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Estimator Reports

Effort - Big & Complex First. Blueprint orders all Call Trees by size and complexity starting with the biggest and most complex first. Exportable Reports: Users may export the current view to excel vā€¦

Blueprint
Updated by Blueprint

Effort - Big & Complex First

Blueprint orders all Call Trees by size and complexity starting with the biggest and most complex first.

Exportable Reports:

Users may export the current view to excel via the Actions dropdown. All reports will trigger a Job; users may navigate to the Jobs page and click the Download button () to download the report

  1. Export Current View to Excel: Exports a report with 2 sheets
    1. Sheet Current View is the dashboard table exactly as displayed on screen
    2. Sheet Metrics at time of export displays adjustable metrics at time of export
  2. Export All TODOs and Compiler Errors to Excel:
    1. Sheet TODOs displays all TODOs with a "Duplicate" column indicating if a TODO appears multiple times (typically due to reusable components). Users can filter to show only unique TODOs if needed
    2. Sheet Compiler Errors displays all Compiler Errors with a "Duplicate" column indicating if an error appears multiple times (typically due to reusable components). Users can filter to show only unique errors if needed
    3. Sheet Metrics at time of export displays adjustable metrics at time of export
  3. Export Consolidated TODOs and Compiler Errors to Excel:
    1. Similar to the All TODOs and Compiler Errors Report, but parameters are removed so TODOs and Compiler Errors are grouped by type rather than individual occurrences
  4. Export Estimator Template to Excel: Exports a comprehensive estimation template for migration project planning.
    Any cells with white background can be edited.
    Instructional Video: Using the Excel Migration Estimator
    1. Sheet INSTRUCTIONS provides instructions for using and customizing the template
    2. Sheet Estimate with Categories is the primary estimation workspace. Edit white background cells to adjust values. Summary at bottom aggregates data from all sheets to calculate project time and cost
    3. Sheet Ref-Constants contains a list of RPA tools users can migrate from. No need to edit or modify this sheet
    4. Sheet Ref-Contingencies allows users to apply difference contingencies to the estimate to account for factors known to influence the productivity rate. Users can apply different weights of importance and then score themselves on each criteria. The applied contingency will affect the time in the Estimate with Categories sheet
    5. Sheet Ref-Bot Classifications Tables allows users to apply contingency factors (productivity influences) with customizable importance weights and scores. Affects calculations in Estimate with Categories
    6. Sheet Drv-Work display TODO and Compiler Error types in selected scope with adjustable productivity metrics per category
    7. Sheet Drv-Bot Classification allows users to define complexity criteria (low/medium/high/very high) for each source RPA tool. Affects time calculations in Estimate with Categories
    8. Sheet BP Bot Metrics displays metrics on each bot in the selected scope. No need to edit or modify this sheet
    9. Sheet BP - Estimate Data - TODOs displays all TODOs for the selected scope. No need to edit or modify this sheet
    10. Sheet BP-Estimate Data - CErrors displays all TODOs for the selected scope. No need to edit or modify this sheet

Dashboard Table:

Parent Column Name

Column Name

Description

Rank

Blueprint's algorithm orders all Call Trees by how Big and Complex they are, starting with what are the biggest and most complex first (Rank 1)

Metrics

Statistics for all Bots in the current scope

Call Tree

Effort - Per Call Tree: Name of Root Process

Hierarchy

The bot's hierarchy

Completely Migrated Actions

Actions that have migrated without a compiler error

Actions with Compiler Errors

Actions that have migrated with a compiler error that must be fixed

Compiler Errors

Some actions contain multiple compiler errors. This is the count of all compiler errors

TODOs

TODO comments that need to be reviewed, completed, or refactored

Effort Blueprint Saves (Est.)

Formula that estimates how much effort Blueprint migration saves:

(CompletelyMigratedActions / RPA Developer Productivity) +

(CompilerErrors / CompilerError Fix Rate)

Effort to Complete Code with Blueprint

Estimate to complete a Blueprint-converted Bot.

TODO Fix Effort (Est.)

Estimate of effort to complete TODOs:

TODOs / TODOFixRate

Compiler Error Fix Effort (Est.)

Estimate of effort to complete actions with Compiler Errors:

CompilerErrors / CompilerError FixRate

Total Effort (Est.)

Sum of TODOs Fix Effort, and PM Effort

Manual Migration

Comparison of migrating using Blueprint vs. manual rewrite.

Total Manual Effort (Est.)

Estimate of effort to convert the Bot manually.

View Call Tree

This icon provides you a visualization of the Call Tree as a pop up

Selector Report

Blueprint can generate a report showing all selectors that will be created when you migrate to PAD. This report displays the different types of selectors your migrated process will generate.

You can also click "Combine Duplicate Selectors" to merge duplicate selectors that interact with the same web or UI application, even when the web page or window name is technically different.

Exportable Reports:

  1. Export Current View to Excel: Exports the dashboard table exactly as displayed on screen

Dashboard Table:

Column Name

Description

Type

Either UI or Web interaction

Domain/UI Application

Web domain or name of the UI application

Web Page/Window Name

Full URL or the window name of the UI application

Element

Name of the element

Selector

The selector that will be generated

References

Count of times the element is used/referenced by different actions

Maintainability

Blueprint orders all Call Trees by their Maintainability, starting with the least maintainable first (Rank 1). Users may export the current view to excel via the Actions dropdown.

Exportable Reports:

  1. Export Current View to Excel: Exports the dashboard table as displayed on screen with two extra columns: Process ID and Maintainability Score.

Dashboard Table:

Column Name

Description

Maintainability Rank

Blueprint orders all Call Trees by their Maintainability, starting with the least maintainable first (Rank 1)

Call Tree

Effort - Per Call Tree: Name of Root Process

Target Action

Number of Robin actions in PAD (Includes comments, regions, etc.)

Target Actions/Source Actions

The ratio of lines of output vs number of activities in Blueprint

#Target Regions

Count of #regions used in PAD

#User Comments

Count of comments in export

#Target Subflows

Count of sub-flows created

#Unmapped Reuse Opportunities

Count of how many reuse opportunities are still available

#Complex Nested Ifs

Count of nested ifs 4 deep or more

#Complex Expressions

Count of complex expressions throughout export

Failed Exports

Here we have listed all exports that failed to export for estimation.

Exportable Reports:

  1. Export Current View to Excel: Exports the dashboard table exactly as displayed on screen

Dashboard Table:

Column Name

Description

Process ID

The process ID of the Main process that failed to export

Process Name

The name of the Main process that failed to export

How did we do?

Estimator Dashboard

How to Change the Main Process Label for Estimations

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