December 2024 product update
Advanced raw reporting in the R&D Projects export, and projects that roll up by the Product field.
Summary:
- Advanced raw reporting added to the R&D Projects Export
- Roll-up Projects at a higher level using the Product field
Video walkthrough:
https://www.loom.com/share/65168ff06e6c42b6996580fa4994df3c
Enhanced Raw Reporting
View and analyze your QRE data with advanced flexibility through two new raw data sheets in the R&D report. (R&D Projects > View in Excel).
-
Break down qualified expenses across departments, accounts, entities, projects, cost centers and other key dimensions.
-
Group QRE $ By Project for deeper insights into R&D investments.
-
Shows the proportional QRE allocation accounting for substantially all rule.
Roll-up Projects together with new Product field
You can now tag Projects with a higher level Product grouping. This enables you to track capitalization and R&D at both a granular and rolled-up level.
R&D > Project Purpose is now automated
More of the R&D narrative is now automated from ticketing data. The Project Purpose will be automatically filled out from the ticketing system.
More Specific Project Names and Narratives
Project names and descriptions are now more specific to the features being worked on and better align with the terms used by the R&D teams in their work.