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How to automate the sum of story points for all issues under the epic?

hassan.ahmed

I would like to know if there is a way I can automate the sum of story points for each issue under the epic?

For example, if I have a task and a bug card each worth 2 story points each, can this be totaled on the epic (parent) level to read 4?

If not possible for all issues, can this be done for tasks only under the epic (not subtasks)?

Hope this makes sense to more experiences users.

Many thanks

Accepted answers

Gareth Cantrell_7nagel

@hassan.ahmed you can do this with Automation rules with the following rule, assuming you are using Jira Cloud:

Whenever the Story Points field changes, branch the rule for the related Epic and then sum all the Story Points for issues belonging to the Epic.

The following screenshot show how this would look:

Screenshot 2021-02-10 at 14.01.08.png

All comments

Jack Brickey

Maybe consider the Epic Sum Up addon. There is a lite (free version) - epic-sum-up-light

Gareth Cantrell_7nagel

@hassan.ahmed you can do this with Automation rules with the following rule, assuming you are using Jira Cloud:

Whenever the Story Points field changes, branch the rule for the related Epic and then sum all the Story Points for issues belonging to the Epic.

The following screenshot show how this would look:

Screenshot 2021-02-10 at 14.01.08.png

hassan.ahmed

Thank you for the suggestion @Gareth Cantrell . This works great!

Mohini Chandwani

Hello,

trying to create the same rule but couldn't get this lookup Issue component, is there any other alternative for this.

Can refer the following screenshot of my rule. sum up rule.png

hassan.ahmed

@Mohini Chandwani Hi Mohini.

Remove the "If" issue so the "for epic (parent)" branches off the first step.
Then press "new actions" > "lookup issues" and type "Epic Link" = {{issue.key}} > save
"new action" > "edit issue" and search story points
type in {{look up issue code}} and save

Rahul_RVS

You can try out our add-on to track progress of issues in Epic hierarchy on time estimates and at story points as well.

Agile Tools - Epic Tree and Time in Status

The add-on allows you to manage and visualize your Epics with rolled up estimate progress reports along with multiple Time in Status Reports ( more than 6 reports).

Key features:

Epic Hierarchy
- Epic Sum up - Roll up for Time estimates and Story Points
- Excel like editing for key fields
- Excel export of hierarchy dataProgress % on "remaining estimate" or "original estimates"
- Include all issue types vs only Stories in Story Points roll up
- Support for custom names for Epic & Story fields
Multiple Time in Status reports
- Report Types
  - Time in Status
  - Time with Assignee
  - Time in Status with Assignee
  - Time with Assignee per Status
  - Status/Assignee Count
  - Multiple Transition Reports
- Configurable working hours/days
- Excel export
Transitions tracking on issue screen
- Status/ Assignee Transition : Status/Assignee changes with average time and count per status. Option to switch between Graphical and tabular view.
- Epic Tree on Issue Screen

Epic Hierarchy Screen_Server_Latest.PNG

Wyner, Zachary G.

@Gareth Cantrell

Thank you for the workaround for summing story points into the Epic story points field! I am using JIRA server so I've been looking for a solution to this issue.

My rule runs without errors but the story point field in the Epic that should be updated is not being updated. Furthermore, if the Epic has a story point value it is erased when this rule runs.

Here is a screenshot of the rule. Any ideas?

Gareth Cantrell_7nagel

@Wyner, Zachary G. I'd suggest adding a Log action after the Send web request action and the log the value of your custom field from the web response to make sure the values you are getting back are what you are expecting to see.

Wyner, Zachary G.

@Gareth Cantrell Thanks for the fast response! I added a log action but it seems like the value being returned by the web request is the story point value for the epic, which is null.

Gareth Cantrell_7nagel

@Wyner, Zachary G. as you say, you're logging the field in the epic. Try logging the response from the web request instead: {{webhookResponse.body.issues.fields.customfield_10002}}

Andreas Safar

I was trying different proposals but it does set the sum value of story points to the epic.

See my logic here

and here

so when the rule is enabled and I set or change story points in a story I'm getting no error

but when I reload the epic and check for the story points field, it remains empty

Did I misunderstood something, do you see an error in my logic or do you have a proposal on how to proceed?

Thx

Sagar Mahajan_d8sqh7

The below automation rule can help here to achieve this on Jira server/datacenter version without using any authentication method.

WHEN
- Field value changed: Story Points
Issue fields condition
- Field: Issue type
- Condition: Equal
- Value: Story
If: matches (you need to add a new if/else block, with an "Advanced compare condition")
- First value:
```
{{fieldChange.fromString}}
```
- Condition: Equals
- Second value: empty

Capture 2022-01-11 at 17.44.54.png

- Add a Branch rule / related issues inside the IF block:
  - Type of related Issues: Epic (parent)
- THEN (to place inside the branch rule)
  - Choose field to set: Story Points
  - Value:
    {{#=}}{{issue.Story Points}} + {{fieldChange.toString}}{{/}}

Capture 2022-01-11 at 17.45.14.png

Else
Add a Branch rule / related issues inside the ELSE block:
- Type of related Issues: Epic (parent)

THEN (to place inside the branch rule)

Choose field to set: Story Points

Value:

{{#=}}{{issue.Story Points}} + {{fieldChange.toString}} - {{fieldChange.fromString}}{{/}}

Capture 2022-01-11 at 17.55.34.png

Capture 2022-01-11 at 17.44.24.png

Julien Rey

Hi everyone, I just wrote a KB article describing how to create an automation rule that will sum up all the story points of stories linked to a parent Epic ticket in Automation for Jira for Server/Data Center.

Can you take a look and let me know if it helps?

https://confluence.atlassian.com/jirakb/automation-rule-to-add-sum-up-story-points-from-all-the-stories-linked-to-an-epic-1108083641.html

Wyner, Zachary G.

@Julien Rey

This method works well, but not for existing epics that have stories with story point values already assigned. This method only adds story points to the epic story point total when the value of story points in a single story is changed.

It would be helpful to include a way to do a one-time sum of all story points in an epic for existing epics. Once that initial sum is generated, this method works well.

Thanks,
Zac

Andreas Haaken (APTIS)

Hi Jack,

thank you for recommending Epic Sum Up. The free Version sums up Time only, but the full version sums up everything you want.

Looks like this:

screenshot-jira.aptis.info-2022.02.08-16_52_44.png

Julien Rey

@Wyner, Zachary G.

Thanks for your feedback. That's a great point indeed. The solution I wrote will only work indeed for freshly created Epic/Stories, but not for ones which already have story points assigned.

It is unfortunately difficult to find a solution without having the lookup method which only exists in Automation for Jira on Cloud