Add Or Edit Test Plans

The Test Plan page allows users to view, search, and filter their Test Plans. Test Plans serve as containers for your tests.

Also see how to Filter and Search Test Plans, What The Test Plan Metrics Mean, Duplicate Test Plans, and Delete Test Plans.

Add a Test Plan

To add a manual Test Plan:

1. Click Test Plan.
   
2. Click + New Test Plan.
   The Create a new test plan pop up opens.
   
3. Type the Test Plan Name. (Mandatory field.)
4. Type the Test Plan Description. (Mandatory field.)
5. Select a Project from the Project/Release drop-down menu. (Mandatory field.)
   
   Your choice of Project determines the choice of Requirements later under the Requirements tab.
6. The fields under the Project/Release drop-down menu are custom fields created using the Test Plan Custom Fields Customization.  Ask your administrator how to fill them in.
7. Manage Dependencies:
   
   A Dependency is a relationship between the Test Plan and another Test Plan. For instance, the Test Plan may be Required For another Test Plan. 
   1. Add a Dependency:
      1. Select from the Choose Parent drop-down menu.
         
      2. Select a Test Plan from the Choose child drop-down menu.
      3. Click Add.
         The Dependency saves as a tag.
         
   2. Delete a Dependency.
      1. Click the white cross to the right of the Dependency.
         
8. Add Phases and Milestones:
   
   1. Add a Milestone:
      
      Phases have a start and end date. Milestones only have a single date.
      1. Click + Milestone.
      2. Click Milestone Name and type the Milestone Name.
      3. Click Pick a Date and select a date in the calendar drop-down menu.
      4. Click outside the field to save.
   2. Add a Phase:
      1. Click + Phase.
      2. Click Phase Name and type the Phase Name.
      3. Click the Pick a Date field on the left and choose a start date.
      4. Click the Pick a Date field on the right and choose an end date.
         Dates before the start date will be grayed out.
         
      5. Click outside the field to save.
   3. Delete a Milestone or Phase by clicking the gray X.
      
      Attachments can only be added or managed while editing Test Plans.
9. Click the Detailed Execution Plan tab:
   
   You must create at least one Phase before creating a detailed execution plan because this section breaks down all the Phases into days. Weekend days will be grayed out.
   
   
   
   See the results of the Detailed Execution Plan in the Daily Test Progress report.
   
   
   1. Set planned daily Test Case executions:
      
      1. Set the same number of Test Case executions per day:
         1. Type the number of executions into the Apply to all field.
            
         2. Click Apply to all.
            All the fields will populate with the same number and the Planned Overall Executions fields will be filled in.
      2. Manually enter the number of executions per day:
         1. Type the execution number into each field.
            The Planned Overall Executions fields will be filled in
10. Click Next:
    • The Requirements tab opens.
    • Clicking Start Over in the footer once you have saved the Test Plan will delete the information entered so far and take you back to the first tab.
      
11. Manage Requirements:
    1. Add Requirements:
       1. Click + Add Requirements. 
          
          
          Only Requirements that belong to the Release selected under the Test Plan Info tab will show.
       2. Search for External IDs, Requirement IDs or Requirement Names.
       3. Click to select Requirement checkboxes.
       4. Click to select the Select/Deselect All checkbox to speed up the selection processs.
       5. Click Add Selected.
          The Requirements appear under the Project’s Requirements drop-down menu.
    2. Delete Requirements:
       1. Click the X next to the Requirement.
          
12. Click Next.
    
    You will be prompted to confirm whether you wish to add the Test Cases associated with the Requirements you have just selected to the Test Plan.
    
    The Test Team Resources tab opens.
    
    
    You can currently only select stakeholders as Testing Resources. In the future, software and environments will be selectable.  
13. Manage Testing Resources:
    1. Add Testing Resources:
       1. Select Testing Resources from the Add Testing Resources drop-down menu. (Mandatory field.)
       2. Click Add.
          The selected Testing Resource appears below the Add Testing Resources drop-down menu.
    2. Delete Testing Resources:
       1. Click the red X next to the Testing Resource.
          
14. Click Next.
    The Review tab opens.
    
15. Review your information. Click the relevant tab to make edits.
16. Click Save and Close.

Edit a Test Plan

To edit a manual test plan:

1. Click Test Plan.
   
2. Click the Test Plan’s blue-linked ID or Name.
   
   
   See What The Test Plan Metrics Mean.
3. Make the Test Plan Name editable by clicking the pencil icon.
   
