Is there a way to get the Epic in JIRA to contain the total estimate of all of the items in it?

Question

We have linked the JIRA Epics to a Roadmap/planning tool called Aha, the integration is working well for planning the Epics, however, the estimates are not pulling through to Aha as the Epic doesnt have an estimate itself. I was hoping this could just automatically be the total of the User Stories, tasks etc within the epic. Has anyone solved this?

Helen Ioffe · Answer

so either pay for the plug-in or use excel... great suggestion

Petter Gonçalves · Answer

Hello James,

Welcome to Atlassian Community.

unfortunately, JIRA does not have a feature to automatically sums stories estimations and populate the related Epics with the results, although we have already requested it:

- Sum story points or hour estimates for any epic links

I recommend you to watch and vote on this suggestion to increase its priority and receive notifications about any updates.

That been said, I can think of two possible options to achieve it:

1 - We have a plugin on the marketplace that provides this functionality:

- Epic Sum Up Add-on

I'm not sure on how/if you would be able to integrate it with Aha, so please take a look and check if it fits your need.

2 - Export the issues with the Epics to a CSV file, Perform the calculations on a Spreadsheet and import back to JIRA. There would be exact steps:

- Create a filter returning all the issues and the related epics

- Export it to a CSV file

- Using a Spreadsheet software (Excel, LibreOffice, etc), sort the CSV file to display the related issues under the Epics by using the Custom Field Epic Link column

- Create formulas to sum-up your Stories estimations to the Epic estimations

- Import back the CSV file

P.S: Although you could create a Spreadsheet template to receive the CSV info, I understand that this second option would need some efforts to be performed and would not update your Epics in a real time when a new estimation is configured to a Story.

Please, let me know if this information helps, James.