Introduction

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

About this document

This help document is your Merlin Project user reference. It explains how the main view of Merlin Project 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. 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.

Demo Mode (30-Day Trial)

After downloading and installing Merlin Project you can try it free of charge in Demo Mode.

When starting Merlin Project, you will see the notification shown.

License Notification

Click "Start 30-Day Trial" to start the free-of-charge 30-day demo version. You can use the full functionality of the product during this period.

Click "Use without license" to use the product without a license. This only lets you use the product to read files; you cannot use it to edit content.

Click "Buy Now" to purchase a license for the product. You will be forwarded automatically to the online shop.

Tip In the top right-hand corner of the program window, you will see a notification if using the product on a 30-day trial. This tells you how many days remain of the trial period.
License notification: 30 days

Once the trial period has ended, the following notification will appear in the top right-hand corner of the program window.

License notification: Not licensed

Click it and the notification window shown will be displayed.

License notification: Manage licenses

Click "Buy now" and you will be forwarded automatically to the online shop where you can purchase a license for the product.

Click "Manage licenses" and the licenses preferences will open automatically.

The main window

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

  • Toolbar(1)

  • Work Area(2)

  • Inspector(3)

  • Details (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. 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.

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

  • Library

  • Sync

  • Work Area

  • Resources

  • Settings

  • Details

  • 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.

If you click the arrow icon to the right of the »+« icon, a context menu will appear with a list of all content available.

Toolbar - New

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 …

  • Separate Group…

Library

The »Library« icon opens and closes the »Library« window. This lets you manage and store assorted project information and content as well as use it again for later projects.

Tip Press F3 to show or hide the Library quickly.
Library

The Library is a separate window which manages content across the project. You will find a search box on the upper edge of the window. This lets you find content quickly. Below this you will find a list of content including:

  • Attachments

  • Documents

  • Contacts

  • Outlook contacts

  • Activities

If you click one of these folders, further divisions appear on the right-hand side of the list.

Below this is the Content list which is populated with content from the category you selected.

Use your mouse to drag content from and to the library. If you "drag & drop" content to the library, it will appear under one of the mentioned points.

Tip The Contacts and Outlook contacts folders are populated automatically with addresses using content from the programs »Contacts« and »Outlook«.

You will find the gear icon on the lower edge of the window. Click it and a context menu will appear containing further options for using the Library. The gear icon is context sensitive which means different options are displayed depending on your selection.

Library - Gear Icon

Among other options, you can use the gear icon to create new folders in the Library for the particular categories and access Library settings. Additionally, you can open selected documents directly using a compatible program.

Attachments

The Attachments folder contains:

  • All Items

  • Own Items

  • Standard Attachments

Library - Attachments

The All Items folder lists all attachments in the Library.

The Own Items folder contains attachments defined by the user.

The Standard Attachments folder includes the attachments built into Merlin Project.

Documents

The Documents folder contains three folders for storing and using documents belonging or useful to the project.

  • All Items

  • Own Items

  • V-Modell XT

Library - Documents

The All Items folder lists all documents in the Library.

The Own Items folder contains documents added by the user. These can be of any file type.

The V-Model XT folder includes »V-Model XT« documents.

Tip The V-model is used to regulate the software development process within the German federal administration. It encompasses the procedure, methods to be applied, and functional requirements for tools to be applied. [Source: Wikipedia.com]
Contacts

The Contacts folder contains content from the Contacts.app. This gives you direct access in the Library to your addresses in the Contacts.app and lets you use them to create assignments/resources.

Library - Contacts
Tip If you drag an address book entry from the Contacts list to an object in Merlin, this entry will be created as an assignment/resource in the current project.

You can activate/deactivate the address books under the tab of the same name under »Preferences > Library«. Additionally, you can also add LDAP Directory Services there.

Preferences:Library - Address books
Outlook contacts

The Outlook contacts folder contains address book entries from the Outlook.app (part of Microsoft Office). This gives you direct access in the Library to your addresses in the Outlook.app and lets you use them to create assignments/resources.

Library - Outlook contacts
Tip If you drag an address book entry from the Outlook contacts list to an object in Merlin, this entry will be created as an assignment/resource in the current project.

You can activate/deactivate the address books under the tab of the same name under »Preferences > Library«. Additionally, you can also add LDAP Directory Services there.

Activities

The Activities folder contains two folders by default containing activity and group templates. This lets you build modular projects comprising various phases/groups/activities. You can use your mouse to drag and drop such activities to and from the Library.

  • All Items

  • Own Items

Library - Activities

The All Items folder contains all activities/groups.

The Own Items folder contains activities/groups stored by the user in the Library.

The Activities folder lets you store frequently used content for various projects in the Library and allows you to integrate it at a later date and when required into one or more projects.

Library - Library Templates

Drag the »Project start« from the Library to the outline of a new project. The content will then be adopted automatically in the new project.

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
Details

The »Details« icon shows an extra section in the project window. The Details section contains the Attachments view by default. It lets you view and edit all attachment types in a project.

Tip Press F2 to show or hide the Details view quickly.

In the additional Details section you can select further views. It makes displaying, editing, and sharing a project in different styles easy. The work area (above) and details area (below) can therefore contain different views.

Toolbar - Details

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.

Tip The Inspector can be displayed in a separate window. This option can be found under Preferences under the »General« tab. The Inspector position option lets you integrate the Inspector into the main window or use it in its own separate window.
Preferences - Inspector position

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 »Details« icon will show an extra section in the project window. The Details section contains the Attachments view by default. It offers you to view and edit all attachment types in a project.

In Details you can select further views. It makes displaying, editing and sharing a project in different styles easy. Work area (above) and details area (below) can therefore contain different views.

Inspector

The Inspector is a key component of Merlin Project 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.

Tip You can have the Inspector appear in a separate window instead of the main window. To do this, click »Preferences« then go to the »General« tab followed by »Inspector position«.

Details

This section lists the project attachments. If you have a lot of attachments, it is a good idea to list them by Attachment Type. As with the outline and other views, you can use various columns.

Details

Menu bar

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

Merlin Project

Menu:Merlin

About Merlin Project

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

Preferences…

Opens the »Preferences« window so you can configure Merlin Project.

Preferences - General

You can find the general options for using Merlin Project under Preferences > General.

Preferences:General
Application language

The Application language option lets you choose which language you want to use for the application. By default, the system language is used. If you want to use a different language in Merlin Project to the language used in OS X, change it by selecting another language from the drop-down menu.

Preferences:General - Application language
Tip For example, OS X can run in German, while Merlin Project runs in English.
Inspector position

The Inspector Position option contains two Inspector position settings.

  • Integrated

  • Separate window

By default, the Inspector is integrated into the main window and part of it. Select the Separate window option to release the Inspector from the main window and use it in a separate window.

Inspector in separate window
Tip You may want to use the Inspector in its own separate window when using multiple monitors. You can position the main window on the main monitor and the Inspector on the secondary monitor. This frees up space in the main window for the content.
Upon external changes to files

The Upon external changes to files option contains three options which let you choose how changes made to File type attachments are handled.

  • Ask what to do

  • Ignore

  • Integrate into old version

Preferences:General - External changes

By default, the option is set to Ask what to do. You will be prompted whether you want to save the file as a new duplicate version with the changed content or if the new content should be adopted in the old file version.

Ignore ignores the changes and leaves the file in its original state.

Integrate into old version integrates the changes into the old file version.

Software Update

You can choose between three settings for the Software Update option:

  • Automatically download and install updates

  • Just notify if there are updates

  • Don’t check for updates

Preferences:General - Software Update

The Automatically download and install updates option searches for updates automatically. If a new program version is found, it is downloaded and installed automatically.

The Just notify if there are updates option notifies you of updates. You then download and install the update manually.

The Don’t check for updates option deactivates the update search.

Important Always use the latest version of Merlin Project. Using older program versions may lead to problems and produce unanticipated results.
Preferences - Licenses

You can manage your licenses under Preferences > Licenses. The preferences let you activate new application licenses, remove existing licenses, request lost licenses, and view the licensed functions.

License Files

Under the License Files tab, you will find a list of license files that are in use. Here, you can obtain information about the licenses.

Preferences:Licenses

If no files exist, you can purchase them directly from our online store by clicking Buy.

You can add or remove licenses from the list by clicking »+« or »-«.

Click Lost License to request lost or deleted license files.

Tip Please store purchased license files securely as they are a valuable asset.
Using license files

You can activate the purchased license file(s) by double clicking it/them. For this purpose, Merlin Project should already be installed on your Mac in the »Programs« folder.

License File

Otherwise, click the »+« icon in Preferences > Licenses and select the license file(s) from the Add License dialog.

