Resource Groups

You can group your resources within Resource Groups you define your self. This will allow you to manage a large number of resources. Like Users, groups can be given permissions as well.

Resources Groups

How to create a resource group

Call "Insert - Resource Group"
Enter the group name

To show or hide the groups area, press the Groups Button button

You can also use the "+" on the top right side of the resource groups area to add groups

How to add resources to your group

Select the Resources view.
Show the Resources Group area (use the button to toggle the display of the Resources Group area)
Select the project name (top most entry) in the Resources Groups area to get a list of all your resources in your project file.

Resources can belong to multiple resources groups

How to add / edit Resources Group Permissions

Select the desired Resource Group
In the inspector, select the desired permissions

Members of the resource group will inherit the resource group permissions unless they were set explicitly.

The following description should help you determine the access rights for Resources Groups.

Title	Permission
Users	Read: Be able to read user permissions only. Read & Write: Be able to view users permissions and modify them.
Settings	Read: Read project settings only. Read & Write: Read and Modify project settings.
Data from Others	Read: Read data entered by other users Read & Write: Read and write end users data No Access: Prevent from viewing or editing other users data
Activities	Read: Able to view project activities Read & Write: Able to view and modify activities
Resources	Read: View the resources and their settings Read & Writer: No Access: Prevent from viewing or editing resources and their data
Assignments	Read: View assignments Read & Write: View and modify assignments No Access: Prevent viewing or modifying assignments
Elements	Read: View elements Read & Write: View and modify elements No Access: Prevent viewing or modifying elements
Financial Data	Read: View financial data Read & Write: View and modify financial data No Access: Prevent viewing or modifying financial data
Actual data	Read: View actual data Read & Write: View and modify actual data

We strongly recommend that you review the Users help page to learn more about the concept of Merlin users and permissions.

How to assign a resource group to a task

Ensure that your group is assignable first. Otherwise, you will not be able to assign it to any tasks.

Drag and drop the desired Resources Group from the resources well and onto the intended activities.

When assigning Resources Groups to tasks, Merlin will add the members of the Resources Groups to the task as assignments and not the group itself.

How to remove a resource from a group

Select the group you wish to remove the resource from.
Press the "delete" key.

How to delete a group

Select the group you wish to delete
Press the "delete" key.

Deleting the Resources Group doesn't remove the resource members. Resources have to be removed explicitly