Merlin Project Go Guide ProjectWizards

Transcription

1 Merlin Project Go Guide 2018 ProjectWizards

2 Contents - as of April 2018 Create documents 1 New Document 3 Load Document 5 Document from Server / Dropbox 6 icloud Drive 9 Locations 10 Opening documents from the server 11 Password protected documents 14 Attachments 15 Using Merlin Project Go 17 Navigation 18 Work on Projects 19 Inspector 22 Project views 24 Work Breakdown 24 Resources 28 Assignments 32 Settings 38 Project Settings 39 Sync 41 Work Area 43

3 Report a bug 45 About Merlin Project Go 46 Installation 47 Remove 47 Subscription Model 47

4 Create documents To open or create a document in Merlin Project Go, tap the plus icon on the bottom right. You can choose between following options in the selection menu: New Document Load Document Guide Merlin Project Go 1

5 Tap one of the options to open a new project. The individual options are explained in the following. 2 Create documents

6 New Document Use this option to create a new document in Merlin Project Go. Tap "New Document" to access the templates. Guide Merlin Project Go 3

7 Create a new project by tapping either "Empty Document" or one of the templates. Now enter a file name for the new document. 4 New Document

8 Load Document Use this option to load documents shared by a Merlin Server and/or located on your icloud Drive or a Dropbox account. Tap a configured Merlin Server account, to load a shared file from that Merlin Server, or tap on "Manage Accounts " to create a new Merlin Server account. If the file you want to load is located on your icloud Drive, tap the "icloud Drive" option to select the project file from that path. If the file you want to load is located on a Dropbox account, you need to use the "Manage Accounts " option and create a new Dropbox account. To load a file from that account, you then tap the "Dropbox" Guide Merlin Project Go 5

9 Document from Server / Dropbox To synchronize and publish documents for shared use with other users over Merlin Project Server or Dropbox you need to configure a Merlin Project Server or Dropbox account. Merlin Project Servers, which are located in the same local network as your ios device, will appear automatically in the list under "Discovered Servers" thanks to Bonjour. Tap one of the discovered servers and it will be added to the "Accounts" list and can now be used. To add remote Merlin Project Servers or Dropbox to the list, tap "Add Account". 6 Document from Server / Dropbox

10 Merlin Project Servers or Dropbox accounts which are available and have been added appear in the "Accounts" list. Tap the i icon to access additional information and to view the settings of the Merlin Project Server / Dropbox. In terms of a Merlin Server account, you can view, change, and save the following options here: Name Server Address Port Guide Merlin Project Go 7

11 Tenant (optional) Management Password (optional) 8 Document from Server / Dropbox

12 icloud Drive Documents stored on an icloud Drive can be opened in Merlin Project Go. To do this, you need an Apple ID with icloud and an activated icloud Drive. Please refer to the Applewebsite for further information on how to use icloud and icloud Drive. Guide Merlin Project Go 9

13 Locations The "Locations" option lists installed apps which support the saving of Merlin Project Go documents. Tap on "More". Only cloud services such as Drive and Box are listed. You can use these to manage and save your project files. It is not, however, possible to synchronize your files such as using Apple s icloud Drive or a Dropbox account. Please refer to our website for further information. 10 Locations

14 Opening documents from the server Tap a Merlin Project server in the list to establish a connection. The first time you connect to a Merlin Project Server, a prompt will appear asking for a self signed certificate. Guide Merlin Project Go 11

15 You can choose one of three options from the prompt. Proceed Details Cancel Tap "Proceed" to create a one-time connection to the server. Tap "Details" for further information and to permanently trust the server for future connections. To do this, tap "Trust" on the top right corner in the Details view. 12 Opening documents from the server

16 A trusted server will then appear in the upper server selection for later login. Tap "Cancel" and no connection will be established to the Merlin Project Server. Once the connection has been established, a list of all projects on the Merlin Project Server will appear. Guide Merlin Project Go 13

17 If no documents appear in the list, ask your administrator whether at least one document has been published on the server or if the projects are invisible when accessing them anonymously. Tap a document to subscribe to it. Password protected documents Documents can be password protected using a username and password. A padlock icon indicates that projects are password protected. If you select such a project, the verification page will appear which you must first log in to. Verification requires you to be configured as a user in the project. 14 Password protected documents

18 Enter the name and password. Using the option "Remember password in Keychain" the password will be saved on your ios device for later verification purposes. Once done, tap "Login". Attachments If the project contains media as attachments, you can download these directly to your ios device. In doing so, the size of the media will be displayed. Guide Merlin Project Go 15

19 To do this, move the slider to the right and then tap "Load" on the top right. This process may take a while depending on the size of the media and the bandwidth of the connection. 16 Attachments

20 Using Merlin Project Go Once you have opened a project or created a new one, you will be taken to the Documents view where all the projects are listed. Synchronized documents (from Merlin Server, icloud Drive or Dropbox) are marked with an icon. Documents created on the ios device are not marked with this icon. Select a document to work on it. You will see the Work Breakdown in a selected project. Guide Merlin Project Go 17

21 Navigation You navigate the project structure or to access the Inspector using the two row areas shown. Tap on an item of content on the left in the row (red) and the structure or additional content will be displayed. Tap on the completion icon on the right in the row (blue) and the relevant Inspector will be opened. 18 Navigation

