the working times for each day individually. Select multiple days to adjust working times in one pass.

Tip By clicking on the Gear icon you export and import working times in ICS calendar file format.

Value Lists

New Project:Value Lists

The inspector New Project: Value Lists contains options for editing and creating value lists.

These are used for files and costs. The values will show in the inspector for the corresponding files and costs. Each file and cost type has its own customizable value list. Simply select the existing file or cost from the For drop-down menu to show the relevant value list.

  • File

  • Cost

Using the »+« and »-« icons you can create or delete values in the selected list. Some values offer to define an icon. The newly created values will be immediately available in the inspector for the corresponding attachment type.

Inspector »Activity«

This inspector includes those settings related to the majority of the work in a project. When selecting a project, one or more activities/milestones, the Activity: Plan inspector will show to help you in your planning work.

Inspector »Activity: Plan«

This inspector shows – depending on the current selection – either the planning values for the project or for the selected activities/milestones.

Activity:Plan
Activity:Plan
Title

The »Title« section contains three options for naming of the selected object.

  • Title

  • Subtitle

  • Additional Title

The Title lets you enter a designation for the project, activities and milestones.

Subtitle und Additional Title are optional values. You may use them for more details on the designation.

Work

The »Work« section contains four options for the definition of the selection’s work and duration. Activities and milestones also offer a checkbox for conversion into a milestone/activity.

  • Work

  • Overtime Work

  • Duration

  • Milestone

New activities will automatically have the Work value of »1 day ?«. You can change this value in the project settings for new activities. You can enter the required work manually. To do this, you will need to enter a digit and a unit. When entering »10 W«, this will automatically be converted into »10 Weeks«.

This value will plan ten weeks of work for this activity. It determines the work required to finish this activity. A question mark indicates that work load for this activity is an estimated value. That does not affect the project calculation.

In the field Overtime Work you can set the duration of the work that will be performed outside the project’s working times. The planned costs of the activity will then also be affected by the overtime rate of the standard/assigned resource.

In the Duration field you can determine the duration related to the work times in the project and the duration related to consecutive time.

Note
Time Units
Merlin Project Express offers various time units for Work, Duration and Consecutive Duration to be entered in the Work and Duration fields.
Time Units
Tip You can enter various units and you don’t have to fully type them. You can enter any English time unit. When entering »2 d« into the Work or Duration field, this will be converted into »2 days«. So the »d« is the short form for »day«. The duration is affected by the working times entered for a project. When working times of 8 hours per day are defined in the project, one day consists of 9 consecutive hours (8 working hours plus one hour lunch break). For consecutive duration, enter an »e« as a prefix for “elapsed”. Entering »2 ed« will therefore convert into a duration of »2 edays«. This means the activity will take exactly 2 x 24 hours.
Start, End and Alignment

Further options are available for setting the Start, End and Alignment of the selection.

In projects, the Start option is a starting date. Activities however have an unrestricted start per default. This means, the start date for activities will be controlled dynamically by the planning for the parent group or by links with other activities.

The drop-down menu offers further options for the definition of start dates. These are:

  • Precise

  • Earliest

  • Latest

  • Between

The value »Precise« defines a precise start date for the selection. An entry field will be displayed in which you can enter a date including time for the start. If the option »Fixed precise start date« is checked in the calendar, the activity is fixed at the specified date and therefore static. The fixed date will be marked with an exclamation mark. This activity will not be affected by any other dependencies. This is handy for fixed events.

Activity:Fixed precisely

The Alignment option offers various options for the start date. These are:

Activity:Plan Alignment
Tip You can enter date fields manually. Do so using the left and right arrow keys to switch between the individual units (day, month, year, hour and minutes). Use the up and down arrows to change the values. Clicking on the calendar icon will show the calendar window in which you will be able to select dates with a simple mouse click.

The value »Earliest« defines an earliest start date for the selection. An entry field will be displayed in which you can enter a date including time for the earliest start. When marking the option »Fixed« the activity start will be fixed to the entered date. This activity will not be affected by any other dependencies. This is handy for fixed events.

This is handy for fixed events. The value »Latest« defines a latest possible start date for the selection. When marking the option »Fixed« the activity start will be fixed to the entered date. This activity will not be affected by any other dependencies. This is handy for fixed events.

This is handy for fixed events. The »Between« option combines the »Earliest« and »Latest« options to allow for a slack of the selection. This is quite useful for flexible project planning.

