some new reports I have setup up

[Vicky]

Hi, 

I have setup 2 new reports for Merlin 2 to output the following information:

• Resource Work per Phase
  
• Budget/Cost Balance (with base costs)
  

To install the reports, 

• extract the zip file provided here, 
  
• place the contained mrept packages under the following path of your mac:  ~/Library/Application Support/Merlin/Reports 

(in case you have no "Reports" folder please create it first and pay attention to name it exactly as "Reports")

• restart your Merlin and 
• call File > New Report… to find them listed.

There are various options in the 'Options' tab. You may for example switch off 'Total Costs' or 'Budget' in the 'Resource work per phase' report to see only the resource work costs, or disable 'Budget/Cost balance' overview when wanting only the base costs to be outputed in the 'Budget/Cost Balance (with base costs)' report.

Please check them and I would really appreciate your feedback.

Best regards, Vicky

[Vicky Stamatopoulou]

Hello there,

and this another report template:
Checklist Report (mod - for master projects)

For installation, just proceed as explained:

> To install the reports,
> • extract the zip file provided here,
> • place the contained mrept packages under the following path of your mac: ~/Library/Application Support/Merlin/Reports
> (in case you have no "Reports" folder please create it first and pay attention to name it exactly as "Reports")
> • restart your Merlin and
> • call File > New Report… to find them listed.
> There are various options in the 'Options' tab.

This specific report was created to be used when outputing checklists of master projects.
It allows in the options to disable the display of checklist elements of completed projects,
and gives you three sorting options, by checklist title, by expected start of the activity on which the checklist was attached on, or project's title.

[Vicky Stamatopoulou]

And this is a RiskReport:

[Vicky]

my preview report template was not sorting well and a column was not working as it should. So here you are the corrected version.

Best regards, Vicky

[Vicky]

Here a report based on the standard "cost distribution" report template.

It offers options for enabling/disabling the visible rows (budget, budget/expected costs balance, base costs, element costs or resource costs) on the table and chart.

It also allows to plot expected total costs per interval.

Please test and let me know if it helps you as well.

Best regards, Vicky

[Kim Rothwell]

Hi Vicky - Having these reports is wonderful...but those of us who are trying to adopt Merlin cannot do our jobs without more reports available - specifically, drill-down budget reports that can sort based on activity/sub-activity and by resource.

[Vicky Stamatopoulou]

I am not sure I understand the kind of report, you would like to have. "budget reports that can sort based on activity/sub-activity" isn't it something you already see in the outline?

The report "Resource Work Costs per Phase" (mentioned in this thread) plots the budget along with the resource's cost for example

[Tonaya Thompson]

Another report that would be very useful (to me at least!) would be something that would show you activities by assigned resource, then by project, then by particular activity and date.

Example:

Assigned Resource
     Project 1
          Activity: Expected Start, Expected End
          Activity: Expected Start, Expected End
     Project 2
          Activity: Expected Start, Expected End




Any way to get something like this out of a file with combined projects?

Tonaya

On Fri, Jul 22, 2011 at 8:28 AM, Kim Rothwell <kimro...@gmail.com> wrote:

Hi Vicky - Having these reports is wonderful...but those of us who are trying to adopt Merlin cannot do our jobs without more reports available - specifically, drill-down budget reports that can sort based on activity/sub-activity and by resource.

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[Vicky Stamatopoulou]

What about doing this without a report in the utilization and close the Gantt if you don't want to see it?

You need enable the columns "project", "expected start" and "expected end"
and sort by "project"

[Tonaya Thompson]

Perfect!!!

Best regards, Vicky

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[Marco]

Hi Vicky,

Is it possible to also overlay the actual costs on the cost distribution report? Basically to compare planned vs actual cost (almost like an EVA).

Regards

Marco

[Vicky Stamatopoulou]

On Aug 23, 2011, at 1:51 PM, Marco wrote:

> Hi Vicky,
>
> Is it possible to also overlay the actual costs on the cost distribution report? Basically to compare planned vs actual cost (almost like an EVA).

This option is already available in the "budget / cost balance" report.

You would like to have it as well in the "cost distribution" report? I will see what I can do.

