Table of Contents
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 v…
Table of Contents
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
- Export Current View to Excel: Exports a report with 2 sheets
- Sheet Current View is the dashboard table exactly as displayed on screen
- Sheet Metrics at time of export displays adjustable metrics at time of export
- Export Consolidated TODOs and Compiler Errors to Excel:
- Sheet TODOs displays all TODOs that would exist in the migrated Flow, but parameters are removed and TODOs are grouped by type rather than individual occurrences.
- Sheet Compiler Errors displays all Compiler Errors that would exist in the migrated Flow, but parameters are removed and Compiler Errors are grouped by type rather than individual occurrences.
- Sheet Metrics at time of export displays adjustable metrics at time of export
- 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
- Sheet INSTRUCTIONS provides instructions for using and customizing the template
- 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
- Sheet Ref-Constants contains a list of RPA tools users can migrate from. No need to edit or modify this sheet
- 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
- 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
- Sheet Drv-Work display TODO and Compiler Error types in selected scope with adjustable productivity metrics per category
- 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
- Sheet BP Bot Metrics displays metrics on each bot in the selected scope. No need to edit or modify this sheet
- Sheet BP - Estimate Data - TODOs displays all TODOs for the selected scope. No need to edit or modify this sheet
- Sheet BP-Estimate Data - CErrors displays all Compiler Errors 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:
- 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:
- 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:
- 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
