The following configurations apply for the following Progress Bars
The data input configuration
By changing the data input for each progress bar, you can customise which data is displayed on the progress bars. Containers or epics and sub-tasks can be toggled “on” or “off”, from the Summary Panel settings.
You will see two of the following options to configure - depending on if you use the container functionality.
Include containers configuration
Include epics configuration
Include sub-task configuration
Learn more about each option below.
Include Containers Configuration
When the “include containers” configuration is toggled “on” Epic Sum Up will include the container you’re viewing in the progress bar calculation. Please note - that you will only see the “container” option if you have set issue types as containers.
If this configuration is deactivated all related containers under this issue will still be included in progress bar calculations. The only thing that will be excluded from this calculation is the issue you’re viewing if it is a container.
If you’re viewing an epic, it will also be excluded from the calculation if this configuration is deactivated. All epics under a container will still be included.
Include Epics configuration
When the “include epics” configuration is toggled “on” Epic Sum Up will calculate all of the issues within an epic including the epic you’re viewing. Please note - that you will only see the “epic” option in cases when you do not have issue types as containers set. The “include epic” and “include container” functionality are identical.
If this configuration is deactivated the issue you’re viewing if it is an epic will be excluded from progress bar calculations.
Include Sub-Task configuration
When the “include sub-tasks” configuration is toggled on Epic Sum Up will include all sub-tasks within containers or epics in the calculation. If this configuration is deactivated all related sub-tasks will be excluded from Progress bar calculations. Please note that from the calculation excluded sub-tasks won’t be shown in the Detail View Editor.
Please note that the default setting for data samples includes containers/epics and sub-tasks.
Default Detail View Editor Column Layout
The default Detail View Editor column layout provides you with the ability to customise the view that you see first. You can choose from all the global layouts you have set.
The Detail View Editor is the visualisation presented when you click on the progress bar, which is where you estimate times e.g. You can choose from a plethora of different fields and values to create global templates to make things easier for your team to configure progress bars.
Learn more about Detail View Editor layouts here.
Budget Marker Configuration
The budget configuration on progress bars activates a black indicator that will appear on your progress bar. The budget indicator will map how much budget you have spent, in comparison to the total budget estimated.
Budget Configuration is possible for the following progress bars:
To add a budget marker to a progress bar you need to create a custom field first. Learn more here.
Configurations for the Time Progress Bar
Please note that the following configurations are only applicable to time progress bars
Formatting time values under the time progress bar
There are six options for formatting time progress bars:
Time Spent / Estimated
x% (Time Spent / Original Estimate)
Time Spent / Total / Remaining
Time Spent / Estimated / Remaining
Time Spent / Time Budget / Remaining
x% (Time Spent / Time Budget)
Time spent is a summary of the total logged time
Remaining time is a summary of time estimated, minus the time spent.
Estimated is a summary of estimated time
Time budget is a summary of the time budget set.
Total is a summary of the time spent and remaining time.
Ignore remaining time configuration
We recommend switching on the ignore remain time configuration to ensure the accuracy of the time remaining on time progress bars. When toggled on Epic Sum Up automatically ignores remaining time associated with closed issues.
Please note that this is switched off by default.
To change this configuration, click on the time progress bar, in the Summary Panel and toggle on the “Ignore remaining time for closed issues” configuration.
Configurations for the Custom Time Progress Bar
All time progress bar configuration options are also available for the custom time progress bar.
Within the custom time progress bar configuration, the first step is to name the progress bar. Then you can select custom fields for the time estimation, time remaining and the time spent.
Calculated Progress Bar Configuration
Simply select two custom field values with an operator to perform the calculation required for the progress bar.
Epic Sum Up supports all Jira custom fields plus fields from other tools such as Jira Workflow Toolbox (JWT).
Four Operators are available in Epic Sum Up including
The two values on either side of the operator can be selected from any pre-configured field.
There is also the option to select a custom value. When a custom value is selected users can add any static number into the calculation.
Custom value based calculations are useful for building progress bars which e.g. visualise the personnel cost progress. In this case, the custom value is equal to the personnel hourly rate.
As a result, you’ll never lose track of your project spend.