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Create and Clone Projects

Create a New Project

To get the most out of qTest Manager, we recommend that you create new projects.  You must be a Site Administrator to use this functionality.  Each project can have its own set of users, fields, and integrations.  By default, every qTest Manager account comes with a qConnect - Sample Project.  The sample project contains requirements organized into folders, as well as test plans and test cases.  

To create a new project, perform the following steps. 

  1. Position the arrow cursor over your username located in the top right corner of the qTest Home page.  A drop-down menu is displayed.

    IMPORTANT:  If the Administration option is not shown in the drop-down menu, you must request and be granted Site Administrator privileges to create a new project.  



  2. Select the Administration option.  The Site Administration - Projects page is displayed.
  3. Select the Projects tab.  



  4. Click the Add new project button.  The New Project page is displayed.


  5. Enter the following information on this page.

    - Project Name
    - Start Date (if different from today’s date)
    - End Date (we recommend that you keep this empty)
    - Project Admin(s) to add users and assign them Project Admin permissions into this project
    - Project Description

  6. Click the Add button located at the bottom of the New Project window.  The Creating Project pop-up window is displayed indicating the project has been successfully created.
  7. Click OK.  The new project is listed with a Status of ‘Active’ in the Project List area of the Site Administration - Projects page.


    H
    INT:  Each project in qTest Manager has its own users, test plans, requirements, test cases, defects, and settings.  You can customize how each project works in project settings.  

NEXT STEPS: 

See the following articles.

Clone Project

Cloning a project is used to quickly create a duplicate of an existing project.  To use this functionality, you must have Administrator permissions.  When cloning a project, you can:

1. Copy the data in an existing project regarding its test plan, requirements, and test cases.

2. Copy the project’s settings (e.g., field settings, user management).  For example, if any custom fields exist in the current project, or certain email notifications based on specific trigger events have been created, they can be copied to the cloned project.  

To clone a project perform the following steps.

  1. Hover the cursor to display the drop down menu to the left of your name in the top right.  Select the Administration option.  The Projects menu is displayed.


  2. Click the Clone From Existing Project button.  The Clone Project screen is displayed.


  3. In the New Project Details area of the page, enter the name of the new project in the Project Name field, the project start date in the Start Date field, and a description of the project in the Description field.  Optionally, you may assign any additional project administrators to the cloned project by entering their email addresses in the Assign Project Admin field.  

    HI
    NT: We recommend not entering an End Date on this screen.  If you were to enter an End Date, when that date passes, you won’t be able to make changes to the cloned project.

  4. in the Data Cloning Settings area of the screen, click the down arrow to the right of the Select a source project field and select the project you want to clone from the list of all projects inside your account.  This project is called the source project.  


  5. in the Select source project’s settings to clone area, select the settings to clone by selecting one or more radio buttons.  If you check the Notification Settings radio button, the Field Settings radio button is automatically selected too.  If the User Management Settings radio button is selected, the project admin list of source projects will be retained in the cloned project.   
  6. In the Select object types and structures to clone area, select the data and associated folder structure to clone by selecting one or more radio buttons.  These radio buttons are used to clone the data and associated folder structure for the test plan, test design, and requirements objects.  If you select Test Plan structure, all data will be cloned regarding the defined releases and builds scope.  If you select Test Design structure, all test case data and folder structure will be cloned.  If you select Requirement structure, all requirements data and folder structure will be cloned.  If you select any of these object types and folder structures, Field Settings will also be cloned.  

    HINT: The folders in test design mirror the folders in requirements.  If you select to clone just the requirements folder structure, or just the test design folder structure, all the folders will be cloned.  If you create a folder in requirements, it will automatically show up in test design as an empty folder.
     
  7. Click the Clone button.  A pop-up window is displayed which indicates ‘The project is being processed.
  8. Click the OK button.  A notification email is sent to the individual who created the cloned project.  The email indicates whether the clone was successful or not.   


Edit Project

  1. In the Project list, select the project name you want to edit.  Edit the project's information as needed.
  2. Click the Save button to finish editing the project.

Project_list.png

HINT: The qConnect - Sample Project is designed for demo purposes and its "dummy data" can be reset back to the original data.  You should not change it to your own project.  Editing a project's timeline effects the timelines of the corresponding objects such as releases, builds, test cycles and test suites in the project.  

 

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