OKR Grade & Status
OKRs and linked Jira and monday.com issues have a grade (0-1) and a status. The user can configure them to be in either manual progress mode or automatic (auto) progress mode. In manual mode grade & status are manually set and in automatic mode the values are auto calculated depending on e.g. child progress, Jira issue progress or roadmap due date.
Manual Mode
All items can be toggled between manual and auto mode ensuring that users always have full control over progress grading.
Set grade and status directly in tables or detailed drawers (see pictures). The grade scale is 0 - 1 with steps of 0.1. Default statues are “On Track“, “At Risk“, “Off Track“ and “Done” configurable in the Status Manager.
Inline editing in workspace table view
Inline editing in OKRs explore view, home and performance report
Detail view
Automatic Mode
All items can be toggled between manual and auto mode ensuring that users always have full control over progress grading.
In automatic (auto) mode the solution calculates the grade and status automatically. Automatic grade & status OKRs are indicated with a (a) post-fix in the table grade column.
1. OKRs with children
Grade calculation
Rounded average of all child grades
Status calculation
All statuses has a status category with a numeric value
1 (on-track, done), 2 (at-risk), 3 (off-track)
Status values from the children are summed up
Then the total value is divided with num children and finally rounded to either 1, 2 or 3
As an example 2 on track and 1 at risk has a total status value of 4. That divided with number of OKRs which is 3 in this case is 1,33. Rounded to the closest integer is 1 which is status on-track.
Finally if all children have the done status category the OKR is assigned to the done status
2. Linked Jira issues
Jira issues can be linked to both objectives and key results. A linked Jira issue automatically contribute its grade & status value to the parent OKR (automatic mode). The contribution depends on the issue status, issue children status and issue time tracking configurable in settings (picture below)
The Jira settings manager have multiple options on auto grade and status options (more info)
Grade calculation
Issue | Grade (progress) |
|---|---|
Issue in a Jira done status | 1 |
Epics issue (in-progress status)
| Jira Epic progress |
Issue with sub-tasks
| Jira issue progress |
Issue with time tracking (picture below) | Jira time tracking progress |
All other issues | 0 |
Issue with time tracking
Status calculation - option 1 based on issue grade
Grade (progress) | Status |
|---|---|
0% - 19% | Off Track |
20% - 59% | At Risk |
60%-99% | On Track |
100% | Done |
Status calculation - option 2 based on Jira status mapped to OKR status
3. Linked monday.com items
monday.com items can be linked to both objectives and key results. A linked item automatically contribute its grade & status value to the parent OKR (automatic mode).
Grade calculation
Issue | Grade (progress) |
|---|---|
Items with a done status | 1 |
All other issues | 0 |
Status calculation
Grade (progress) | Status |
|---|---|
0% | Off Track |
100% | Done |
4. Auto roadmap status
In auto roadmap status the status is calculated based on the item grade and progress towards roadmap due date. The auto status calculation has priority over all other auto status calculations.