Running the Project cost, metrics and assignment per step report
Select Projects > Project list > Actions.
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 Project cost, metrics and assignment per step popup.
From the dropdown list, in the Reports section, select the Costs and metrics report.
Select the Run button.
The Costs and metrics popup is displayed.
In the Costs and metrics popup:
for the Report type parameter, select the value Project cost, metrics and assignment per step.
select required values for the following parameters:
Table 67. Project cost, metrics and assignment per step parametersParameter
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 workflow steps 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
In the Costs and metrics popup, select the Run button.
Click
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.