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R&D Capitalization is a method of generating a report that describes where you invest your developers' effort. It comprises 3 key components:
Measure Measuring for contributor activity
Categorizing that activity
Generate Generating a capitalization rate
The rest of the doc will enumerate the process of each component on the path to generating a capitalization report" would help structure it.
There are two methods of
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measuring contributor activity
Velocity-based method
Records completed work.
Work is measured using one of two values:
Issue count
Story point estimates
Credit is attributed to the assigned contributors.
Investment Hours Method
Tracks the time spent as tickets are actively worked on.
Monitors contributor activity in issue tracking tools or commit actions in code tools.
e.g. Jira and Github
Credits a developer's contributions even if they are not assigned to the issue.
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Velocity with parent issues
Contributor | Initiative ID | Initiative Name | Epic ID | Epic Name | Epic Capitalizable | Issue ID | Issue Name | Issue State | Month | Story Points |
Xander | INIT-3 | Support Delivery Drivers | ALL-1 | Driver Tracking | Yes | ALL-4 | Update firmware | Done | January | 3 |
Investment hours with parent issues
Contributor | Initiative ID | Initiative Name | Epic ID | Epic Name | Epic Capitalizable | Issue ID | Issue Name | Issue State | Month | Hours Invested |
Xander | INIT-3 | Support Delivery Drivers | ALL-1 | Driver Tracking | Yes | ALL-4 | Update firmware | Done | February | 16.1 |
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Categorizing capitalizable work
Users can indicate work is capitalizable at any level
e.g. If an issue has a capitalizable custom field value of “Yes”
e.g. If an issue is contained in an epic with a capitalizable custom field value of “Yes”
Users can use a complex capitalization trigger
e.g. If an issue is contained in an epic with a capitalizable custom field value of “Yes” and that issue is not of the “Spike” type.
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Velocity with parent issues and contributor tagging
Contributor Role Tag | Contributor | Initiative ID | Initiative Name | Epic ID | Epic Name | Epic Capitalizable | Issue ID | Issue Name | Issue State | Month | Story Points |
Rascals | Xander | INIT-3 | Support Delivery Drivers | ALL-1 | Driver Tracking | Yes | ALL-4 | Update firmware | Done | January | 3 |
Investment hours with parent issues and contributor tagging
Contributor Role Tag | Contributor | Initiative ID | Initiative Name | Epic ID | Epic Name | Epic Capitalizable | Issue ID | Issue Name | Issue State | Month | Hours Invested |
Rascals | Xander | INIT-3 | Support Delivery Drivers | ALL-1 | Driver Tracking | Yes | ALL-4 | Update firmware | Done | February | 16.1 |
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Using velocity to generate capitalizable rate
There are three methods of attributing velocity to assignees:
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User
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interface (Development in
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flight;
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delivery February 2025)
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Select the Method you want to use to generate your capitalization report.
Define the characteristics of capitalizable work.
Select the columns of information that you want included in the report.
Select the timeframe you want to report.
Review and Redownload past reports.