Manage Test Plan

This section provides information about managing Test Plans, including organizing Test Cases using folders and groups.

You can group Test Cases in a Test Plan by creating a folder structure in the Test Cases tree. The tree panel appears on the left side of the Test Cases tab and lets you organize tests by module, sprint, functional area, or any other grouping that fits your workflow.

When you create a Test Execution from a Test Plan, the folder structure is automatically copied - so your Test Case Executions follow the same organization as your Test Cases.

Test Cases tree in Test Plan

The Test Cases tree panel appears on the left side of the Test Cases tab in the Test Plan view. It displays folders and Test Cases in a hierarchical structure.

Creating a folder

Steps

To create a folder in the Test Cases tree:

1. Navigate to Space > RTM (Test Management)* > Test Plans.
2. Open a Test Plan.
3. Go to the Test Cases tab.
4. In the tree panel, select the folder or Test Case under which you want to add a new folder. If nothing is selected, the new folder is created at the root level.
5. Click the Add folder icon in the toolbar above the tree to open the Add folder dialog box.
6. Enter a name for the folder.
7. Click Create.

Result

The new folder appears in the tree as a child of the selected node. The tree expands automatically to show the new folder.

Copying the folder structure from Test Cases

When adding Test Cases to a Test Plan, you can copy their folder structure from the Test Cases module. This lets you mirror your existing Test Cases organization in the Test Plan tree automatically.

Steps

To add Test Cases to a Test Plan with their folder structure:

1. In the Test Cases tab of the Test Plan, click Add Test Case.
2. In the Add Test Case dialog box, select the Test Cases you want to add.
3. In the footer of the dialog box, enable the Copy folder structure from Test Cases toggle.
4. Click Add.

Result

The selected Test Cases are added to the Test Plan. The folder structure from the Test Cases module is reflected in the tree. If a folder doesn’t yet exist in the tree, it’s created automatically. Existing folders aren’t duplicated.

Test Case Execution tree in Test Execution

When you create a Test Execution from a Test Plan, the folder structure from the Test Plan tree is automatically copied to the Test Execution. The tree panel appears on the left side of the Test Case Executions tab in the Test Execution view.

You can manage folders in the Test Execution tree independently — changes to the Test Plan tree after the Test Execution is created don’t affect the Test Execution tree.