Merlin Project for 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.

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.

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.

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.

Merlin Project on iPad is completely adapted to gestures.

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

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

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

Tap Work Breakdown for the selection list of all views.

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

Switch to another view, by selecting another item from the view list.

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

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

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

Resources can be viewed in the four following views:

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.

The available views for the assignments are:

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

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

You’ll find detailed instructions for Reports here.

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

Tap All Attachments, to select a listing by type:

The Project Settings are divided into various parts.

Three options are available for Utilization Calculation.

Here you can set the % values for the over-utilization and under-utilization thresholds. These values have a direct influence on the utilization calculation in the project.

The With pool assignments option also lets you include resources assigned from resource pools in the utilization calculation.

You have a multitude of options at your disposal to perform resource leveling in the project:

Click the Level Now gear icon and select one of the leveling options:

Project files can be added as pools in the Resource Pools list.

The Publish Assignments option lets you forward assignments of resource pool resources back to the resource pool.

To search for content within the visible columns of your project, tap the icon with the three horizontal lines in the upper right corner. Select Search from the drop-down menu.

If you enter a term in the search box, all hits will be highlighted automatically in the view, making them easy to spot.

Use the < and > buttons to see next finds.

You will find the gear icon on the left side of the search box. Tap it and a menu will appear with the options shown.

To replace the searched text, tap the gear icon and enable the Search and replace function.

Enter the word(s) in the according field you want to replace the hits with .

When done, tap on the Replace button.

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.

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

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.

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

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.

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

Merlin Project on iPad supports following formats:

Select the desired format, configure if needing exporting options and tap Share…

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.

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

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.

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'.

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

In Appearance settings you can define how your views and the inspector react on Dark or Light mode as offered by iOS 13.0 or later.

The Views appearance option contains two settings:

Select Adjust automatically for views to change into the Dark or Light mode of the iPad.

Select Always light to keep your views in Light mode even if your iPad is currently in Dark mode.

The Inspector appearance option contains two settings:

Select Adjust automatically for the inspector to change into the Dark or Light mode mode of the iPad.

Select Always dark to keep your inspector in its dark mode even if your iPad is currently in light mode.

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

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

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

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

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:

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

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

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

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

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

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:

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

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

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

You may insert comments on every visible row item of any view if finding needed.

Alternatively

Inserted comments show following information:

Creation date shown as relative time point (today, yesterday, etc) and contains the date and time of any given comment.

Merlin Project calculates the author’s name into the comment.

There are various cases:

New comments on project files show Anonymous as author.

New comments on project files show Anonymous as author.

New comments on project files show the title of the user-resource which had inserted them.

There are various cases:

New comments show the initials of the resource.

New comments show a thumbnail of the author’s image.

The text to the comment.

When opening a project having comments, there are various ways to view inserted comments.

If the traits column is visible in the outline, and there is a comment inserted on items of this view, just tap the comment icon on any given row for Merlin Project to show all comments in the Annotations inspector for that specific row item.

New comments are listed in the Notifications window.

This view will list all comments inserted on all items. Tap any given row, for Merlin Project to switch focus to the given comment in the Annotations inspector, where you can reply by a new comment.

When wanting to edit comments, there are various use cases:

Anyone opening the file may edit any given comment.

Anyone opening the file may edit any given comment.

Alternatively

You can also select the Edit menu item from the (…) menu shown at the bottom of the Annotations inspector.

To delete any given comment:

Comments can be sorted in the following ways:

Default order is Newest Comments first

To change the sorting order:

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.