You can adjust the Alignment for the Earliest and Latest values. By selecting one of the three options Earliest, Latest or Long, the selection will be aligned according to the parent group. The alignment Earliest is active by default. This means activities always start as early as possible and are affected by the working times and other dependencies used in the project. The opposite to this is the alignment Latest. When selected, activities start as late as possible. The alignment Long aligns the activity with the maximum length of the parent structure (the parent group or the entire project) and so is a mixture of Earliest and Latest.

Start/Finish Presets
Tip All options for Start are also available for the Finish of a selection. This lets you define the end date for the selection.

Inspector »Activity: Finance«

This inspector is divided into the »Budget«, »Cost« and »Balance« tabs. Here you can determine and control the costs for the selection.

Budget

The »Budget« tab is divided as follows.

Activity:Finance - Budget
Requested

In the »Requested« section you can enter requested budgets for the selection. Enter the sum for the requested budget into the Amount field. Optionally add the person requesting the budget into the By Resource field, or select it from the resources available in the project.

Approved

In the »Approved« section you can enter approved budgets for the selection. Enter the sum for the approved budget into the Amount field. Optionally add the person approving the budget into the By Resource field, or select it from the resources available in the project.

Status

In the »Status« section you can define the following options for the budget status.

  • No Budget

  • Requested

  • Approved

  • Rejected

The Date: option offers you to enter a date for the status.

Results

Here you can view the results for the budget. These are divided into Approved, Distributed and Undistributed.

In the Notes section you may add notes for budget documentation.

Cost

The »Cost« tab is divided as follows.

Activity:Finance - Costs
Base Costs

Base costs are any further costs for a selection. In the Accrual field you can enter the cost accrual via a drop-down menu.

Clicking on the »+« icon will create a new cost, clicking on the »-« icon will delete an existing cost. The base costs list contains the following columns for editing:

  • Title

  • Planned Amount

  • Actual Amount

The Title column contains the title for the base cost position.

The Planned Amount column contains the planned sum for the base cost position.

The Actual Amount column contains the actual sum for the base cost position.

When a base cost position is selected, further options below the list become available. These are:

  • Billable

  • Type

  • Account

  • Status

  • Added by

Billable determines whether the costs shall be billed.

Type contains a selection of values for the type of the base cost position.

Account contains the account for the base cost position.

Status contains a selection of values for the status of the base cost position.

Added by contains the name of the resource that added the base cost position.

Balance

The »Balance« tab is divided as follows.

Activity:Finance - Balance
Expected Costs

The »Expected Costs« section contains a list of expected costs for the selection. These costs are divided into:

  • Base Costs

  • Work Costs

  • Attachment Costs

and the resulting Balance.

The Base Costs contain the sum of all expected base costs for the selection.

The Work Costs contain the sum of all expected work costs for the selection. The work costs are those costs for the assigned resources.

The Attachment Costs contain the sum of all expected costs for the selection’s attachments. The attachment costs arise from costs for attachments.

Planned Costs

The »Planned Costs« section contains a list of planned costs for the selection. These costs are divided into:

  • Base Costs

  • Work Costs

  • Attachment Costs

and the resulting Balance.

The Base Costs contain the sum of all planned base costs for the selection.

The Work Costs contain the sum of all planned work costs for the selection. The work costs are those costs for the assigned resources.

The Attachment Costs contain the sum of all planned costs for the selection’s attachments. The attachment costs arise from costs for attachments.

Actual Costs

The »Actual Costs« section contains a list of true costs for the selection. These costs are divided into:

  • Base Costs

  • Work Costs

  • Attachment Costs

and the resulting Balance.

The Base Costs contain the sum of all actual base costs for the selection.

The Work Costs contain the sum of all actual work costs for the selection. The work costs are those costs for the assigned resources.

The Attachment Costs contain the sum of all actual costs for the selection’s attachments. The attachment costs arise from costs for attachments.

Inspector »Activity: Actual Values«

Activity:Actual Values

In the Inspector »Activity: Actual Values« you can enter and control the project’s actual values.

Tip Actual values are the true values to be entered in the course of the project. As such, they are the actual values, and not the planned or expected values, in the project.
Actual Start

You can enter the actual start date for the selection into this field. This value corresponds to the actual start date.

Actual End

You can enter the actual end date for the selection into this field. This value corresponds to the actual end date.

% completed

You can enter the actual completion value in percent into this field. This value corresponds to the actual completion state.

Results

This section shows the results for the actual values of the selection.

The Remaining Duration contains the value for the duration remaining in the selection.

Completed through shows the current time point of work in progress based on the current amount of completion or actual work.