Another way of installing the license file(s) is to drag & drop the license file(s) directly onto the Preferences > Licenses window.

Preferences:Licenses - License File

All installed license files appear in the list and can be removed afterwards by clicking the »-« icon.

Preferences:Licenses - Licensed

If you remove a license file, a notification dialog will appear. The file will then be deleted directly. If you do not want that to happen, search for the license file under the path shown and store it in a secure place before deleting it.

Preferences:Licenses - Delete
Updating from earlier versions of Merlin

If you have older Merlin license files, these can be reused in Merlin Project using update licenses.

Updating from Merlin 1 to Merlin Project

If you already have a Merlin 1 license file, you can drag & drop it onto the list in the Preferences > Licenses window. Following that, you must drag & drop the associated update license from Merlin 2 and Merlin 3 to the window.

Preferences:Licenses - Licensed Updates
Tip You will have used all the license files required for the update once the red title »Merlin Project is not licensed« turns to the black title »Merlin Project is licensed«.
Updating from Merlin 2 to Merlin Project

If you already have a Merlin 2 license file, you can drag & drop it onto the list in the Preferences > Licenses window. Following that, drag & drop the associated update license from Merlin 3 onto the window.

Preferences:Licenses - Licensed Updates
Tip You will have used all the license files required for the update once the red title »Merlin Project is not licensed« turns to the black title »Merlin Project is licensed«.
Preferences – Templates

The »Templates« tab under Preferences in Merlin Project lets you use and manage your own project files as templates:

Preferences:Templates

This lets you create and use folders containing project files as templates for Merlin Project.

Click »+« and select a folder containing projects. The "Languages for default templates" option lets you set the language for project file templates.

Preferences - Library

The »Library« tab under Preferences in Merlin Project is divided into two further tabs:

  • Folders

  • Address books

Folders

Under the »Folders« tab, you can configure options for the Library built into Merlin Project.

Preferences: Library - Folders

The Writeable folder: option lets you change the default folder where all Library content is stored or open the folder in the Finder application.

Click the arrow icon to open the Library folder in the Finder application.

Preferences: Library - Folder arrow
Tip By default, the folder is located in the user folder. You can access it under the following path on the local volume of your Mac: HD > Users > User name > Library > Containers > net.projectwizards.merlinproject > Data > Library > Application Support > net.projectwizards.merlinproject > Library

You can change the default folder by clicking the Default drop-down menu and configure another folder to use with the Library. To do this, click Select in the drop-down menu. A dialog will open letting you set a new Library folder.

Preferences: Library - Folder drop-down menu
Read-only folders

You can configure additional folders with content for the Library in the Read-only folders list. Click »+« to add new folders or »-« to remove them.

Preferences: Library - Read-only folders

The folders contained in the folder you selected will be available automatically, including their content, in the Library. The folders are read-only and cannot be populated with new content or edited in the Library. To do this, you need to add new content directly to the original sub-folders using the Finder application. The new content will then appear automatically in the Library.

Address books

Under the »Address books« tab, you can customize and use address books from various applications and directory services with LDAP functionality for use with the Library built into Merlin Project.

Preferences: Library - Address books

The Show OS X contacts option activates/deactivates whether contacts are shown in the Library from the »Contacts.app«.

The Show Microsoft Outlook contacts option activates/deactivates whether contacts are shown in the Library from the »Outlook.app« which is part of the Microsoft Office suite.

LDAP Directory Services

You can enter LDAP servers in the LDAP Directory Services list. This lets you use contacts from an LDAP directory service with the Library.

Click »+« to enter information to connect to and use an LDAP directory service.

Preferences: Library - Address books

Click »-« to remove an entry. To edit entries, click »Edit«.

Preferences: Library - Address books
Reload / Show Library

On the bottom right-hand edge of the Preferences settings for the _Library, you will see two buttons:

  • Reload

  • Show Library

The Reload button updates all content from the folders/address books in the Library.

The Show Library button opens the Library window.

Preferences - Accounts

The »Accounts« tab under the Preferences option for Merlin Project contains options to create the following accounts:

  • FTP

  • SMTP

  • WebDAV

Preferences:Accounts

This lets you use servers with the above-mentioned protocols for use with Merlin Project.

Select the server protocols from the context menu by clicking the »+« icon. On the right-hand side, enter the particular server’s details.

Preferences:Accounts - FTP
Note Here, a Merlin Sync Server has been entered as an Account for use with Merlin Project
Preferences – Access to Folders

The »Access to Folders« tab under Preferences in Merlin Project offers access to box.com folders and allows any other cloud services to be set up:

Preferences:Folder Access

This allows projects to be synced automatically between the above-mentioned cloud services and Merlin Project.

You can add a folder by clicking »+«. You can also drag & drop folders into the window.

The "Ask for permission when opening documents" option displays a dialog when opening documents.

Check for Updates…

Checks for updates to Merlin Project

Services

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

Hide/Show Merlin Project

Hides/shows all open Merlin Project windows.

Hide/Show Other Windows

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

Merlin Project

Show All

Shows every window of every application.

Quit Merlin Project

Quit Merlin Project.

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 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 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.

Importing via the menu »File > Open«

Importing via the menu File > Open works the same way as opening Merlin Project 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 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, 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 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 or create a new sub-project.

Menu:Open copy or sub-project

When copying, the content is included in the project and the project file remains unaffected.

In the case of sub-projects, a separate sub-project is created for the content which remains connected to the original project. Changes are transferred to the other project upon saving.

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.

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 (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 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.

Just click the Show all fields button to display all available Merlin Project 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

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 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. 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 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.

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. For this to work without a hitch, the fields in the OPML file must have the same name as the columns in Merlin Project.

Click the Show all fields button to display all the columns available in Merlin Project 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.

Combine Documents

Opens the »Combine Projects« window. This lets you combine and edit individual projects in one document. You can also continue editing the projects independently of each other.

Combined Projects

This function lets you combine multiple projects into one Main Project. A main project provides an overview of the sub-projects combined within it. Changes made to individual sub-projects are kept synchronized in the main project, and vice versa, after saving.

Combined Projects

The quickest way to create a main project with at least two sub-projects is as follows:

  1. Create a new blank project

  2. Name the project so you can easily identify it (e.g. Master Project)

  3. Move at least two Merlin Project project files from the Finder application to the outline of the new Master project

Combined Projects - Dialog

The program will prompt you to do one of the following once these three steps are completed:

  • Cancel

  • Create sub-project

  • Copy Content

The Cancel option cancels the creation of a combined project.

The Create sub-project option creates a combined project where all changes to sub-projects are kept synchronized once saved.

The Copy Content option copies the content from the project files to the empty project thereby creating a new project which retains the content at the time of copying. The individual projects remain separate entities. Changes to the main project are not transferred to the individual projects, and vice versa.

If the projects in the main project are created as sub-projects, changes to the individual sub-projects are transferred automatically to the main project on saving, and vice versa.

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.

Merlin Server …

Opens the »Server Document Management« window

Integrate Changes

Integrates changes into an existing project.

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 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:

  • Image

  • CSV

  • FreeMind

  • Calendar

  • Merlin Project

  • HTML

  • MindManager

  • MS Project

  • NovaMind

  • 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

FreeMind

The »FreeMind« export function lets you create Mind-Map projects for the free-of-charge program FreeMind.

Tip The free software program FreeMind is available for all popular platforms and can be downloaded from Sourgeforce. The software requires the Java Runtime Environment.
Export:FreeMind

You can choose between two options for this export function:

  • Export with HTML view

  • Sub-projects

The Export with HTML view option creates an HTML view of the project when exporting for FreeMind.

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

HTML
Export:HTML

The »HTML« option creates a folder with a static HTML project of the current view. This lets you open and view the exported project in all popular Web browsers.

The »Media« drop-down menu lets you select options for the files used in the project.

Export:HTML - Media
  • None

  • Thumbnails only

  • Thumbnails and originals

The »None« option does not export any media from the project to the HTML folder.

The »Thumbnails only« option exports a preview of each item of media from the project to the HTML folder.

The »Thumbnails and originals« option exports both a preview and each original file from the project to the HTML folder.

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

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

Export:Merlin Project
MindManager

The »MindManager« export function creates a file which can be opened using the MindManager software program.

Export:MindManager

»MindManager« software is available for the PC and Mac. For further information, visit MindJet.

Tip The »MindManager« file format is used by many mind-map software programs. For further information on mind-maps, see Wikipedia.
MS Project

The »MS Project« export function creates an XML file which can be opened using the MS Project software program.

Export:MS Project

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

Tip »MS Project« is developed and sold by Microsoft and is ideal for creating and editing projects. For further information on MS Project, see Wikipedia.
NovaMind

The »NovaMind« export function creates a file which can be opened using the NovaMind 5 software program.

