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There are two methods of counting contributor activity

  1. Velocity-based method

    1. Records completed work.

    2. Work is evaluated based on:

      1. Issue count

      2. Story point estimates

    3. Credit is attributed to the assigned contributors.

  2. Investment Hours Method

    1. Tracks the time spent as tickets are actively worked on.

    2. Monitors contributor activity in issue tracking tools or commit actions in code tools.

      1. e.g. Jira and Github

    3. Credits a developer's contributions even if they are not assigned to the issue.

Overview of the presentation of data

A simple, public example of an Investment Hours R&D Capitalization report

A simple, public example of an Velocity R&D Capitalization report

Data granularity

  1. Each row represents a contributors activity on a given issue in a given month

  2. In its simplest form a row contains the following data

Basic velocity example row

Contributor

Issue ID

Issue Name

Issue State

Capitalizable?

Month

Story Points

Xander

ALL-4

Update firmware

Done

Yes

February

3

Basic investment hours example row

Contributor

Issue ID

Issue Name

Issue State

Capitalizable?

Month

Hours Invested

Xander

ALL-4

Update firmware

Done

Yes

February

16.1

Describing parent container to facilitate roll up

  1. Issues often belong to parent containers which may in term belong to another parent.

    1. e.g. Initiatives contain Epics which contain Issues

  2. Including these parents allows for easier roll up of data

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

Identifying capitalizable work 

  1. Users can indicate work is capitalizable at any level

    1. e.g. If an issue has a capitalizable custom field value of “Yes”

    2. e.g. If an issue is contained in an epic with a capitalizable custom field value of “Yes”

  2. Users can use a complex capitalization trigger

    1. 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. 

Describing contributors to facilitate roll up

Contributor tags can be included in your report to allow you to group data by team, role or any other characteristic that is

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

Measuring effort using velocity 

There are three methods of attributing velocity to assignees:

  1. Full credit to current assignee

  2. Full credit to all assignee

  3. Split credit among all assignees

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Calculating time using investment hours

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User Interface (Development in Flight; Delivery February 2025)

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  1. Select the Method you want to use to generate your capitalization report.

  2. Define the characteristics of capitalizable work.

  3. Select the columns of information that you want included in the report.

  4. Select the timeframe you want to report.

  5. Review and Redownload past reports.

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