Software capitalization
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      Software capitalization

      Use developer activity data from Swarmia to generate capitalization reports and blend with cost data.

      capex-reportingReport on software capitalization based on your Swarmia data.
      Swarmia automatically generates monthly reports based on developer activity, issue hierarchy, and capitalization rules.

      This feature is only available for admin users.

      First time setup

      This feature is in self-serve alpha. Please contact us via hello@swarmia.com or the in-app chat if you have any questions regarding capitalization or the feature.

      Software capitalization reporting is powered by an accompanying investment breakdown. As part of setting up this feature, you'll need to configure your categorization.

      A typical way of doing this is via a Jira custom field that's connected to capitalizable initiatives or epics.

      1. Setup an investment breakdown to capture work that can be capitalized
      2. Configure Software Capitalization settings

      Building reports

      1. Navigate to Swarmia to export your software capitalization reporting data
      2. Copy the reporting template from the same view
      3. Import the Swarmia data to the reporting template (see instructions on the README)
        1. Optional: blend in cost information for more accurate cost reporting