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    Home Orlando IT Business Management IT Business Management Project Portfolio Management Quick start tests for Project Portfolio Management

    Quick start tests for Project Portfolio Management

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    Quick start tests for Project Portfolio Management

    Validate that Project Portfolio Management still works after you make any configuration change such as applying an upgrade or developing an application. Copy and customize these quick start tests to pass when using your instance-specific data.

    Project Portfolio Management quick start tests require activating the PPM Standard - ATF Tests plugin (com.snc.financial_planning_pmo.atf).

    Table 1. PMO: Financial Tests for verifying cost rollups and demand to project conversion test suite
    Test Description
    PMO: Verify cost plan roll up to project/demand and program Validate the total planned cost rollup from project and demand to program.
    PMO: Verify cost plan roll up to project/demand, program and portfolio Validate the total planned cost rollup from project and demand to portfolio.
    PMO: Verify financials of Project created from Demand - Simple Financials Validate the financial tab fields of a project created from a demand.
    PMO: Verify financials of Project created from Demand - With budget, cost plans, benefit plans Validate the budget, cost plan, and benefit plan of a project created from a demand.
    Table 2. PMO: Project Management tests for validating basic life cycle and project rollups test suite
    Test Description
    Validate PPM Cycle from Ideation to demand to project closure Validate the flow of creating an idea, converting the idea to a demand, and then converting the demand to a project.
    Validation of State and Date Rollup for Automatic Project Validate the date and state rollup from tasks for a project of type Automatic.
    Validation of State and Date rollup for Manual Project Validate the date and state rollup from tasks for a project of type Manual.
    Validation of project percent complete when all tasks are Closed Incomplete Validate the project percent complete when all the tasks are closed as Closed Incomplete.
    Validate Project is not 100 percent complete if it has atleast one task as closed incomplete Validate the project percent complete is not 100% when at least one of the tasks is closed as Closed Incomplete or Closed Skipped with task % complete less than 100%.
    Validate waterfall project does not show Agile Planning Board Validate that the waterfall projects cannot use the following:
    • Add stories or epics
    • Add agile phase
    • Access Agile board from the project
    Child Test Suite: Validation of Move Project Action
    Validate Planned start date of a project can be shifted by using the Move project action Validate that the Planned start date of a project in Planning or Open state can be updated to a later or earlier date than the current planned start date using the Move project related link.
    Validate Move Project is disabled when Project is selected for execution Validate that the Move Project option is not available if the Project is in Execution phase.
    Validate Move Project functionality with sprint dates populated for an agile phase Validate that the sprint start and end dates are cleared when the project is moved using the Move Project related link.
    Validate Move Project functionality with external dependencies and related entities Validate that the external dependencies and related entities are also shifted and redrawn when the project is moved using the Move Project related link.
    Validate Move Project functionality with different project states Validate that the Move Project does not work when the project is in Work In Progress or Closed Complete state.
    Table 3. PMO: Resource Management tests for verifying the resource plan flows test suite
    Test Description
    PMO: Verify user resource plan flow from Planned to Canceled state Validate that the resource plan of a project can be moved to canceled state from planned state.
    PMO: Verify group resource plan flow from Planned to Complete state Validate that the resource plan of a project can be moved to complete state from planned state.
    PMO: Verify role resource plan flow from Planned to Allocated state Validate that the resource plan of a project can be moved to allocated state from planned state.
    Verify aggregated cost of all resource plans roll up to the corresponding project or demand fields Validate that the aggregated cost of all resource plans on a project or demand roll up to the Planned Cost and Allocated Cost fields and the Resource Cost section of respective projects and demands.
    Verify Copy Resource plan option Validate that the Copy Resource plan option creates an exact copy of the source resource plan in the Planning state
    Verify resource plan aggregate roll up from project/demand to program Validate that the aggregated cost of all resource plans on a project or demand roll up to the total planned cost of the associated program.
    Verify records on completion of a resource plan Validate the changes in a resource plan on completion:
    • The state of the resource plan is updated to Completed.
    • If the completion date is earlier than the resource plan end date, the end date of the resource plan is updated with the completion date. If the completion date entered is later than the resource plan end date, the resource plan end date is retained.
    • All the requested and allocation records for the resource plan for the period after the completion date are deleted. If there are any actual hours logged against an allocation, that allocation is not deleted. For those allocation records, the allocated hours become zero and the actual hours are retained.
    • The available and allocated hours for resources are updated in the aggregate tables.

    Verify records on completion of a resource plan with Planned Duration as allocation type Validate the following on completion of a resource plan with Planned Duration as allocation type:
    • The state of the resource plan is updated to Completed.
    • Allocations are not deleted.
    • End date of the allocation is updated to the completion date.
    Verify the RP replan Capability Validate that when a cancelled resource plan is re-planned, the state of the resource plan changes to Planning.
    Verify if change in resource plan is reflected in corresponding cost plan Validate that when a resource plan is updated, the corresponding cost plan is updated accordingly. For example, if the total planned cost is 500 USD, and the planned hours is 10, and you change the planned hours to 20, the total planned cost is updated to 1000 USD.
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    • Quick start tests

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      Quick start tests for Project Portfolio Management

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Quick start tests for Project Portfolio Management

      Validate that Project Portfolio Management still works after you make any configuration change such as applying an upgrade or developing an application. Copy and customize these quick start tests to pass when using your instance-specific data.

