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SubTask Completion Percentage

Samuel Smiles P

Hi,

I want to get the completion percentage of subtasks for all the parent issues, I just need the percentage to be displayed for all the parent issues rather than me going in and manually checking for each and every parent issue. Is there a way? By custom field or export to excel or PDF or a dashboard gadget or by using automation rules or Rest API's.

Screenshot (3).png

Please explain me if there is a way to achieve this.

Thanks

Accepted answers

Bill Sheboy

Hi @Samuel Smiles P

Unfortunately this isn't built into JIRA (out of the box) in a way to use as you have asked. It is probably only worth solving if you have a lot of sub-tasks.

You listed a couple of options that would work: export to Excel, or automation rules. In addition, if you have one of the marketplace JQL scripting add-ons, you can use that instead.

For Excel, you would build a spreadsheet to correlate the parent/child relationships, and roll up the data by status or status category. Then regularly export the data and paste it into your spreadsheet to process it.

For automation rules, you would maintain your own counts. It will be busy and noisy in alerts, but it could work.

Add custom fields (number type) for todo, in progress, and done sub-task counts. Maybe also add another for percent done.
Build a rule #1 to update the counts
- Trigger on status change
- Add a condition for issuetype of sub-task
- Branch on parent
- Reset all the counts and percent done
- Branch on sub-tasks of the parent
- Increment the counts for the status (or status category) of each sub-task
- And some triggering value to recompute the percent done, such as a comment in the parent
Build a rule #2 to update the percent done
- Set the rule option to be triggerable by other rules
- Watch for the trigger created by rule #1
- Compute the percent done and save it

If you need this periodically, and not up to date every minute, I would use the Excel approach.

Best regards,

Bill

All comments

Bill Sheboy

Hi @Samuel Smiles P

Unfortunately this isn't built into JIRA (out of the box) in a way to use as you have asked. It is probably only worth solving if you have a lot of sub-tasks.

You listed a couple of options that would work: export to Excel, or automation rules. In addition, if you have one of the marketplace JQL scripting add-ons, you can use that instead.

For automation rules, you would maintain your own counts. It will be busy and noisy in alerts, but it could work.

Add custom fields (number type) for todo, in progress, and done sub-task counts. Maybe also add another for percent done.
Build a rule #1 to update the counts
- Trigger on status change
- Add a condition for issuetype of sub-task
- Branch on parent
- Reset all the counts and percent done
- Branch on sub-tasks of the parent
- Increment the counts for the status (or status category) of each sub-task
- And some triggering value to recompute the percent done, such as a comment in the parent
Build a rule #2 to update the percent done
- Set the rule option to be triggerable by other rules
- Watch for the trigger created by rule #1
- Compute the percent done and save it

If you need this periodically, and not up to date every minute, I would use the Excel approach.

Best regards,

Bill

Samuel Smiles P

Hi Bill_Sheboy,

Thanks for your reply.

I think excel will work, can you please explain me how to get the subtask percentage number of all the parent issues in a spread sheet?

Regards,

Sam

Bill Sheboy

Hi Sam,

Here is an outline of an Excel approach. Please adjust based on what you want. For example, what do you mean by "% complete"?

First, make a query with the data/project you want to consider, including all issue types
Export this data, and put it in a spreadsheet tab/worksheet. Let's call this tab JIRA.
Sort the data by Key. Sorting again is important as your spreadsheet may use a different sort than JQL.
Add another tab/worksheet, listing the parent items you want to report, including their Issue Key and Issue ID. Let's call this tab REPORT.
On the REPORT tab...
- Add a column to count children not started, with a formula such as: COUNTIFS(JIRA!column with Parent Id, REPORT!parent's Issue Id, JIRA!column with Status Category, "To Do")
- Repeat above, adding columns for "In Progress", and "Done"
- Decide how to measure "% complete" and create a formula for it.

It may end up looking like the below image

Best regards,

Bill

Samuel Smiles P

Thank you very much Bill.

Reshma Ulvekar

Hi Bill,

I have Jira Data Center instance where LookUp issue won't work,

Can you please help me how can i achieve this in Jira Data center version for calculating % completion of child issue?

Regards,

Reshma.

Bill Sheboy

Hi @Reshma Ulvekar

Lookup Issues is currently in progress for adding to Server/ Data Center, and you can watch progress here: https://jira.atlassian.com/browse/JIRAAUTOSERVER-53

Until then, would you please confirm what you are trying to measure; that is, what do you mean by % completion for a child issue?

Server / Data Center work-arounds for similar scenarios often use the scheduled trigger with bulk-handling option enabled to substitute for Lookup Issues. Please look here to learn more about that: https://confluence.atlassian.com/automation/run-a-rule-against-issues-in-bulk-993924653.html

Kind regards,
Bill

Reshma Ulvekar

Hi Bill,

I basically want epic to show the % completion of the story point which are moved to "done" state.

I have automation rule to sum up all the story points which are moved to "done" state and add to epic, but i am unable to figure out how to get % of story point which are move to "done" state.

Regards,

Reshma.

Bill Sheboy

What do you mean by "show the % completion"?

For example if you wanted to send a message/email, you could use the bulk-handling feature of branches and smart value, list filtering, and math functions to calculate the sum of story points for done issues divided by the total.

If instead you want to update a field in the epic (for later reporting usage), your options are limited by the rule trigger you use. One slower work-around is to call the REST API with a JQL search, as this will emulate the behavior of Lookup Issues for gathering the issues for the math operation.

Luka Hummel - codefortynine

Hi @Samuel Smiles P

I think our app Dynamic Custom Fields for Jira would be perfect for your use case.

The app allows you to create custom fields that have their values automatically calculated based on a Jira expression you provide.

I have quickly thought of an expression that would display the percentage of all completed subtasks.

let subtaskTotal = issue.subtasks.length;
let subtaskDone = issue.subtasks.map(s => s.status.category.key).filter(k => k == "done").length;
subtaskTotal > 0 ? subtaskDone / subtaskTotal * 100 + "%": ""

2023-08-10 17-12.png

You could also just display it as a number custom field without the "%" if you want to use the field value for further calculations.

Let me know if this would work for you

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