Expected

This section contains the expected values for the selection.

  • Start

  • End

  • Work

  • Duration (consecutive)

  • Utilization

The »Start« view shows the calculated value for the expected start date of the selection.

The »End« view shows the calculated value for the expected end date of the selection.

The »Work« view shows the calculated value for the expected work of the selection.

The »Duration« view shows the calculated value for the expected duration and the expected elapsed duration (in parenthesis) of the selection.

The »Utilization« view shows the calculated value for the expected utilization of the selection (in percent.

Planned

This section contains the currently planned values for the selection.

  • Start

  • End

  • Work

  • Duration (consecutive)

The »Start« view shows the value for the planned start date of the selection.

The »End« view shows the value for the planned end date of the selection.

The »Work« view shows the value for the planned amount of work for the selection.

The »Duration« view shows the value for the planned duration and the planned elapsed duration (in parenthesis) of the selection.

Inspector »Activity: User-defined«

The Inspector »Activity: User-defined« is divided into:

  • Tags

Here you can create and control custom Tags and Fields for the project.

Tags
Activity:Custom - Tags

The Tags tab contains a built-in list with tags. You can expand this list using custom tags. Clicking on the »+« icon will create a new tag, and clicking on the »-« icon will delete the selected existing tag. When activating the Assigned check box, the corresponding tag will be associated with the selection.

Tip Custom tags assist in searching and classifying content. The relevant column will display the tags inside the outline.

Inspector »Column: Notes«

Activity:Notes

In the Inspector »Column: Notes« you can enter any information as formatted text. You can expand the content using the Gear icon and the options Insert current date or Insert current date and time. This enables you to properly document information for later use in this inspector.

Inspector »Resource«

In this inspector you can edit the project’s resources.

Resource:Info

In the work area’s Resource view you can select the resources added to this project. This will open the Resource inspector. It contains Settings for the selected resources. Merlin Project Express therefore offers various options relevant for editing resources.

Following you will find the individual tabs found in the Resource inspector:

Inspector »Resource: Info«

The inspector Resource: Info provides options for editing information on the selected resource.

Title

This is the Title or designation of the resource. You can enter four designation types for each resource:

  • Title

  • Subtitle

  • Additional Title

  • Initials

Tip The initials will be created automatically from the Title and can be changed in the project settings.
Advanced Options

In the Inspector:Info you will also find the following options for a selected resource:

  • Phone

  • Email

  • Type

  • Available Units

  • Status

Phone contains the resource’s telephone number. Clicking on the »Telephone icon« will read the number.

Email contains the resource’s email address. Clicking on the »@« icon will open a new email window of the default email application. Now you can immediately send an email to the resource.

Type contains the selection for the following resource types:

  • Person

  • Material

  • Company

  • Equipment

Available Units contains the available units for resource utilization.

Status contains the resource’s utilization status. This can be:

  • Well utilized (green circle)

  • Under-utilized (yellow triangle)

  • Over-utilized (red rectangle)

Inspector »Resource: Calendar«

Resource:Calendar - Regular

The inspector Resource: Calendar contains calendar configuration options for the selected resource. The calendar uses the project calendar settings as standard.

You will also find the work calendar settings for regular working times and exceptions for vacation or non-regular working times in this inspector.

  • Regular Week

  • Exceptions

Use the mouse to define the working times for each day individually. Select multiple days to adjust working times in one pass.

Resource:Calender - Exceptions

The Exceptions area contains options for adding new exceptions. Click on the + icon to create a new exception.

Adding work intervals will change the non-working exception into a working exception.

Resource:Calender - Exceptions

The Gear icon contains options for the resource calendar:

  • Reset to Base Values

  • Reset All Days to Base Values

  • Import Resource Calendar

  • Export Resource Calendar

Resource:Calender - Gear
Tip Clicking on the Gear icon lets you export and import working times in the ICS calendar file format.

Inspector »Resource: Costs«

Resource:Costs - Regular
Tip The Standard Rate contains the actual costs for the resource.

The Base Costs contain further costs generated by the resource.

The Intended Purpose defines whether the base costs apply per project or per assignment.

The Accrual contains a list of possible accruals.

  • Accrue prorated

  • Accrue immediately

  • Accrue at start

  • Accrue at end

Clicking on »+« will create a new base cost, and clicking on »-« will delete the selected existing base cost. The Title column allows you to designate the base cost.

The Billable checkbox indicates the cost is billable.

Further options for the costs information can be:

  • Type

  • Account

  • Status

  • Added by

Inspector »Resource: Actual Values«
Resource:Actual Values

In the inspector *Resource: Actual Values« you can enter and control the resource’s actual values.

