Create and manage waterfall projects

  • Release version: Xanadu
  • Updated January 24, 2025
  • 2 minutes to read
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    Summary of Create and manage waterfall projects

    This guide outlines the essential tasks involved in creating and managing waterfall projects within ServiceNow. It provides step-by-step instructions for creating new projects, managing project phases, adding milestones, and setting up manual testing to ensure comprehensive project management and control.

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    Key Features

    • Create and open projects: Easily create new waterfall projects via Project > Projects > Create New or Workbench, and open existing projects using the Project Workbench for detailed management.
    • Manage project phases: Add and edit waterfall and test phases directly from the project workbench, allowing tailored project structuring and tracking.
    • Add milestones: Incorporate milestones into projects through the Add Phase pop-up window to monitor key deliverables and deadlines.
    • Manual testing setup: Establish test plans, add test cases, assign testers, and notify them to start testing. Testers can submit results, and progress is monitored through test plans and case forms, culminating in testing sign-off.

    Practical Application for ServiceNow Customers

    ServiceNow customers can leverage these capabilities to create detailed waterfall project plans, ensure phased progress tracking, and integrate testing phases seamlessly. The stepwise approach facilitates efficient project execution, quality assurance through manual testing, and transparent progress monitoring. This comprehensive workflow supports managing complex projects with structured phases and milestones, improving project visibility and control.

    Related Tasks and Concepts

    • Copying projects and creating baselines
    • Assigning project schedules and cost plans
    • Managing monetary and non-monetary benefit plans
    • Generating labor costs and expense lines
    • Migrating budgets and financial baselines to Next Experience
    • Creating project status reports and cost type definitions
    • Allocating budgets efficiently within projects

    An overview of the tasks involved in creating a waterfall project.

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

    Table 1. Create a new project
    Task How do I do this?
    Create a new project
    • Navigate to Project > Projects > Create New.
    • Navigate to Project > Projects > Workbench and click New Project.
    Table 2. Open an existing project
    Task How do I do this?
    Open a project in the project workbench
    • Click the Project Workbench related link on the Project form.
    • Navigate to ProjectProjectsWorkbench and select the project from the Select Projects choice list in the workbench header.
    Table 3. Add phases to a project from the project workbench
    Task How do I do this?
    Create a waterfall phase for a project Click the Add phase icon (Add phase icon.) and select Waterfall from the Phase Type choice list.
    Create a test phase for a project Click the Add phase icon (Add phase icon.) and select Test from the Phase Type choice list.
    Table 4. Edit a project phase from the project workbench
    Task How do I do this?
    Edit a waterfall phase for a project Click 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 Click the Edit phase icon (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 How do I do this?
    Add milestones to a project Click the Add phase icon (Add phase icon.) and then click Milestone at the top of the Add Phase pop-up window.
    Table 6. Set up manual testing
    Task How do I do this?
    Create a test plan Navigate to Test Management > Test Execution > Test Plans > New.
    Add test cases to a test plan Click the Add Test Cases from Test Suite related link on the Test Plan form.
    Create a test phase Click the Add Phase button on the project workbench.
    Add a test plan to a test phase Click 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 Click the Notify testers to start testing related link on the Test Plan form.
    Tester performs tests and submits results Navigate to Self-ServiceMy Tests or Self-Service > My Assessments.
    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 Click the Sign-off Test Plan related link on Test Plan form.