Create and manage waterfall projects

Plan, create, and manage projects using the Waterfall methodology.

The following tables, arranged by task group, list the tasks involved in creating a waterfall project.

Table 1. Create a new project

Task	Steps
Create a new project	Navigate to All > Project > Projects > Create New.

Table 2. Open an existing project

Task	Steps
Open a project in the project workbench	Select the Project Workbench related link on the Project form.

Table 3. Add phases to a project from the project workbench

Task	Steps
Create a waterfall phase for a project	Select the Add phase icon () and select Waterfall from the Phase Type choice list.
Create a test phase for a project	Select the Add phase icon () and select Test from the Phase Type choice list.

Table 4. Edit a project phase from the project workbench

Task	Steps
Edit a waterfall phase for a project	Select the Edit phase icon () on a project phase and make the required changes in the details of the project phase.
Edit a test phase for a project	Select the Edit phase icon () on the test phase and make the required changes in the details of the test phase.

Table 5. Add milestones to a project from the project workbench

Task	Steps
Add milestones to a project	Select the Add phase icon () and then select Milestone at the top of the Add Phase pop-up window.

Table 6. Set up manual testing

Task	Steps
Create a test plan	Navigate to All > Test Management > Test Execution > Test Plans > New.
Add test cases to a test plan	Select the Add Test Cases from Test Suite related link on the Test Plan form.
Create a test phase	Select the Add Phase button on the project workbench.
Add a test plan to a test phase	Select the Edit Phase icon () for the test phase and enter the name of the Test Plan.
Assign test cases to testers	Select a user in the Assigned to field on the Test Case form.
Notify testers to start testing	Select the Notify testers to start testing related link on the Test Plan form.
Monitor the testing progress	The Test Plans list, Test Plan form, and Test Case form all display results for test cases and individual tests.
Testing sign-off	Select the Sign-off Test Plan related link on Test Plan form.

Related concepts

• Costing add-on in Project Management

Related tasks

• Create a project task from a project
• Create a parent-child relationship on the Project Task form
• Create a monetary benefit plan for a project
• Create a non-monetary benefit plan for a project
• Associate monetary and non-monetary benefit plans
• Create a project cost plan
• Recalculating costs of all resource plans in a project
• Create an expense line
• Update a project
• Copy a project
• Assign a project schedule
• Create baseline of a project
• Create a milestone
• Activate project task email notifications
• Change the planned start date of a project
• Create a cost type definition
• Generate labor costs
• Create a project status report
• Allocate budget to a project
• Migrate budget of active projects to Next Experience
• Migrate financial baselines of projects to Next Experience
• Create baseline of a project