Tip Actual values are the true values to be entered in the course of the project. For resources, these are calculated values.
Actual Start

This field shows the actual start date for the selection. This value corresponds to the true start.

Actual End

This field shows the actual end date for the selection. This value corresponds to the true end.

% completed

This field shows the actual completion value in percent. This value corresponds to the true completion state.

Actual Work

This section contains options for the actual work. Here you can enter and control the values for any work to be performed. The Actual Work option shows the value for the work actually performed. Advanced options for this section are:

  • Remaining Work

Results

This section shows the results for the actual values of the selection.

The Remaining Duration contains the value for the duration remaining in the selection.

Completed through shows the completion status for the current date.

Expected

This section contains the expected values for the selection.

  • Start

  • End

  • Work

  • Overtime Work

  • Duration (consecutive)

  • Utilization

The »Start« view shows the calculated value for the expected start date of the selection.

The »End« view shows the calculated value for the expected end date of the selection.

The »Work« view shows the calculated value for the expected work of the selection.

The »Duration« view shows the calculated value for the expected duration and the expected elapsed duration (in parenthesis) of the selection.

The »Utilization« view shows the calculated value for the expected utilization of the selection (in percent.

Tags

Resource:Custom - Tags

The Tags tab contains a built-in list with tags. You can expand this list by adding custom tags. Clicking on the »+« icon will create a new tag, and clicking on the »-« icon will delete the selected existing tag. When activating the Assigned check box, the corresponding tag will be associated with the selection.

Tip Custom tags assist in searching and classifying content. The relevant column will display the tags inside the outline.

Inspector »Resource: Notes«

Resource:Notes

In the inspector *Resource: Notes« you can enter any information as formatted text. You can expand the content using the Gear icon and the options Insert current date or Insert current date and time. This enables you to properly document information for later use in this inspector.

Inspector »File«

In this inspector you can edit »File« type attachments in a project. There should be at least one »File« type attachment present and selected in the Details view.

Tip You can show and hide the Details view using the corresponding icon in the icon bar.

In the work area Details view you can select the »File« type attachments added in this project. This will open the File inspector. It contains Settings for the selected files. Merlin Project Express therefore offers various options relevant for editing file attachments.

Following you will find the individual tabs in the File inspector:

Info

File:Info

The inspector »File: Info* provides options for editing information on the selected file.

Title

This is the Title or designation of the file. You can enter three titles for each file:

  • Title

  • Subtitle

  • Additional Title

This section contains information on the attached file. The File Name field contains the file including file name. By clicking on the Gear icon you will get further options for the file selected in the list.

  • Open

  • Show

  • Replace

The Open option will open the file using the appropriate application.

The Show option will display the Finder path the file is located in.

The Replace option will display a dialog to select a different file as the attachment.

Comment

This section contains further information on the selected file.

The Comment field contains custom entries on the selected file.

Below this field additional information will be displayed:

  • Size

  • Type

  • Created

  • Modified

  • Name

  • Comment

Size contains information on the file size.

Type contains information on the file extension.

Created shows the creation date of the file.

Modified shows when the file has been changed.

Name shows the name of the selected file.

Inspector »File: Costs«

The inspector »File: Costs« is divided as follows.

File:Costs

Base costs are any further costs for a file. In the Accrual field you can enter the base cost accrual via a drop-down menu.

Clicking on the »+« icon will create a new base cost, clicking on the »-« icon will delete an existing cost. The base costs list contains teh following columns for editing:

  • Title

  • Planned Amount

  • Actual Amount

The Title column contains the title for the base cost position.

The Planned Amount column contains the planned sum for the base cost position.

The Actual Amount column contains the actual sum for the base cost position.

When a base cost position is selected, further options below the list become available. These are:

  • Billable

  • Type

  • Account

  • Status

  • From

Billable determines whether the costs shall be billed.

Type contains a selection of values for the type of the base cost position.

Account contains the account for the base cost position.

Status contains a selection of values for the status of the base cost position.

Added by contains the name of the resource that added the base cost position.

Inspector »File: Tags«

The Inspector »File: Tags« contains options for userderfined tags.

Datei:Benutzerdefiniert - Tags

The Tags tab contains a built-in list with tags. You can expand this list by adding custom tags. Clicking on the »+« icon will create a new tag, and clicking on the »-« icon will delete the selected existing tag. When activating the Assigned check box, the corresponding tag will be associated with the selection.

