Running the Initial metrics, assignment and costs report
Go to Projects > Project list > Actions.
From the Project list , select all projects for which you would like to run the report.
From the dropdown list, select the Costs and metrics report.
Select the Run button.
The Costs and metrics popup appears.
In the Costs and metrics popup:
for the Report type parameter, select the value Initial metrics, assignment and costs
select required values for the following parameters:
The parameters available for the Initial metrics, assignment and costs
Table 36. Initial metrics, assignment and costs parametersParameter
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 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
In the Costs and metrics popup, select the Run button.
Click
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.