How to automate updating of effort estimate within Jira

Cole Gladfelter

At our company we currently utilize three separate fields to track the progress of particular tickets

1. Original estimate - this is  edited after we conduct our sprint planning and dev discovery on the tickets in question. The field is not touched after initial time designation
2. Time Tracking - This field is where the developers are logging the amount of time spent on the ticket.
3. Effort Estimate - This field is used by developers to identify how much more time is expected to complete the task. it is updated periodically.

 

Is there a way to automate how the effort estimate (3) is updated? In a way which logged time is deducted from the original estimate?

Example:

Original estimate - 10h

 Time tracking - 6h

Effort estimate would then be automated by using the formula (Original estimate)-(Time tracking)=4h

Would be nice if this is done automatically instead of manually. 

Thanks!

Caio Covos_78in9s

Hi @Cole Gladfelter

To automate the update of the “Effort Estimate” field in Jira based on the values of “Original Estimate” and “Time Tracking”, you can use Jira Automation. Here’s a step-by-step guide to set up an automation rule that updates the “Effort Estimate” field using the formula (Original Estimate) - (Time Tracking).

 Step-by-Step Guide to Set Up Automation

 1. Navigate to Automation Rules:

• Go to Project Settings.

• Click on Automation.

2. Create a New Automation Rule:

• Click on Create rule.

3. Set the Trigger:

• Choose Field value changed.

• Set the field to Time Tracking (or Log Work if you are tracking time via work logs).

• Save the trigger.

4. Add a Condition:

• Click on New condition.

• Choose Issue fields condition.

• Set the condition to check that Original Estimate and Time Tracking fields are not empty.

• Save the condition.

5. Add a Branch for “For Current Issue”:

• Click on New branch.

• Select For Current Issue.

6. Add the Action to Update the “Effort Estimate” Field:

• Click on New action.

• Select Edit issue.

• Choose the Effort Estimate field.

• Set the value using the smart values:

{{issue.originalEstimateSeconds}} - {{issue.timeSpentSeconds}}