Export:NovaMind 5
Tip »NovaMind 5« is a mind-map software program available for the Mac and PC. For further information, visit NovaMind.
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.

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 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.

Publish

Menu:File:Publish

Options are available here letting project content be published and subscribed to. These are divided into Settings, Publish, and Update.

Settings

This dialog lets you define the publishing and updating actions.

Publish

If one or more publishing and updating actions are defined in the Publish settings you can select them here.

Actions

Calls available AppleScripts as Actions. Using the »Show Scripts Folder«, you can open the folder for the AppleScripts. Any AppleScripts saved in that folder, will appear in the »Actions« list.

Menu:File:Actions
Note Actions and AppleScripts used for collaboration to other applications can be found on the Merlin Project website.

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.

Work Area

Menu:File:WorkArea

Contains options for collaborative working, whereby a distinction is made between public and private work.

Public

Working on a project in »Public« mode transfers all changes to the project directly.

Private

Working in »Private« mode means you only work locally on the project and changes are not transferred to other project attendees.

Integrate Changes

Use this option to integrate changes made in »Private« mode into the project.

Publish Changes

You can use this option to publish changes made in »Private« mode for all attendees.

Discard Changes

You can use this option to discard changes made in »Private« mode, thereby deleting them.

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.

Copy the unique link to this document file and the current selection for sharing with others.

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

Resource Leveling

This menu option contains resource leveling options. You can use these to level over-utilization and under-utilization in the project.

Menu:Edit - Resource Leveling
Leveling Settings

Shows the settings for resource leveling in the Inspector. These let you determine the utilization thresholds for over-utilization and under-utilization in percentage terms.

Level All

Levels all resource utilizations in the project.

Reset All

Resets all resource utilizations in the project to their original state.

Level Selection

Levels all selected resource utilizations in the project.

Reset Selection

Resets all selected resource utilizations in the project to their original state.

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.

Attachment

This menu option contains options for creating attachments for the current selection within the project.

Menu:Insert - Attachment
Checklist

Creates a new checklist attached to the selection.

Event

Creates a new event attached to the selection.

File

Creates a new file attached to the selection.

Information

Creates new information attached to the selection.

Issue

Creates a new issue attached to the selection.

Risk

Creates a new risk attached to the selection.

Project …

Opens a dialog letting you select an existing project. This allows you to add and use an additional project in the open project.

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« and »Earned Value« views. Additional views are user specific.

Activities

This view shows the project content in the form of an outline and a bar chart (Gantt chart).

Earned Value

This view shows the project content for the earned value analysis. This adds a column set with corresponding functions to the outline.

Edit

Shows the view editing dialog. Both the built-in and custom views are listed. You can create custom views by clicking the plus icon.

Net Plan

This option lets you view and edit the project and its content in the built-in »Mind Map«, »Net Plan«, and »Organizational Chart« views. Additional views are user specific.

Mind Map

This view shows the project content in the form of a mind map. This project view is ideal for displaying project structures graphically.

Net Plan

The view shows the project content in the form of a net plan. It is another way of displaying the project structure graphically.

Organizational Chart

This view shows the project content in the form of an organizational chart. It is another way of displaying the project structure graphically.

Edit

Shows the view editing dialog. Both the built-in and custom views are listed. You can create custom views by clicking the plus icon.

Resources

This option lets you view and edit the resources used within the project using the built-in default views. Additional views are user specific.

Default

This view shows the resources used in the project. A default column set is used for the resources.

Edit

Shows the view editing dialog. Both the built-in and custom views are listed. You can create custom views by clicking the plus icon.

Assignments

This option lets you view the assignments used within the project using the built-in »Utilization« view. Additional views are user specific.

Utilization

This view shows the resource assignments used within the project and their utilization.

Edit

Shows the view editing dialog. Both the built-in and custom views are listed. You can create custom views by clicking the plus icon.

Report

This option lets you prepare and report the project content graphically. You can choose between built-in and custom reports.

Earned Value Analysis

Creates a graphical report of the earned value analysis. In the Inspector you can define additional report options.

Standard Report

Creates a graphical report. In the Inspector you can define additional report options.

Edit

Shows the report editing dialog. Both the built-in and custom reports are listed. You can create custom reports by clicking the plus icon.

Attachments

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

All

Shows the view displaying all project attachments.

Check lists

Shows the view displaying all project checklists.

Files

Shows the view displaying all project files.

Events

Shows the view displaying all project events.

Information

Shows the view displaying all project information.

Issues

Shows the view displaying all project issues.

Risks

Shows the view displaying all project risks.

Edit

Shows the dialog for editing the attachment views. Both the built-in and custom attachments are listed. You can create custom attachment views by clicking the plus icon.

Filters

Shows the Inspector with built-in filters. You can create custom filters by clicking the plus icon. Search filters are ideal for adjusting the display of project content.

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 various views, view options, and styles that are available.

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.

Show Critical Path

Shows a graphical display in the bar chart for the critical path. The critical path shows all activities which affect the project deadline.

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

Since macOS Sierra this menu contains additional options for using tabs.

Menu:Window Sierra

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.

Note The tabs and 'merging all windows' options are available in macOS 10.12 Sierra or newer.

Show Previous Tab

Goes to the previous tab.

Show Next Tab

Goes to the next tab.

Move Tab to New Window

Moves a tab to a separate window.

Merge All Windows

When you open multiple projects or project windows, you can merge them into one window that contains multiple tabs. This enables the tab options.

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.

Window Configurations

Contains window configurations. You can create these and use them for additional projects.

Menu:Window - Window Configurations
Edit

Opens the window to edit window configurations.

Hide/Show Inspector

Hides/shows the Inspector in the active program window.

Show/Hide Detail View

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

Show/Hide Library

Shows/hides the library.

Library

The »Library« icon opens and closes the »Library« window. This lets you manage and store assorted project information and content as well as use it again for later projects.

Library

The Library is a separate window which manages content across the project. You will find a search box on the upper edge of the window. This lets you find content quickly. Below this you will find a list of content including:

  • Attachments

  • Documents

  • Contacts

  • Outlook contacts

  • Activities

If you select one of these folders, further divisions appear on the right-hand side of the list.

Note If you created content in Merlin 2, Merlin Project will notify you. This lets you include the content from the Merlin 2 library.

Below this is the Content list which is populated with content from the category you selected.

Use your mouse to drag content from and to the Library. If you "drag & drop" content to the Library, it will appear under one of the mentioned points.

Tip The Contacts and Outlook contacts folders are populated automatically with addresses using content from the programs »Contacts« and »Outlook«.

You will find the gear icon on the bottom right-hand edge of the window. Click it and a context menu will appear containing further options for using the Library. The gear icon is context sensitive which means different options are displayed depending on your selection.

Library - Gear Icon

Among other options, you can use the gear icon to create new folders in the Library for the particular categories and access the Library preferences. Additionally, you can open selected documents directly using a compatible program.

Attachments

The Attachments folder contains:

  • All Items

  • Own Items

  • Standard Attachments

Library - Attachments

The All Items folder lists all attachments in the Library.

The Own Items folder contains attachments defined by the user.

The Standard Attachments folder includes the attachments built into Merlin Project.

Documents

The Documents folder contains three folders for storing and using documents belonging or useful to the project.

  • All Items

  • Own Items

  • V-Modell XT

Library - Documents

The All Items folder lists all documents in the Library.

The Own Items folder contains documents added by the user. These can be of any file type.

The V-Model XT folder includes »V-Model XT« documents.

Tip The V-model is used to regulate the software development process within the German federal administration. It encompasses the procedure, methods to be applied, and functional requirements for tools to be applied. [Source: Wikipedia.com]
Contacts

The Contacts folder contains content from the Contacts.app. This gives you direct access in the Library to your addresses in the Contacts.app and lets you use them to create assignments/resources.

Library - Contacts
Tip If you drag an address book entry from the Contacts list to an object in Merlin, this entry will be created as an assignment/resource in the current project.

You can activate/deactivate the address books under the »Address books« tab under »Preferences > Library«. Additionally, you can also configure LDAP servers there.

Preferences:Library - Address books

When opening Merlin Project and the Library, the system will prompt you for permission to access your contacts. You should grant this otherwise your contact will not be displayed in the Library under Contacts.

Contacts:Library - OS X
Important Access to the »Contacts« app must be granted by the user in OS X so they appear in the Library. You can grant this manually later on by activating the checkbox for Merlin Project under »System Preferences > Security & Privacy« under the »Privacy« tab for Contacts. You will then need to restart Merlin Project.
Library - Contacts Privacy
LDAP

If you have set up and enabled LDAP servers under Preferences > Library, you will be able to select them in the Library.

