How to sumup story points to epic from different projects

Renuka Mogal May 15, 2024

Hi ,

Im trying to create a rule to sumup  story points and add the count on Epic/Parent Story point field. But the issue is my Epics are under one project and stories are under another project .

Can someone pls help with thus rule .

Thanks.

3 answers

0 votes
Bill Sheboy
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May 15, 2024

Hi @Renuka Mogal -- Welcome to the Atlassian Community!

There are many community questions (and solutions) for this scenario, and there is even a built-in template in project automation rules.  Please search for those to see examples.

The variation for your rule is the Epic and child stories are in different Jira projects.  And so the rule will need to have multiple-project or global scope.  Please discuss this with your Jira Site Admin as they will need to build the rule in the global configuration area.

Please note well: because this rule spans projects, it could trigger more frequently as a result. Ensure only the desired projects are impacted and that this rule does not exceed your monthly usage for the Jira site.

Kind regards,
Bill

0 votes
Frank Leclerc _Decadis AG_ May 15, 2024

Hello @Renuka Mogal ,

our "Smart Fields for Jira" app may be able to help you. This makes it possible to display aggregated data from other tasks at task level.

Example:

SCR-20240515-ngde.png

If you have any questions, please contact me.

Cheers
Frank

Renuka Mogal May 15, 2024

Hi Frank ,

Thanks for your reply ,Im looking for an automation script where it will pull sum of story points at epic level irrespective of which project the stories are . Is its as a child of that Epic it should roll up the story points .

Can you pls help with automation here .

Frank Leclerc _Decadis AG_ May 15, 2024

Hi @Renuka Mogal ,

please take a look at the following community post:

Automation for JIRA - Sum of numeric (decimal) fields doesn't work with lookupissues 

It looks to me as if this is a similar approach.

Cheers
Frank

0 votes
Hans van Rijsewijk May 15, 2024

I will not ask why Epics and Stories are in different projects ... 
Also i am assuming you are not trying to add up stories from different scrum teams...

But in short i would say there are different ways that come to my mind...

  1. The SCRUM Board in JIRA would roll up totals for every sprint.
  2. Same SCRUM Board would also allow you to filter on EPIC Cross Sprints.
    (I know, should not happen, but it does )
  3. Also if you use the Advanced Roadmaps Plugin, and the Parent /Child relations are 
    set correctly, you can see this in a hierarchical structure. 
    AND Roadmaps allows you to switch on/off roll up of values/dates etc...

I do not know your organisation setup, but i really like to use Advanced Roadmaps and a higher Level tool, as a SCRUM Board gives you the inside view... Roadmaps gives you Outside view. 

I also use Roadmaps for fast and visual PI Planning and even Portfolio Roadmaps across multi Product teams... 

Hope this helps.

Renuka Mogal May 15, 2024

Thanks , But we cannot use other tools .

Basically want to get the total by creating an automation script where it will pull sum of story points at epic level irrespective of which project the stories are . Is its as a child of that Epic it should roll up the story points .

Can you pls help with automation here .

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