Inspector »File: Notes«

File:Notes

In the inspector »File: Notes« you can enter any information as formatted text. You can expand the content using the Gear icon and the options Insert current date or Insert current date and time. This enables you to properly document information for later use in this inspector.

Inspector »Styles«

In this inspector you can edit styles. This inspector is particularly context sensitive. It behaves differently depending on the current view and the selected content.

The easiest way to select a style is by right-clicking on an object in the view. The context menu option »Style« will offer Objectives. Upon selecting an Objective the corresponding inspector »Style« will be displayed.

Styles

The shown illustration demonstrates a secondary mouse click on a bar in the activity view. In the »Style« context menu you will find all the options relevant for this selection. Following we will explain the »Styles« inspector for Bars.

Bars

Styles

The Styles inspector offers options for setting up various view options for the selection.

For

The For drop-down menu contains a variety of objectives. Here you can select the options for a certain objective. If you want to display further objectives for the view, use a secondary mouse click on the For drop-down menu.

Objectives included in the For context menu:

  • Bars

  • Labels

  • Rows

  • Background

  • View

  • Full Document

Tip An »Objective_ is an object that can be edited in the »Style« inspector. Such as Bars in the Work Breakdown. You can select further correlated objectives via For in the inspector. The available options depend on the current selection. Clicking on the For drop-down menu while pressing the Alt key will ist all Objectives for the object. You will get the same result when using the Show all parts option in the drop-down menu.
Styles - Objectives gist

You can select objectives in the »For« drop-down menu.

Stile - Objectives all

Alt plus mouse click will display further objectives in the »For« menu.

Condition

You can define style options for various objectives. The Condition menu contains a list of conditions.

The following options for conditions are available in the drop-down menu:

  • In Use

As in the For menu, the Condition drop-down offers further conditions when clicking with the Alt key pressed.

Styles - Conditions collapsed

Select a condition from the »Condition« menu.

Styles - All conditions

Alt plus mouse click will display further conditions in the »Condition« menu.

In Use contains the condition currently used.

Color

In the Color section you can define color styles for the current selection. There are two options available:

  • Color

  • Background Color

Styles

The Color field defines the foreground color of the selection. By unchecking the box the color will be reverted to the color defined in the document.

The Background Color field defines the selection’s background color.

Clicking on this field will display the Mac OS »Color« window. Here you can define a color and save it for later use.

Height

In the Height section you can define styles for the row height. There are two options available:

  • Min. Height

  • Max. Height

When unchecking the box, the values defined for the document will be applied.

Styles

The Min. Height field contains the minimum height of rows. You can edit the height value and the height unit here. There are three units available:

  • pt

  • %

  • em

The Max. Height field contains the maximum height of rows. You can edit the height value and the height unit here. There are three units available:

  • pt

  • %

  • em

Advanced Options
Styles

The shown section contains further style options.

  • Line Style

  • Highlight Style

  • Gradient

  • Shadows

Full Document

The Full Document style options allow you to change the appearance of the document. The main focus is on adapting the fonts.

A secondary click on blank space in the main view allows you to select the option »Style > Full Document« from the context menu.

Styles

In the »Style« inspector with the objective Full Document the following options are available.

Color

The Color field allows you to select the font color. Clicking on this field will display the Mac OS »Color« window. Here you can define a color and save it for later use.

Font

The Font field contains the font face currently set for the complete document.

Styles - Fonts

Clicking on this field will display the Mac OS »Fonts« window. Here you can change various font options.

The Font section offers further options for editing the font. These are:

  • Family

  • Size

  • Font Weight

  • Font Style

  • Font Stretch

Family contains the font family. You can change it via the drop-down menu. The available fonts may differ depending on the fonts installed on your computer.

Size contains the font size. The font size uses the pt unit.

Font Weight defines the thickness of the font (lighter, light, regular, bold, bolder). You can decide whether you prefer a thicker or thinner font.

Font Style defines the style (regular or italic) of the font. This enables you to set the font style to your preference.

Font Stretch defines the font spacing (condensed, normal, expanded). This enables you to set the font spacing to your preference.

Inspector »Time scale«

By clicking on the time scale in the work area the following inspector will show.

In this inspector you can make adjustments to the selected time scale.

Time Scale Inspector

Tier

The Unit option controls the time unit for the selected time scale. Checking the control box will fix the selected time unit.

The Date Format option lets you select a format for the dates shown in the time scale.

The Current Time Unit option will highlight the current date unit in the project view in blue color.

Using the Time Line option you can show a red time line in the project view. The time line will show the current time.

