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Project Management Overview - Test Case Platform

Projects are containers within a workspace that organize test cases, test runs, defects, requirements, and other testing artifacts. Each project has its own repository, configuration, and team members, allowing you to manage testing activities for specific applications or features independently.

Core Concepts

What is a Project?

A project is a self-contained testing environment within a workspace that includes:

  • Test Repository: All test cases, test suites, and test artifacts
  • Test Execution: Test runs and execution tracking
  • Requirements: Product requirements and specifications
  • Defects: Bug tracking and defect management
  • Releases: Version management and release tracking
  • Configuration: Custom fields, parameters, and shared steps
  • Team Members: Project-specific users and roles
  • Analytics: Observatory and reporting features

Project vs Workspace

Workspace:

  • Top-level organizational structure
  • Contains multiple projects
  • Manages workspace-wide settings and resources
  • Shared across all projects in the workspace

Project:

  • Specific testing container within a workspace
  • Contains project-specific test cases and artifacts
  • Has its own configuration and team members
  • Isolated from other projects in the workspace

Accessing a Project

To access a project:

  1. Navigate to a workspace by clicking on it from the Workspaces page.

  2. On the Projects page, click on a project card or navigate to /workspace/:workspaceId/project/:projectId.

  3. As a result, you’ll enter the project and see the project overview page.

  4. The project header and sidebar will display all available project sections.

Project Navigation

When you’re inside a project, you can access various sections through the sidebar navigation:

Overview:

  • Project dashboard and summary
  • Quick access to key metrics
  • Recent activity and updates

Observatory:

  • Advanced analytics and insights
  • Test coverage analysis
  • Trend visualization

Repository:

  • Test case repository
  • Test suites organization
  • Test case management

Requirements:

  • Product requirements
  • Requirement tracking
  • Test case linking

Test Suites:

  • Test suite organization
  • Test case grouping
  • Suite management

Releases:

  • Release management
  • Version tracking
  • Release planning

Test Runs:

  • Test execution tracking
  • Run management
  • Execution history

Defects:

  • Defect tracking
  • Bug management
  • Issue resolution

Settings:

  • Project configuration
  • General settings
  • Project management

Header Navigation (Dropdown Menus)

User Management:

  • Users: Manage project members and their access
  • Roles: Configure project-specific roles and permissions

Data Insights:

  • Observatory: Advanced analytics dashboard
  • Test Runs: Test execution tracking
  • Defects: Defect management
  • Reports: Test reports and analytics

Configurations:

  • Fields: Custom fields for test cases and defects
  • Shared Steps: Reusable test steps
  • Parameters: Project-level parameters and variables

Project Features

Test Management

Repository:

  • Organize test cases in a hierarchical structure
  • Create and manage test suites
  • Link test cases to requirements
  • Track test case versions

Test Suites:

  • Group related test cases
  • Organize tests by feature or functionality
  • Manage test suite structure
  • Bulk operations on test cases

Test Cases:

  • Create detailed test cases with steps
  • Define expected results
  • Add prerequisites and attachments
  • Use shared steps for reusability

Test Execution

Test Runs:

  • Create test runs for specific builds or versions
  • Execute test cases and track results
  • Assign test cases to team members
  • Track execution progress

Test Results:

  • View test execution results
  • Track pass/fail status
  • Analyze execution trends
  • Generate execution reports

Requirements Management

Requirements:

  • Define product requirements
  • Link test cases to requirements
  • Track requirement coverage
  • Manage requirement status

Traceability:

  • Link requirements to test cases
  • Track test coverage for requirements
  • Ensure all requirements are tested

Defect Management

Defects:

  • Create defects from failed test cases
  • Track defect status and resolution
  • Link defects to test cases
  • Manage defect lifecycle

Defect Tracking:

  • Assign defects to team members
  • Track defect priority and severity
  • Monitor defect resolution progress

Release Management

Releases:

  • Create and manage releases
  • Track release versions
  • Link test runs to releases
  • Plan release testing

Version Control:

  • Track multiple release versions
  • Manage release cycles
  • Plan testing for upcoming releases

Configuration

Custom Fields:

