Capacity plan related

Question

Dear all,

im aware of capturing Story points for stories and calculate it ..

however, the main ask is 'How to do this for EPICs ? ' ..

considering that EPICs dont have an option of Story points concept, how to do this capacity tracker for EPICs in CONFLUENCE ?? without using any 3rd party apps(as i dont have budget approval for any such apps)

please help

Arkadiusz Wroblewski · Accepted Answer

Hello @Ramu

I think the key question is whether you want to estimate the Epic itself, or whether you want the Epic to show the sum of the child Stories.

If it is the first case, Jira can already use Story Points on Epics. If it is the second, I would do that in Jira, not in Confluence, for example with Automation or Advanced Roadmaps, and then only display the result in Confluence.

So my first question, do you want a manual Epic estimate, or an automatic roll-up from Stories?

Tomislav Tobijas · Accepted Answer

To quickly chime in here, we do this for time-based estimations (not story points) but the concept should be the same.

Basically, all calculations are done on Jira side, with automation which can be as simple as:

...when a Story is updated, it uses the Lookup work items action to sum the Story Points of all stories with that Epic as a parent. Next, use the Edit work item action on the parent Epic to set the estimate (or total story points in your case)...

And then, if you'd like, you can just use Jira work items macro to display the results on Confluence page, or you can use databases to pull work items (incl. Epic and child stories) and display them in that format. 👀

The question is (as Arkadiusz mentioned) - what the use case here is and what's the idea of using Confluence as a capacity tracker? 🤔