4. Make the Test Plan:
   1. Active: By clicking the Active button.
      
      
      Test Plans must be Active to appear in the Test Designer and Test Execution pages. 
   2. Inactive: By clicking the Inactive button.
      
      
      Find out What The Test Plan Metrics Mean.
      
      
5. Manage Phases and Milestones and the Detailed Execution Plan by clicking Edit Phase & Gate and Update Planned Execution next to Timeline:
   
   
   1. Manage Phases and Milestones:
      
      1. Add a Milestone:
         
         Phases have a start and end date. Milestones only have a single date.
         1. Click + Milestone.
         2. Click Milestone Name and type the Milestone Name.
         3. Click Pick a Date and select a date in the calendar drop-down menu.
         4. Click outside the field to save.
      2. Add a Phase:
         1. Click + Phase.
         2. Click Phase Name and type the Phase Name.
         3. Click the Pick a Date field on the left and choose a start date.
         4. Click the Pick a Date field on the right and choose an end date.
            Dates before the start date will be grayed out.
            
         5. Click outside the field to save.
      3. Edit a Phase or Milestone by clicking on and editing each field.
      4. Delete a Milestone or Phase by clicking the gray X.
      5. Click Save & Close.
   2. Manage the Detailed Execution Plan:
      
      See the results of the Detailed Execution Plan in the Daily Test Progress report.
      1. Click the Detailed Execution Plan tab.
         
      2. Select Green, Amber, or Red from the RAG Status drop-down menu.
      3. Type the Key Points & Highlights. This information will be displayed on the daily progress report.
      4. Edit the Planned Daily Execution numbers:
         1. Type the new number of Test Cases that should have been edited on that day.
         2. Click Save & Close.
      5. The Detailed Execution Plan shows:
         
         • Test Execution Progress graph.
           
           • Planned overall executions (blue) vs Actual overall executions (yellow).
           • As Test Cases can be executed multiple times (for example, when a Test Case fails for the first time and must be repeated) the graph will only show the first date that each Test Case is executed.
           • Actual overall executions counts Passed, Failed, Blocked, and Descoped Test Cases, but not No Run and In Progress Test Cases.
           • Test Cases run outside the Phase dates will not be counted unless the Phase gates are extended.
         • Each Phase in green.
           
         • Weekend dates grayed out.
   3. Click Save & Close to return to the Test Plan Info tab.
6. Edit the Test Plan Description.
7. Select a Project from the Project/Release drop-down menu.
   
   Your choice of Project determines the choice of Requirements later under the Requirements tab.
8. The fields under the Project/Release drop-down menu are custom fields created using the Test Plan Custom Fields Customization.  Ask your administrator how to fill them in.
9. Manage Dependencies:
   
   A Dependency is a relationship between the Test Plan and another Test Plan. For instance, the Test Plan may be Required For another Test Plan. 
   1. Add a Dependency:
      1. Select from the Choose Parent drop-down menu.
         
      2. Select a Test Plan from the Choose child drop-down menu.
      3. Click Add.
         The Dependency saves as a tag.
         
   2. Delete a Dependency.
      1. Click the white cross to the right of the Dependency.
         
         
         Phases and Milestones can only be added or edited while creating a new test plan.
10. Add an attachment using Plutora Test Chrome Plug-In:
    
    To manage attachments, users need the Attachment View / Download, Attachment Access, Attachment Create, and Attachment Delete user permissions. 
    1. Add a screenshot:
       1. Click the black camera icon.
          
          
          If the camera icon has a red dot, Plutora Test Chrome Plug-In is not installed. Click here to see the installation instructions. (You must also be using Google Chrome browser.)
       2. Manage the screenshot using the toolbar. The tools from left to right are:
          
          1. Edit the screenshot title:
             1. Click the pen icon.
                
             2. Type the new file name.
             3. Click outside the file name field.
          2. Annotate the screenshot with the following tools:
             • Selection: Select and move annotations.
               
             • Crop: Select this tool, draw a rectangle around the area you want to keep, and click Confirm Crop.
               
             • Arrow: Draw an arrow.
               