Library - LDAP
Note LDAP entries do not appear automatically; they are only filtered once you have entered search terms. If an entry exists on the LDAP server, the search hit will be displayed in the Library.
Outlook contacts

The Outlook contacts folder contains address book entries from the Outlook.app (part of Microsoft Office). This gives you direct access in the Library to your addresses in the Outlook.app and lets you use them to create assignments/resources.

Library - Outlook
Tip If you drag an address book entry from the Outlook contacts list to an object in Merlin Project, this entry will be created as an assignment/resource in the current project.

You can activate/deactivate the address books under the tab of the same name under »Preferences > Library«. Additionally, you can also configure an LDAP server there.

Activities

By default, the Activities folder contains two folders: activity outlines and groups. This lets you build modular projects comprising various phases/groups/activities. Use your mouse to drag such activities from and to the Library.

  • All Items

  • Own Items

Library - Activities

The All Items folder contains all activities/groups

The Own Items folder contains activities/groups stored by the user in the Library.

The Activities folder lets you store frequently used content for various projects in the Library and allows you to integrate it at a later date and when required into one or more projects.

Library - Library activities

Drag the »Project start« from the Library to the outline of a new project. The content will then be included automatically in the new project.

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 Help

Opens the help function.

Merlin Project Tutorials

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

Merlin Project on the Web

Further product information on the Web.

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. 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 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 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 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.
Advanced Options

The inspector New Project: General* offers further options for edting _Currency Symbols and Visibility of the project. The latter option will hide the project from anonymous users. Only those resources defined in the project as a user will be able to see this project.

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.

Codes

New Project:Codes

The inspector New Project: Codes offers options creating and editing codes. These codes can be used in the project to define the project structure. There are special columns available for codes, and these can be displayed in the outline view.

  • Outline Codes

Clicking on + will create a new outline code, and clicking on - will delete the selected existing outline code. Every code item can be assigned with a Prefix, Sequence, Min. Length and Separator. You can view your settings directly in the preview.

  • WBS Codes

Clicking on + will create a new WBS code, and clicking on - will delete the selected existing WBS code. Every code item can be assigned with a Prefix, Sequence, Min. Length and Separator. You can view your settings directly in the preview.

There are two further options for WBS codes. One creates a code for new activities, the other tests the uniqueness of new codes. You can deactive both options by unmarking the appropriate checkbox.

Tip WBS is an acronym for Work Breakdown Structure and can be used for project structure numbering.

Value Lists

New Project:Value Lists

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

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

  • File

  • Event

  • Information

  • Costs

  • Issue

  • Resources

  • Risk

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.

Utilization

The inspector New Project: Utilization contains options for resource utilization in a project. It is divided into two main options.

  • Utilization Thresholds

Here you can define two values for Over-utilization and Under-utilization thresholds in percent for the project. This affects the displayed utilization for ressources assigned to this project.

  • Resource Leveling

These are the option for resource leveling:

  • For

  • Overutilization interval

  • Clear former delays

  • Within Slack only

  • Leveling Order

  • Level Now

New Project:Utilization – For

In the For drop-down menu you can define whether Resource Leveling shall be aplied to the complete Project or to a time period From - To.

The Overutilization interval determines the time units for resource leveling. You can choose between any of the available time units.

The Clear former delays option deletes delays caused by over-utilization. This option is activated by default.

The option Within Slack only will limit resource leveling to within the slack defined in project planning.

The option Leveling Order enables you to determine the sequence of resource leveling for the project or time period.

  • Default

  • Priority

  • # (manual sorting)

Clicking on the »Level Now» button will apply the above options. The same options are available in the »Edit > Resource Leveling« menu.

Level Now offers the following options:

  • Level All

  • Reset All

  • Level Selection

  • Reset Selection

Note Leveling order options are used with the following criteria:
  • Default

    • Predecessor relationship

    • Constraints

    • Available slack

    • Priority (lowest priority will be shifted first)

    • Duration (longer duration will be shifted before shorter duration)

    • The manual order by #-numbers (activities with higher numbers will be shifted first)     

  • Priority

    • Priority (lowest priority will be shifted first)

    • Predecessor relationship

    • Constraints

    • Available slack

    • Duration (longer duration will be shifted before shorter duration)

    • The manual order by #-numbers (activities with higher numbers will be shifted first)    

  • # (manual sorting)

    • The manual order by #-numbers (activities with higher numbers will be shifted first)

    • Priority (lowest priority will be shifted first)

    • Predecessor relationship

    • Constraints

    • Available slack

    • Duration (longer duration will be shifted before shorter duration)

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 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.
Advanced

The »Advanced« section contains further options for work.

  • Resource Units

  • Priority

  • Leveling Delay

  • Calendar

  • Precedence

The Resource Units option defines the percentage value for utilization related to work and completion. The value 100% will be used per default. When a resource has been assigned to the activity the value in this field will be greyed out and cannot be changed. When removing all assignments, this option can be changed.

You can enter the Leveling Delay with a time unit. This will move the activity into the future by the entered time period.

The Priority option defines the priority for resource leveling. The higher the priority in points, the more preferential this activity will be treated in resource leveling.

The Calendar option lets you define a different calendar for the selection from the drop-down menu. Merlin Project provides built-in calendars by default. You can add custom calendars in »Project Settings« in the »Calendar« tab.

The Precedence option defines which calendar shall be used as the main calendar for the selection. Here, the calendar of the assigned resource will be preferred by default.

The »Expected« section shows the expected values and the values calculated by Merlin Project for the selection. These values are determined by all dependencies affecting the selection and the current calendar’s settings.

  • Status

  • Start

  • End

  • Work

  • Duration (consecutive)

  • Utilization

The »Status« view shows the completion value for the selection. This can be either Upcoming, On time (green dot), Slightly Behind Schedule (yellow triangle), Behind schedule (red rectangle) or Completed. It depends on the current state of the actual values and the current date. This information will be shown in the corresponding column of the work area outline.

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.

Inspector »Activity: Dependencies«

This inspector controls the Dependencies between the individual activities. When selecting an activity, the predecessors and successors as well as the Sequence of dependencies and an optional Slack Duration will be displayed.

Activity: Dependencies

Predecessors and successors share identical lists. These are separated into the following columns:

# * Title * Type * Lead/Lag

The # column contains the number of the predecessor/successor.

The Title column contains the title of the predecessor/successor.

The Type column contains the dependency type (FS, SS, FF, SF) between the selection and the predecessor/successor.

The Lead/Lag column contains the slack between the dependencies. Here you can define a duration in case the activities are not to start/end immediately with/after the predecessor/successor.

Tip By double clicking on the row the corresponding activity will be displayed in the main window.

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.

As a result from the entered % complete you will get:

  • Actual Work

  • Remaining Work

in absolute numbers.

Actual Work

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

  • Actual Overtime Work

  • Remaining Work

  • Reported on

Actual Overtime Work

You can enter the value for overtime work actually performed in the Actual Overtime Work field.

Tip only needed if it does not match the planned overtime work value.
Remaining Work

The option Remaining Work allows you to enter the value for the remaining work to be performed.

Reported on

The option Reported on allows you to enter a date for the entry of the actual values.

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

  • Fields

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.
Fields
Activity:Custom - Fields

Clicking on the »+« or »-« icon the in Fields tab will create new or delete existing fields for custom columns. The columns may contain any values and various format options. E.g.:

  • Text

  • Number

  • Date

  • Duration

  • Checkbox

  • Attention level

  • Media

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 »Dependency«

After having created activities in a project you can link these activities. Upon linking activities, dependencies will be created. In the menu »Structure > Link« you can define dependencies for multiple (at least two) selected activities, milestones, groups or assignments.

On the icon bar you will find the »Link« button. It provides the same options as the corresponding menu.

Linking context menu

When selecting a dependency in the work area, the »Dependency« inspector will be displayed. The provided options offer settings for the dependency between the linked objects (activities, groups, milestones and assignments).

Tip You can select a link in the menu »Structure > Link«. Using the shortcut [ctrl + cmd+ L] you can quickly create the »Finish to Start« dependency for the selected activities (at least two).
Dependency in the Gantt chart

Ill.: A dependency selected in the work area (Gantt).

Following you will find the individual options in the Dependency inspector:

Predecessors

Dependency

In the »Predecessors« section you will find information on the predecessor for the dependency. By clicking on the arrow button you will automatically be directed to the predecessor.

The Activity # # option contains the consecutive number (#) of the predecessor in the selected dependency.

The Title option contains the designation of the predecessor in the selected dependency.

Successor

In the »Successor« section you will find information on the succesor for the dependency. By clicking on the arrow button you will automatically be directed to the successor.

The Activity # # option contains the consecutive number (#) of the successor in the selected dependency.

