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[Portfolio] Date and Story Point rollup on epics and higher levels?

Tyler Berard
Contributor
January 13, 2021

It's frustrating that the target start/end dates of my epics don't automatically change based on what I set the stories inside to be. Is there any way to make this happen? Additionally, you can't see a consolidated rollup of story points based on the total of the stories/tasks inside the epic, making it harder to plan.

Am I doing something wrong or is this a possibility?

1 answer

0 votes
Stuart Capel - London
Community Champion
January 14, 2021

Hi @Tyler Berard 

If you go to 'View setting' over on the right of your 'plans' screen you can tick the box for 'Roll-up'. There's one for 'dates' and one for 'others'. then depending on the fields you bring in you'll see the relevant rollups.

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