Create and manage waterfall projects
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- UpdatedJan 30, 2025
- 3 minutes to read
- Yokohama
- Project Portfolio Management
An overview of the tasks involved in creating a waterfall project.
The following tables, arranged by task group, list the tasks involved in creating a waterfall project.
| Task | How do I do this? |
|---|---|
| Create a new project | Navigate to . |
| Task | How do I do this? |
|---|---|
| Open a project in the project workbench | Click the Project Workbench related link on the Project form. |
| Task | How do I do this? |
|---|---|
| Create a waterfall phase for a project | Click the Add phase icon ( ) and select Waterfall from the Phase Type choice list. |
| Create a test phase for a project | Click the Add phase icon () and select Test from the Phase Type choice list. |
| Task | How do I do this? |
|---|---|
| Edit a waterfall phase for a project | Click the Edit phase icon ( ) on a project phase and make the required changes in the details of the project phase. |
| Edit a test phase for a project | Click the Edit phase icon () on the test phase and make the required changes in the details of the test phase. |
| Task | How do I do this? |
|---|---|
| Add milestones to a project | Click the Add phase icon () and then click Milestone at the top of the Add Phase pop-up window. |
| Task | How do I do this? |
|---|---|
| Create a test plan | Navigate to . |
| Add test cases to a test plan | Click the Add Test Cases from Test Suite related link on the Test Plan form. |
| Create a test phase | Click the Add Phase button on the project workbench. |
| Add a test plan to a test phase | Click the Edit Phase icon () for the test phase and enter the name of the Test Plan. |
| Assign test cases to testers | Select a user in the Assigned to field on the Test Case form. |
| Notify testers to start testing | Click the Notify testers to start testing related link on the Test Plan form. |
| Tester performs tests and submits results | Navigate to My Tests or . |
| Monitor the testing progress | The Test Plans list, Test Plan form, and Test Case form all display results for test cases and individual tests. |
| Testing sign-off | Click the Sign-off Test Plan related link on Test Plan form. |
Related Content
- Copy a project
Another option for creating a project is to copy an existing project with all its tasks and relationships. After you specify the start date for the copy, the system adjusts all task start and end dates automatically.
- Create baseline of a project
Create a schedule baseline and financial baseline of a project. A schedule baseline captures planned dates of all tasks and milestones at a particular moment in time. A financial baseline captures benefit and financial metric information (snapshot of cost plan, benefit plan, and project-level financial metrics) at a particular moment in time.
- Assign a project schedule
Without an assigned schedule, a project calculates a day as a full 24 work hours. To schedule tasks by a more realistic work day, assign a schedule to the project. If the schedules provided in the base system do not suit your needs, define a new one.
- Create a project cost plan
Project cost plans capture the costs of projects. Create a cost plan to specify the unit cost of a cost type for a fiscal period.
- Create a monetary benefit plan for a project
Project benefit plans capture the potential benefits accrued by the project when the project is executed. Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods.
- Create a non-monetary benefit plan for a project
Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed.
- Associate monetary and non-monetary benefit plans
Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the project for the hybrid benefit plans.
- Project and portfolio funding
Specify the amount of money that projects and portfolios are allowed to have.
- Create an expense line
A project expense line is cost associated with a specific source, such as a user, fixed asset, or a CI. Expense lines are part of project cost plans.
- Generate labor costs
Generate labor costs based on the planning attributes configured for financials in the planning attributes page for the resource assignments in a project.
- Migrate budget of active projects to Next Experience
Migrate the project budget to Next Experience to manage the financials using Project Workspace.
- Migrate financial baselines of projects to Next Experience
Migrate the financial baselines of your project to Next Experience to manage the financial using Project Workspace.
- Create a project status report
You can periodically create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.
- View project status reports
Project status reports provide the most recent, at-a-glance progress of a project displayed in several categories.
- Create a cost type definition
Create a cost type definition to associate a cost type, operating, or capital, to an account in the General Ledger from the Financial Management application. Create a cost type definition if you are using Project Portfolio Management with Financials.
- Allocate budget to a project
Set the budget of a project according to the fiscal years.
- RIDAC records for a project in Project Workspace
RIDAC is an acronym for Risk, Issue, Decision, Action, and Request Change records. In Project Workspace, you can create a risk record for your project that you can convert to other records during the project life cycle. You can track issues and avoid copying relevant details in the related records.