Welcome to the Merlin Project documentation for iPad.

Note For the iPhone Merlin Project documentation tap here.

30 Days Free Trial

Merlin Project is available on a subscription basis.

You may however start a trial before subscribing. You have 30 days to test the app in full function. If you don’t start a subscription, the trial expires or you cancel a running subscription, the app runs in read-only mode.

Any documents created up to that point can be opened but not edited anymore.

Subscription

Use the Merlin Project app on your iPad to start a subscription.

Your subscription will be billed through Apple and linked to the Apple ID you’ve used upon downloading the app from the App Store. By an active subscription, the app allows you to create new files, open and edit existing ones.

For cancelation and further information on managing subscriptions please follow the Apple workflow: https://support.apple.com/en-us/HT202039

Note You can cancel a running subscription at any time and start a new again whenever needed.

Storage Locations

Merlin Project on iPad supports the iOS Files app and its storage locations.

You can open existing Merlin Project files directly from following locations:

Note Other kind of files like PDF, mpp, MS Project XML files, etc can be accessed from any given storage location.

On My iPad

Use the storage location On My iPad to create files which are to be saved locally on your iOS device. These files will not be synchronized among other iOS devices you might use by the same Apple ID.

The documents are located within the Merlin Project folder of the On My iPad storage location.

New Local Projects

To create new local project files on your iPad:

  • Browse the file locations

  • Tap the "On My iPad" location

  • and then "Merlin Project".

    iPad:Locations
  • Tap "+ Create project"

    iPad:On My iPad
  • Choose a template or start a new empty document.

    iPad:New Document

Open Local Projects

To open existing local project files from your iPhone:

  • Tap the "On My iPad" location

  • and then "Merlin Project".

  • Tap any given project file.

    iPad:On My iPad
Note Once you opened a file, it also appears in the 'Recents'.
iPad:Recents

Share Local Projects

To share local project files with other users:

  • Tap the "On My iPad" location

  • and then "Merlin Project".

  • Tap and hold any given project file.

  • Use the 'move' option to select another location.

    iPad:Move

Or

  • Use 'share', to be able to send it via AirDrop, Mail, etc…

iCloud Drive

Merlin Project also supports iCloud Drive. Project files on Apple’s iCloud Drive will be synchronized by the cloud service with other Apple devices that are logged in with the same Apple ID.

Enable iCloud Drive

Set up iCloud Drive on your devices as explained here by Apple.

New Projects on iCloud Drive

To create new project files on your iCloud Drive:

  • Browse the file locations

  • Tap the "iCloud Drive" location

  • Tap "+ Create project"

    iPad:iCloud Drive
  • Choose a template or start a new empty document.

    iPad:New Document
Note You are free to store your projects in any iCloud Drive folder you like.

Open Projects from iCloud Drive

To open existing project files from your iCloud Drive:

  • Browse the file locations

  • Tap the "iCloud Drive" location

    iPad:iCloud Drive
  • Tap any given project file.

Note Files with a cloud symbol, indicate that the iCloud Drive hadn’t yet completed syncing that file on your device.

Tap files from third party applications, to import their data into new Merlin Project documents.

Projects - Dropbox

With Merlin Project on iPad you can also use Dropbox to synchronize project files among your iOS and mac devices.

The standard Dropbox location however, indicated by the blue "Dropbox" icon, does not support Merlin Project document bundles.

You’ll need to setup in Merlin Project on iPad a Dropbox account before you can create new projects or access existing ones.

Setup 'Projects - Dropbox'

To Setup Projects - Dropbox location for access:

  • Browse the file locations

  • Tap the "Projects - Dropbox" location

    iPad:Project - Dropbox Account
Note If Projects - Dropbox location isn’t currently listed, please tap "Edit" and enable the missing Projects - Dropbox storage.
  • Tap "Merlin Projects on Dropbox".

Merlin Project on iPad will inform you that you need to "Allow access to Dropbox".

iPad:Project - Dropbox Allow Access
  • Tap "Allow access to Dropbox" and proceed according to the instructions.