The Title option contains the designation of the successor in the selected dependency.

Advanced Options

Furthermore you will find the following options in the inspector:

  • Type

  • Slack Duration

  • Expected Critical

  • Planned Critical

Type

The Type option offers a drop-down menu with four dependency options. Here you can define the order of dependency between predecessor and successor.

  • Finish to Start (the predecessor ends and the successor starts)

  • Start to Start (the predecessor and the successor start simultaneously)

  • Finish to Finish (the predecessor and the successor end simultaneously)

  • Start to Finish (the predecessor starts and the successor ends)

The Finish to Start dependency is the most commonly used dependency type between activities and serves as the basis for the waterfall method in project management.

Slack Duration

Using the Slack Duration option you can define a positive or negative duration for the dependency. This leads to the effect that a successor must start later or earlier by the entered slack value.

When entering a slack duration of »- 1 Day«, the successor will start one day earlier. When entering a slack duration of »2 Days«, the successor will start two days later.

Expected Critical

The Expected Critical option contains information on the Critical Path of the dependency in relation to the expected values. This option offers two values.

  • »Yes« the dependencies will lead to a critical path when considering the expected values

  • »No« the dependencies will not lead to a critical path when considering the expected values

Tip The Critical Path will always be valid when the dependencies compromise on the timely completion of a project after changes have been made.
Planned Critical

The Planned Critical option contains information on the Critical Path of the dependency in relation to the planned values. This option offers two values.

  • »Yes« the dependencies will lead to a critical path when considering the planned values

  • »No« the dependencies will not lead to a critical path when considering the planned values

Inspector »Resource«

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

Resource:Info
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 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

  • Role

  • Type

  • Available Units

  • Is user

  • Permissions

  • 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.

Role contains the resource’s role in the project. Clicking on the »Arrow« icon will expand the menu with a couple of pre-defined roles.

Type contains the selection for the following resource types:

  • Person

  • Material

  • Company

  • Equipment

Available Units contains the available units for resource utilization.

Is User converts a resource into a user including password and user name.

You can define three types of permissions:

  • Read & Write (resource has all permissions)

  • Read-only (no write permissions)

  • No Access (no permissions and no visibility)

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 Overtime Rate contains the actual costs for the resource’s overtime work.

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:

  • Actual Overtime Work

  • Remaining Work

  • Reported on

Actual Overtime Work

The Actual Overtime Work option shows the value for the overtime (more than planned) work actually performed.

Remaining Work

The option Remaining Work shows the value for the remaining work to be performed.

Reported on

The option Reported on shows the date of entry of the actual values.

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.

Planned

This section contains the currently planned values for the resource.

  • Start

  • End

  • Work

  • Duration (consecutive)

  • Utilization

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.

The »Utilization« view contains the planned utilization value (in percent) for the resource.

Inspector »Resource: User-defined«

The inspector *Resource: User-defined« is divided into two tabs.

  • Tags

  • Fields

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

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.

Fields

Resource:Custom - Fields

In the Fields tab you can create new fields for custom columns. These columns may contain any freely defined values. Clicking on the »+« icon will create a new field, and clicking on the »-« icon will delete the selected existing field.

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 »Assignment«

You can use the inspector to edit resources assigned to a project.

Assignment:Plan

Inspector »Assignment: Plan«

When assigning a resource to a project’s activity it can be selected in the work area. With the Inspector »Assignment: Plan« Merlin Project offers various options relevant for such assignment.

Resource

The Resource option contains the assigned resource’s name and a drop-down menu that lets you assign the resources included in the project. By clicking on the arrow button you will be directed to the resource view.

Work

The Work option contains the entry field for the work to be performed by the activitiy’s assigned resource. You can enter this value either in percent or as a total value.

Further option in the Work section are:

  • Overtime Work

  • Duration

  • Start

  • End

  • Alignment

Advanced

The »Advanced« section contains further options for work.

  • Start/Finish

  • Calendar

  • Precedence

  • Priority

  • Resource Units

  • Leveling Delay

The Calendar option lets you select a different calendar for the selection from the drop-down menu. Merlin Project provides built-in calendars by default. You can add custom calendars in »Project Settings« in the »Calendar« tab.

The Precedence option defines which calendar shall be used as the main calendar for the selection.

The Priority option defines the priority for resource leveling. The higher the priority in points, the more preferential this activity will be treated in resource leveling.

The Resource Units option defines the percentage value for utilization related to work and completion. The value 100% will be used per default. When a resource has been assigned to the activity the value in this field will be greyed out and cannot be changed. When removing all assignments, this option can be changed.

You can enter the Leveling Delay with a time unit. This will move the activity into the future by the entered time period.

Expected

The »Expected« section shows the expected values and the values calculated by Merlin Project for the selection. These values are determined by all dependencies affecting the selection and the current calendar’s settings.

  • Status

  • Start

  • End

  • Work

  • Duration (consecutive)

  • Utilization

The »Status« view shows the completion value for the selection. This can be either Upcoming, On time (green dot), Slightly Behind Schedule (yellow triangle), Behind schedule (red rectangle) or Completed. It depends on the current state of the actual values and the current date. This information will be shown in the corresponding column of the work area outline.

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.

Inspector »Assignment: Dependencies«

This inspector shows the Dependencies between the individual assignments. When selecting an assignment, the predecessors and successors as well as the Sequence of dependencies and an optional Slack Duration will be displayed.

Details

Predecessors and successors share identical lists. These are separated into the following columns:

# * Title * Type * Slack Duration

The # column contains the number of the predecessor/successor.

The Title column contains the title of the predecessor/successor.

The Type column contains the dependency type (FS, SS, FF, SF) between the selection and the predecessor/successor.

The Slack Duration column contains the slack between the dependencies. Here you can define a duration in case the activities shall not start/end immediately with/after the predecessor/successor.

Inspector »Assignment: Finance«

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

Budget

The »Budget« tab is divided as follows.

Assignment: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.

The Amount option contains the approved costs for the budget.

The By Resource option contains the budget-approving person.

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.

Costs

The »Costs« tab is divided as follows.

Assignment: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 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.

Balance

The »Balance« tab is divided as follows.

Assignment: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 arise from costs for attachments.

Inspector »Assignment: Actual Values«

Assignment:Actual Values
Assignment:Actual Values

In the inspector »Assignment: 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.

Actual Start

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

Actual End

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

% completed

You can enter the actual completion value in percent into this field. 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. You can enter the value for the work actually performed into the Actual Work field. Advanced options for this section are:

  • Actual Overtime Work

  • Remaining Work

  • Reported on

Actual Overtime Work

You can enter the value for the overtime (more than planned) work actually performed into the Actual Overtime Work field.

Remaining Work

The option Remaining Work allows you to enter the value for the remaining work to be performed.

Reported on

The option Reported on allows you to enter a date for the entry of the actual values.

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 contains the date the selection shall be completed by.

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.

Planned

This section contains the currently planned values for the resource.

  • Start

  • End

  • Work

  • Duration (consecutive)

  • Utilization

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.

The »Utilization« view contains the planned utilization value (in percent) for the assignment.

Inspector »Assignment: User-defined«

The inspector »Assignment: User-defined« is divided into two tabs.

  • Tags

  • Fields

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

Tags

Assignment: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.

Fields

Assignment:Custom - Fields

In the Fields tab you can create new fields for custom columns. These columns may contain any freely defined values. Clicking on the »+« icon will create a new field, and clicking on the »-« icon will delete the selected existing field.

Inspector »Assignment: Notes«

Assignment:Notes

In the inspector »Assignment: 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 tab.

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 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: User-defined«

The inspector »File: User-defined« is divided into two tabs.

  • Tags

  • Fields

Here you can create and control custom Tags and Fields for use with events in the project.

Tags
File: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.
Fields
File:Custom - Fields

In the Fields tab you can create new fields for custom columns. These columns may contain any freely defined values. Clicking on the »+« icon will create a new field, and clicking on the »-« icon will delete the selected existing field.

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 »Checklist«

In this inspector you can edit »Checklist« type attachments in a project. There should be at least one »Checklist« 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 »Checklist« type attachments added in this project. This will open the Checklist inspector. It contains Settings for the selected checklist. Merlin Project therefore offers various options relevant for editing of checklist attachments.

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

Info

Checklist:Info

The inspector »Checklist: Info« provides options for editing information on the selected checklist.

Title

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

  • Title

  • Subtitle

  • Additional Title

Advanced Options

In the inspector you will also find the following options for a selected checklist:

  • Creation Date

  • Status

  • Checklist Entries

  • Notes

»Creation Date« contains the checklist’s creation date.

»Status« 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.

Clicking on »+« will create a new checklist item, and clicking on »-« will delete a selected existing item.

