Create and manage waterfall projects
Plan, create, and manage projects using the Waterfall methodology.
The following tables, arranged by task group, list the tasks involved in creating a waterfall project.
| Task | Steps |
|---|---|
| Create a new project | Navigate to All > Project > Projects > Create New. |
| Task | Steps |
|---|---|
| Open a project in the project workbench | Select the Project Workbench related link on the Project form. |
| Task | Steps |
|---|---|
| Create a waterfall phase for a project | Select the Add phase icon ( |
Add phase icon.\) and select **Waterfall** from the Phase Type choice list.|
|Create a test phase for a project|Select the Add phase icon (
Add phase icon.\) and select **Test** from the Phase Type choice list.|
| Task | Steps |
|---|---|
| Edit a waterfall phase for a project | Select 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|Select the Edit phase icon (
Edit phase icon.\) on the test phase and make the required changes in the details of the test phase.|
| Task | Steps |
|---|---|
| Add milestones to a project | Select the Add phase icon ( |
Add phase icon.\) and then select **Milestone** at the top of the Add Phase pop-up window.|
| Task | Steps |
|---|---|
| Create a test plan | Navigate to All > Test Management > Test Execution > Test Plans > New. |
| Add test cases to a test plan | Select the Add Test Cases from Test Suite related link on the Test Plan form. |
| Create a test phase | Select the Add Phase button on the project workbench. |
| Add a test plan to a test phase | Select 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|Select the Notify testers to start testing related link on the Test Plan form.| |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|Select the Sign-off Test Plan related link on Test Plan form.|
Parent Topic:Starting a project
Related topics
Create a project task from a project
Create a parent-child relationship on the Project Task form
Create a monetary benefit plan for a project
Create a non-monetary benefit plan for a project
Associate monetary and non-monetary benefit plans
Recalculating costs of all resource plans in a project
Activate project task email notifications
Change the planned start date of a project
Costing add-on in Project Management
Create a project status report
Migrate budget of active projects to Next Experience