- Release Notes
- Getting Started
- Access and Permissions
- Installation and Upgrade
- Interacting with Insights
- Historical data export
- Logs
- Performance and Scalability
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.
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.
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.
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
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.
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.
You can edit the default formula used in the Business ROI template only if you have Designer 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.
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. |
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