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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!
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.
@Marc Koppelaar 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.
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.
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.