               
               Arrows, text, rectangles, ellipses, and free draws will use the color selected in the Color tool (see below).
             • Text: Click to drop text and click the text to edit.
               
             • Rectangle: Draw a rectangle.
               
             • Ellipse: Draw a circle or oval.
               
             • Free Draw: Draw a line.
               
             • Undo: Undo the last action.
               
             • Redo: Redo the last action.
               
             • Delete: Deletes an annotation that has been selected using the Selection tool.
               
             • Color: Click to select a color for your annotations. The button on the right opens a color wheel so you can select a color that isn’t in the menu.
               
          3. Click Download to download the file to your computer.
          4. Click Save to Attachments to save the file to Plutora Test.
          5. Click the X to close the pop up without saving the screenshot.
    2. Add a video:
       
       Videos created from Plutora Test’s Screen Capture are saved in AWS, meaning that an unlimited number of 25 MB videos can be saved as attachments. 
       1. Click the black video icon.
          
          
          If the video icon has a red dot, Plutora Test Chrome Plug-In is not installed. Click here to see the installation instructions. (You must also be using Google Chrome browser.)
       2. Click to select which application window should record.
       3. Click Share.
       4. Click Start Recording.
          
       5. Click Stop to end the recording.
       6. Edit the video title:
          1. Click the pen icon.
             
          2. Type the new file name.
          3. Click outside the file name field.
       7. Click Record New Clip to discard the current video and record a new one.
       8. Click Download to download the file to your computer.
       9. Click Save to Attachments to save the file to Plutora Test.
          
          Plutora Test can accept attachments up to 25 MB in size. If the video is larger, it cannot be saved as an attachment, but you can still download it.
       10. Click the X to close the pop up without saving the video.
11. Add an attachment manually:
    
    To manage attachments, users need the Attachment View / Download, Attachment Access, Attachment Create, and Attachment Delete user permissions. 
    1. Click the green cross button under Attachments.
       
    2. Select a file and click Open.
       The attachment uploads and appears as a circular icon.
12. Manage uploaded attachments:
    

    *NEW* Uploaded attachments are now sorted in descending order by upload date.

    1. View an attachment:
       1. Click the view button.
          
       2. Click the X in the top right corner to close the attachment.
    2. Download an attachment:
       1. Click the download button.
          
          Your attachment should start downloading immediately.
          Save the file to your hard drive if prompted.
    3. Delete an attachment:
       1. Click the delete button.
          
13. Click the Requirements tab.
    
14. Manage Requirements:
    1. Add Requirements:
       1. Click + Add Requirements. 
          
          Only Requirements that belong to the Release selected under the Test Plan Info tab will show.
       2. Search for External ID, Requirement IDs or Requirement Names.
       3. Click to select Requirement checkboxes.
       4. Click to select the Select/Deselect All checkbox to speed up the selection processs.
       5. Click Save & Close.
          
          You will be prompted to confirm whether you wish to add the Test Cases associated with the Requirements you have just selected to the Test Plan.
    2. Delete a Requirement:
       1. Click the black X next to the Requirement.
    3. Bulk delete Requirements:
       1. Delete Selected Requirements:
          1. Select two or more checkboxes from the left-hand column.
          2. Select Delete Selected from the Action drop-down menu.
             
          3. Click Confirm.
       2. Delete all Requirements:
          1. Select Delete All from the Action drop-down menu.
15. Click the Team Resources tab.
    
16. Manage Team Resources:
    
    You can currently only select stakeholders as Testing Resources. In the future, software and environments will be selectable.  
    1. Add Testing Resources:
       1. Select stakeholders from the Showing test resources drop-down menu.
    2. Delete Testing Resources:
       1. Click the black X next to the testing resource.
17. Manage Comments:
    
    To manage comments, users need the Comments View, Comments Create, and Comments Update user permissions. 
    1. Click the Comments tab.
    2. Add a comment by typing your comment in the Your comment… field and clicking Send.
    3. Click Edit to edit your comment.
    4. Click Reply to reply to a comment.
    5. To tag a User, so that your tagged comment appears in their Comment Stream:
       1. Type the @ symbol and the first few letters of their name in the comment field.
       2. Click to select their name from the menu that appears after you type @.
          
18. Click Close or click the X at the top right of the pop up.

View Activity History

Click the clock-shaped button on the top right of the pop up to view the Activity History of the record. To see more information about Activity History, click here.