Create a test plan

A test plan describes how a product or a feature is to be tested.

  1. Navigate to Test Management > Test Execution > Test Plans.
  2. Click New.
  3. Fill in the fields (see table).
  4. Save the test plan:
    • Submit: returns to the Test Plans list.
    • Save: remains on the Test Plan form.
    Table 1. Test Plan form
    Field Description
    Short Description A brief description of the test plan.
    Owner The owner of the test plan.
    Test environment The specific environment to be used for testing. A test environment must be created before it can be assigned to a test plan.

    From the Test Plan form, users can see the details of the assigned test environment, including the URL, by pointing to the information icon next to the Test environment field.

    Active Check box for activating the test plan. Active test plans appear in the Test Plan field on the Add Suites to Test Plan dialog box.
    Instructions Any specific instructions for this particular test plan.
    Project The name of the associated project. This field appears on the Test Plan form if the Test Management PPM Integration plugin has been activated as part of the Project Portfolio Suite .
    Project Phase The name of the associated project phase in the Project Workbench. This field appears on the Test Plan form if the Test Management PPM Integration plugin has been activated as part of the Project Portfolio Suite.
    Related links
    Add Test Cases from Test Suite Adds to the test plan all test cases from the test suite you select in the dialog box.
    Notify Tester Creates assessments with the testing details for each tester assigned to the test cases in this test plan. Testers can find this information by navigating to Self-Service > My Tests or Self-Service > My Assessments.
    Cancel test execution Cancels the test execution that was created with the Notify Tester related link. After the test manager clicks this related link, it toggles to Notify Tester.
    View Task Board Opens the Visual Task Board for the test plan and displays the assigned test cases in lanes organized by test case state.
    Save as Test Suite Saves the test cases and tests in a test plan as a new test suite, making them available to be added to other test plans. Enter a new Test Suite Name in the dialog box.
    Copy Test Plan Makes a copy of the current test plan. Enter a new Test Plan Name in the dialog box and click OK.
    Sign-off Test Plan Displays the Sign-off Test Execution page.
    Figure 1. Test Plan form