Portfolio roll-ups & delivery KPIs

Summarize how much work exists, how much is done, and how much effort is left - across epics, parents, and linked items. Build portfolio dashboards and governance KPIs without spreadsheets.

Template Field type Description
Time spent in the current and linked work items

Advanced number formula

Sum of the time spent in the current and linked work items.

Collect values from child work items

Advanced text formula

This template creates a list of unique field values from child items.

Sum original estimates of all descendants

Advanced number formula

Return the sum of the original estimates of the work items under the epic's parent in hours only in the epic's parent view.

Sum completed child items' story points

Advanced number formula

Sum of story points from completed items whose parent is the current work item.

Percentage of resolved child work items

Advanced number formula

Percentage of child work items with a resolution.

Average values from child work items

Advanced number formula

This template calculated the average of a selected field’s values from all direct children of the current work item. Work items with an empty field are excluded from the calculation.

Ratio of a field to another as a percentage

Advanced number formula

Ratio of a field to another as a percentage

Parent priority

Advanced text formula

Priority of the parent of the current work item.

Time spent in linked work items

Advanced number formula

Sum of the time spent in the work items linked to the current work item.

Time spent in epic and its children

Advanced number formula

Sum of the time spent in the current epic and its child work items.

Count open child items

Advanced number formula

Number of open work items whose parent is the current work item.

Sum remaining estimate in epic

Advanced number formula

Sum of the remaining estimate of the work items in the current epic.

Count sub-tasks

Advanced number formula

Number of sub-tasks of the current work item.

Sum remaining estimate in epic, incl. sub-tasks

Advanced number formula

Sum of the remaining estimate of the work items and their sub-tasks in the current epic.

Sum Story points in linked Epic

Advanced number formula

Sum of story points from work items in the same epic as the current item.

Parent status

Advanced text formula

Status of the parent of the current work item.

Sum values from child work items

Advanced number formula

This template calculates the sum of a selected field's values from all direct children of the current work item.