When creating a new item, you will be able to rename it and mark it as completed. This affects the status value.

By clicking on the »Gear« icon you can import and export checklist items. The format used is the OPML format.

You can enter Notes in the corresponding field for each checklist item.

Inspector »Checklist: Costs«

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

Checklist:Costs

Base costs are any further costs for a checklist. 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 »Checklist: User-defined«

The inspector »Checklist: User-defined« is divided into two tabs.

  • Tags

  • Fields

Here you can create and control custom Tags and Fields for use in checklists within the project.

Tags

Checklist: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.

Fields

Checklist:Custom - Fields

In the Fields tab you can create new fields for custom columns. These columns may contain any freely defined values. Clicking on the »+« icon will create a new field, and clicking on the »-« icon will delete the selected existing field.

Inspector »Checklist: Notes«
Checklist:Notes

In the inspector »Checklist: 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 »Event«

In this inspector you can edit »Event« type attachments in a project. There should be at least one »Event« 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 Details view you can select the »Event« type attachments added in this project. This will open the Event inspector. It contains Settings for the selected checklist. Merlin Project therefore offers various options relevant for editing of event attachments.

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

Info

Event:Info

The inspector »Event: Info* provides options for editing information on the selected event.

Title

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

  • Title

  • Subtitle

  • Additional Title

Advanced Options

In the inspector you will also find the following options for a selected checklist:

  • All Day

  • Start

  • End

  • Status

  • URL

  • Attendee Status

  • Attendees

All Day contains information on whether this is an all day event. This requires a checkbox to be marked.

Start contains the start date of the event.

End contains the end date of the event.

Status contains options on the event status. You can edit these options in »Value List« in the project settings.

The URL option contains a URL address relevant for this event.

The Attendee Status option contains information on the status of all attendees to the event. This requires attendees to be added to the attendee list first.

Clicking on »+« will add an attendee to the event, and clicking on »-« will delete the selected existing attendee from the event.

When adding a new attendee, you will be able to assign a name and a Status for his attendance.

Inspector »Event: Costs«

The Inspector »Event: Costs« is divided as follows.

Event:Costs

Base costs are any further costs for an event. 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 »Event: User-defined«

The inspector »Event: User-defined« is divided into two tabs.

  • Tags

  • Fields

Here you can create and control custom Tags and Fields for use with events in the project.

Tags

Event: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.

Fields

Event:Custom - Fields

In the Fields tab you can create new fields for custom columns. These columns may contain any freely defined values. Clicking on the »+« icon will create a new field, and clicking on the »-« icon will delete the selected existing field.

Inspector »Event: Notes«

Event:Notes

In the inspector »Event: 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 »Information«

In this inspector you can edit »Information« type attachments in a project. There should be at least one »Information« 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 »Information« type attachments added in this project. This will open the Information inspector. It contains Settings for the selected information. Merlin Project therefore offers various options relevant for editing of information attachments.

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

Info

Information:Info

The inspector »Information: Info* provides options for editing the selected information.

Title

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

  • Title

  • Subtitle

  • Additional Title

Advanced Options

You can edit further options for information type attachments.

Author allows you to define a resource as the author of the information.

»Notification date« contains the date the information was created.

Type contains a list of values for the information type. You can customize this list for information attachments in »Project Settings > Value Lists«.

Status contains a list of values for the information status. You can customize this list for information attachments in »Project Settings > Value Lists«.

URL contains an optional web address for the information attachment.

Inspector »Information: Costs«

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

Information:Costs

Base costs are any further costs for an information.

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 »Information: User-defined«

The inspector »Information: User-defined« is divided into two tabs.

  • Tags

  • Fields

Here you can create and control custom Tags and Fields for use with information in the project.

Tags
Information: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.
Fields
Information:Custom - Fields

In the Fields tab you can create new fields for custom columns. These columns may contain any freely defined values. Clicking on the »+« icon will create a new field, and clicking on the »-« icon will delete the selected existing field.

Inspector »Information: Notes«

Information:Notes

In the inspector »Information: 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 »Issue«

In this inspector you can edit »Issue« type attachments in a project. There should be at least one »Issue« 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’s Details view you can select the »Issue« type attachments added in this project. This will open the Issue inspector. It contains Settings for the selected issues. Merlin Project therefore offers various options relevant for editing issue type attachments.

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

Info

Issue:Info

The inspector »Issue: Info« provides options for editing the selected issue.

Title

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

  • Title

  • Subtitle

  • Additional Title

Advanced Options

There are additional options available for issue type attachments.

Reported by allows you to define a resource who reported the issue.

Assigned to allows you to define a resource who will be responsible for fixing the issue.

Supported by allows you to define a second resource for support on fixing the issue.

»Creation Date« contains the issue’s creation date.

Fix until contains the date the issue shall be fixed by.

As soon as possible can be marked in case a fastest possible fix is required.

Category contains a value list for the issue category. You can customize this list for issue attachments in »Project Settings > Value Lists«.

Type contains a list of values for the issue type. You can customize this list for issue attachments in »Project Settings > Value Lists«.

Status contains a list of values for the issue status. You can customize this list for issue attachments in »Project Settings > Value Lists«.

URL contains an optional web address for the issue type attachment.

Inspector »Issue: Costs«

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

Issue:Costs

Base costs are any further costs for an issue.

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 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 »Issue: User-defined«

The inspector »Issue: User-defined« is divided into two tabs.

  • Tags

  • Fields

Here you can create and control custom Tags and Fields for use with issues in the project.

Tags
Issue: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.
Fields
Issue:Custom - Fields

In the Fields tab you can create new fields for custom columns. These columns may contain any freely defined values. Clicking on the »+« icon will create a new field, and clicking on the »-« icon will delete the selected existing field.

Inspector »Issue: Notes«

Issue:Notes

In the inspector »Issue: 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 issues for later use in this inspector.

Inspector »Risk«

In this inspector you can edit »Risk« type attachments in a project. There should be at least one »Risk« 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 »Risk« type attachments added to this project. This will open the Risk inspector. It contains Settings for the selected risks. Merlin Project therefore offers various options relevant for editing risk type attachments.

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

Info

Risk:Info

The inspector »Risk: Info« provides options for editing the selected risk.

Title

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

  • Title

  • Subtitle

  • Additional Title

Advanced Options

You can edit the following options for risk type attachments.

Creation Date contains the risk’s creation date.

Risk Group contains a list of values for risk classification. You can customize this list for risk type attachments in »Project Settings > Value Lists«.

The Probability option allows you to define a probability in percent for the risk to arise.

»Reported by« contains the name of the resource having reported the risk.

The In charge option contains the resource responsible for the risk.

The Risk Description option contains further notes on the risk.

Impact

This section offers options for calculating a risk status from the entered data.

The Scope option contains a list of values for the risk scope.

The Costs option contains a list of values for the risk costs.

The Deadline option contains a list of values for the impact of a risk on deadline delay.

Status

This section offers information on the risk status, calculated from the data present in the Impact section.

The Status option contains a risk assessment.

The Probability option contains a classification of the risk probability in points.

The Scope option contains a scope classification for the risk in points.

The Costs option contains a cost assessment for the risk in points.

The Deadline option contains an assessment on the deadline impact of the risk in points.

The Total option contains the total amount of points for the risk status.

The Actions option contains further notes for the description of required actions upon the risk arising.

Risk Closing

Here you will be able to subsequently document information on the risk.

The Did Occur option can be marked when the risk arises.

The Closing Delay option contains the delay caused by the risk.

The Costs option contains the additional costs caused by the risk.

The Lessons Learned option contains further notes on any lessons that could be learned by the risk having occured.

Inspector »Risk: Costs«

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

Risk:Costs

Base costs are any further costs for a risk.

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 »Risk: User-defined«

The inspector »Risk: User-defined« is divided into two tabs.

  • Tags

  • Fields

Risk: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.
Fields
Risk:Custom - Fields

In the Fields tab you can create new fields for custom columns. These columns may contain any freely defined values. Clicking on the »+« icon will create a new field, and clicking on the »-« icon will delete the selected existing field.

Inspector »Risk: Notes«

Risk:Notes

In the inspector »Risk: 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 risks 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.

Here you can add new or edit existing conditions.

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

  • In Use

  • Edit

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.

Edit opens a dialog for editing built-in and custom conditions.

Styles - Conditions

Clicking on the »+« icon will create a new condition, clicking on the »-« icon will delete an existing condition. The list of conditions contains both the built-in and the custom conditions. Clicking on the gear icon you can share custom conditions with other local projects.

["Styles - Conditions - Filters"

You can edit any condition by clicking on the magnifying glass icon. Here you can define various options for the condition.

