Templates

UiPath Templates

Based on the user permissions needed to interact with them, UiPath Templates can be divided into two categories: default templates (Processes,Attended Reporting,Robots, and Queues) and the Business ROI template.

They are view-only, but users with Designer permissions can copy them to the My Dashboards section and subsequently edit and customize them. Designers can make this copy by clicking the Copy icon on the dashboard tile.

Viewers can still interact with the Templates via the pre-made filters and cross-filtering. They can also download or schedule the dashboards to be sent to desired recipients. Designer users can also add alerts on top of the templates without making a copy. See the Alerts and Schedules section for more details.

Note: You cannot delete templates, and you cannot add dashboards that you create to the Templates tab.

Business ROI Template

How It Works

ROI Dataset Calculations

In the Business ROI template, the calculation is done based on manually entered values in the ROI Dataset. Consequently, the ROI Dataset updates the corresponding templates based on your manually entered values.

For this calculation, Time Saved, Money Saved, and the number of processes executed by a Robot are going to be used. All widgets on the ROI template are based on formulas that reference the Manual Time (in minutes) that it would take a human to accomplish one iteration of the process, as well as the hourly cost for them to do so.

Time Saved

The Time Saved is based on the difference between the Manual Time and the Robot Runtime (the time it takes for a Robot to complete a particular process). The formula needs to be adapted based on the type of process that your Robots are running.

Time Saved Formula

(Executions * Manual Time) - (Executions * Robot Runtime)

where

Executions     = The number of processes executed by a Robot
Manual Time*   = The time it takes for a human to complete a particular task
Robot Runtime* = The time it takes for a Robot to complete a particular task

*time calculated in minutes

• For attended processes, the default formula uses Manual Time - Robot Runtime, as described above.
• For unattended processes, you may choose to ignore the Robot runtime.

Money Saved

The Money Saved is based on the Time Saved multiplied by the Hourly Cost that you have entered in the ROI Dataset. The formula needs to be adapted based on the type of process that your Robots are running.

• For attended processes, the default formula uses Time Saved * Hourly Cost.
• For unattended processes, the Time Saved should only be calculated based on the Manual Time.

Considerations

You can edit the default formula used in the Business ROI template only if you have Designer permissions.

Permissions

If a user has ROI Viewer/Editor permissions, they can see the Business ROI template under the UiPath Templates tab. ROI Viewers can view and interact with the dashboard in the same way that Viewers can interact with default templates. The same rule applies to Designers with ROI Viewer permissions: their access to the Business ROI template is limited as if they are a Viewer. Having the overall Designer permission does not grant a user any more rights than a Viewer has when it comes to the Business ROI template.

If the user has both Designer and ROI Editor permissions, they can explore the dashboard, make a copy of it to the My Dashboards tab, and view all formulas behind the calculations once the copy is made or if they click Explore from Here on any widget.

Note: The Business ROI template is locked until the admin enters information into the ROI dataset. See Configuring the ROI Dataset for more details on this.

Process Manual Values

The Process Manual Values explore contains the following fields:

• Dimensions

Dimensions	Description
Hourly Cost	Corresponds to hourly cost entered per process by the admin on the ROI dataset configuration page.
Manual Time (min)	Corresponds to the manual time (mins) entered per process by the admin on the ROI dataset configuration page.
Process Name	The same process name as in the jobs explore.

• Measures

Measures	Description
Total Manual Cost	The sum of the hourly cost entered in the ROI dataset multiplied by the number of jobs for each process.
Total Manual Time (mins)	The sum of all values entered for Manual Time in the ROI dataset.

Queue Manual Values

The Queue Manual Values explore contains the following fields:

• Dimensions

Dimensions	Description
Hourly Cost	Corresponds to hourly cost entered per queue item by the admin on the ROI dataset configuration page.
Manual Time (min)	Corresponds to the manual time (mins) entered per queue item by the admin on the ROI dataset configuration page.
Queue Name	The same queue name as in the queues explore.

• Measures

Measures	Description
Total Manual Cost	The sum of the hourly cost entered in the ROI dataset multiplied by the number of queue items processed by each queue.
Total Manual Time (mins)	The sum of all values entered for Manual Time in the ROI dataset.

For more information about the ROI Dataset and how to customize it, see Configuring the ROI Dataset