Sum it up!
This App for Jira® is designed to sum up values from one issue to another one. Typical example is suming up Story points from all Sub-tasks to their parent issue (Story, Task,...). In general, you can sum any numerical values from child issues to their parent issue, but you can also sum these values based on links between the issues, or even several numbers inside one single issue. Main functions available are:
- Sum number of storypoints and fill it into destination parrent custom field
- General usage - chose any source custom field in a child issue and insert it in any parent custom field - easy as that!
- This functionality can be switched on over all projects, or just selected ones via easy configuration
- The only condition is, that both (source & destiantion) fields are numerical
- Update of the value in parrent issue is triggered upon saving selected value in child issue
- Sum up multiple fields to a destination field in a single issue
- Sum up values based on links between issues
- You can even sum up Time tracking values (time planned vs time spent)
App configuration is simple. First, open the configuration screen of the app (located in the "Manage Apps" section). Please note you'll need administrator privileges in order to get there. By default, add-on should be switched on for all existing projects.
If you wish to apply sum functionality to be switched only for selected projects, please uncheck "all projects" checkbox and select (or type in) projects on which the sum feature will be switched on.
Then, configure the following parameters. These are based on how you want to sum up the values based on hierarchy, or within a single issue as follows:
1. Sum up across multiple issues
- Use standard parent-child link - this feature is allways on (our app counts values from all Sub-tasks to a Story, or all Stories to Epic for the selected fields by default)
- Source field (children): select custom field, from which the numbers will be taken
- Destination field (parent): select custom field, into which the sum of the numbers from all the relevant issues will be placed
2. Sum up based on custom links
If you wish to sum up values based on specific links (not just based on hierarchy), you can do so by checking the "Use custom links" checkbox. After that you can pick for which relations:
- relates to ("Relates" inward) - links "Relates to" from the child issues will lead to summing up numbers in their parrent issue
- relates to ("Relates" outward) - links "Relates to" from the parrent issue will lead to summing up numbers from its child issues
- relates to ("Clones" inward) - links "Clones" from the child issues will lead to summing up numbers in their parrent issue
- relates to ("Clones" outward) - links "Clones" from the parrent issue will lead to summing up numbers from its child issues
- nothing selected - feature of summing up numbers by links will be switched off
3. Sum up Time Tracking values
Automatically sum Time Tracking values: check if you wan to use sum values from fields Remaining Estimate & Time Spent
Allow total sum to decrease (by deleting work records): this option can be switched on, if you wish to trigger sum recalculation upon deletion of an issue. But be careful - if you're using other integrations with Jira®, make sure that decreasing Time Tracking values will not cause any harm there (the integrates system might not be ready for that).
4. Sum up within the same issue
- Sum fields in single issue: check if you want to sum values from multiple fields to a different field within the same issue/li>
- Source fields: select up to 5 fields from which the sum will be calculated
- Destination field: select field into which the sum of the above selected fields will be calculated
5. Fixing configuration problems
If all the fields used by Sum it up! App are configured as editable on the Edit screen, you will not see this button. On the other hand, if some of the fields are not present on the configuration screen, you should be able to do so by simply pressing the "Fix it" button. There still might be cases, in which the App will not be able to do so. If this is your case, please see a brief description on how to do this below.
6. Whenever happy with your configuration, please press "Save"
7. Finally, if you wish to apply the sum up feature to issues already existing in your project, please press "Recompute all"
Dashboard Item (Gadget) - workload statistics
Please note that this feature is available for Jira cloud only.
You can watch aggregated statistics of the workload of your team members which is visible from the dashboard. This aggregation is done based on the sum of estimated work (either time, or Story points) per assignee. This Dashboard Item can be configured as follows:
- Go to dashboard on which you're willing to place the Dashboard Item (Gadget)
- Add Dashboard Item (Gadget) called Planning report to the dashboard
- Fill in the details on the gadget configuration screen
- JQL - query to match issues related to your planning
- Filter - instead of directly inserting your JQL, you can use saved filter that can be selected from the dropdown menu
- Board - chose board used by your team
- Refresh every 4 hours - check to get up-to-date info
4. Click on button "Save" and now you see your team workload statistics
Adding fields to Edit Screen
As a pre-requisit, to enable calculation in the required fields, the destination field needs to be present on the Edit issue screen (as in the example below).
Version history1.3.2-AC (cloud ONLY)
- Added button to add required fields to Edit screen
- Simplified configuration screen to ease use of the App
- Added sum function based on custom links
- Added automatic recalculation after deleting issues
- Added functionality to perform Sum up function to the already existing issues
- Added refresh of sum in parent issue, after child issue is deleted
- Fixed issue with sporadic 502 error on the configuration screen
- Added a brand new dashboard item to see team workload per assignee
- Added support of Time Tracking - "Logged Time" (Time Spent), "Original Estimate" and "Estimated" fields - sum of the values from the child issues is now aggregated to the parent issue
- Added possibility to sum up numbers within the same issue
- Improved performance
- first public version of server version app