New Projects on Dropbox

To create new project files on your Dropbox account with Merlin Project on iPad, use the Projects - Dropbox storage location:

  • Browse the file locations

  • Tap the "Projects - Dropbox" location

  • Tap "+ Create project"

    iPad:Projects - Dropbox
  • Choose a template or start a new empty document.

    iPad:New Document

Open Projects from Dropbox

To open existing project files from Dropbox account with Merlin Project on iPad, use the Projects - Dropbox storage location:

  • Browse the file locations

  • Tap the "Projects - Dropbox" location

  • Tap any given project file.

    iPad:Projects - Dropbox

Projects - Merlin Server

With Merlin Project on iPad you can also access Merlin Server. Merlin Server synchronizes project files among iOS and mac devices, it can have publishing plans to export unattenably project content and offers optionally a web interface for viewing the files using a web browser. For more information on Merlin Server, please check our website.

You’ll need to setup in Merlin Project on iPad a Merlin Server account.

Setup 'Projects - Merlin Server'

Merlin Server Is Located Within the LAN

If a Merlin Server is installed and available in your local network, you can use the automatically discovered Merlin Server account.

To Setup Projects - Merlin Server location for access:

  • Browse the file locations

  • Tap the "Gear" symbol

    iPad:Settings
  • Tap "Accounts"

    iPad:Project - Server Account
  • Tap the Merlin Server entry which was automatically discovered in the local network.

    iPad:Project - Server Account
Note If your Merlin Server uses a self-assigned certificate, you’ll need to trust it once on your iPad. To do so, tap "Trust".
iPad:Trust certificate of Project - Server Account
  • Check the account Name and Connection status to make sure your Merlin Server account is setup correctly and tap "Save".

    iPad:Save Project - Server Account
  • Your Merlin Server account was inserted and will be now listed. Tap "Done".

    iPad:Save Project - Server Account
  • Browse the file locations

  • Tap on 'Projects - your Merlin Server Name' to list its projects.

Merlin Server Is Located Outside the LAN or to Be Accessed over Its IP
  • Browse the file locations

  • Tap the "Projects - Merlin Server" location

Note If Projects - Merlin Server location isn’t currently listed, please tap "Edit" and enable the missing Projects - Merlin Server storage.
  • Tap "Sharing via Merlin Server".

    iPad:Projects - Merlin Server

Merlin Project on iPad will inform you that you need to "Setup Server Account Details".

iPad:Project - Merlin Server Setup Account
  • Enter the IP or host name in the Server Address, check Connection status to make sure your Merlin Server account is setup correctly and tap "Save".

    iPad:Project - Merlin Server enter IP and save
  • If Merlin Server uses a self-assigned certificate, you’ll need to be sure before you trust it on your iPhone that it is the correct one. To do so, tap first on "Show Details"

    iPad:Trust certificate of Project - Server Account
  • Check subject and issuer’s name. Tap then on "Cancel" or "Trust".

    iPad:Details of a certificate of Project - Server Account
  • Browse the file locations

  • Tap on 'Projects - Merlin Server' to list its projects.

Open Projects from Merlin Server

  • Browse the file locations

  • Tap on 'Projects - Merlin Server' to list its projects.

  • Tap any given project file.

Tip If no documents appear in the list, ask your administrator whether at least one document has been published on the server or if the projects are invisible when accessing them anonymously.

Password Protected Documents

Documents can be password protected using a username and password. If you tap a password protected document without defining a user and password an error message will come informing you that the operation is not authorized.

  • Browse the file locations

  • Tap the "Recents"

    iPad:Recents
  • Tap the "Gear" symbol

    iPad:Settings
  • Tap "Accounts"

  • Tap your existing "Merlin Server" account.

  • Switch from "Show public documents" to "Show documents for user"

    iPad:Merlin Server account show documents for user
  • Enter the User name and password defined in your password protected document

    iPad:Merlin Server account show documents for user and password
  • Tap "Save"

Now you can…

  • Browse the file locations

  • Tap on 'Projects - Merlin Server' to list its projects.

