Rally

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Test Plans

Within
Rally
, you can use test plans to organize and manage test cases. You can represent a test plan with a test folder. When you plan your test effort, use test plans (test folders) to assemble your test cases in a hierarchy of folders, and to view the summarized results of all the tests in a group.
When viewing test plans, you can scope your view to a particular project or projects (teams). Your ability to view and edit test plans is dependent upon the user permissions you have been assigned. Test plans are represented by test folders. 
You can work with test plans on the Test Plans page or the Quality Management page.
Rally
 recommends using the Quality Management page when working with test folders (test plans). Learn more.
The Test Plans page displays in a list view that you can customize. Learn more.
This section includes the following topics:

Creating Test Folders

Use test folders to organize and group your tests into functional areas. You can create a hierarchy of folders (parent-child) or keep a flat structure of folders.
Create a Test Folder
You can quickly create a work item by using the toolbar. Within most list and board views, select
Add New
, complete the suggested fields, and then select
Create
.  Some suggested fields have default values if the field is required. You can edit the work item to add details at a later date.
You can use this method to add multiple items in succession such as multiple peer or child work items for a selected work item.
If your workspace administrator has made some work item fields required, this feature is not available.
Follow these steps:
  1. Select
    Quality, Test Plan
    .
  2. Select
    Add New
     from the toolbar.
  3. Select
    Create with details
     to view the item in the detail editor and complete any necessary fields.
    Required fields are marked with an asterisk (*).
  4. Select
    Create
    .
Assign a Parent Test Folder
You can associate a test plan to an existing test folder.
Follow these steps:
  1. Select
    Quality, Test Plan
    .
  2. Select the FormattedID of the work item.
  3. In the detail editor, select the
    +
     icon in the Parent field.
  4. Within the
    Choose
     dialog box, select a test folder to use as a parent.
  5. Select
    Save
    .
Create Child Test Folders
You can create child test folders directly from the Test Plan page.
You can quickly create a work item by using the toolbar. Within most list and board views, select
Add New
, complete the suggested fields, and then select
Create
.  Some suggested fields have default values if the field is required. You can edit the work item to add details at a later date.
You can use this method to add multiple items in succession such as multiple peer or child work items for a selected work item.
If your workspace administrator has made some work item fields required, this feature is not available.
Follow these steps:
  1. Select
    Quality, Test Plan
    .
  2. Select the check box of a work item. The work item you select determines the parent of the work item you will add as a child.
  3. Select
    Add Child
     add child icon from the toolbar.
  4. Select
    Test Folder
     from the
    Work Item Types
     drop-down list.
  5. Use the
    Projects
     field to select a project if you want to associate the work item with a different project than the one currently in scope.
    The
    Projects
     field defaults to the current project.
  6. Select
    Create with details
     to view the item in the detail editor and complete any necessary fields.
    Required fields are marked with an asterisk (*).
  7. Select
    Create
    .

Edit a Test Folder

You can edit test folders.
Within most pages, you can inline edit displayed fields. Select the field and type your changes. Your changes are saved when you navigate away from the field.
Follow these steps:
  1. Select
    Quality, Test Plan
    .
  2. Select the FormattedID of the work item.
  3. Within the detail editor, make any changes.
  4. Select
    Save
    .

Delete Test Folders

If you delete a test folder that has child test folders, the child test folders are not deleted. The Parent field of the child folder is cleared and child folders display on the Test Plan page unless you delete them as well.
Follow these steps:
  1. Select
    Quality, Test Plan
    .
  2. Select the check box of the work item(s).
  3. Select
    Delete
     delete icon from the toolbar.
    The work item is moved to the Recycle Bin.

Adding Test Cases to Test Folders

You can associate new or add existing test cases to test folders. You can do this while editing the test folder or when you edit the test case.
Test cases can only be added to a single test folder.
Associate a New Test Case with a Test Folder
When editing a test folder, you can create a new test case to associate with the folder.
Follow these steps:
  1. Select
    Quality, Test Plan
    .
  2. Select the FormattedID of the work item.
  3. Select the
    Test Cases
     test cases collection icon to open the Test Cases page.
  4. Select
    Add New
     to associate a new test case with this folder.
  5. Select
    Create with details
     to view the item in the detail editor and complete any necessary fields.
    Required fields are marked with an asterisk (*).
  6. Select
    Create
    .
Associate an Existing Test Case with a Test Folder
When editing a test folder, you can link an existing test case to the folder.
Follow these steps:
  1. Select
    Quality, Test Plan
    .
  2. Select the FormattedID of the work item.
  3. Select the
    Test Cases
     test cases collection icon to open the Test Cases page.
  4. Select
    Link Existing
     to select an existing test case to associate.
  5. Within the
    Choose
     dialog box, choose filters from the drop-down list(s) and use the search field to help locate the work item(s) you want to associate.
  6. Select the work item(s) you want to associate and select
    Done.

Associate a Test Case with a Folder By Editing the Test Case

When editing a test case, you can associate it with an existing test folder or change the folder with which it is associated.
Follow these steps:
  1. Select
    Quality, Test Cases
    .
  2. Select the FormattedID of the work item.
  3. Select the
    +
     icon in the
    Test Folder
     field.
  4. Within the
    Choose
     dialog box, select the test folder you want to associate.
  5. Select
    Save
    .
Rank Test Cases in a Test Folder
You can rank test cases within a test folder depending on the ranking method your administrator has configured for your workspace.
Drag-and-Drop Ranking
Rank test cases on the Test Plan page in an executable order by using drag-and-drop. To change the order of a test case in a folder, select the test case and drag it to the correct placement.
Manual Ranking
If your workspace is set to use manual ranking, you can change the order or priority of a test case on the Test Plan page by double-clicking on the case and entering a rank value.

Remove a Test Case from a Test Folder

You can remove a test case from a test folder.
Follow these steps:
  1. Select
    Quality, Test Cases
    .
  2. Select the FormattedID of the work item.
  3. Within the detail editor, scroll to the
    Test Folder
     field, select the Gear gear icon icon and then select
    Clear
    .
  4. Select
    Save
    .
View the Status of Test Cases in a Test Folder
When you view a test folder, you can view the status of test cases included in that folder.
Follow these steps:
  1. Select
    Quality, Test Plan
    .
  2. Select the FormattedID of the work item.
  3. Within the detail editor of the test folder, hover your cursor over the Test Folder Status bar for the test cases that are associated with the folder.
    test folder status bar