      Project Portfolio Management quick start tests require activating the PPM Standard - ATF Tests plugin (com.snc.financial_planning_pmo.atf).

      Table 1. PMO: Financial Tests for verifying cost rollups and demand to project conversion test suite
      Test Description
      PMO: Verify cost plan roll up to project/demand and program Validate the total planned cost rollup from project and demand to program.
      PMO: Verify cost plan roll up to project/demand, program and portfolio Validate the total planned cost rollup from project and demand to portfolio.
      PMO: Verify financials of Project created from Demand - Simple Financials Validate the financial tab fields of a project created from a demand.
      PMO: Verify financials of Project created from Demand - With budget, cost plans, benefit plans Validate the budget, cost plan, and benefit plan of a project created from a demand.
      Table 2. PMO: Project Management tests for validating basic life cycle and project rollups test suite
      Test Description
      Validate PPM Cycle from Ideation to demand to project closure Validate the flow of creating an idea, converting the idea to a demand, and then converting the demand to a project.
      Validation of State and Date Rollup for Automatic Project Validate the date and state rollup from tasks for a project of type Automatic.
      Validation of State and Date rollup for Manual Project Validate the date and state rollup from tasks for a project of type Manual.
      Validation of project percent complete when all tasks are Closed Incomplete Validate the project percent complete when all the tasks are closed as Closed Incomplete.
      Validate Project is not 100 percent complete if it has atleast one task as closed incomplete Validate the project percent complete is not 100% when at least one of the tasks is closed as Closed Incomplete or Closed Skipped with task % complete less than 100%.
      Validate waterfall project does not show Agile Planning Board Validate that the waterfall projects cannot use the following:
      • Add stories or epics
      • Add agile phase
      • Access Agile board from the project
      Child Test Suite: Validation of Move Project Action
      Validate Planned start date of a project can be shifted by using the Move project action Validate that the Planned start date of a project in Planning or Open state can be updated to a later or earlier date than the current planned start date using the Move project related link.
      Validate Move Project is disabled when Project is selected for execution Validate that the Move Project option is not available if the Project is in Execution phase.
      Validate Move Project functionality with sprint dates populated for an agile phase Validate that the sprint start and end dates are cleared when the project is moved using the Move Project related link.
      Validate Move Project functionality with external dependencies and related entities Validate that the external dependencies and related entities are also shifted and redrawn when the project is moved using the Move Project related link.
      Validate Move Project functionality with different project states Validate that the Move Project does not work when the project is in Work In Progress or Closed Complete state.
      Table 3. PMO: Resource Management tests for verifying the resource plan flows test suite
      Test Description
      PMO: Verify user resource plan flow from Planned to Canceled state Validate that the resource plan of a project can be moved to canceled state from planned state.
      PMO: Verify group resource plan flow from Planned to Complete state Validate that the resource plan of a project can be moved to complete state from planned state.
      PMO: Verify role resource plan flow from Planned to Allocated state Validate that the resource plan of a project can be moved to allocated state from planned state.
      Verify aggregated cost of all resource plans roll up to the corresponding project or demand fields Validate that the aggregated cost of all resource plans on a project or demand roll up to the Planned Cost and Allocated Cost fields and the Resource Cost section of respective projects and demands.
      Verify Copy Resource plan option Validate that the Copy Resource plan option creates an exact copy of the source resource plan in the Planning state
      Verify resource plan aggregate roll up from project/demand to program Validate that the aggregated cost of all resource plans on a project or demand roll up to the total planned cost of the associated program.
      Verify records on completion of a resource plan Validate the changes in a resource plan on completion:
      • The state of the resource plan is updated to Completed.
      • If the completion date is earlier than the resource plan end date, the end date of the resource plan is updated with the completion date. If the completion date entered is later than the resource plan end date, the resource plan end date is retained.
      • All the requested and allocation records for the resource plan for the period after the completion date are deleted. If there are any actual hours logged against an allocation, that allocation is not deleted. For those allocation records, the allocated hours become zero and the actual hours are retained.
      • The available and allocated hours for resources are updated in the aggregate tables.

      Verify records on completion of a resource plan with Planned Duration as allocation type Validate the following on completion of a resource plan with Planned Duration as allocation type:
      • The state of the resource plan is updated to Completed.
      • Allocations are not deleted.
      • End date of the allocation is updated to the completion date.
      Verify the RP replan Capability Validate that when a cancelled resource plan is re-planned, the state of the resource plan changes to Planning.
      Verify if change in resource plan is reflected in corresponding cost plan Validate that when a resource plan is updated, the corresponding cost plan is updated accordingly. For example, if the total planned cost is 500 USD, and the planned hours is 10, and you change the planned hours to 20, the total planned cost is updated to 1000 USD.
      Related topics
      • Quick start tests

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