  • Tap any protected project file to open it.

Tip Once you’ve switched your Merlin Server account to "Show documents for user", it will always try to access all documents with the same credentials. Documents without protection will fail to open. To be able to also open those files, add a new Merlin Server account for the "Show public documents" access mode and name it accordingly; for example "No user". Use your "Projects - Merlin Server" account to access the password protected documents, and the "Projects - No user" storage location for all other documents.

Work on Projects

Once you have opened a project or created a new one, it will appear in the 'Recents'.

iPad:Project documents

Select a document to work on it. It will open in the same view you’ve used on your last edit.

iPad:Project in project
Tip Tap on 'Work Breakdown' to see the structure of your project. The selectors for the various project views are located on the bottom edge.

Switch Documents

To switch to another document, tap the 'Documents' symbol on the top left and select the document out of its storage location or the recents.

iPad:Switch Documents

Handling

Merlin Project on iPad is completely adapted to gestures.

Rows in the Outline

To select a row, tap it once.

iPad:Zeile ausgewählt

If you tap again an already selected row, the context menu opens. It contains various options for editing the contents. The context menu contains the four icons for cutting, copying, pasting and deleting selected content.

Contect menu

With a double tap on a content, the appropriate keyboard appears for the input.

Keyboard

The contents can be reordered with one touch. Place your finger on an already selected row and swipe it into the desired position.

Move

Columns in the Outline

Tap a column header to select the entire column.

Column

Move the handle on the right side of the column to change its width.

Column width
Tip With a double tap on the column header, the width automatically adjusts itself optimally to the contents in the column.

To rearrange the columns, hold down an active column and wipe to the right or left with your finger.

Arrange column

A tap on an already activated column opens the context menu Actions. It contains various options for editing the column, creating a new column, hiding the column, column sets and hiding the entire outline.

Columns actions

Gantt

Bars in the Gantt chart can be activated by tapping them. Tap again to display the context menu.

Bars

Two handles are available for moving the bar. If you move the first handle (left with a vertical line), the bar is moved in the time scale.

Move bars

If you move the second handle (on the right with two vertical lines), the length of the bar and thus the work will be changed.

When moving bars in the Gannt, blue cursor lines appear in the time scale. These mark the start and end of the bar in the time scale.

If the outline is hidden, folding triangles help you in the Gantt chart to show or hide the contents of groups (black) and assignments (light).

iPad:Gantt triangles

Activities that are outside the visible area appear in blue text and >> (or << ). With a tap on a scroll indicator, you can navigate directly to the gantt element.

iPad:Gantt >>

Gantt Time Scale

Tap on the time scale to display the time scale inspector. There you will find various options and other related functions.

Time scale

To change the time scale, wipe it to the left (longer time units) or to the right (shorter time units) with your finger.

Multiple Selection

Multiple selection makes it easier for you to work with several selected objects at the same time.

Tap an object and hold it with one finger (1), tap other objects with another finger (2).

Selection

This is useful, for example, when you want to link rows by dependencies or move several objects within the project at the same time.

Multiple selection

Tap and hold on one of the selected objects and move the selection, the number of all selected objects will appear.

Move multiple selection

Zoom

With the pinch gesture (two fingers) you can enlarge or reduce the views and their contents.

Zooming

Undo/Redo

To undo or redo an action, tap the arrow icon (1) or shake the iPad (2).

After shaking, a window will appear giving you one or both options to choose from.

Undo

Keyboards

Depending on the input value, Merlin Project on iPad displays its own keyboards. This is the case, for example, with date values or time specifications.

Keyboards

If you select a text field in the Inspector, the appropriate keyboard appears as shown. In the upper left corner there are symbols for options such as "Cut" (scissors), "Copy" (two rectangles) or "Paste" (clipboard).

Keyboards2

Use the arrows to the left of the keyboard to jump between individual column entries.

The curved arrows control the Undo and Redo options. The symbol in between is for pasting information from the clipboard.

