Test Plans

This chapter explains how to create, search, clone, edit, tag, print, disable, and export a Test Plan in the TCMS.

Creating a Test Plan

This section outlines the process for creating a Test Plan in TCMS. A Test Plan should identify which features of a product will be tested. It is a high level document and should not include specific testing steps.

Procedure: Creating a Test Plan

To create a Test Plan:

  1. From the PLANNING menu, click New Plan.

    The Planning menu 1

  2. In the Create New Test Plan screen, perform the following actions:

    • Enter the Plan Name.
    • Select the Product.
    • Select the Product Version.
    • Select the Type of Test Plan.
    • Enter the Parent ID. Optional parent Test Plan ID for tree view.
    • In the Plan Document text box do one of the following:
      • Enter the details of the Test Plan.
      • Click Browse, select the file to upload, and then click Upload. Supported formats: html, plain text, and ODT.
    • Select the Environment Group.
    • Enter a Reference Link to any additional information (eg. wiki).

    The Create New Test Plans screen

  3. Click Create Test Plan. The Test Plan is created.

Searching for Test Plans

To view the Test Plans you have created, click PLANNING, then My Plans. Test Plans by other authors can be searched using the following fields:

  • Plan Name
  • Author
  • Case default tester
  • Plan Type
  • Status (Active/All)
  • Product
  • Product Version
  • Environment Group
  • Tag
  • Date Created (before/after)


There is no need to use wildcard characters. The search results show all occurrences of the string, regardless of location. For example, searching for the Plan Name ‘x11’ will return plans named ‘xorg-x11’ and ‘libX11’.

Procedure: Searching for Test Plans

To search for Test Plans:

  1. Click PLANNING.

    The Planning menu 2

  2. In the Search Plan screen, enter the required search details.

    The Search Plan screen

  3. Click Search. The search results appear.

    Test Plan search results

  4. To sort on a column, click the column heading.

    Click column to sort by.

Cloning a Test Plan

Cloning allows a user to replicate an existing Test Plan for a new product or a new version of the current product.

Procedure: Cloning a Test Plan

To clone a Test Plan:

  1. Select the Test Plan to be cloned.

  2. Click Clone Plan.

    The Clone plan button

  3. In the Clone Test Plan screen, perform the following actions:

    • Enter the New Plan Name.
    • In Copy to Product, select the product.
    • In Product Version, select the version.
    • In Copy Settings, select:
      • Set source plan as parent
      • Keep original author
      • Copy Plan Document
      • Copy Plan Attachments
      • Copy environment group
      • Copy All Test Cases This selects the following options:
        • Create a copy. Selecting this option creates a new copy of the Test Cases and links them to this Test Plan. Changes made to these Test Cases will not effect the original Test Plan.
        • Maintain original authors
        • Keep Default Tester

    The Clone Test Plan screen

  4. Click Clone. The Test Plan is cloned.

Editing a Test Plan

The Edit function modifies fields in a Test Plan. It does not change any Test Cases or Runs associated with the Test Plan.

Procedure: Editing a Test Plan

To edit a Test Plan:

  1. Select the Test Plan to be edited.

  2. lick Edit plan.

    The Edit plan button

  3. Edit the following fields as required:

    • Plan Name
    • Status (Active)
    • Owner (input username)
    • Product
    • Product Version
    • Plan Type
    • Parent ID
    • Plan Document
    • Environment Group
    • Reference Link
    • Notification Include:
      • Plan’s owner
      • Plan’s author
      • Author of the case under a plan
      • Default tester of the case under a plan
    • Notification Trigger:
      • when plan is updated
      • when plan is deleted
      • when cases of a plan are updated
  4. Click Save.

Default Components

TCMS allows the setting of default components for a Test Plan. The default components will be added to each Test Case belonging to the plan.

Procedure: Editing default components

  1. Select the Test Plan to be edited.

  2. Click Default Components

    The Default Components tab.

  3. To Add:

    • Click Update components.
    • Select the components.
    • Click Update

    The update components selection screen.

  4. To Remove:

    • Select the components to remove.
    • Click Remove

Edit History

To view the changelog of Document, click View Edit History.