  • Create project-specific custom fields
  • Extend test case and defect data
  • Configure field types and options
  • Assign fields to different views

Parameters:

  • Define project-level parameters
  • Use parameters in test cases
  • Manage environment-specific values
  • Override workspace parameters

Shared Steps:

  • Create reusable test steps
  • Use shared steps in test cases
  • Maintain step consistency
  • Update steps across all test cases

User Management

Users:

  • Add workspace members to the project
  • Assign project-specific roles
  • Manage user access
  • Control project permissions

Roles:

  • Configure project-specific roles
  • Define role permissions
  • Assign roles to users
  • Manage access control

Analytics & Reporting

Observatory:

  • Advanced analytics dashboard
  • Test coverage visualization
  • Trend analysis
  • Custom metrics and KPIs

Reports:

  • Generate test execution reports
  • Create custom reports
  • Export data for analysis
  • Share reports with stakeholders

Project Properties

Each project has the following properties:

  • Project ID: Unique identifier automatically assigned
  • Project Code: Short code identifier (e.g., “TC”, “API”)
  • Project Name: Descriptive name for the project
  • Description: Details about the project’s purpose
  • Workspace: The workspace the project belongs to
  • Created Date: When the project was created
  • Created By: User who created the project
  • Team Members: Users with access to the project
  • Settings: Project-specific configuration

Project Routes

All project features are accessible via the following routes:

  • Overview: /workspace/:workspaceId/project/:projectId/overview
  • Observatory: /workspace/:workspaceId/project/:projectId/observatory
  • Repository: /workspace/:workspaceId/project/:projectId/repository
  • Requirements: /workspace/:workspaceId/project/:projectId/requirements
  • Test Suites: /workspace/:workspaceId/project/:projectId/testsuites
  • Releases: /workspace/:workspaceId/project/:projectId/releases
  • Test Runs: /workspace/:workspaceId/project/:projectId/testruns
  • Defects: /workspace/:workspaceId/project/:projectId/defects
  • Users: /workspace/:workspaceId/project/:projectId/users
  • Roles: /workspace/:workspaceId/project/:projectId/roles
  • Custom Fields: /workspace/:workspaceId/project/:projectId/fields
  • Parameters: /workspace/:workspaceId/project/:projectId/parameters
  • Shared Steps: /workspace/:workspaceId/project/:projectId/shared-steps
  • Recycle Bin: /workspace/:workspaceId/project/:projectId/recycle-bin
  • Settings: /workspace/:workspaceId/project/:projectId/settings

Project Dashboard

The project overview page provides:

  • Project Summary: Key metrics and statistics
  • Recent Activity: Latest test runs, defects, and updates
  • Quick Actions: Fast access to common tasks
  • Project Information: Project details and team members
  • Navigation: Links to all project sections

Permissions

Access to project features depends on your role:

  • Project Owner: Full access to all project features
  • Project Administrator: Can manage most project settings
  • Project Manager: Can create and manage test cases and runs
  • Tester: Can execute tests and create defects
  • Viewer: Read-only access to project information

Project roles are separate from workspace roles and can be customized per project.

Best Practices

When working with projects:

  1. Clear Naming: Use descriptive project names and codes
  2. Organize Structure: Create logical test suite hierarchies
  3. Link Requirements: Connect test cases to requirements for traceability
  4. Use Shared Steps: Create reusable steps for common procedures
  5. Manage Releases: Track releases and link test runs to versions
  6. Configure Fields: Set up custom fields relevant to your project
  7. Assign Roles: Grant appropriate permissions to team members
  8. Track Defects: Create and manage defects systematically
  9. Monitor Analytics: Use Observatory to track testing progress
  10. Regular Updates: Keep test cases and requirements up to date

Use Cases

Application Testing:

  • Create a project for each application
  • Organize test cases by feature
  • Track releases and versions
  • Manage defects per application

Feature Testing:

  • Create projects for specific features
  • Isolate testing activities
  • Track feature-specific metrics
  • Manage feature releases

Environment Testing:

  • Create projects for different environments
  • Test staging, production, and development
  • Track environment-specific issues
  • Manage environment configurations

Next Steps

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