Inspector

You can view and edit a wide range of information in the Inspector. Change to a different Inspector tab by tapping the icons along the top.

iPad:Edit Inspector
Tip Tap "…" on the top right to see all fields of the current inspector.

Project Views

In Merlin Project there are several views for your projects.

Switching Views

Tap a view title in the upper left corner to see the list of existing views.

iPad:Switching views

Tap Work Breakdown for the selection list of all views.

iPad:Switching views

Tap Entry to see all built-in Work Breakdown views.

iPad:Switching views

Work Breakdown

The Work Breakdown view is a traditional view and contains the following information displayed as an Outline and Gantt chart:

iPad:Switching views
  • Entry

  • Schedule

  • Budgeting

  • Progress

  • Cost Expectation

  • Cost Planning

  • Earned Value

  • Milestones

  • Notes

  • Resource Leveling

  • Plan/Actual Comparison (Cost)

  • Plan/Actual Comparison (Time)

  • Status Compact

New Items

To insert new items, tap the + icon. A new activity will be created.

iPad:Gantt >>

Tap and hold the + icon to insert other items such as:

Net Plan

The Net Plan view lets you select various graphical plan views:

iPad:Netplan Switching views

Flow

The Flow view contains the logical connections and the structure of the project in the form of a Net Plan.

iPad:Net plan

You can modify how the Net Plan is displayed in the [View options] using the Layout drop-down menu. The Inspector contains additional options for displaying the Net Plan.

iPad:Net plan

Kanban

The Kanban view is intended for agile project management and offers a variety of possible applications.

iPad:iPad:Net plan-Kanban

You’ll find detailed instructions for Kanban here.

Kanban Compact

The Kanban Compact is a slimmed-down variant of the Kanban view.

iPad:iPad:Net plan - Kanban compact

Mind Map

The Mind Map view is perfect for displaying projects graphically. You can adjust the layout of the Mind Map in the [View options] and change how it looks. Tap the displayed icon.

iPad:Mind Map

Organizational Chart

The Organizational Chart view in the Net Plan is perfect for the hierarchical display of different projects.

iPad:Organizational

You can adjust the layout of the Organizational Chart in the [View options] and change how it looks.

Organizational Chart with Status

The Organizational Chart with Status in the Net Plan is a more detailed variant of the view Organizational Chart.

Resources

The Resources view contains all resources involved in the project and gives you an overview of the available resources.

iPad:Resources

Resources can be viewed in the four following views:

  • Work

  • Entry

  • Costs

  • Earned Value

New Resources

Within a Resources view, to insert new items, tap the + icon. A new resource will be created.

iPad:New Resource >>

Following resource types are possible in Merlin Project:

  • Person (actively or inactively involved in the project)

  • Material

  • Company

  • Equipment

Note If you are not currently within a Resources view, and need to insert new resources, just tap the resource icon and then on 'New Resource.
iPad:Resources-Icon >>

You’ll find detailed instructions for Resources here.

Assignments

The Assignments view contains all assignments grouped by resource. It displays related information in a Outline and Gantt chart.

This gives you a quick overview of utilization levels (shown in red) of individual assignments, allowing you to spot potential cases of over-utilization and correct these.

iPad:Assignments

The available views for the assignments are:

  • Schedule

  • Work Distribution

  • Cost Expectation

  • Cost Planning

  • Resource Leveling

  • Plan/Actual Comparison (Cost)

  • Plan/Actual Comparison (Time)

iPad:Assignments

The views let you check the assigned project resources according to different aspects, for example according to Expected Costs.

New Assignments

To create assignments, at least one resource must be existing in the project.

After you have created new resources you can select a line from the 'No resources assigned' area in the Assignments view and drag it with your finger to the name of a resource. The task will be then assigned to this resource and sorted underneath it.

Assignments can also be defined within the Work Breakdown view.

Report

The Report view lets you create reports from different view modules. Here you can combine any views to report the required project information.

iPad:Reports

You’ll find detailed instructions for Reports here.

