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

[AT]

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!

[Hannes Obweger - JXL for Jira · Accepted solution]

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

[AT]

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. 

[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.

[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.

[AT]

Thank you @Jack Brickey 

[Marc - Devoteam]

Hi @AT 

Yuu could setup an automation rule as follows:

If you use issue link parent

The edit issue fields action should look like:

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]

@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.

[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

[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?

[Marc - Devoteam]

Hi @Jerry Esquivel 

Are you pointing to copies of the rule for each project.

The scope of the rule can be set to all or multiple projects, this requires Jira Admin permissions.

[Jerry Esquivel]

Got it. Thank you! @Marc - Devoteam 

[AT]

Hello Marc, for this same automation how can I set it such that instead of all child types, only story points for stories and bug issue types is rolled up. Adding 'story, bug and epic' under 'Issue type if not one of' did not help. 

Thanks!

[Marc - Devoteam]

Hi @AT 

Change the condition on issue type to: Issue Type is one of Story,Bug