Creating test plans

The test plan captures the test requirements, test cases, test execution criteria, and other information for a particular test cycle.

A test plan in IBM® Rational® Quality Manager is based on a test plan template. When you create a new test plan, you choose a template to base it on.

A test plan consists of several sections that are defined in the template. You can add your own sections to the test plan, and you can remove sections that are supplied with the template.

To create a new test plan:

  1. From the left sidebar, point to the Planning icon (Planning) and click Create Test Plan.

    The new test plan opens, with a Table of Contents on the left and an editor on the right.

  2. At the top of the new test plan, enter a new test plan name.
  3. Select a test plan template from the list.
  4. Complete the test plan Summary or assign the Summary section to another team member to complete.

    The Summary section consists of two predefined categories (Product and Release) and a Description. To add new products or releases to the test plan, or to add your own test plan categories, click the Manage Test Plan Categories icon (Manage category ).

    To complete the test plan Summary:

    1. Select a Product from the list.
    2. Select a Release from the list.
    3. In the Description, type a detailed description of the test plan.

    To assign the Summary section, or any section of the test plan, to another team member to complete:

    1. Click Work Item: Create to open the Create Work Item window.
    2. In the Summary field, enter a summary of the work item.
    3. In the Owned By field, select an owner to which you want to assign the work item.
    4. In the Due field, assign a work item due date.
    5. Click OK.
    A work item of the Task-Quality type is created.
  5. Complete the other test plan sections as needed or assign them to other team members to complete.
  6. To open all test plan sections in the editor at once, select Show All Sections.
  7. To add your own, customized test plan sections or to remove sections that you do not need, click Manage Sections.
  8. Click Save to save the new test plan.
  9. Optionally, click the Print View icon (Print view ) in the upper right corner of the test plan to display a printable version of the test plan.
  10. Optionally, click the Lock/Unlock icon (Lock test artifact) in the upper right corner of the test plan to make the test plan read-only.
    Note: You will be required to E-Sign this action by providing your password.
Related concepts
Test plan overview
Related tasks
Managing categories
Managing sections of test plans and test cases
Copying portions of existing documents

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