Attachments

The Attachments view provides an overview of all attachments inserted in the project.

iPad:Attachments

Tap All Attachments, to select a listing by type:

  • Checklists

  • Files

  • Events

  • Information

  • Issues

  • Risks

New Attachments

Tap and hold the + icon to insert new attachments:

iPad:New Resource >>
Note Within an Attachments view, the + icon is disabled. In such a case, you need to switch to another view priorly.

Settings

Tap the three horizontal lines icon to access the settings menu.

iPad:Settings

This menu includes following options:

Project Settings

The Project Settings are divided into three parts: General, Calendars and Utilization settings.

General Project Settings

Here you can configure the general settings for the project.

iPad:General settings

Settings are available for the following areas:

  • Date Presets

  • Work

  • Duration

  • Dynamic Planning

  • Currency

Tip Tap on the '…' button to see more editable settings.

Calendars

Under Calendars you can configure the calendars for the project.

iPad:Calendar settings

You can select another calendar as project calendar, insert new calendars, or edit regular working week and exceptions for working and non-working times.

Utilization

Under Utilization you can configure the utilization settings for the project.

iPad:Utilization settings

Settings are available for the following areas:

  • Utilization Thresholds

  • Resource Leveling

Print

First, make sure that your printer supports AirPrint.

To print your project view, tap the icon with the three horizontal lines in the upper right corner. Select Print from the drop-down menu.

iPad:Drucken

In the following print dialog you have various options for the printout.

iPad:Drucken

Here you select the paper size, orientation and can set advanced options for the printout.

After you have finished setting up your printout, tap Print.

The preview of the printout appears with the selection of the desired printer.

iPad:Drucken

With a two-finger pinch gesture, you can open the preview of your printout and view it page by page.

Tip Tap on the 'Share' icon to send this view as PDF via AirDrop, Mail, etc.

Select your printer.

By default, a copy of the printed pages is created. Tap the + or - icon to print more or less copies.

If the printout consists of several pages, the area can be defined with the option of the same name. By default, all pages are printed.

After you have configured your printout, tap Print again.

Advanced

Under Advanced you will find options for the following print settings:

iPad:Drucken
Contents

The Contents print settings provide options for adjusting the print area, background, shadows, and gradients:

  • Print area

  • Print background

  • Print shadows

  • Print gradients

  • Repeat header columns on every page

  • Smart column page break

  • Smart row page break

You can also set the options for repeating the column header on all pages and specify the break at the column and row borders.

iPad:Drucken
Scaling

The Scaling print settings control the size, width, height, and number of horizontal and vertical pages of a multipage printout:

  • Scaling factor

  • Width

  • Height

  • Horizontal page count

  • Vertical page count

iPad:Drucken
Borders

Mit den Druckeinstellungen Ränder legen Sie die breite des Papierrandes beim Ausruck fest:

  • Top margin

  • Bottom margin

  • Left margin

  • Right margin

iPad:Drucken

Work Area

In the Work Area settings, you can find options for shared documents, which allow you to work on the project independently and separately from the other users.

iPad:Work Area settings
Note This function unleashes its full potential when used by multiple users.
iPad:Work Area settings

When you start using a Work Area, you can choose from two options:

  • Public Work Area (default)

  • Private Work Area

The »Publish« option lets you transfer changes from the Private Work Area and make them available to all users. Otherwise, delete the changes using the delete option and restore the document to its original state.

The "Integrate" option lets you integrate changes made in the Public Work Area.

Sync

In the Sync settings, information is available about the shared use of the document.

If the document is shared via iCloud Drive, Dropbox or Merlin Server, you will find here its last synchronization date and the option to 'Synchronize Immediately'.

iPad:Sync server settings

If the document is not yet shared, you can find options here to share it via iCloud Drive, Dropbox or Merlin Server.

iPad:Sync without settings

About Merlin Project

Here you can find information about Merlin Project and its version.

iPad:About

Send Feedback

This option lets you provide feedback directly by email to our Development team.

iPad:Report bug

Filters

Filters help you to extract certain information from large projects and display it graphically in the various views. Merlin Project already contains a large number of ready-made filters.

