Handbook for Merlin Project 4

The Attachments folder contains:

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

The »Resources« icon is ideal for providing you with a quick overview of resources already used in the project and for creating new resources.

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.

You can close the window at any time and access it as a pop-up by clicking the »Resources« icon.

The »Settings« icon shows the Inspector with the Project Settings for the open project.

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.

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.

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

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.

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

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

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

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:

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.

The import function in Merlin Project lets you use a variety of file formats from other applications. You can import documents in two ways:

All readable formats will be opened automatically. If a format is not supported, it cannot be opened in Merlin Project.

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.

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

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

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.

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].

You can choose from the following export formats in Merlin Project:

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

The »Send as Email« function lets you email all export formats available in Merlin Project.

To use the function, click File > Send as Email.

In Merlin Project you can choose from the following formats for emailing:

This dialog lets you define the publishing and updating actions.

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

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

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

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.

Levels all resource utilizations in the project.

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

Levels all selected resource utilizations in the project.

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

Activates the search function. A search box will appear in the program window. Search results will be highlighted in yellow in the project.

Displays the next search match if multiple results are found.

Displays the previous search match if multiple results are found.

Uses a selection as the search term.

Displays the selection used for the search.

Displays the current date in the project view.

Brings up a search box allowing you to jump to an activity directly by entering a consecutive number (#), WBS code or another numbering.

Displays the »Spelling and Grammar« window. This allows you to check the spelling and grammar of the selected text.

Checks the selected text for spelling and grammar mistakes. Errors are highlighted in the default color.

If this option is checked, content is checked while you type and underlined in red if mistakes are found.

If this option is checked, grammar and spelling will be checked.

If this option is checked, spelling will be checked and corrected automatically.

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)

Shows the »Substitutions« window.

If this option is checked and text is then pasted, spaces around the pasted text are inserted/removed automatically if required.

If this option is checked, quotation marks are always used when entering text.

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.

If this option is checked, dates, locations, and contacts will be detected automatically allowing them to be saved in your address book or calendar.

If this option is checked, all text elements entered in »System Preferences > Keyboard > Text« will be replaced with another text element.

This option makes all selected letters uppercase.

This option makes all selected letters lowercase.

This option capitalizes the first letter of every word selected.

This option reads the selected text using the system’s default voice.

This option stops the text being read aloud.

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).

First you need to select the upper activity by clicking it. In the example, row #2 (activity 2)

You can now create a new activity.

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.

Creates a new checklist attached to the selection.

Creates a new event attached to the selection.

Creates a new file attached to the selection.

Creates new information attached to the selection.

Creates a new issue attached to the selection.

Creates a new risk attached to the selection.

Expands all groups in the outline. Underlying groups remain collapsed.

Expands all selected groups. Underlying groups remain collapsed.

Expands all selected groups including all subgroups.

Expands all groups one level at a time.

Expands all activities which have at least one assignment.

Collapses all groups in the outline.

Collapses all selected groups. Underlying groups remain collapsed/expanded.

Collapses all selected groups, including all subgroups.

Collapses all groups one level at a time.

Collapses all activities which have at least one visible assignment.

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.

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.

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.

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.

Disconnects all links for the selection made.

Creates a new resource and assigns it to the selected element.

Removes all assignments in the selected element.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Shows the view displaying all project attachments.

Shows the view displaying all project checklists.

Shows the view displaying all project files.

Shows the view displaying all project events.

Shows the view displaying all project information.

Shows the view displaying all project issues.

Shows the view displaying all project risks.

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.

Zooms into the project content in the current view.

Zooms out of the project content in the current view.

Displays the project content at the default size in the current view.

Adjusts the size of the content to fit the current view.

Contains a selection of built-in zoom levels (in percent) to display the current content.

Zooms into the time scale in the current view. This option only works with views with a time scale.

Zooms out of the time scale in the current view. This option only works with views with a time scale.

Automatically fits the time scale to suit the project length. The entire project will be shown in the visible section of the time scale.

Automatically fits the time scale to suit the selection. The selection will be shown in the visible section of the time scale.

Opens the window to edit window configurations.

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.

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:

If you select 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.

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.

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.

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.

Here you can define presets for Work in the project. These can be entered for the following options:

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.

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.

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.

Granularity defines the time unit pattern for moving activities.

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.

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.

The »Title« section contains three options for naming of the selected object.

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.

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.

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.

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:

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.

The Alignment option offers various options for the start date. These are:

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.

The »Budget« tab is divided as follows.

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.

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.

In the »Status« section you can define the following options for the budget status.

The Date: option offers you to enter a date for the status.

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.

The »Cost« tab is divided as follows.

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:

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 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.

The »Balance« tab is divided as follows.

The »Expected Costs« section contains a list of expected costs for the selection. These costs are divided into:

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.

The »Planned Costs« section contains a list of planned costs for the selection. These costs are divided into:

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.

The »Actual Costs« section contains a list of true costs for the selection. These costs are divided into:

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.

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

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

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:

in absolute numbers.

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:

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

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

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

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.

This section contains the expected values for the selection.

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.

This section contains the currently planned values for the selection.

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 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.

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.:

Furthermore you will find the following options in the inspector:

This is the Title or designation of the resource. You can enter four designation types for each resource:

In the Inspector:Info you will also find the following options for a selected resource:

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:

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:

Status contains the resource’s utilization status. This can be:

In the inspector *Resource: Actual Values« you can enter and control the resource’s actual values.

This field shows the actual start date for the selection. This value corresponds to the true start.

This field shows the actual end date for the selection. This value corresponds to the true end.

This field shows the actual completion value in percent. This value corresponds to the true completion state.

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

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

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

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.

This section contains the expected values for the selection.

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.

This section contains the currently planned values for the resource.

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.

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.

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.

In the »Status« section you can define the following options for the budget status.

The Date: option offers you to enter a date for the status.

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.

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:

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 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.

The »Balance« tab is divided as follows.

The »Expected Costs« section contains a list of expected costs for the selection. These costs are divided into:

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.

The »Planned Costs« section contains a list of planned costs for the selection. These costs are divided into:

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.

The »Actual Costs« section contains a list of true costs for the selection. These costs are divided into:

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.

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

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.

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.

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 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.

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.

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.

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

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

»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.

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.

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

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

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.

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

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.

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.

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.

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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:

You can select objectives in the »For« drop-down menu.

Alt plus mouse click will display further objectives in the »For« menu.

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:

As in the For menu, the Condition drop-down offers further conditions when clicking with the Alt key pressed.

Select a condition from the »Condition« menu.

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.

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.

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

In the Color section you can define color styles for the current selection. There are two options available:

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.

In the Height section you can define styles for the row height. There are two options available:

When unchecking the box, the values defined for the document will be applied.

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:

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:

The shown section contains further style options.

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.

The Font field contains the font face currently set for the complete document.

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 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.

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

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.

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.

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.

The Column: Info: inspector provides the following options for editing the selected built-in column.

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.

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

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: