Progress bar configuration
The following configurations apply for these progress bars
time
status category
completed issues
numerical
story points
custom
calculated
You can see a preview of your configurations next to the progress bar name.
The data input configuration
By changing the data input for each progress bar, you can customise which data is displayed on the progress bars. Epics/containers and sub-tasks can be toggled “on” or “off”, from the progress bar settings.
You will see two of the following options to configure
Include epics configuration
Include sub-task configuration
Learn more about each option below.
Include epics configuration
When the “include epics” configuration is toggled “on” Epic Sum Up will calculate all of the issues within an epic or container.
If this configuration is deactivated the top level epic or container 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 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 epics/containers and sub-tasks.
Progress bar description
Define a custom progress bar description.
Default Detail View Editor column layout
The default Detail View Editor column layout provides you with the ability to customize the view that you see first. You can choose from all the global layouts you have set.
The Detail View Editor is the visualization presented when you click on the progress bar, which is where you estimate times e.g. You can choose from a wide range 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.
Progress format configuration
There are two different options to configure the display of the progress format:
Standard options
The progress format configuration allows you to customize the display text underneath the progress bar. It may vary depending on the type of progress bar you are configuring.
For all custom numerical and calculated there are four standard options available:
Resolved/Total
x% (Resolved/Total)
Resolved / Budget
x% (Resolved / Budget)
Completed issues only has the first two.
The progress format for the status category progress bar is non configurable.
Time has more options available that can be found further down this page.
Custom options
To further customize the display text, click on the pencil next to the drop down menu.
Now you can use our provided placeholders and UTF-8 icons to fully customise the display of your progress bar texts.
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:
time
numerical
story points
custom
calculated
expression
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
To ensure the accuracy of the time remaining on time progress bars you can switch on the ignore remaining time configuration. 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.
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
multiply (*)
addition (+)
minus (-)
divide (/)
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. visualize 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.
Expression progress bar configuration
Select a template or start from scratch with the ‘Custom’ option.
Customize the selected template, add a custom expression from the template library or build your own custom expression from scratch.
Define which columns should appear in the Detail View Editor.