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

Tip The drop-down menus offer custom styles and – depending on the selection – further editing options with additional styles.

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.

Date Range

For larger projects the following options are suitable to limit the visible date range.

Start Date determines the date on which the visible date range shall begin.

End Date determines the date on which the visible date range shall end.

The Labels drop-down controls the behavior of the labels within the restricted date range. There are the following options available:

  • Extend visible range (standard)

  • Cut off at edge

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
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

  • Time Phase

  • Conflicts

  • Background

  • 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 Secondary option (de)activates the display of planned values. These values are displayed as gray bars and appear automatically if the actual values differ from the planned values.

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.
Time Phase

The Time Phase section contains options for the appearance of time phases.

Note
What is a time phase?
A time phased row shows the distribution of some content in time and its display can be controlled by a condition. You can display the responsible »Content Styles« inspector by right-clicking an object and then clicking the context menu Content > Rows.
Content Styles

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

The Description option contains settings for displaying the description (Automatic, Show and Hide). If Automatic is set, the time phase descriptions are only shown if more than one time phase row is enabled.

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.

These tabs allow you to edit built-in and custom columns.

Inspector »Column: Info«

The Column:Info inspector contains different options for built-in and custom columns.

Built-In Columns

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.

Custom Columns

The Column: Info: inspector provides the following options for editing the selected custom column.

Column:Info
  • Title

  • Alignment

  • Sorting

  • Type

  • Summary

  • Pre-defined values

  • Allow free entry

The Title option for custom columns contains the column designation and is user-defined.

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 Type option contains various types for custom column content. The standard type for a custom column is Text. This means that the column contains custom text. The drop down menu provides the following types for custom column content:

  • Text

  • Number

  • Date

  • Duration

  • Checkbox

  • Attention Level

  • Media

Type: Text

Column: Info - Type/Text

The Text option defines text for the column content. This enables you to enter any text content into the custom column.

The Summary option contains preferences for the calculation of values in parent levels. In a group you can determine the values of a groups content. For text this would be the maximum or minimum values.

Type: Number

Column: Info - Type/Number

The Number option defines the column content as a number. This enables you to enter any number into the custom column.

The following options for number content are available in the inspector:

  • Variant

  • Number of decimals

  • Trailing zeros

  • Summary

The Variant option provides a drop down menu with the following options:

  • Plain number

  • Number with unit

  • Percent

  • Currency

Column: Info - Type/Number with unit

Number with unit can contain built-in units from the menu or custom units to be entered into the field

The Number of decimals option is set to Unlimited per default. In the drop down menu you can change the amount of decimals to be shown.

The Trailing zeros option is set to Automatic per default. For integer numbers no decimals will be shown. The drop down menu contains the additional options Show and Don’t Show. The values will determined by the option Number of decimals.

The Summary option contains preferences for the calculation of values in parent levels. In a group you can add the values of a group’s content to the group or generate an average value.

Type:Date

Column:Info - Type/Date

The Date option defines the column content as a date. This enables you to enter any date into the custom column.

The following options for date content are available in the inspector:

  • Date Format

  • Time Format

  • Summary

The Date Format option contains settings for date formatting. The option Automatic will be selected per default. It determines the date format by the column width. Further options are »Short« and »Long«. These will always display the dates either in a short or long date format.

Tip You can enter dates in columns either manually or using the calendar. Using the arrow keys up and down you can change the date in incremental steps. Use the left and right arrow keys to navigate between the date units.
Column: Info - Date

By clicking on the calendar icon you can quickly enter dates

The Summary option contains preferences for the calculation of values in parent levels. In a group you can add the values of a group’s content to the group or generate an average value.

Type: Duration

The Duration option defines the column content as a duration. This enables you to enter any duration into the custom column.

Column: Info - Type/Duration
Tip When entering a number only, the duration in »day(s)« will be added automatically.

The following options for duration content are available in the inspector:

  • Format

  • Summary

The Format option contains settings for duration formatting. The option Automatic will be selected per default. It determines the date format by the column width. Further options are »Short« and »Long«. These will always display the durations either in a short or long format.

The Summary option contains preferences for the calculation of values in parent levels. In a group you can add the values of a group’s content to the group or generate an average value.

Type: Checkbox

The Checkbox option will display checkboxes in the respective columns. This enables you to mark a column for any purpose.

Column: Info - Type/Checkbox

Additional option for checkboxes:

  • Summary

The Summary option contains preferences for the calculation of values in parent levels. In a group you can add the values of a group’s content to the group or generate an average value.

Type: Attention Level

The Attention Level option enables you to utilize such information for columns. You can use the Red, _Yellow and Green status along with the relevant icons.

Column: Info - Type/Attention Level
Tip You can add new values in the list of Pre-defined values by clicking on the »+« icon. Remove values by clicking on the »-« icon. You can use the following status icons with values added:
  • Red rectangle

  • Yellow triangle

  • Green circle

Column: Info - Type/Status Icons

Additional option for the Attention Level option:

  • Summary

The Summary option contains preferences for the calculation of values in parent levels. In a group you can add the values of a group’s content to the group or generate an average value.

Type: Media

The Media option will display media in the respective columns.

Column: Info - Type/Checkbox

Additional option for media:

  • Summary

The Summary option contains None and Hidden. This allows you to show or hide media in a group.

Further Settings

The »Column: Info« inspector contains further settings which become available depending on the selected objects.

Pre-defined values

The Pre-defined values list contains a set of pre-defined values. This list is dependent on the selected column type. By clicking on »+« you can add custom values. Clicking on »-« deletes the selected value.

Allow free entry

You can activate the Allow free entry option to allow pre-defined values and free text entry in certain column configurations.

Inspector »Column: Notes«

In the Inspector »Column: Notes« you can see or enter any information describing the column. When selected a custom field, you can expand the content using the Gear icon and the options Insert current date or Insert current date and time. This information will appear in the tooltip of this field when you select it in the list of available columns.

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.

It contains further options for sorting, editing, freezing of sort order, format and style of the columns as well as for the use of column sets.

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 perform a secondary click on another column header, select Add Column and select one column from the displayed list.

Custom Columns

In Merlin Project you can create custom columns. These columns may contain any content and predefined values.

To create a custom column, click on the arrow icon in any existing column to open the displayed context menu.

Context Menu - New Column

This will create a new column. You can edit this column in the »Column« inspector.

Column Sets

Column sets allow you to quickly switch between individual column configurations of the current view. A secondary mouse click on an existing column will show a context menu.

Column Sets Edit

The Column Sets menu option already contains a couple of column sets delivered with Merlin Project. Just select another Column Set to switch to this particular columns configuration. You can edit existing column sets by adding columns and saving the set subsequently. When clicking on Edit, the Column Sets window will appear. It contains custom and built-in sets.

Using the »+« and »-« icons you can create or delete custom sets in the selected list. Edited sets will be marked with a small dot. You can save these changes by clicking on the gear symbol.

Column Sets Window
Tip The standard column set is called Entry.

Custom Column Sets

You can save different column compositions in certain column sets for later use. A secondary mouse click on an existing column will show a context menu.

Context menu - Column Sets

When selecting the menu option Column Sets a list of existing column sets will be displayed. Using the Edit option you can save the current column configuration as a custom column set. To create a new custom column set, simply click on the »+« icon.

Column Sets - Custom Column Set
Note To share custom column sets with other local projects, click onto the gear symbol and select the related option.

Keyboard shortcuts

In Merlin Project, many menu commands can be executed using keyboard shortcuts. The following list provides you with an overview of all keyboard shortcuts used by default.

