Calculate a strategic score

[Felix van Dijk]

I am looking to create a "Strategic Score" for a project which will determine its place on a roadmap. This score is made up of 4 to 6 values given by the person submitting the project (almost like an ICE scoring). These provided values are then multiplied by a "weight" for each which the manager of the roadmap determines. 

I can do this via automations but what I am needing help with is to make the "weights" of these scores available on a Project level which will affect all Issues in that project alike. I also need to show these "weight inputs" somewhere central so the manager can change them and adjust them without accessing the automation calculation which isn't easy for non technical users. 

As an example: 
{{Impact_value*Impact_weight}}+{{Value_value*Value_weight}} = Strategic score

[Kavitha Vaikunthavasan _Seibert-Media_]

Hi @Felix van Dijk ,

I just saw your thread, and I'm glad to hear you found a solution with Structure! If you're looking to take it a step further and perform calculations directly within Jira, while also visually representing scores with value-dependent colors for better awareness, you might want to consider using the Advanced Formula Field from Awesome Custom Fields.

Example to Calculate the Strategic score for Advanced Formula Field

Let's assume you have the following custom fields:

• Impact value (numeric field)
• Impact weight (numeric field)
• Value value (numeric field)
• Value weight (numeric field)

You can use the Advanced Formula Field to calculate the Strategic Score with the following Jira expression:

(issue.customfield_10241 * issue.customfield_10242) + (issue.customfield_10244* issue.customfield_10243)

As you can see in the screenshot, we have integrated an easy search that will help you find your defined number custom field, without having to look up the custom field ID. You just have to enter "issue." and the available number fields will be shown to you.

When you activate the value dependent colour you can also define a colour for a number range of your choice.  

If you need any further assistance, just let me know.

Cheers

Kavitha from Awesome Custom Fields

[John Funk]

Hi Felix - Welcome to the Atlassian Community!

This is not an easy problem to solve because you can't do Project level fields. One way to solve it is to create a custom field of number type - default it to 0. Then create an issue on each project that is specific to get those values. Maybe even create a new Issue Type like Project or Strategic Score or something like that. This is the issue that your managers will update on each project. 

But you will need to link every issue you create on the project to that issue so you can retrieve the values. Or if your issues where you are calculating the score will not use Epic or other wise utilize the Parent field, then you could create score issue at that level and use it more simply to pull in the value. 

Then update your automation to retrieve that value. If it's a parent that is an easier smart value to write. Or you could make use of lookupIssues functionality to get the parent and use the score value in a variable. 

[Felix van Dijk]

Hi John,

That sounds like something to try. I wasn't aware that I could use automations from another Issue. 🙌

 Thank you so much.

[John Funk]

Yep - I have done something similar to what you are describing. Give it a try and post back here with any questions you have. 

[Felix van Dijk]

Hi John, I finally did this through an app which makes it easier to fine tune the scores on the front end. The app is called Structure and provides the possibility to create a column based on a formula which I can then create based on the four custom fields for the scores. 

Thank you for thinking with me on this 🙌

[John Funk]

Great! Glad you got a solution for it.