Best regards, Vicky

[Marco]

Hi, 

thanks for the quick reply. In the budget/cost balance report, I can see the actuals vs planned cost. But I would be interested to see the monthly (or whatever frame) distribution of also the actual costs. If that opiton would be available, Merlin could be used for EVA reporting and the like. Would be great if you could work out something

Cheers

Marco

[Vicky]

also... this is another report I have created... called "Resources Report"
It reports resources' information like in the classic report but also data such as expected work, actual work and remaining work, and optionally expected resource costs vs actual costs.



For installation:

To install the report, 

• extract the zip file provided here, 

• place the contained mrept package under the following path of your mac:  ~/Library/Application Support/Merlin/Reports 

(in case you have no "Reports" folder please create it first and pay attention to name it exactly as "Reports")
• restart your Merlin and 
• call File > New Report… to find them listed.

Check also the options in the 'Options' tab.

See attached screenshot of the report and its options

Best regards, Vicky

[Vicky Stamatopoulou]

Hi Marco,

> Hi,
>
> thanks for the quick reply. In the budget/cost balance report, I can see the actuals vs planned cost. But I would be interested to see the monthly (or whatever frame) distribution of also the actual costs. If that opiton would be available, Merlin could be used for EVA reporting and the like. Would be great if you could work out something

I've check this... and there is currently no way outputting the actual cost distribution. Merlin is not offering such a method so I cannot output it...
Here are the available methods one could use in a python report:

self.project.expectedWorkCostBetweenDate_andDate_
self.project.elementsCostBetweenDate_andDate_
self.project.baseCostBetweenDate_andDate_

self.project.expectedCostBetweenDate_andDate_

self.project.approvedBudgetUndistributedBetweenDate_andDate_
self.project.budgetExpectedCostBalanceBetweenDate_andDate_

As you see... no actualCostBetweenDate_andDate_ sorry.

Best regards, Vicky

[Marco]

Thanks for looking it up. Maybe something for the future.....

[Vicky]

Some settings of the "Budget/Cost Balance (with base costs)" won't be saved correctly in the last report template... I also changed the position of the base costs to be listed priorly to the planned resource costs...

If interested in this report, feel free to download this new version.

Best regards, Vicky 

[Vicky]

This is yet again a new report template: "Next due activities (plus overdue)"

It is based on the "Next due activities" report template to show over due and not yet finished tasks as well.

To install it: 
-export the zip first
-place the contained mrept package under the following path of your mac: ~/Library/Application Support/Merlin/Reports 

(in case you have no "Reports" folder please create it first and pay attention to name it exactly as "Reports")

-restart your Merlin and 
-call File > New Report… to find the new report called "Next due activities (plus overdue)".

Best regards, Vicky

[Vicky]

And this is an even better version of the report "Next Due Activities (plus overdue)"... it works better in German (sorry for having forgotten this in my previous report template) and allows to output overdue activities by an option.

Best regards, Vicky 

[Vicky]

This is an issues report; it reports optionally all issues, only those fixed or hides the fixed ones.

Please check attached screenshot and report template as a zip archive.

Note: I have not worked on the French localization so feel free to complete the French localization and attach a new version onto this thread.

Thanks

Best regards, Vicky

[Maria]

Love this report! One thing, Is there a way to get a total field at the end of the work and duration columns. I can add it manually but for large projects it would be nice to have it in the report.

Thanks

maria

[Vicky]

Hmmm, this report is an XSTL report, that means it is based on a XML file, which Merlin creates out of the current state of the project and an XSLTransformation applied to it.

http://en.wikipedia.org/wiki/XSLT

I am not a big expert on XSLT and don't know how to do calculations with the values of the XML. Maybe someone else here in the forum can help on this?

For more information on the possible technologies of Merlin report templates, please check
http://www.projectwizards.net/en/macpm/merlin/merlin-–-do-a-bit-of-magic-in-reports-–-part-ix

Best regards, Vicky

[joecephus]

Vicky:

I added the reports folder as per your instructions and placed the reports there. I do not however find them when trying to access from file/new report. I also there are pre installed reports that obviously reside somewhere other the the new folder I created. I am using the latest update of Merlin 2.

[Vicky Stamatopoulou]

Hi, 

please check the following:

- that the folder is really under 

Your home directory > Library > Application Support > Merlin > 

- its name is "Reports"

- it contains the two mrept packages (and not the zip file)

If everything is fine, re-start Merlin and go to File > New Report > …

Will they get listed now?

If not… which is your Finders language?

Do you run Merlin from your hard disk, or directly from the Merlin disk image?

You may want to contact Merlin support to sort this out.

Best regards, Vicky

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