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How to sum up story points for initiative?


Hi there, we recently upgraded to Premium with the idea to use Advanced Roadmaps.

I already created Initiative as a new issue type and configure its usage in hierarchy, so basically, we have at the moment





So far so good. 

The next thing I would like to achieve is to sum up story points (SP) from each Story way to to initiative.

From what I can figure out, this should be two step process:

1. Sum up all SP from all Stories within Epic

2. Sum up all Epic SP for each Initiative

Now, for #1, there is one useful link, which allows me to sum up SP for all stories within each Epic.

However, I stuck for #2. I have two bummers atm:

1. I cannot figure out how to show Story Points field on Initiative screen. I can see Story point estimate though

2. I cannot figure out how to amend the automated rule from above to make it sums up SP from Epics for each Initiative.

3 answers

0 votes
Fabian Lim Community Leader Jul 07, 2021

@Angel Todorov : take a look at this video tutorial that was recently posted:

1. There is a rule to sum up stories to epics

2. For the initiative, use the same rules, but change the condition to issue type 'epic' and change the branch to go to a specific link issue that connects to the initiative.

Original Post: 

Thanks for the answer, Fabian. Yes, I figured it out. However, I bumped into another issue - while I am able to sum up SP from Stories and set the value to Epic Story Point, then in the Advanced Roadmap, "Progress (Story Points)" column, for the Epic I see value double - once it is collected from all Stories beneath the Epic and then on top of that, I have SP added from the Epic itself. See the screenshot below:


How can I avoid such behavior? 

0 votes
Curt Holley Community Leader Jun 07, 2021

@Angel Todorov Are you on Jira Cloud Premium, or just cloud, or......??

Regardless, you would need to add the Story Point field to whatever Screen scheme the Initiative issue type is using (you need to be an Admin to do this).

Then, you should be able to sum up the story points from Epic to Initiative by using the lookup issues action and putting {{lookupIssues.Story Points.sum}}  into the Story point field of an Edit issue action.

We are on Jira Cloud Premium. Re Story Point field, actually all my issues are sharing the same Issue Screen, however unlike Story, Initiative, Task and Sub-task have only Story point estimate field.

So my question remains - how can I show Story Points field to Initiative, Task and Sub-task?

Hi @Angel Todorov 

I think a more robust way to go about summing up story point across different hierarchies is using ScriptRunner addon.

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