How does the progress calculation of Jira issues and epics works? (v 3.8.2)

Background 

Previously, only epic types of key results were handled uniquely for progress calculation. Read Progress % calculation of epic key results before v3.8.2 for more details.

However, this was not the case for Jira issue key results. Jira issue key result's progress was calculated on the basis of resolution parameter which resulted in either 0% or 100%. There were no calculations on the basis of subtasks within Jira issue.

How Jira epics and issue key result progress calculation works?

From the v3.8.2 release, configurations are available to determine how sub-tasks impact progress calculation when Jira issues (including epics) are linked as KRs to UpRaise objectives. e.g. If a Jira issue contains 5 subtasks, each of them automatically contributes 20% of progress to the Jira issue type key results in Employee Success. Refer images below to understand how this change has impacted of Jira issue & epic key results calculations. 


Note

Below explanation assumes that relevant configurations about making sub-tasks count towards progress are turned on. For both, Epic as well as other issues.

Progress calculation of Jira Epic key results

This change enhances the progress percentage calculation of Epic key results. The progress is now derived from a subtask to Jira issue and then to an epic. Consider the example shown in the image below.  

  • Epic has 2 Jira issues & these issues, in turn, have 4 (25% progress contribution each) & 2 (50% progress contribution each) subtasks respectively.
  • In Jira issue 1, resolution of 3 subtasks is not empty & is empty for 1 of them. Hence, the system calculates the progress percentage as 75% 
  • In Jira Issue 2, Resolution of 1 subtask is not empty and is empty for another. Hence, the progress percentage is 50%. 
  • When the progress of an epic is calculated, the system considers the total progress of all Jira issues in the epic and divides it by the number of Jira issues within the epic. 
  • Here, epics progress is 125/2 = 62.5%. 



If there are no subtasks in the Jira issue of an epic, the system considers the resolution of the Jira issue to calculate the progress.

Progress calculation of Jira issue key results 

When a Jira issue is added as a key result, the system considers the resolution of the subtask. If there are no subtasks then it looks for resolution parameter of the Jira issue to calculate the progress. Refer the image below.



  • Jira issue 1 has 3 subtasks and 'resolution is not empty'  for 2 of them. Hence, progress is 66.67%. 
  • Jira issue 2 has no subtask as well as it's 'resolution is empty' hence, the progress is 0%. If the resolution was not empty, progress would have been 100% for Jira issue 2. 



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