Hi, this is me, Perri…
in my last project, planning moving houses for a friend, I have learned how to work with budget in Merlin projects. There is nothing to it actually, it is very easy.
I simply need to define a budget for the project in the closed ‘Budget’ section in the ‘Finance’ pane of the inspector and see it get transferred in the ‘approved’ and ‘undistributed’ areas. To distribute my budget to the various activities I enable the display of the column set ‘Budget planning’, showing among others the columns ‘approved budget’ and ‘approved budget undistributed’.
If I now enter the amount of ‘approved budget’ to the activities of my project, the project’s ‘approved budget undistributed’ gets recalculated accordingly.
In case I mistakenly distribute more than my approved budget, Merlin will show up a warning in the scheduling conflicts.
Cool and easy?
Well, I have told you it was very simple.