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Method Budget 0.7.0

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@github-actions github-actions released this 21 Oct 01:14
· 72 commits to main since this release

Method Budget 0.7.0

Incentive programs are complete, with what-ifs and a printed report by location. You can
keep your own rate tables and lay out your own bids, and the start window organizes
budgets into projects.

Incentive programs, all the way

  • Minimum spends, broker's fees and shared caps. A program can require a minimum
    qualified spend, take a flat broker's fee off after its cap and discount, and share a cap
    with other programs. Set them in Budget Setup's Credits tab.
  • What if these lines were shot somewhere else. The Credits tab's What if… panel moves
    a category's, an account's or chosen lines to another location on a copy and shows every
    program's estimate before and after, the difference, and the net total. Apply it as one
    undo step, or leave it.
  • An incentives report by location. A new report section lists each location's spend,
    the programs counting it and every program's terms, with totals that match the topsheet's
    credits. It prints, makes a PDF, and appears as an Incentives table in spreadsheet
    (.xlsx) and CSV exports of a budget with credits.
  • Estimates show their figures. A program you haven't applied shows its row figures,
    marked as an estimate.

Rate tables you keep

  • Your own tables of rates. Budget Setup's Rate Tables tab keeps classifications with a
    rate per unit, dates in effect and notes. Import one from your own spreadsheet by
    mapping its columns.
  • Fill a line's rate from a table. Fill Rate from Table… on a line writes the rate once
    and remembers where it came from; Explain says so. When the table changes, Update rate
    is offered, and no figure changes on its own.
  • No rates come with the app. Every table is one you make or import.

Bids laid out your way

  • A bid layout in a report preset. Name your own header fields, make sections that take
    accounts by category, by account or by a range of account numbers, and add running
    subtotals and markups (a percent of chosen sections or a flat amount). The Bid section
    prints it in the preview and the PDF.
  • Every account counts once. An account no section takes is printed under Unassigned,
    so the bid always adds up to the budget's net total plus its markups.
  • One plain example layout comes with the app to start from.

The start window, finished

  • Projects. Folders down the left of the start window hold a project's budgets,
    sub-budgets, copies, setup packs and schedule files. Add Folder… adds one, and New
    Budget can make a project folder for the new budget.
  • Thumbnails. Each budget shows a small bar for each category's total.
  • Duplicate, and a sub-budget from a row. Duplicate saves a copy beside the file. New
    Sub-Budget from This Category or Account makes a smaller budget from a topsheet row,
    with the same totals.
  • Link a schedule when you start. New Budget's Link a Schedule… fills the shoot days
    and the dates from a schedule's days file.
  • Sorting, and who was in. Sort by last opened, name, last changed or net total.
    Shared budgets show who was in them lately.

Fixed

  • Very long formulas. A formula as long as the app allows, thousands of terms, is
    worked out without running short of memory on any computer.
  • Safer connections for updates. The libraries that check secure connections are
    updated for recently published advisories.

Good to know

  • The app is getting ready for other languages. Most of its words now come from one
    table. English is still the only language.
  • Windows and Linux builds are included but not yet tested by hand.