Tap the funnel icon to open the inspector with the built-in filter list.

iPad:Filter

To activate a specific filter, tap the checkbox to the left of its name in the Filter inspector. The contents of the project will be altered automatically by the activated filter.

iPad:Enable Filter
Note The active filter’s name is displayed next to the funnel icon at the top of the view and is applied until you tap again on the checkbox icon in the Filter inspector.

Tap a filter in the inspector a second time, a menu with further options will appear:

  • Edit

  • Deactivate / Activate Filter

  • Cut

  • Copy

  • Delete

  • Duplicate

Adjusting Filters

Tap the name of a filter in the inspector, a magnifying glass will show up on its right.

iPad:Adjust Filters

Tap the magnifying glass and the inspector will show the filter criteria so you can view and edit them as required.

iPad:Filter conditions

You’ll find information and values which allow you to configure the conditions for filtering your project.

Manage how the filtered results are displayed using these three options:

  • Show non-matching hierarchy

  • Show only matching hierarchy

  • Show as a flat list

Tap the plus icon to add additional conditions to the filter. Swap to the left to remove existing conditions from the filter.

New Filters

Tap the Plus symbol, to insert new filters into your project.

iPad:Insert new Filter

Tap the magnifying glass and use the options shown in the inspector, to set the filtering criteria.

Groupings

Groupings help you to consolidate information in the respective view according to different specifications and to sort it individually.

For example, you can quickly visualize different project progresses, rapidly classify tasks, and easily evaluate and visualize information.

Merlin Project already contains a large number of ready-made groupings.

Tap the Groupings icon to open the Inspector with the built-in Groupings list.

iPad:Gruppierungen

To activate a specific grouping, tap the box to the left of its entry in the Groupings inspector. The contents in the current view will then be re-arranged and displayed accordingly.

iPad:Gruppierung auswählen
Note The name of an active grouping is displayed next to the grouping icon at the top of the view and remains active until you tap again the checkbox in the Groupings inspector.

Tap a grouping in the inspector a second time, a menu with further options will appear:

  • Edit

  • Deactivate / Activate Grouping

  • Cut

  • Copy

  • Delete

  • Duplicate

Adjusting Groupings

Tap the name of a grouping in the inspector, a magnifying glass will show up on its right.

iPad:Edit Grouping

Tap the magnifying glass and the inspector will show the grouping criteria so you can view and edit them as required.

iPad:Gruppierungen Bedingungen

You’ll find information and values which allow you to configure the conditions for grouping your project.

Manage how the grouped results are displayed using these three options:

  • Without activity hierarchy

  • Flatten activity hierarchy

  • Include activity hierarchy

Tap the Plus symbol, to insert additional grouping criteria. Swap to the left to remove existing conditions from the grouping.

New Groupings

Tap the Plus symbol, to insert new groupings into your project.

iPad:Insert new Grouping

Tap the magnifying glass and use the options shown in the inspector, to set the grouping criteria.

View Options

Each view offers different display options. Click the wrench icon to open and close the View Options inspector.

iPad:iPad: View options in work breakdown

Installation

iOS version 11.0 or later is required to install Merlin Project on iPad:

  • Download Merlin Project from the App Store

  • Tap the Merlin Project icon to start the app on your iPad.

iPad:Icon

Remove

By default, you remove an app in iOS by keeping a finger held on the app icon. Tap on »x« tp remove the app from the iOS device.

iPad:Remove
Important Removing the app does not automatically cancel an active subscription. For cancelation and further information on managing subscriptions please use iTunes Store and follow the Apple workflow: https://support.apple.com/en-us/HT202039

Get help

We at ProjectWizards GmbH care about our products. We develop software for small and complex projects. Our apps are intuitive to use and can be customized to suit, so you can focus on what really matters: your project.

If need help, just send us an e-mail. We’ll always get back to you within a few hours.