Project managers ensure the successful release of an application or product version for end users. Opkey's Project Plan feature helps plan and track release progress, centralizing all requirements, tickets, bugs, and issues from manual or automated testing, whether for major updates or routine fixes.
You can also set milestones for various phases of a release, covering tasks, features, and bug fixes.
For example, break the process into monthly milestones for a quarterly software release like development, testing, and feature updates. Link test cases, test runs, and defects to each milestone to efficiently manage tasks and track progress in your test automation projects.
Let's understand how to create a Project Plan and add milestones to it in QLM.
Creating a New Project Plan:
To create a new Project Plan, navigate to the QLM section and select the Project Plan option. A new page opens button. Click the + Project Plan button.
A Create Project Plan panel opens on the right-hand side from where you can select the template as per your ERP.
Please select the template you require to go ahead.
On the next window, enter the details of:
Project Name - Enter a name for your Project. Here we are naming it Oracle Test Payables
Application - Choose the application for which the release is scheduled. Here we are choosing Oracle Fusion as our application.
Version - Choose a version of the product. Here we have named it V1.
Start and End Date - Provide a start and end date for your release.
Type - Select whether it involves a platform update, patch, or setup. Here we have selected platform update.
Status - Select the status of the Project: Not Started, Completed, On Hold, In Progress, or Cancelled. Here we have selected Not Started as our status.
Description - Enter the description of the tasks to be accomplished in the release
Attachment - You can also attach files related to a release, like images, Excel sheets, videos, etc.
Once you have entered all the details, click Create. The release gets created, and you can access it in the Project Plan section of QLM.
Your Project Plan is successfully created.
Milestone
You can divide a Project Plan into milestones, which include subtasks your team needs to achieve within a set timeframe. You can add multiple milestones to a release.
The milestones begin to get created automatically, for ERP-specific Projects. The Project Plan page has three views, List, Board and Gantt. The image below is of List View.
The Board view displays details of Backlog, In Progress, Done, Closed, and Blocked tasks.
The Gantt view displays the list of tasks scheduled, in terms of Days, Weeks, and Month. The different column of dates mentions the status of tasks.
Adding a Milestone:
To add a milestone to a Project Plan in the List view, open a Project Plan, and click on the Add Milestone, button at the top panel and located below as well. A new Milestone can also be created with the shortcut keys Alt+ M.
The other shortcut keys to add
User Story – Alt + U
Add Ticket – Alt + T
Add QLM Task – Alt + Q
Click on the three dots to view the Milestone details.
The details can be seen of the linked tickets and their IDs.
The following details can be seen.
Milestone Name, Application
Version
Start and End Date
Milestone Type
Status
Description
The above details can be updated as well.
Click on the + Task button to add new tasks related to your milestone.
For the automatically created tasks, the details can be seen by clicking the three dots and selecting the Details option. The selected task can be Deleted, Opened in the New Tab and linked to the Test Case, Ticket, User Story, and QLM task.
In the Details option, you can view the details of the already created task such as Task ID, Description, Assignee, Reporter, Priority, Milestone, Status, Resolution, Type Due Date, Original estimate, Time Tracking, Created, Last Modified. It also allows you to Edit the details, Open in the New tab, the Attach button allows you to attach a file (word, pdf).
With the Open in New Tab option, you can view the task in a new window. It allows you to attach files, link the task to Test Case, link Ticket and Link Jira Issue. It also allows you to change details from the left panel.
For linking the tasks, you can select either Test Case, Ticket, User Story, or QLM task.
The Planned Start and End date can be changed from the option available.
More columns can be added to the existing columns by clicking the + button.
With the Filter option, you can apply a filter in the Project Plan for Assignee, Type, Priority, Module, Due Date, Reporter, Status, Resolution, Milestone Status, Created On, Modified On, etc.
The Sort button lets you sort the tasks based on Name, Created on, Due date, Modified On, Priority, Status, Assignee, Reporter, Reviewer, Created By, Modified by, Original Estimate, Resolution, Tracked Time, ID.
The Dashboard option allows you to link QLM report.
Click on the Link QLM Report. A new window opens with a list of QLM reports available for linking. Select the one to link and click the Link button respective to that report.
The linked report can be seen below.
It can also be opened in a new tab by clicking the QLM Report New button.
This brings us to an end of this article.
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