Test Plan Tags

The tag function is used to replace the Testopia “Group”. Test Plans may be searched/filtered by tag. A Test Plan can have more than one tag.

Procedure: Adding a tag

To add a new tag:

  1. Select the Test Plan to be edited.

  2. Click Tags

    The Tags tab.

  3. To add:

    1. Input tag name.
    2. Click Add.
  4. To remove:

    1. Select the tag to remove.
    2. Click Remove.

Updating the default tester

The default tester for a Test Case can be edited in the Test Plan window.

Procedure: Updating the default tester

To update the default tester:

  1. Click Cases.

  2. Select the Test Cases to be updated.

  3. Click Default tester.

    The default tester screen

  4. Enter the new tester’s email.

  5. Click Ok.

Using Tree View

The Tree View tab shows the current plan, its parents and children using a tree style layout. It provides the ability to edit both parent and child plans.

Procedure: Viewing a tree

  1. Select the Test Plan.

  2. Click Tree View.

    The Tree View screen.

    The tree is displayed.

Procedure: Changing the parent node

To change the parent node.

  1. Click Tree View.

  2. Click Change parent node.

    Change parent.

  3. Enter the parent node ID.

  4. Click Ok. The tree updates.

Procedure: Adding child nodes

To add child nodes.

  1. Click Tree View.

  2. Click Add child node.

    Add child node.

  3. Enter the child node IDs. Separate multiple IDs with a comma.

  4. Click Ok.

  5. Verify the changes. Click Submit. The tree updates.

Procedure: Removing child nodes

To remove child nodes.

  1. Click Tree View.

  2. Click Remove child node.

    Remove child node.

  3. Enter the child node IDs. Separate multiple IDs with a comma.

  4. Click Ok.

  5. Verify the changes. Click Submit. The tree updates.

Procedure: Navigating up to parent

To navigate to the parent plan

  1. Click Up.

    Up button.

  2. Note that the plan is now shown in the full tree list.

  3. Clicking on the arrowheads will expand or shrink the list of children that belong to a plan.

Printing a Test Plan

Procedure: Printing a Test Plan

To print a Test Plan:

  1. Select the Test Plan to be printed.

  2. Click Print Plan.

    The Print Plan button

    A print version displays.

  3. From the File menu in your Browser, click Print.

Disabling a Test Plan

This section outlines the process for disabling a Test Plan in the TCMS. A disabled Test Plan can not be used to create Test Runs. However, unlike deletion, it does not permanently remove the Test Plan from the TCMS.

Procedure: Disabling a Test Plan

To disable a Test Plan:

  1. Select the Test Plan to be disabled.

  2. Click Disable Plan.

    The disable plan button.

    The plan name changes to a strike through font.

  3. To enable a disabled plan, click Enable plan.

    The enable plan button.

Exporting a Test Plan

TCMS implements the export feature in Testopia. This generates an XML file listing all the Test Cases relating to the Test Plan. These files can be imported into a Test Plan or used as a form of backup. The TCMS will allow you to export all or selected Test Cases.

Procedure: Exporting a Test Plan

To export a Test Plan:

  1. Select the Test Plan to be exported.

  2. Export the Test Cases

    • All: click Export all cases.

      The Export all cases button

    • Selected: click the Test Cases to export, click Export Case.

      The Export Case button

      The Browser’s opening file dialog box appears.

  3. Select Save File.

  4. Click Ok.

The exported file can then be viewed, edited, or used as a template to create other files. Exported files can also be imported back into TCMS, for more information about importing see the section Importing a Test Case.

Example: Sample exported XML file

<?xml version="1.0" encoding="UTF-8" standalone="yes" ?>
<!DOCTYPE testopia SYSTEM "testopia.dtd" [
<!ENTITY testopia_lt "<">
<!ENTITY testopia_gt ">">
<testopia version="1.1">
    <testcase author="example@mail.com" priority="P1" automated="" status="CONFIRMED">
        <summary>dummy test cases no.2</summary>
        <testplan_reference type="Xml_description">dummy testing plan</testplan_reference>
        <tag>Hello TCMS</tag>
        <tag>App Crud</tag>