MERLIN – DO A BIT OF MAGIC IN REPORTS – PART XII

Those of you who have checked our new post series about “Merlin report templates” know by now…

Now let’s do some magic with the reports.


Report billable costs entered on elements
Costs entered on elements may or may not be billable to your customers. This report may output such costs in a table.

So you need to get first all elements of a project. Following python method does so and excludes private elements.

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MERLIN – DO A BIT OF MAGIC IN REPORTS – PART XI

Those of you who have checked our new post series about “Merlin report templates” know by now…

Now let’s do some magic with the reports.


Report cash flow for expected cost or approved budget
We have used snippets from the ‘cost distribution’ report template as basis.

In a Python method we collect all tasks with group and sub-tasks.

In the WBL we iterate in this array and output the desired values

Getting the task number is easy, you need to ask its flatOrder. ‘title’ and ‘expectedCost’ bring the total costs of each item. The method spaceByLevel places a space before the item’s title for indentation purposes. It calculates as 15px per level. Continue reading

Merlin – Do a bit of Magic in Reports – Part X

Those of you who have checked our new post series about “Merlin report templates” know by now…

Now let’s do some magic with the reports.


What if you want to report resources work cost per phase?
We have used snippets from previous report templates posted in this series and related thread of Merlin’s user forum in Google.
In the WBL we mainly output all resources in the header of the table. This is possible over the following method in the Python script

And related WBL code iterating their titles

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Merlin – Create Templates out of existing projects

I know that I can save a Merlin template over File > Save As Template… But which is the best way to convert an older Merlin project into a template?

You have a Merlin project or maybe created a new project* and want to use as a template. Just consider the following tips before saving as a template:

  1. Clear actual values: Select the top most row of your project’s activity view list and call Edit > Clear Actual Values
  2. Flexible schedules are better than static plans: Link your activities, groups or milestones with dependencies, instead fixing them to specific start and end dates.
  3. When tasks should start some time after the project starts
    • create an ASAP milestone as first item of your project. Do not fix it on any date Continue reading

Merlin – Do a bit of magic in reports – Part IX

Those of you who have checked our new post series about “Merlin report templates” know by now…

Now let’s do some magic with the reports.


What if you want to report expected or actual resources’ work per phase?

We have used the report template as posted in this thread of Merlin’s user forum in Google.

Changed the methods asking for resource costs to ask for resource expected or actual work.

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