Test Planning
Structure and detail all your tests in a hierarchical tree. Add test steps, test parameters, and test configurations.
Structure and detail all your tests in a hierarchical tree. Add test steps, test parameters, and test configurations.
Detail your tests with built-in system attributes (e.g., type, status, priority, or person responsible) or create custom attributes of various data types. You can create custom workflow rules with field updates to set field values automatically (e.g., the date a test has been deprecated).
For each test create one or more test steps. Test steps contain detailed instructions on how to execute a test, the inputs to enter, and the expected outputs and results. Use rich text formatting to detail your steps, attach files, or discuss the instructions. You can also create custom fields and custom relationships on test steps.
One of the most important things of test management is requirements coverage. Requirement coverage allows you to track the relationship between your requirements and tests. With requirement coverage you can easily view the tests covering a requirements or you can recognize that a requirement has no associated test.
Create test instance by adding tests to test suites, schedule and run test instances. Analyze test runs and link issues.
You can choose the tests to add to each test suite. This can be done directly by adding the tests or indirectly by selecting requirements. When you select a requirement all tests covering the requirement will be added to the test suite. Once you add a test to a test suite it will further be called test instance.
Once you added a test or requirement to a test suite you can select the test configuration to be used for test execution. The test instances of a test suite are orded. You can reorder the execution flow. You can add the same test with same or different test configuration multiple times to a test suite.
Issues (Defects) can be directly linked to test runs, test instances, test suites, tests, requirements, releases and cycles. Indirect links will be automatically created. E.g. if you link a defect to a test instance, a indirect link will be created for the test, the covered requirements, the test suite, the release cycle and release. This is essential for requirement to defect traceability.
Structure and detail your project-related requirements in a hierarchical tree. Add documents, links, and comments.
Describe your requirements in rich text fields. Detail your requirements with built-in system requirement attributes (e.g., type, status, priority, or person responsible) or create custom attributes of various data types. You can create custom workflow rules with field updates to set field values automatically (e.g., the date a requirement has been deprecated).
Requirements can be linked to several other entities, such as issues, releases, cycles, or user-defined custom entities. You can extend the business model by creating a new custom entity, e.g., "stakeholder". You can create a many-to-many custom relationship from requirement to stakeholder, allowing you to easily track the stakeholders for each requirement.
Create incident, change, problem, service or feature request tickets and use custom worklists to view, filter, and prioritize.
Create incident, change, problem, service, or feature request tickets. Tickets can be assigned to users or groups. Every ticket has a status. Use state transitions and condition rules to implement your own workflow. Add documents, links, and attachments to add additional information, as well as add comments to collaborate with other users.
You can use custom filter queries to filter issues, e.g., display issues assigned to you or last modified within the last month. Use the search filter on the right sidebar to add additional filter restrictions.
You can update one or more field values for multiple issues in table view. This is useful, e.g., to easily change the priority or status of multiple issues as a bulk operation.
You can export your issues table view content to a spreadsheet. You can select the fields to export. After the export is created, it can be downloaded via hyperlink from the server.
Define and analyze releases and cycles, link requirements and issues, and create release-based reports.
Assign your requirements to releases and cycles. This lets you manage when and which requirements will be released. Requirement status and coverage fields give you a deeper insight into the release or cycle requirement maturity and test coverage.
You can generate graphs to obtain an deeper insight into your release or cycle. For a selected release or cycle, you can generate reports on linked entities such as requirements or issues, e.g., you can generate a report for the selected release displaying the related requirements, grouped by status and priority.
Display data in tables, lists, trees, or tree tables. Each view can be customized and personalized.
Tree view allows you to display data in a hierarchical tree. The details of the selected record will be displayed beside the tree. Depending on the user permissions, relations and attributes are invisible, visible, or updateable. The tree can also be filtered by several criteria, e.g., to display requirements with status "Draft" or display issues of type "Service Request".
Grid view allows you to display data in an editable hierarchical tree table. Depending on users' access permissions, you can easily create, update, and delete records. In the footer area of the table, you can select which attributes should be displayed.