Non-working Time

This section offers several options for determining how to deal with non-working time.

Based on determines which calendars shall be used to define non-working times.

Darken determines how non-working times will be displayed in the project view.

Using the slider you control the appearance of regular non-working times. For example, you can hide weekends using this option.

Inspector »View Options«

This inspector allows you to edit the view options for the current view. This inspector is context sensitive and contains varying options depending on the current view.

You can display the view options using various methods. E.g. via the menu »View > View Options« or directly via the corresponding icon.

View Options

Inspector »View Options: Work Breakdown«

This inspector will show when selecting the Work Breakdown view. It contains the following options for the work breakdown:

View Options:Work Breakdown

Critical Path (de)activates the display of the critical path in the Gantt chart. This will also highlight the dependencies between those activities on critical path.

Tip The critical path is present when linked activities affect the project deadline. Any change in a linked activity on the critical path will automatically lead to a deadline change for the project. You can find further information on the critical path at Wikipedia.

Dependencies (de)activates the display of links between the individual activities in the Gantt.

The options are:

  • Bar

  • Conflicts

  • Advanced

Bar

The Bar section contains options for the appearance of bars in the Gantt.

The Labels option (de)activates the display of bar labels.

The option Group Boundaries activates/deactivates the graphical display of group boundaries in the Gantt.

Tip The option Group Boundaries makes groups and subgroups clearer.

The Gradients option (de)activates the display of color gradients.

The Shadows option (de)activates the display of shadows.

Conflicts

This option lets you control whether conflicts are to be displayed in the Work Breakdown.

The Conflicts option (de)activates the display of all potential planning conflicts.

The Strong option (de)activates the display of potential strong planning conflicts.

The Weak option (de)activates the display of potential weak planning conflicts.

Advanced

The Advanced section contains advanced view options.

The Highlight Changes option (de)activates the display of changes and the resulting values.

The Details in secondary View option defines whether the Details view information only relates to the current main view selection or to the entire project.

The Selection-dependent Styles option (de)activates the display of styles depending on the selection.

The Dimming non-editable fields option (de)activates the display of calculated or non-editable fields in gray.

The Bundle adjacent lines option bundles linking lines in bar charts whenever possible. This makes the display of dependency lines in the project more graphically appealing.

You can sort the current view according to the sorting field(s) you enter in this table. Click on the + button to insert a new sorting field.

Inspector »Column«

The column inspector contains two tabs. Column: Info and Column: Notes.

Inspector »Column: Info«

The Column: Info: inspector provides the following options for editing the selected built-in column.

Column: Info
  • Title (not editable)

  • Custom Title

  • Alignment

  • Sorting

  • Format (not for all columns)

  • Column separators

The Title option for built-in columns contains the column designation and cannot be edited.

The Custom Title option enables you to add a custom designation for built-in columns.

The Alignment option contains three alignments for column content. Column content is generally aligned using the Align Right option. The drop down menu also contains the Align Left and Center alignment option.

The Sorting option contains three sorting types for column content. Column content is generally sorted using the Manual option. The drop down menu contains the additional sorting options Ascending and Descending.

The Format option contains different views for column content that includes units. The content is generally sorted using the Automatic option. This means: the column width determines the length of the content format. The drop down menu also provides the formats Short and Long.

Inspector »Column: Notes«

In the Inspector »Column: Notes« you can see information describing the selected column.

Columns

Certain views have different columns. One example is the Outline. You can adjust the column width using the mouse. The vertical separators assist you on this task. Click and hold on a separator using the mouse and move the separator line.

By clicking on a column with the mouse you can move this column and change the column order. When moving the cursor over a column, an icon will appear. When clicking on this icon further options will show in a context menu. Double clicking on a column name will display a list will all available columns.

The following illustration shows the standard columns used in the outline and the icon for further column options.

Edit column
Tip When hovering over a column with your mouse, a so called tool tip with a short description will show. These descriptions also show in the drop down menu for the selected columns.

A secondary click on a column or a mouse click on the mentioned icon for further column options will display a context menu.

Columns context menu

You can call them from the menu, or use the Column: Info inspector. The Column: Info inspector appears when you click a column’s header.

Add a column

To add a new column in the current view, select the Insert menu and then the option Column.

This will create a new column. It will list you a selection of available columns. Select one to insert it to the view.

Tips & Tricks

Here are some handy hints for using Merlin Project Express.

Mouse & Keyboard

You can use both the mouse and the keyboard when using Merlin Project Express. Many commands can be used directly and quickly via keyboard shortcuts; other tasks are accomplished really easily using the mouse.

