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Creating and Tracking Annual Project Goals

Hello Community 

Is there a standard method or Market Place Add-on that enables the ability to create a Project Goal, and then track the progress of meeting that goal?

e.g. Set Calendar Year Goal for Widget Creation = 100,000. Track the progress to achieve that goal.

1 answer

Hello @Shanhan Bonham

Welcome to Atlassian Community!

The quick answer to your question is: Yes, there are some Marketplace add-ons that you can use to set your annual goals, based on projects, releases or sprints.

I suggest you check if one of the add-ons below provide what you are looking for:

Goals for Jira 

OKR Board for Jira 

BigPicture - Project Management & PPM 

Also, feel free to look at the Atlassian Marketplace for other options.

Let us know in case you have any specific functionality that you were not able to find with the provided apps.

Thank you!

I'll review the suggestions and see if I can find the functionality I am after.

You are welcome, @Shanhan Bonham

Let us know in case you have any questions.

I haven't been able to achieve what I wanted to.

Our organisation has a goal target of a non-standard metric like story points. I want to be able to set the target value and track our progress towards it. It is a numerical value and I have a Custom field for that value on the Story issue. As the story is resolved as successful, I want to display and report on the progress on the gains towards meeting the target.

I still need to try BigPicture.

Hello @Shanhan Bonham

Thank you for the details provided.

Per your last description, I believe that you could use an Epic issue to achieve what you want.

An Epic is a large body of work that can be broken down into a number of smaller stories, allowing you to create an "Annual Epic" to track all the work you needed to perform during the year about a specific product/functionality.

Please, take a look at the documentation below to better understand how the Epic works and what information you will have with the Epic report in case you decide to implement my suggestion:

Working with Epics 

Epic Report 

Let us know if it makes sense.

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