Merlin – Edit published projects concurrently with other Merlin users

Merlin’s network functionality is designed to be as user friendly as possible so that your main focus can be your projects. However, there are some basics you should be aware of when publishing or working with published projects in Merlin for Mac OS X.

Symbols in the Toolbar

You have opened a project in your Merlin for Mac OS X and you want to share it for concurrent work with other Merlin users without installing Merlin Server. Just click on the Publish button in the tool bar. This will activate the publishing dialogue in which you can start project publishing. The same dialogue is also available through “File – Publish…”

Project states

 

The project is not saved yet. The project needs to be saved  first.

 

 

The project is not published.

 

The project is published by your Merlin application and other users can remotely open it as well.

 

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Merlin Web – access and edit a project shared by Merlin Server

This is rather basic but since we get asked from time to time in support, please bear with us if you already are familiar with it, otherwise sit back and enjoy.

How do I edit my Merlin projects in the web browser? I share them over my Merlin Server.

Editing your Merlin projects on the web is easy.

  • Once you know their address (in this case the Merlin Server’s address) just use the address on a supported web browser*.
  • Merlin web shows no inspector, you edit the values in the shown columns directly.
  • Expected columns contain automatically calculated values, are thus not editable.
  • To edit your schedule use the column set ‘Time Planing’ and edit the ‘given planned… dates’. You can use the mini calendar or type the appropriate dates.
  • To update your schedule use the column set  ‘Project Reporting (Percent)’; or ‘Project Reporting (absolute)’ depending on the reporting mode you want to use.
  • To link or indent activities  use the according buttons.
  • Don’t forget to save your changes.

You may want to check the screencast showing how to enable Merlin Server, and access or edit the project in Safari afterwards: Continue reading