Mouse

A mouse is the input device used to control the mouse pointer. In the case of portable Macs, this may be the trackpad.

Tip The latest Macs support a variety of input devices (mouse, trackpad, tablet, etc.).

You can also use a number of gestures like the ones in the System Preferences in OS X. For example, in Windows the secondary click is also known as a right-click. The mouse and trackpad options are in the System Preferences in OS X. They include video tutorials which explain the options.

System Preferences:Trackpad

Under "System Preferences > Trackpad", you can find the options for controlling the input gestures under the "Point & Click" tab.

Context Menus

In Merlin Project Express, you access context menus using a secondary mouse click. This provides you with additional functions for the content you clicked.

Context menu:Project

Drag & Drop

You »Drag & Drop« content using the input device to move it.

Tip This lets you create new groups, arrange the sequence of project content in the outline, assign resources, and create attachments.

The procedure is always the same:

  1. Make a selection

  2. Drag the selection keeping the mouse button held depressed

  3. Drop the selection on an object by releasing the mouse button

Example Create a group using drag & drop

You can create new groups in Merlin Project Express using this technique. Multiple activities can be dragged using drag & drop and dropped onto another activity. The activity you want to drop the content onto will be highlighted in blue and, once you release the mouse button, assigned automatically to a group (bold) and the activities assigned to their child activities (indented).

  1. Click the selection and keep the mouse button held depressed.

    Drag&Drop:Step 1a
  2. While keeping the mouse button held depressed, move the mouse pointer to an object (example shown here is an activity). Do not release the mouse button yet.

    Drag&Drop:Step 2a
  3. Release the mouse button to drop the selection.

    Drag&Drop:Step 3a
Example Changing the project-structure sequence using drag & drop

In Merlin Project Express you can resort the sequence of activities, groups, and milestones. You can drag multiple activities using drag & drop and drop them between other activities. When doing this, a blue line with a circle will appear to indicate the position between the items of content.

  1. Click the selection and keep the mouse button held depressed.

    Drag&Drop:Step 1b
  2. While keeping the mouse button held depressed, move the mouse pointer between two objects (example shown here is »Activity 1« and »Activity 2«). Do not release the mouse button yet.

    Drag&Drop:Step 2b
  3. Release the mouse button to drop the selection.

    Drag&Drop:Step 3b

»Activity 3« will now be positioned between »Activity 1« and »Activity 2«.

Keyboard

Merlin Project Express uses a number of keyboard shortcuts.

Most commands are assigned keyboard shortcuts which appear to the right of the individual menu commands. This lets you use Merlin Project Express quickly and efficiently using the keyboard. The following keys are particularly important when using keyboard shortcuts on the Mac.

Important Keys

Keyboard:Keys 1

Keys and their descriptions:

  1. Shift key (Shift) → Uppercase key

  2. Control key (Control) → Equivalent to ctrl

  3. Option key (Option) → Equivalent to Alt/Alt Gr

  4. Command key (Command) → Equivalent to the Windows key

Tip In the keyboard shortcut menus, the ctrl key is represented by the ^ symbol. For example, you »Enter/Exit Full Screen« from the »Window« menu by pressing the keyboard shortcut »ctrl + cmd + F«.

The following keys are especially handy for editing content.

Keyboard:Keys 2
  1. Delete key (Backspace) → Backspace key

  2. Function key (Function) → No Windows equivalent

  3. Return key (Return) → Enter

  4. Delete key (Delete) → DEL

Keyboard shortcuts

Keyboard shortcuts comprise multiple keys pressed simultaneously. For example, projects can be saved by pressing [cmd + S]. "F" keys ([F1],[F2], etc.) can be accessed on all newer Apple keyboards using the function key (fn).

Keyboard shortcuts

Using the Mouse

  • Double click a column separator and the column width will fit the content.

  • Double click a column separator while keeping the alt key held depressed and the column width will fit the content plus leave some space for control elements (such as pop-up buttons etc.).

  • Use your mouse to adjust the column separator width.

  • Use your mouse to adjust the width of separators in the time scale; doing so also alters the time scale’s zoom factor.

  • Perform a secondary click (usually a right mouse click) on objects such as activities, columns or time scales to show the context menu with options for the clicked object.

  • Cannot see the Gantt chart or bar chart in the »Activities« view? Just use your mouse to drag the separator to the right of the work area as far to the left until the Gantt chart or bar chart appears again.