22 Work on Projects In terms of scope, Merlin Project Go supports the same functions as Merlin Project so the individual functions and not explained explicitly here. To familiarize with Merlin Project, please refer to the information provided in the Merlin Project Support area of our website. Merlin Project Go does not import OPML or CSV files. Please use Merlin Project to import OPML or CSV files and then save it for the use with Merlin Project Go. Delete Swipe the row to the left to delete objects and access other options such as moving activities. Guide Merlin Project Go 19

23 More Tap "More" and additional options will appear. 20 Work on Projects

24 You can choose between following options: Rename Share Publish "Share" exports the document. "Publish" moves the document, for example to the icloud drive or Dropbox account. Guide Merlin Project Go 21

25 Move When viewing the Work breakdown, swipe the row to the left and tap on "Move" to re-order the objects within the project structure. Inspector You can input a range of information in the Inspector. Change the Inspector tab by tapping the icons along the top. 22 Inspector

26 Tap "Edit" on the top right to edit the information. Tap a field or on an item of content itself (in the case of text) to change it. To integrate the changes, tap "Done" on the top right. Guide Merlin Project Go 23

27 Project views The project views are located on the bottom edge. They are divided into: Work Breakdown Resources Assignments Work Breakdown By default, Merlin Project Go displays projects in the "Work Breakdown - Entry" view. Tap "Work Breakdown" and a drop-down menu will appear with the "Attachments" option. When selecting an activity with assignments, the "Assignments" option will also be displayed in the drop-down menu. 24 Project views

28 Tap "Entry" and a list will appear with all built-in and custom project view configurations. Guide Merlin Project Go 25

29 If you rotate your ios device to a horizontal position when in the main project view, the mobile Gantt chart will appear. Tap the tool icon on the bottom left for additional display options. 26 Work Breakdown

30 Guide Merlin Project Go 27

31 Resources The "Resources" view shows all resources configured in the project. Tap the plus icon on the top right corner to add new resources. 28 Resources

32 Tap the Resources row to access the resource attachments. Guide Merlin Project Go 29

33 Tap the resource icon to access the Resources Inspector. There are four different project view configurations for the Resources view. By default, the entry view is active. Tap "Entry" and you will see the selection list as shown. 30 Resources

34 Guide Merlin Project Go 31

35 Assignments The "Assignments" view shows all assignments created in the project. Tap the Assignments row to access the resource s assigned activities. 32 Assignments

36 Tap the Assignment icon on the right-hand edge of the row to access the Resources Inspector. Guide Merlin Project Go 33

37 34 Assignments

38 There are four different project view configurations for the Assignments view. By default, the entry view is active. Tap "Entry" and you will see the selection list as shown. Create assignments To create assignments, at least one resource must be configured in the project. If no resources exists, tap the plus icon in the Resources view. A new resource will be configured. If Resources exist. Tap the desired activity in the Work Breakdown. Guide Merlin Project Go 35

39 The top-most activity is highlighted in gray and ready for an assignment. Tap the plus icon to access the Resources list. Tap a resource and this will be assigned to the previously selected activity. 36 Assignments

40 Guide Merlin Project Go 37

41 Settings Tap the gear icon to access the settings menu This menu includes the following options: Project Settings Sync Work Area Report a bug 38 Settings

42 About Merlin Project Go Project Settings The Project Settings are divided into two parts: General project settings and Utilization settings. General Under "General" you can configure the general settings for the project. Settings are available for the following areas: Date Presets Guide Merlin Project Go 39

43 Work Duration Dynamic Planning Currency Utilization Under "Utilization" you can configure the utilization settings for the project. Settings are available for the following areas: 40 Project Settings

44 Utilization Thresholds Resource Leveling Sync In the "Sync" settings, information is available about the shared use of the document. If the document is shared via a Merlin Project Server, you can find the server here as well as additional information. If the document is not yet shared, you can find additional information about Merlin Project Server here as well as the option to share a document on a Merlin Project Server. Guide Merlin Project Go 41

45 42 Sync

46 Work Area In the "Work Area" settings, you can find options for shared documents, which allow you to work on the project independently and separately from the other users. This function unleashes its full potential when used by multiple users. Guide Merlin Project Go 43

47 When you start using a Work Area, you can choose from two options: Public Work Area (default) Private Work Area The»Publish«option lets you transfer changes from the Private Work Area and make them available to all users. Otherwise, delete the changes using the delete option and restore the document to its original state. The "Integrate" option lets you integrate changes made in the Public Work Area. 44 Work Area

48 Report a bug This option lets you provide feedback directly by to our Development team. Guide Merlin Project Go 45

49 About Merlin Project Go Here you can find information about Merlin Project Go and the version. 46 About Merlin Project Go

50 Installation ios version 9.1 or later is required to install Merlin Project Go (64-bit system recommended): Download Merlin Project Go from the App Store: Tap the Merlin Project Go icon to start the app. Remove By default, you remove an app in ios by keeping a finger held on the app icon. The app is then removed from the ios device by tapping the»x«that then appears. Subscription Model Merlin Project Go is paid for on a subscription basis. This means, the app can continue to be used as long as a subscription is active. Once a subscription is taken out, Merlin Project Go is free of charge to use for the specified period. After that, the subscription renews automatically and becomes chargeable. This subscription can be canceled at any time and renewed again whenever needed. Guide Merlin Project Go 47

51 If the subscription is canceled, Merlin Project Go can no longer be used. However, any documents created up to that point can be exported for use with other apps. If a subscription is taken out again, the documents and Merlin Project Go can be used without restriction. Further information on managing subscriptions can be found on the Apple website: 48 Subscription Model