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.