Create and manage waterfall projects

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 3분

    • 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.

    표 1. Create a new project
    Task Steps
    Create a new project Navigate to All > Project > Projects > Create New.
    표 2. Open an existing project
    Task Steps
    Open a project in the project workbench Select the Project Workbench related link on the Project form.
    표 3. Add phases to a project from the project workbench
    Task Steps
    Create a waterfall phase for a project Select the Add phase icon (Add phase icon.) and select Waterfall from the Phase Type choice list.
    Create a test phase for a project Select the Add phase icon (Add phase icon.) and select Test from the Phase Type choice list.
    표 4. Edit a project phase from the project workbench
    Task Steps
    Edit a waterfall phase for a project Select the Edit phase icon (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 (Edit phase icon.) on the test phase and make the required changes in the details of the test phase.
    표 5. Add milestones to a project from the project workbench
    Task Steps
    Add milestones to a project Select the Add phase icon (Add phase icon.) and then select Milestone at the top of the Add Phase pop-up window.
    표 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 (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.