Manage Test Plans

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The Test Plan summary page provides testers with a single location to organize and manage test cases into test folders. When planning your test effort, use test plans to assemble test cases in a hierarchy of folders, run the tests in groups, log test results and defects, then see the summarized results.

Managing test plans includes the following:

Create test folders

Use test folders to organize and group your tests into functional areas. You can create test folders from several locations on the Test Plan summary page.

With the editor

  1. From Actions, select New Test Folder.
  2. On the Create Test Folder editor, enter the name for your new test folder.
  3. Optionally, select a parent test folder from the Choose icon Choose icon.
  4. Click Save & Close.

Inline add

  1. From Actions, select Inline Add.
  2. On the empty row at the top of the summary page, enter the name for your new test folder.
  3. Click a row action icon:
    • Click Save & New to save your test folder and add another.
    • Click Save to save your test folder.
    • Click Cancel to cancel.

Edit test folders

You can edit test folders from several locations on the Test Plan summary page.

With the editor

  1. Click the Edit row icon Inline Edit of the test folder you want to edit.
  2. On the Edit Test Folder editor, make any necessary changes.
  3. Click Save & Close.

Inline

  1. Double-click the test folder row you want to edit.
  2. With the row in edit mode, complete your edits.
  3. Click Inline Save to save your changes or click Cancel to cancel.

Create hierarchical test folders

To organize your test cases, you can create a hierarchy of test folders. Create a hierarchy by assigning a parent or child test folder.

Assign a parent test folder

  1. From the Test Plan summary page, click the Edit icon Inline Edit of the test folder.
  2. On the Edit Test Folder editor, click the Choose Choose icon icon in the Parent field.
  3. On Choose Test Folder, select the parent test folder.
  4. Click Choose.
  5. Click Save & Close.

Create child test folders

  1. From the Test Plan summary page, click the Inline Add Test FolderInline Add Test Folder icon of the parent test folder.
  2. On the new row, enter the name for your child test folder.
  3. Click a row action icon:
    • Click Save & New to save your test folder and add another.
    • Click Save to save your test folder.
    • Click Cancel to cancel.

Delete test folders

  1. From the Test Plan summary page, click the Delete Delete icon next to the test folder you want to delete.
  2. Click OK on the confirmation message.

Note: Child test folders are not deleted with parent test folders. The Parent field of the child story is cleared and child folders display on the Test Plan Summary page unless you delete them as well.

Add test cases to test folders

You can create new or add existing test cases to test folders.

Create new test cases

With the editor

  1. On the Test Plan summary page, click the New Test Case icon New Test Case on the row of the test folder to which you want to add test cases.
  2. On Create Test Case, enter the test case information. The test folder field is automatically updated.
  3. Click Save & Close.
  4. The Test Plan summary page displays the new test case under the test folder. Expand the test folder to see the associated test cases.

Inline

  1. On the Test Plan summary page, click the Inline New Test Case icon Inline New Test Caseon the row of the test folder to which you want to add test cases.
  2. On the empty row, enter a name for the test case.
  3. Click a row action icon:
    • Click Save & New to save your test case and add another.
    • Click Save to save your test case.
    • Click Cancel to cancel.

Add existing test cases

  1. On the Test Plan summary page, click the Add Test Cases row action icon Add Test Cases.
  2. On Choose Test Case, select the test cases you want to associate to the test folder.

    Note: On the chooser page, if you select items and then click to the next page , your selections on the first page are not saved. Filter your search criteria and increase your display to limit your results to one page.

  3. Click Choose.

    The Test Plan summary page displays the new test case under the test folder. Expand the test folder to see the associated test cases.

Add test folders to test cases

Add test folders to test cases through the Test Case editor.

  1. On the Test Case editor, click the Choose Choose icon icon in the Test Folder field.
  2. On Choose Test Folder, select the test folder to associate to the test case.
  3. Click Choose.
  4. On the editor, click Save & Close.

Note the following:

  • Test cases can only be added to a single test folder.
  • Only test cases from the selected project can be added to a test folder.
  • The chooser only displays test cases that reside in the selected project.
  • If a test case contained within a test folder is moved to a different project, the Test Folder field of the test case is cleared.

Rank test cases in a test folder

Drag-and-drop ranking

Rank test cases on the Test Plan page in an executable order by using drag-and-drop. To change the order of a test case in a folder, select the test case and drag it to the correct placement.

Rank test cases in folder

Manual ranking

If your workspace is set to use manual ranking, you can change the order or priority of a test case on the Test Plan page by double-clicking on the case and entering a rank value.

Manual rank on test plan page

Remove a test case from a test folder

Remove a test case from a test folder through the Test Case editor.

  1. On the Test Case editor, click the ClearClear icon in the Test Folder field.
  2. Click Save & Close.
  3. The test case no longer displays in the Test Plan summary page under the test folder.

Run test cases

Run test cases contained in a test folder from a single location.

The test cases that are contained in the test folder are listed in the test run view. From this view you can create a test case result, add a defect, or edit the test case.

Test folder status

The Test Plan summary page displays a status bar Test Folder Status Bar for each test folder. The status bar rolls up the test results of the test cases in the folder, as well as results in child folders.

Hover over the status bar to display details:

  • Green = Passing test cases
  • Red = Failing test cases
  • Yellow = All other test case result verdicts not passing or failing (such as inconclusive, error, or custom values).
  • White = Not run

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