Lesson 3: Select an iteration to create a test schedule

In this lesson, you create a test schedule by associating the test plan with iterations from the team area timeline.

Before you begin

In the Jazz process, test plan schedules are defined as iterations and timelines. As a result, test plan authors must have permission to create and modify iterations. This permission is applied at the project configuration level, in the Process section of Permitted Actions. The specific permission that you need is Modify the iteration structure. Optionally, you can create a test plan author role and assign this permission to that role. Otherwise, all of the process permissions are enabled for the Test Team Member role by default.

About this task

You can select any deliverable iteration in the timeline. You can define a test plan at the scope that you need. For example, you can create a test plan for an entire release, or for a single iteration. Similarly, in change management development plans, different teams can maintain their own test plans for the same iterations. To define the test plan schedule, continue as Tammy and complete these steps:

Procedure

  1. In the JKE Banking V1.0.1 test plan, click the Test Schedules section.
  2. Next to Select Parent Iteration, click Browse.
  3. Expand Release 1.0.1.
    The child iterations are shown.
  4. To create a schedule that includes the child iterations, select Release 1.0.1, and then click OK.
    The test schedule is now populated with planned start and end dates that are based on the selected iteration and any deliverable child iterations.
    Tip: The test schedule shows only the child iterations that have A release is scheduled for this iteration enabled in their properties. Disabling that setting can be useful in some situations. For example, you might want to hide child iterations that do not have testing activities, such as a planning phase.
  5. Click Save.

Results

The screen capture shows the Test Schedules section of a test plan.

To learn more on selecting a test plan iteration, see this video.

What to do next

If necessary, you can edit the iteration properties in the schedule to provide information about the iteration description, the points that are distributed in the iteration, and other details. You can also estimate the amount of work and distribute points over the iteration by clicking the Plan Details icon. The plan details are reflected in the Execution Trend report, in the Planned Attempted and Planned Complete points. The point estimates that you enter in this window override the points values that you previously entered for the iteration. For more information, see the Creating test schedules topic.