Estimator Dashboard

Updated by Sean Ellner

This dashboard delivers estimated timelines for users to prepare bots for production following migration.

About the Estimator Dashboard

Export Simulation in Blueprint

Blueprint simulates exports to Power Automate Desktop to generate the metrics listed below. By default, processes are not automatically calculated. Once a scope is selected, users will have the option to initiate a job to calculate Estimator stats.

Calculation Status

While a project is being calculated or recalculated, users won't be able to view Estimator Stats until the job is completed. The status of the job can be found on in Jobs. For more information, see Jobs.

Automatically Calculate on Import (For System Administrators)

System Administrators have the choice to enable automatic calculations upon import. To enable automatic calculations upon import:

  1. Select the hamburger menu in the top left in the main header
  2. Choose Settings
  3. Expand RPA Management
  4. Select Dashboards and Reports
  5. Check the box for Automatically Calculate Estimations on Import
Enabling this option can significantly increase the time required for importing RPA files.

Accessing the Estimator Dashboard

  1. Choose RPA Dashboards and Reports dropdown in the main header.
  2. Select Estimator.
If Estimator is not visible in the RPA Dashboards and Reports menu, ask your Blueprint Administrator to enable it in Settings.
  1. Select the desired scope on the top right by clicking Change Scope and click on ok. For more information on selecting a scope, please see Selecting a Scope.
The Estimator Dashboard supports Per Call Tree View only.

Metrics in the Estimator Dashboard

Metrics available on the Estimator Dashboard:

  1. Change Scope: Changes the scope of where Blueprint will look for Processes to present in the dashboard. For more information, see Selecting a Scope and View. (The Estimator Dashboard supports Per Call Tree View only).
  2. Parameters: Allows users to adjust an array of productivity rate values. Although Blueprint supplies a set of default values for these metrics, users have the flexibility to modify them to more accurately reflect the needs of their organizations. At any time, these values can be set back to their default values.
  3. Advanced: Additional advanced functionality such as Viewing and Exporting a Call Tree and Recalculating Estimations.
Recalculating Estimations is needed when changes are made to the Blueprint project containing the current Scope.
Examples: Blueprint product upgrades, changes to processes contained in the current Scope, etc.
  1. Refresh: Refresh the data in the Dashboard

Using the Estimator Dashboard

Planner

The planner form allows for users to connect effort calculated by the estimator dashboard and to connect a dollar value and schedule to the migration. There are inputs from the user and system, and the final outcome is the cost of migration.

User Inputs
  • Annual Fulltime Employee (FTE) Salary in Dollars ($)
  • One of: Number of fulltime employees, project start date, project end date, or desired project duration.
System Inputs
  • Days of effort (8hours/day) to complete migration
System Output
  • Total Labor Cost in Dollars ($)
  • One of: Number of fulltime employees, project start date, project end date, or desired project duration.

The relationship between start date, end date, duration, and # of FTEs is a 3 variable relationship. The way this form works is by allowing the user to lock one variable as a constant, modify the second variable, and then allowing the system to update the third value.

For example, in the screenshot above the Start Date is locked. Therefore, if the user updates the Duration the system will update the End Date.

The Duration and # FTEs lock and change together since they are completely dependent on each other.

Process Stats in Aggregate

Displays average, total and/or max (highest) metrics for all Bots in the selected scope.

Glossary

TODO Fix Rate

Attributes & Parameters Mapping

Refers to tasks associated with defining and verifying data mappings, handling JSON values, managing RPA integrations, and adjusting environment variables.

Error Handling & Refactoring

Refers to tasks that involve the identifying, managing, and refactoring of portions of RPA processes relating to error handling.

FilePath & FileHandling

Refers to tasks that involve the identifying, managing, and refactoring of file or folder paths.

Format & Standards Validation

Refers to tasks related to validating and adjusting various formats and standards in your code, such as DateTime, regular expressions, passwords, etc.

Input Validation & Verification

Refers to tasks related to verifying and validating various inputs and operations in your code. Usually verifying correctness of migrated code in more complicated instances.

RPA Action Implementation

Refers to tasks related to the implementation of various RPA actions that could not be completely migrated.

Unmapped Actions

Refers to actions Blueprint has not yet mapped.

Unsupported Conditions

Refers to conditionals that Blueprint cannot map due to a lack of support in the current export options.

Unsupported Features & Actions

Refers to actions Blueprint cannot map due to a lack of support in the current export options.

Variable Assignments & Definitions

Refers to tasks related to validating and adjusting various parameters related specifically to variables.

Compiler Error Fix Rate

Argument

Any error relating to arguments.

Data Table

Any error relating to data tables.

Expression

Any error relating to expressions.

Image

Any error relating to image actions (OCR).

Miscellaneous

Unspecified errors.

Subflow

Any error relating to the calling of a subflow.

Syntax and Logic

Any syntax and logic errors. Can relate to expressions, conditionals, loops, or variables.

UI Element

Any error relating to interacting with UI elements.

Variables

Any error relating to variables not exist or not having as specific parameter.

Other

RPA Developer Productivity

Estimate for how many lines of code an RPA developer can code per hour.

Estimator Reports

For information about Estimator Reports, click here.

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