Welcome to the Merlin Project documentation for iPhone.

Note For the iPad 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 iPhone 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 iPhone supports the iOS Files app and its storage locations.

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

iPhone:Supported Locations for Merlin Project Documents
Note Other kind of files like PDF, mpp, MS Project XML files, etc can be accessed from any given storage location.

On My iPhone

Use the storage location On My iPhone 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 iPhone storage location.

New local projects

To create new local project files on your iPhone:

  • Browse the file locations

  • Tap the "On My iPhone" location

    iPhone:Locations
  • and then "Merlin Project".

    iPhone:On My iPhone
  • Tap "+ Create project"

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

    iPhone:New Document

Open local projects

To open existing local project files from your iPhone:

  • Tap the "On My iPhone" location

  • and then "Merlin Project".

  • Tap any given project file.

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

Share local projects

To share local project files with other users:

  • Tap the "On My iPhone" location

  • and then "Merlin Project".

  • Tap and hold any given project file.

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

    iPhone:Move

Or

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

    iPhone:Share

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"

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

    iPhone: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

    iPhone: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 iPhone 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 iPhone 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

    iPhone: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".

    iPhone:Project - Dropbox Account

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

iPhone: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 iPhone, use the Projects - Dropbox storage location:

  • Browse the file locations

  • Tap the "Projects - Dropbox" location

    iPhone:Project - Dropbox Account
  • Tap "+ Create project"

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

    iPhone:New Document

Open projects from Dropbox

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

  • Browse the file locations

  • Tap the "Projects - Dropbox" location

    iPhone:Project - Dropbox Account
  • Tap any given project file.

    iPhone:Projects - Dropbox

Projects - Merlin Server

With Merlin Project on iPhone 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 iPhone 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 "Recents"

    iPhone:Recents
  • Tap the "Gear" symbol

    iPhone:Settings
  • Tap "Accounts"

  • Tap the Merlin Server entry which was automatically discovered in the local network.

    iPhone:Project - Server Account
Note If your Merlin Server uses a self-assigned certificate, you’ll need to trust it once on your iPhone. To do so, tap "Trust". iPhone: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".

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

    iPhone: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

    iPhone:Projects - Merlin Server
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".

    iPhone:Project - Server Account

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

iPhone: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".

    iPhone: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"

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

    iPhone: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"

    iPhone:Recents
  • Tap the "Gear" symbol

    iPhone:Settings
  • Tap "Accounts"

  • Tap your existing "Merlin Server" account.

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

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

    iPhone: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'.

iPhone:Project documents

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

iPhone: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 document

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

iPhone:Switch Documents

Navigation

Tap on any given row to access more project information on this item. Each row has two areas; content is placed on the left, symbols on the right.

iPhone:Project rows left and right

Tap the left side of a row (red) and the structure or additional content will be displayed.

Tap the completion icon on the right of a row (blue) and the relevant Inspector will be opened.

iPhone:Inspector

Move

When viewing the Work breakdown, swipe the row to the left and tap on "Move" to re-order the objects within the project structure.

iPhone:Move and Delete

Delete

When viewing the Work breakdown, Resources or Assignments, swipe the row to the left and tap on "Delete" to delete the object.

iPhone:Move and Delete

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.

iPhone:Edit Inspector

Tap the value of visible fields to edit them. To integrate your changes, tap the left arrow '<' on top left.

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

Project views

The project view selectors are located on the bottom edge:

Work Breakdown

By default, Merlin Project on iPhone displays projects in the "Work Breakdown - Entry" view. Tap "Work Breakdown" and a drop-down menu will appear with the "Attachments" option. When selecting an activity with assignments, the "Assignments" option will also be displayed in the drop-down menu.

iPhone:Change view

Tap "Entry" and a list will appear with all built-in and custom project view configurations.

iPhone:Change view 2

Rotate for Gantt

If you rotate your iOS device to a horizontal position, the Gantt chart will appear.

Use gestures to resize (zoom in/out) the chart and expand or colapse groups as required.

Tap the tool icon on the bottom right for additional display options.

iPhone:Landscape mode

You can use the Gantt to navigate quickly to the child activities of a specific group.

Tap a specific group to select its row in the Gantt…

iPhone:Project Gantt

… and rotate the device back to portrait mode.

iPhone:Project Gantt

Resources

The "Resources" view shows all resources configured in the project.

iPhone:Resources

Tap the plus icon on the top right corner to add new resources.

Tap a resource in its row to access its attachments.

iPhone:Resource attachments

Tap the resource icon shown on the right right-hand of a specific resource, to access its resource Inspector.

iPhone:Resources Inspector

There are four different project view configurations for the Resources view. By default, the entry view is active. Tap "Entry" and you will see the selection list as shown.

iPhone:Resources view

Assignments

You can call this view to check the "Assignments" of your resources in the project.

iPhone:Assignments

Tap a resource name in its row to access the activities on which this resource is assigned.

iPhone:Assigned activities

Tap the assignment icon on the right-hand edge of a specific resource, to access its resource Inspector.

iPhone:Resource Inspector

There are four different project view configurations for the Assignments view. By default, the entry view is active. Tap "Entry" and you will see the selection list as shown.

iPhone:Assignments view

Create assignments

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

If no resource exists, tap the plus icon in the Resources view and insert a resource.

If resources exist, tap the desired activity in the Work Breakdown. The top-most activity is highlighted in light blue.

Switch if required from 'Work Breakdown - Entry' to 'Assignments - Entry'.

iPhone:Switch to assignments
iPhone:Create assignments

Tap the plus icon to access the resources' list. Tap a resource and then on 'Done' for the selected resource to be assigned to the previously selected activity.

iPhone:Select assignments

Settings

Tap the gear icon to access the settings menu

iPhone:Settings

This menu includes the following options:

  • Project Settings

  • Sync

  • Work Area

  • About Merlin Project

  • Send Feedback

Project Settings

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

General

Under "General" you can configure the general settings for the project.

iPhone: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.

iPhone: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.

iPhone:Utilization settings

Settings are available for the following areas:

  • Utilization Thresholds

  • Resource Leveling

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'.

iPhone: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.

iPhone:Sync without settings

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.

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

About Merlin Project

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

iPhone:About

Send Feedback

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

iPhone:Report bug

Installation

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

  • Download Merlin Project from the App Store

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

iPhone:Icon

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.

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.

iPhone: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