This document provides a guidance on managing test plans in odi test manager.

Preconditions

It is essential to obtain a "Create Plan/TC" role in prior to be able to create a test plan. You may refer to User Management for detail.

Manage test plans

Please follow steps below in order to create a test plan in odi test manager.

Move into a project by clicking "Project" menu at the top, choose a project by clicking either a key or project name from projects listed
Click "Test Plans" from the left side bar
A "Test Plans" page may appear. Click a "Create Test Plan" button at the top-right corner
A "New Test Plan" dialog appears. Enter following information accordingly:
1. Environment
  1. It is essential to choose an "Environment". If not sure what Environment is, you may refer to Test Environment
2. Test Plan Type. if not sure what the test plan type is, please refer to Code Management
3. Test Plan Name
4. Description
5. Tags
  1. Tags will be searchable froma Tag Search bar, which is located at the top menu
6. Project Leader
7. Start Date
8. End Date
Press the "Save" button at the bottom of the dialog to save the information

Followings show necessary steps to modify a test plan.

Click "Test Plans" from the left side bar
Choose and click a Key of a test plan from a list to modify
Once a detailed information page for the chosen test plan appears, click "Edit" button at the top right corner
From a "Edit Test Plan" dialog, edit those fields given. Please be carefully aware that "Status" value should be toggled to "Testing" in order to perform its test execution. For more details, please refer to Test Execution
As editing is done, click a "Save" button to save the information modified.

Followings show necessary steps to delete a test plan.

Click "Test Plans" from the left side bar
Choose and click a Key of a test plan from a list to delete
Once a detailed information page for the chosen test plan appears, click "Delete" button at the top right corner
Press "OK" button when confirmation message appears

Following steps are needed in order to add test cases into a test plan.

Click "Test Plans" from the left side bar
Choose and click a Key of a test plan from a list to modify
Click "Add TestCases" button at the top right corner of a panel at the bottom
Once a "Add TestCases" dialog appears, choose and tick check boxes of testcases to add from a list
Once all selected, Press a "Add TestCases" button at the bottom to add them into the test plan.

Following steps are needed in order to add test cases from a test suite into a test plan.

Click "Test Plans" from the left side bar
Choose and click a Key of a test plan from a list to modify
Click "Add TestCases in Testsuite" button at the top right corner of a panel at the bottom
Once a "TestSuites" dialog appears, choose (a) testsuite(s) to add from a list