Documentation
Where Sumline appears, how it adds things up, and what it reads and stores.
- Getting started
Where Sumline appears in Jira Cloud once it is installed, and how to open each view: the Details column, the issue panel, the Sumline tab, Apps and the dashboard gadget.
- How the numbers are calculated
How Sumline adds up story points and time from subtasks to initiatives, what counts as done, how % complete is worked out, and when a rollup is too large to show.
- Team-managed and company-managed spaces
Which story-points field Sumline reads in team-managed, company-managed and service management spaces, and why a tree that spans them still adds up.
- Settings
The four site-wide settings a Jira admin can change: the fields to roll up, the row level, done only, and which level wins when both are estimated.
- Exporting to CSV
Download or copy the rows of any Sumline table as CSV, after your filters and sort, and what each column holds.
- Permissions and data
The two permissions Sumline asks for, what it reads and as whom, what it stores in Forge storage and for how long, and why nothing leaves your Atlassian site.