Progress calculation of Jira issues and epics when added as KRs
How Jira epics and issue key result progress calculation works?
https://amoeboids.atlassian.net/wiki/spaces/UPFJ/pages/1377370151/How+to+manage+progress+calculation+settings+for+Jira+epics+issues+as+KRs are available to determine the way to calculate the progress of Jira’s epic & issues other than epic with two options given below.
Calculation on the basis of Jira issue/epics status category
Calculation on the basis of custom fields within Epics/issues
Progress calculation when Jira epic is key result
Below explanation assumes that relevant configurations about making sub-tasks count towards progress are turned on. For both, epic, as well as 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, system checks whether at the bottom stage there is a subtask or an issue, depending on the hierarchy of the epic, system starts checking the staus category of that bottom stage.
Calculation on the basis of status category
When the KR progress calculation is set to status category in that case for 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 contain 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 epic will be calculated. Refer images below to understand how this calculation would work.
As per this example, the progress is 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.
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 To do status categoty. Hence, the system calculates the progress percentage of Jira issue 1 as 75%
In Jira Issue 2, status category of subtask 1 is done and substask 2 is in to do 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, epics 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).
Calculation on the basis of custom field
When the settings are configured to calculate the progress on custom fields, system looks for the last level of the issue and its custom field value to calculate the progress of the epic.
Example - Assume, an epic contains 2 Jira issues. Jira issue 1 has 3 subtasks in it & Jira issue 2 has 2 subtasks. The calculation of the progress is done on the basis of custom field which is why calculation will be done considering the value of custom field as well as the custom field of the weightage. If the custom weightage custom field is not defined, system will take the equal & default weightage for progress calculation.
As per this example, the progress is derived from a subtask to Jira issue and then to an epic. Consider the example shown in the image below.
Progress calculation of Jira issue 1 -
(Subtask 1's custom field value * its weightage custom field value) + (Subtask 2's custom field value * its weightage custom field value) + (Subtask 3's custom field value * its weightage custom field value) / addition of all weightage values.
= (30*10) + (40*5) + (50*5) / 10+5+5
= 300+200+250/20 = 37.5
Hence, Jira issue 1 progress % = 37.5
Progress calculation of Jira issue 2 -
In Jira issue 2, custom fields are not applicable. Therefore, system considers the status category of the subtask. status category of both subtasks is done hence the progress calculation is 100% for both. Whereas for subtask 2, custom fields are not applicable to both the subtask and its weightage.
(Subtask 1's progress * its weightage custom field value) + (Subtask 2's progress * its default weightage) / addition of all weightages.
= (100*5) + (100*5) / 5+5
= 500 + 500 / 10
= 1000/ 10 = 100
Hence, the progress % of Jira issue 2 is 100.
Progress calculation of epic
Now we have hot progress percentages for both issues within the epic, let us calculate the epics progress calculation.
(Jira issue 1's progress % * its weightage custom field value ) + (Jira issue 2's progress % * its weightage custom field value )
= (37.5*7) + (100*5) / 7+7
= 262.5 + 700 / 14
= 962.5/14 = 68.75
Hence, the progress of epic Kr 68.75%
Progress calculation when issues other than epic are key results
Below explanation assumes that relevant configurations about making sub-tasks count towards progress are turned on. For both, Epic as well as other issues.
Calculation on the basis of the status category
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 status category of the Jira issue to calculate the progress. Refer to the image below.
Jira issue 1 has 3 subtasks and 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 In progress hence, the progress is 0%. If the status category is in progress / to do progress would is considered as 0.
Calculation on the basis of custom fields
When issues other than epic are added as KRs, the progress of issue KR can be calculated on the basis of task contained in it. When calculating this progress on the basis of the custom field, the workflow would be something like shown in the image below. Let us see an example of this progress calculation.
Example - Jira issue 1 contains 3 subtasks & Jira issue two contains 2 subtasks. Subtasks in Jira issue one have some custom fields applicable o them. In Jira issue 2, it's subtask does not match with the defined custom field.
Progress calculation of Jira issue 1 -
(Subtask 1's custom field value * its weightage custom field value) + (Subtask 2's custom field value * its weightage custom field value) + (Subtask 3's custom field value * its weightage custom field value) / addition of all weightage values
=(20*5) + (25*2) + (5*5)/ 5+2+5
=100+50+25/12
= 175/12 = 14.58
Hence, the progress of Jira issue 1 is 14.58 %
Progress calculation of Jira issue 2 -
In Jira issue 2, the custom fields are not applicable, therefore system considers their status category fields. Also for subtask 2 in Jira issue 2, the weightage field is not applicable. Therefore, the default weightage of 4 is considered here.
(Subtask 1's custom field value * its weightage custom field value) + (Subtask 2's custom field value * its weightage custom field value) / addition of all weightage values
= (100*5) + (100*5) / 5+5
= 500+500/10
= 1000/10 = 100
Hence, the progress of Jira issue 1 is 100 %