Progress calculation of Jira issues and epics when added as KRs
How Jira epics and issue key result progress calculation works?
Key result configurations are available to determine the way to calculate the progress of Jira’s epic & issues, other than the epic. Currently, the calculation is done based on the status category of Jira issues/epics.
Progress calculation when Jira epic is key result
The explanation below assumes that relevant configurations about making sub-tasks count towards progress are turned on. For both epic and other issues.
When a Jira epic is added as KR to an objective, that epic may or may not contain issues & subtasks. While calculating the progress of such epic KRs, the system checks whether at the bottom stage there is a subtask or an issue, depending on the hierarchy of the epic, the system starts checking the status category of that bottom stage.
When the KR progress calculation is set to a status category, in that case, the status category To do / in progress is considered as 0%. If the status category is done, the progress is considered as 100%.
This is applicable for all levels, that is, Epic, Jira issues, and subtasks within Jira issues
Example
If an epic contains 2 Jira issues & each of those 2 issues contains 5 subtasks, each of them automatically contributes 20% of progress to the Jira issue when the status category of the issue is Done. Then, depending on the progress % of the Jira issues, the progress % of the epic will be calculated. Refer to the images below to understand how this calculation would work.
As per this example, the progress is derived from a subtask to a 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.
Epic >> Jira issue 1 >> Subtask 1, Subtask 2, Subtask 3, Subtask 4.
In Jira issue 1, status category of 3 subtasks Done & 4th subtask in the status category. Hence, the system calculates the progress percentage of Jira issue 1 as 75%
In Jira Issue 2, the status category of subtask 1 is, and subtask 2 is in the status category. Hence, the progress percentage of Jira issue 2 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. (assuming weightage is not set up via a custom field)
Here, Epic's progress is 125/2 = 62.5%.
If there are no subtasks in the Jira issue of an epic, the system considers the status category of the Jira issue to calculate the progress (applicable in both configurations).
Progress calculation when issues other than the epic are key results
The explanation below assumes that relevant configurations about making sub-tasks count towards progress are turned on. For both Epic and other issues.
When a Jira issue is added as a key result, the system considers the status category of the subtask. If there are no subtasks, then it looks for the status category of the Jira issue to calculate the progress. Refer to the image below.
Jira issue 1 has 3 subtasks, and the status category is Done for 2 of them. Hence, progress is 66.67%.
Jira issue 2 has no subtask, as well as it's Sttatus category is, hence, the progress is 0%. If the status category is in progress / to do progress would be considered as 0.