Gantt disappeared
Tip Another way of showing the Gantt chart or outline is by performing a secondary click in the work area. In the context menu, select the option Hide/Show Gantt Chart or Hide/Show Outline
Gantt disappeared
  • If you hover the mouse pointer over a field or element in the window, a Tool Tip will appear after a moment telling you more about the object beneath the mouse pointer.

Tool Tip
  • If you close Merlin while projects are open, a notification will be displayed automatically.

Unsaved Data
  • In the main view of the Work Breakdown you can use your mouse to show/hide the outline. All you need to do is perform a secondary click on a blank area and select Hide Outline from the context menu. If the outline is hidden, perform a secondary click on a blank area of the Gantt chart and select Show Outline.

Outline: Show/Hide
  • In the main view of the Work Breakdown, you can use your mouse to show/hide the Gantt chart. All you need to do is perform a secondary click on a blank area of the Gantt chart and select Hide Gantt Chart from the context menu. If the Gantt chart is hidden, perform a secondary click on a blank area of the outline and select Show Gantt Chart.

Gantt: Show/Hide

Appendix

Acknowledgements

KissXML

Copyright (c) 2012, Robbie Hanson All rights reserved.

Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met:

  • Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer.

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT HOLDER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

Boost Library

Boost Software License - Version 1.0 - August 17th, 2003

Permission is hereby granted, free of charge, to any person or organization obtaining a copy of the software and accompanying documentation covered by this license (the "Software") to use, reproduce, display, distribute, execute, and transmit the Software, and to prepare derivative works of the Software, and to permit third-parties to whom the Software is furnished to do so, all subject to the following:

The copyright notices in the Software and this entire statement, including the above license grant, this restriction and the following disclaimer, must be included in all copies of the Software, in whole or in part, and all derivative works of the Software, unless such copies or derivative works are solely in the form of machine-executable object code generated by a source language processor.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT. IN NO EVENT SHALL THE COPYRIGHT HOLDERS OR ANYONE DISTRIBUTING THE SOFTWARE BE LIABLE FOR ANY DAMAGES OR OTHER LIABILITY, WHETHER IN CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

Sparkle Framework

© 2006-2013 Andy Matuschak © 2009-2013 Elgato Systems GmbH. © 2011-2014 Kornel Lesiński © 2014 C.W. Betts © 2014 Petroules Corporation, Sparkle Project contributors © 2014 Big Nerd Ranch All rights reserved.

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

EXTERNAL LICENSES

bspatch.c and bsdiff.c, from bsdiff 4.3 <http://www.daemonology.net/bsdiff/>: © 2003-2005 Colin Percival. SUDSAVerifier.m: © 2011 Mark Hamlin.

All rights reserved.

Redistribution and use in source and binary forms, with or without modification, are permitted providing that the following conditions are met: . Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. . Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution.

THIS SOFTWARE IS PROVIDED BY THE AUTHOR ``AS IS'' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

POLE - Portable C++ library to access OLE Storage Copyright © 2002-2005 Ariya Hidayat <ariya@kde.org>

Performance optimization, API improvements: Dmitry Fedorov Copyright 2009-2014 <www.bioimage.ucsb.edu> <www.dimin.net>

Fix for more than 236 mbat block entries : Michel Boudinot Copyright 2010 <Michel.Boudinot@inaf.cnrs-gif.fr>

Considerable rework to allow for creation and updating of structured storage: St Copyright 2013 <srbaum@gmail.com>

Added GetAllStreams, reworked datatypes Copyright 2013 Felix Gorny from Bitplane

More datatype changes to allow for 32 and 64 bit code, some fixes involving incr Copyright 2013 <srbaum@gmail.com>

Version: 0.5.3 Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: - Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. - Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution. - Neither the name of the authors nor the names of its contributors may be used to endorse or promote products derived from this software without specific prior written permission. THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

MiniZip Copyright (c) 1998-2010 - by Gilles Vollant - version 1.1 64 bits from Mathias Svensson Condition of use and distribution are the same than zlib:

This software is provided 'as-is', without any express or implied warranty. In no event will the authors be held liable for any damages arising from the use of this software.

Permission is granted to anyone to use this software for any purpose, including commercial applications, and to alter it and redistribute it freely, subject to the following restrictions:

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END OF TERMS AND CONDITIONS

How to Apply These Terms to Your New Libraries

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This library is free software; you can redistribute it and/or modify it under the terms of the GNU Lesser General Public License as published by the Free Software Foundation; either version 2.1 of the License, or (at your option) any later version.

This library is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU Lesser General Public License for more details.

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That’s all there is to it!