Tip In OS X, you can adjust keyboard shortcuts for each program under »System Preferences > Keyboard > Shortcuts«.
Table 1. Merlin Project - Shortcuts
Menu Command Shortcut

Merlin Project

About Merlin Project

Merlin Project

Preferences…

⌘,

Merlin Project

Check for Updates…

Merlin Project

Hide Merlin

⌘H

Merlin Project

Hide Others

⌥⌘H

Merlin Project

Quit Merlin Project

⌘Q

File

New

⌥⌘N

File

New From Template ▶

File

Open…

⌘O

File

Combine Documents…

⇧⌘M

File

Open Recent ▶

File

Close

⌘W

File

Close All

⌥⌘W

File

Save

⌘S

File

Duplicate…

⇧⌘S

File

Save As…

⌥⇧⌘S

File

Rename…

File

Move To…

File

Save As Template…

⇧⌘T

File

Revert To ▶

File

Switch User…

⇧⌘U

File

Merlin Server ▶ Documents…

File

Merlin Server ▶ Share Documents…

File

Merlin Server ▶ Setup Accounts…

File

Merlin Server ▶ Link with existing Document on Server…

File

Merlin Server ▶ Unlink…

File

Integrate Changes…

File

Export…

⌥⌘E

File

Send as Email…

File

Publish ▶ Settings…

File

Publish ▶ Publish

File

Actions ▶

File

Project Settings

⌘;

File

Work Area ▶ Public

File

Work Area ▶ Private

File

Work Area ▶ Private - Integrate Changes

File

Work Area ▶ Private - Publish Changes

File

Work Area ▶ Private - Discard Changes…

File

Page Setup…

⇧⌘P

File

Print…

⌘P

Edit

Undo

⌘Z

Edit

Redo

⇧⌘Z

Edit

Cut

⌘X

Edit

Copy

⌘C

Edit

Paste

⌘V

Edit

Paste…

⇧⌘V

Edit

Paste and Match Style

⌥⇧⌘V

Edit

Delete

Edit

Select All

⌘A

Edit

Copy Link

Edit

Milestone

⌃⌘M

Edit

Wirkliche Werte löschen

Edit

Find ▶ Find…

⌘F

Edit

Find ▶ Find Next (forwards)

⌘G

Edit

Find ▶ Find Previous (backwards)

⇧⌘G

Edit

Find ▶ Use Selection For Find

⌘E

Edit

Find ▶ Jump to Selection

⌘J

Edit

Find ▶ Jump to Current Date

⌘D

Edit

Find ▶ Jump to…

⌘L

Edit

Spelling and Grammar ▶ Show Spelling and Grammar

⌘:

Edit

Spelling and Grammar ▶ Check Document Now

Edit

Spelling and Grammar ▶ Check Spelling While Typing

Edit

Spelling and Grammar ▶ Check Grammar With Spelling

Edit

Spelling and Grammar ▶ Correct Spelling Automatically

Edit

Substitutions ▶ Show Substitutions

Edit

Substitutions ▶ Smart Copy/Paste

Edit

Substitutions ▶ Smart Quotes

Edit

Substitutions ▶ Smart Dashes

Edit

Substitutions ▶ Smart Links

Edit

Substitutions ▶ Data Detectors

Edit

Substitutions ▶ Text Replacement

Edit

Transformations ▶ Make Upper Case

Edit

Transformations ▶ Make Lower Case

Edit

Transformations ▶ Capitalize

Edit

Speech ▶ Start Speaking

Edit

Speech ▶ Stop Speaking

Edit

Special Characters…

⌥⌘T

Edit

Start Dictation…

Format

Show Fonts

⌘T

Format

Bold

⌘B

Format

Italic

⌘I

Format

Underline

⌘U

Format

Bigger

⇧⌘+

Format

Smaller

⇧⌘-

Format

Show Colors

⇧⌘C

Format

Copy Style

⌥⌘C

Format

Paste Style

⌥⌘V

Insert

Activity

⌘N

Insert

Milestone

⌘N

Insert

Child

⌥⌘G

Insert

Aunt

^⌘G

Insert

Predecessor

⌥⌘P

Insert

Successor

⌥⌘S

Insert

Assignment

⌥⌘A

Insert

Attachment ▶ Checklist

Insert

Attachment ▶ Event

Insert

Attachment ▶ File

Insert

Attachment ▶ Information

Insert

Attachment ▶ Issue

Insert

Attachment ▶ Risk

Insert

Project…

⌥⌘L

Insert

Column

Structure

Indent

^⌘→

Structure

Outdent

^⌘←

Structure

Move Up

^⌘↑

Structure

Move Down

^⌘↓

Structure

Expand ▶ All

^⌘9

Structure

Expand ▶ Selection

⌘9

Structure

Expand ▶ Complete Selection

⌥⌘9

Structure

Expand ▶ In Steps

^⌘+

Structure

Expand ▶ Assignments

⇧⌘↓

Structure

Collapse ▶ All

^⌘0

Structure

Collapse ▶ Selection

⌘0

Structure

Collapse ▶ Complete Selection

⌥⌘0

Structure

Collapse ▶ In Steps

^⌘-

Structure

Collapse ▶ Assignments

⇧⌘↑

Structure

Link ▶ End to Start

⌃⌘L

Structure

Link ▶ End to End

Structure

Link ▶ Start to Start

Structure

Link ▶ Start to End

Structure

Link ▶ Disconnect

Structure

Assignments ▶

Structure

Assignments ▶ Remove All Assignments

View

Show Tab Bar

View

Work Breakdown ▶

⌘1

View

Net Plan ▶

⌘2

View

Resources ▶

⌘3

View

Assignments ▶

⌘4

View

Report ▶

⌘5

View

Attachments ▶

⌘6

View

Filters

View

View Options

View

Details ▶ Work Breakdown ▶

⌘1

View

Details ▶ Net Plan ▶

⌘2

View

Details ▶ Resources ▶

⌘3

View

Details ▶ Assignments ▶

⌘4

View

Details ▶ Report ▶

⌘5

View

Details ▶ Attachments ▶

⌘6

View

Details ▶ View Options

View

Details ▶ On right-hand side

View

Zoom ▶ Zoom In

⌥⌘+

View

Zoom ▶ Zoom Out

⌥⌘-

View

Zoom ▶ Actual Size

⇧⌘0

View

Zoom ▶ Fit in view

⇧⌘9

View

Time scale ▶ Zoom In

⌘+

View

Time scale ▶ Zoom Out

⌘-

View

Time scale ▶ Fit Project

View

Time scale ▶ Fit Selection

View

Show Critical Path

⌥⌘K

View

Hide Toolbar

View

Customize Toolbar…

Window

Minimize

⌘M

Window

Minimize All

Window

Zoom

Window

New Window

Window

Show Previous Tab

Window

Show Next Tab

Window

Move Tab to New Window

Window

Merge All Windows

Window

Bring All to Front

Window

Enter Full Screen

^⌘F

Window

Window Configurations ▶

Window

Window Configurations ▶ Edit…

Window

Show/Hide Inspector

F1

Window

Show/Hide Detail View

F2

Window

Show/Hide Library

F3

Window

Show/Hide Resources Window

F4

Window

Show/Hide Warnings

F5

Window

(List of the open documents)

Help

Merlin Project Help

⌘?

Help

Demo Document

Help

Merlin Project Tutorials

Help

Merlin Project on the Web

Help

Release Notes

Help

Create Support Profile…

Tips & Tricks

Here are some handy hints for using Merlin Project.

Mouse & Keyboard

You can use both the mouse and the keyboard when using Merlin Project. 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, 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 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 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 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 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:

  1. The origin of this software must not be misrepresented; you must not claim that you wrote the original software. If you use this software in a product, an acknowledgment in the product documentation would be appreciated but is not required.

  2. Altered source versions must be plainly marked as such, and must not be misrepresented as being the original software.

  3. This notice may not be removed or altered from any source distribution.

Objective-ZIP

Copyright (c) 2009-2012, Flying Dolphin Studio 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.

  • 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 Flying Dolphin Studio 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 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.

LibYAML Copyright (c) 2006 Kirill Simonov <xi@resolvent.net>

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.

MPXJ: Microsoft Project Exchange by Jon Iles, LGPL v2 http://mpxj.sourceforge.net

libcsv - parse and write csv data Copyright © 2008 Robert Gamble

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.

You should have received a copy of the GNU Lesser General Public License along with this library; if not, write to the Free Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA

libical is distributed under two licenses. You may choose the terms of either:

  • The Mozilla Public License (MPL) v1.0 or

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Note Software distributed under these licenses is distributed on an "AS IS" basis, WITHOUT WARRANTY OF ANY KIND, either express or implied. See the License for the specific language governing rights and limitations under the License. Libical is distributed under both the LGPL and the MPL. The MPL notice, reproduced below, covers the use of either of the licenses.

interval_tree by Emin Martinian, LGPL v2.1

GNU LESSER GENERAL PUBLIC LICENSE Version 2.1, February 1999

Copyright © 1991, 1999 Free Software Foundation, Inc. 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301 USA Everyone is permitted to copy and distribute verbatim copies of this license document, but changing it is not allowed.

[This is the first released version of the Lesser GPL. It also counts as the successor of the GNU Library Public License, version 2, hence the version number 2.1.]

Preamble

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END OF TERMS AND CONDITIONS

How to Apply These Terms to Your New Libraries

If you develop a new library, and you want it to be of the greatest possible use to the public, we recommend making it free software that everyone can redistribute and change. You can do so by permitting redistribution under these terms (or, alternatively, under the terms of the ordinary General Public License).

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<one line to give the library’s name and a brief idea of what it does.> Copyright © <year> <name of author>

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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Also add information on how to contact you by electronic and paper mail.

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<signature of Ty Coon>, 1 April 1990 Ty Coon, President of Vice

That’s all there is to it!