Task > Story > Initiative LOE roll-up does not work in our instance of Jira.

[Chris Hodges]

I searched the Community and I found this was happening to other folks as well but the posts were from 2012.  Our method for project management is Initiative > Feature > Story.  What I would assume is that the level of effort is put in the stories.  Those stories should all roll up to the total LOE for that Feature and all of the Feature's LOE is accumulated in the initiative.  

Has this been fixed since 2012?

Thanks,

Chris

[Hannes Obweger - JXL for Jira · Accepted solution]

Hi @Chris Hodges

welcome to the community!

I understand from your previous reply that you are using issue links to model your hierarchy? That's perfectly fine, however since an issue link can signify pretty much any relationship between two issues, Jira doesn't naturally recognise them as a "hierarchy" and hence doesn't do any roll-ups.

As suggested by Ravi, I'd also consider to implement your hierarchy via Advanced Roadmaps; you'll then get a nice roll-up at least within AR.

As an alternative, there's a number of hierarchy-focused apps available from the Atlassian Marketplace that can help with this, too. E.g., my team and I work on an app named JXL for Jira in which you can model your particular issue hierarchy (based on Jira's built-in parent/child relationships, and/or based on issue links of configurable issue link types), and then use sum ups to roll up your effort. This is how this looks in action:

(For context, JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you’d do in e.g. Excel or Google Sheets.)

As said above, there may be other apps that can help with this, too. You may already know that you can trial any app for free for 1 month, and depending on the size of your size, it may be free forever. So if an app is an option for your, perhaps try a few and see which works best for you.

Best,

Hannes

[Chris Hodges]

Hannes, thanks for this.  I've sent this off to our Jira owners to see what they come back with.  Appreciate the suggestion.  

[Ravi Sagar _Sparxsys_]

Hi @Chris Hodges 

How have you built the hierarchy? The estimates are not rolled up automatically?

If you are using Advanced Roadmaps then it does give you a rolled up view and it works nicely.

Ravi

[Chris Hodges]

Ravi,

First, thank you for replying.  Next, we basically build the hierarchy by creating a single Initiative followed by Features that are children of the Initiative.  When we write out the stories, we link those to the Features to which they belong.  The roll-up does not happen.  

We are not using Advanced Roadmaps.  Maybe that is the problem.  But, it seems like common sense that the lowest ticket (Story, we are not doing sub-tasks) linked to a higher ticket (Feature) should accumulate the time worked automatically.

Thanks again for replying.

Chris