Table view allows you to display data in a multi-column table. You can display records with associated links, e.g., display your requirements with assigned releases. If a requirement is assigned to multiple releases, the requirement will be displayed denormalized for each release.
List view allows you to display data in a multi-lined table. This view is especially useful to display long and/or rich text fields, e.g., the multi-lined rich text requirement description. In the administration area, you can define your own custom lists using rich text fields and attribute references.
For each view, you can select a filter query. A filter query consists of selections, one or more entities, restrictions, and sort criteria. The selections define which and how columns are to be displayed. The entities define the selectable columns. Restrictions can be complex expressions using nested Boolean expressions.
You can use Quick Search on the right sidebar to find records by name. Quick Search will immediately display matching records in a pop-up menu as you type.
Create unlimited new entities with custom fields and individual relationships between entities.
In addition to custom fields or relationships, you can define completely new object types equal to existing ones. Custom domain objects allow you to model specifics of your testing or enterprise domain, regardless whether you want to improve test integration or increase the quality of the information.
In addition to custom fields or custom entities, you can define custom relationships between arbitrary entities such as requirements, issues, or custom entities. These relationships allow you to model and administer detailed information about your business model or the application domain.
Custom entities and system entities can be combined into custom applications. Custom applications define a set of entities and relationships between these entities. Custom applications allow you to extend our application to support arbitrary use cases and administer data content extending far beyond the original application scope.
Specify your own workflow rules with custom email notifications and automatic field updates.
A workflow field update is a workflow action that updates a field value, based on an expression or formula. As an example, you can create a field update action that sets a custom field "expires" to "today plus one month" when an object of a specific type is created.
Organize your data within projects. Create and use branches for different releases and freeze branches as baselines.
Use branches to enable your team to work in parallel on different development branches of the same project, e.g., if your business analysts want to update existing requirements for Release 2 while your developers are still implementing requirements of Release 1, you can create a new branch for Release 2, and your analysts can continue working.
You can create new branches based on a predecessor branch to work in parallel and create baselines, if you want to freeze your requirements and tests on certain timelines. Baselines are read-only branches which enable you to keep track of changes made to your project over time.
You can easily compare the same records from different branches and baselines. It is also possible to compare different records from the same or different branches and easily update record values from older or newer versions.
Define custom graph and report templates. Arrange tables, lists, and graphs into personalized dashboards.
You can create multiple dashboard pages. On each dashboard page, you can display graphs, tables, and lists side-by-side as dashboard elements. For each element, you can set an individual position and size. You can also define the user groups for which a dashboard page is visible.
Create persistent filter queries for table, tree, and grid views. For each filter query, you can define complex restriction criteria, sort orders, and column selections. For each column, you can set width and alignment. You can also create filter queries joining to related entities, e.g., you can display requirements in a table with their linked releases.
Create personalized lists for list views. For each list, you can define which data should be displayed and how. You can use rich-text elements to build useful and aesthetically pleasing multi-lined lists. Each list can have up to five columns. You can set which user group members can use and see the list.
For each system and custom entity, you can easily create real-time graphs by selecting a graph template targeting the entity. Many entities also support graphs on related data, e.g., you can select a release in tree view and generate a graph displaying the statuses of the requirements linked/related to the selected release.
For each entity, you can export the table view content to a spreadsheet. You can select the fields to export. After the export is created, it can be downloaded via hyperlink from the server.
Manage users and user groups with a fine-grained and comprehensive permission model.
Create new users and assign them to one or more user groups. You can invite new users via email or set an initial login and password manually. For each user, you can set an individual time zone and locale. Beyond built-in system user groups, you can create customizable user groups.
For each user group and entity, you can define which fields may be displayable and updateable. You can set these permissions for system fields, as well as for custom fields. Setting field permissions enables a powerful fine-grained authorization concept.
Action Permissions define the actions user group members can invoke, for example, you can define which user groups are authorized to send an email or export a spreadsheet. Access Permissions can be set on filter queries, dashboards, graphs, reports, and more. Objects of these entities will only be displayed to the objects' authorized user group members.