Progress

Progress. tl;dr

Progress is a set of indicators to show how is much done and how much left to do. Progress is calculated based on the Status category and can be built on any number or time fields.

Pivot Report Progress

Why you may need Progress

It’s always important to know how much is already done and how much left to do. The thing is that we are all different, and we use different approaches to estimations thus the progress indicator(s) may be different. E.g. it pretty common to estimate issues with time frames but it’s also very popular to use Story Points.

By default, Jira has very limited display options for progress. And it’s just not presented for search results / Issue Navigator, and typically just doesn’t work for anything except time and Story Points.

Pivot Report fills this gap offering you various options to display progress. Even if you are using custom fields for esimations.

Progress Calculation

Every issue status is grouped into predifined categories: ‘To Do’, ‘In Progress’ or ‘Done’. These categories are Jira defaults, and you can’t change them:

Status Category

Pivot report uses status categories to identify where issues are in their lifecycle.

IMPORTANT! Pivot Report has an option for Parent issues estimates:

Parent Estimations

You can find it in Jira Settings > Apps > Pivot Report > Report Options. This options work for all reports in Jira instance.

Progress indicators types

Pivot Report has three major types of progress indicators:

  1. Rates
    Displays progress as a percentage:
Progress Rates

Completion Rate is the most commonly used one. This indicator shows a percent of completed issues compared to the total amount of issues. There are other rates as well, like Story Points Rate or any other custom number field.

Also, there’s Completion by Time rate. It works based on time values from issue estimates:

Completion by Time
  1. Progress
    Works pretty similar to Rates, but unlike it displays issues counts:
Progress
  1. Single List with a single choice distributions
    The name sounds a lot more complex than it’s actually is. Strictly speaking, it’s not really a progress indicator since it’s not related to issue statuses. But still can provide you nice overview of what’s going on.
Progress

Currently, Pivot Report support this type of progress for Priority field only. But in the future it will work for any single choice field like Severity from Service Desk or even custom fields you create on your own.

Estimation Accuracy and Work Ratio

Estimation Accuracy and Work Ratio are two custom Progress indicators based on time fields. They allow you to check the planning accuracy and get overall status based on estimates and logged time.

Let’s start with the Estimation Accuracy:

Estimation Accuracy

The formula for Estimation Accuracy calculation is:

IF
Time Spent + Remaining Open > Original Estimate
THEN
Accuracy = Original Estimate / (Time Spent + Remaining Open) * 100%

IF
Time Spent + Remaining Open < Original Estimate
THEN
Accuracy = (Time Spent + Remaing Open) / Original Estimate * 100%

Remaining Open is sum of remaining time for issues in To do and In Progress status categories.
So Estimation Accuracy close to 0% means highly inaccurate estimation, when Original Estimate doesn’t match reality. And Accuracy close to 100% means precise estimation or possible cheating with time fields.

Work Ratio is an even more advanced progress indicator for displaying Time Tracking info as percentage of completion. In short, it’s Time Spent compared to Estimated time.

Work Ratio

Work Ratio is so awesome that we have a dedicated article about it. You can read it here.

Progress indicators in columns

Progress indicators are avaiable not only but also in columns of Issue Structure tab:

Progress in columns

Columns in Issue Structure

As you can see, it’s not only progress indicators but also all components. Pretty cool, huh?

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