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XTM Cloud 13.4

Running the Initial metrics, assignment and costs report
To run the Initial metrics, assignment and costs report:
  1. Select Projects > Project list > Actions.

  2. From the Project list, select all projects for which you would like to run the report.

    You can use the features in the Simple search and Advanced search tab screens to display the relevant project(s).

    Note

    If you do not select any projects, the Searched projects only checkbox is displayed in the Initial metrics, assignment and costs popup.

  3. From the dropdown list, select the Costs and metrics report.

  4. Select the Run button.

    The Costs and metrics popup is displayed.

  5. In the Costs and metrics popup:

    1. for the Report type parameter, select the value Initial metrics, assignment and costs.

    2. select required values for the following parameters:

    Table 62. Initial metrics, assignment and costs parameters

    Parameter

    Type

    Single select / Multiple selection

    Valid values

    Searched projects only

    Checkbox

    Single select

    This parameter is only visible when no projects have been selected on the Actions tab.

    • Cleared

      The report presents information about all projects visible on the Actions tab.

    • Selected

      When you have first used the filters on the Advanced search tab to display a list of projects, and then run the Assignment and words report with the Searched projects only checkbox selected, the Assignment and words report only presents information about the projects displayed as the search result on the Advanced search tab.

    Include costs with warnings in Cost and metrics reports

    Checkbox

    Single select

    Default value depends on the global setting, selected by your XTM Cloud Administrator. For details, see Cost settings.

    Valid values:

    • Selected

      Report will include projects in which have been generated with warnings.

    • Cleared

    Date created

    Date picker

    Single select

    Numeric

    Date and time range

    Date finished

    Date picker

    Single select

    Numeric

    Date and time range

    Status

    Dropdown list

    Single select

    Predefined projects status list

    Include custom fields

    Checkbox

    Single select

    • Selected

    • Cleared

    Dummy assignee

    Dropdown list

    Single select

    Predefined dummy assignees list

    Can be selected with the following options:

    • where no assignment

    • for the entire workflow

    Use zeros for missing rates

    Checkbox

    Single select

    • Cleared

    • Selected

    Use zeros for missing time

    Checkbox

    Single select

    • Cleared

    • Selected


  6. In the Costs and metrics popup, select the Run button.

  7. Click xmark-large-solid.svg to close the Costs and metrics popup.

Result:

A folder with zipped XLSX file is displayed in the downloaded files in your browser. Extract and open the file to see your report.