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How to roll up story points from Stories to Epic in company managed projects

AT_qbizjp

Hi,

We have a company managed project so my only option is to use Automation. I am trying to roll up story points from all child stories and tasks to the parent epic.

We use only one level of heirarchy i.e. parent to story or a task. Story or task will not have further breakdown.

Also, if child story or task have change in story points that should trigger the epic story point to automatically update.

Will appreciate help with this as it will make reporting the status a lot easier without manually summing up using excel to track changes at epic level. Thanks!

Accepted answers

Hannes Obweger - JXL for Jira

Hi @AT,

I trust that you find a solution for Jira Automation based on the great answers above.

Just to point out an alternative direction: If you would prefer a more "real time" view on your epic's total story pointers - i.e., updating immediately as you change the story points on your stories - you may want to have a look at Advanced Roadmaps, which is part of Jira Premium.

Alternatively, there's a number of Marketplace Apps that can help with this, too. E.g., this is how this would look in the app that my team and I are working on, JXL for Jira:

(This works with all fields, and also based on different issue grouping and hierarchy configurations.)

Note that neither Advanced Roadmaps nor e.g. JXL actually store the summed up story points on the epic, so you somewhat rely on their specific views to see them.

Best,

Hannes

All comments

Jack Brickey

Hi @AT ,

There are a lot of posts in the Community on this with very good discussions and solutions already. As well there is an Automation template provided by Atlassian that could work. If you have some unique needs please let us know where the current solutions fall short.

Here are the details of this template.

Here is one of many Community posts - Sum-up-story-points-in-epic . Feel free to use the search bar for more posts as needed; "sum story points epic" should work.

Marc -Devoteam-

Hi @AT

Yuu could setup an automation rule as follows:

If you use issue link parent

Automation screen shot.png

The edit issue fields action should look like:

Screenshot 2023-10-13 at 17.44.23.png

If you run into an issue relating to that the sum is zero, replace the "parent" in the Lookup issues action with "Epic Link"

Keep the quotes, they are reuired.

AT_qbizjp

@Marc -Devoteam- Thank you! I appreciate it so much. I have looked at other responses on questions that similar to mine but the amount of information was overwhelming for a relatively newer project admin like me. This made it super easy and as you mentioned I had to use Epic Link instead of parent to get the sum.

It works great. Is there a way to trigger this automation for all existing epics so that story points roll up to them? Again, thank you.

AT_qbizjp

Thank you @Jack Brickey

Hannes Obweger - JXL for Jira

Hi @AT,

I trust that you find a solution for Jira Automation based on the great answers above.

Alternatively, there's a number of Marketplace Apps that can help with this, too. E.g., this is how this would look in the app that my team and I are working on, JXL for Jira:

(This works with all fields, and also based on different issue grouping and hierarchy configurations.)

Note that neither Advanced Roadmaps nor e.g. JXL actually store the summed up story points on the epic, so you somewhat rely on their specific views to see them.

Best,

Hannes

Marc -Devoteam-

HI @AT

You could create a copy of the rule use the manual trigger, to start the rule.

Provide the correct fitting JQL clause in the manual trigger, to action on issues the are already done

AT_qbizjp

Thank you Hannes! I checked out the advanced roadmaps after your response and set one up for our project. Our PO loves it and it provides a real time view that we were looking for.

Jerry Esquivel

Hi @Marc -Devoteam- this has been really helpful for me as well. Instead of making multiple copies of the automation is there a way to set one automation that will trigger all the epics to update?

Dick

Sincere question:
What would be your solution when stories/tasks are reallocated to another epic?

I figured out your method is applicable for the destination epic, yet how do you recalculate the (also changed) storypoints of the origin epic?

Both recalculations would be needed to have an accurate overview.

Jack Brickey

For this scenario, using Automation, you would want to run a scheduled rule daily (hourly?) to recalculate all epics. I don't like this solution as it is costly. Personally I prefer an addon solution.

Martin Šenkeřík _Brasscog_

Marc's rule is a good starting point, but one update for current Jira: Epic Link is deprecated in newer company-managed projects. The current equivalent is the parent field:

parent = {{triggerIssue.parent.key|"null"}}

If your lookup returns zero results with Epic Link = {{issue.key}}, switching to parent usually fixes it.

A few additional notes:

~100-issue limit. lookupIssues caps at 100 results. Epics with more than ~100 stories will get an incomplete sum - silently, with no error.

Sub-tasks don't roll up automatically. This rule covers Stories directly under the Epic. If you have Sub-tasks under Stories and want the Epic total to include those too, you need a second rule triggered on Sub-task changes.

Backfill. The rule only fires on future changes. Run a manual "Rule for issue list" trigger on existing child issues to initialise values for existing epics.

If you want totals that cover the full hierarchy (including Sub-tasks), land in a real Jira field usable in JQL, and don't require maintaining the automation rules, TreeTotals does that. No configuration, free up to 10 users. (Full disclosure: I'm the developer of TreeTotals.)

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