XTM Cloud v 13.0

Running the Project cost, metrics and assignment per step report
To run the Project cost, metrics and assignment per step report:
  1. Go to Projects > Project list > Actions.

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

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

  4. Select the Run button.

    The Costs and metrics popup appears.

  5. 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:

    project_cost_metrics_and_assignment_per_step_report.png

    The parameters available for the Project cost, metrics and assignment per step

    Table 40. Project cost, metrics and assignment per step parameters

    Parameter

    Type

    Single select / Multiselect

    Valid values

    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


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

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

As a result:

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