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Test Document: Date Tester Pass/Fail Notes

The document describes the steps for creating a project from a template in a project management system. It lists 61 steps to navigate to the project template, select a template, specify project details, set up the project team and financials, and review reporting options. The steps include entering information, selecting options, and using various regions to configure settings for the new project inherited from the template.

Uploaded by

Ravi Birhman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
62 views10 pages

Test Document: Date Tester Pass/Fail Notes

The document describes the steps for creating a project from a template in a project management system. It lists 61 steps to navigate to the project template, select a template, specify project details, set up the project team and financials, and review reporting options. The steps include entering information, selecting options, and using various regions to configure settings for the new project inherited from the template.

Uploaded by

Ravi Birhman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
You are on page 1/ 10

Test Document

Purpose of Test
Test History
Date

Tester

Pass/Fail

Notes

Time to Test
Estimated Time
Actual Time

Test Setup

Last changed on:1/5/2012

06:51:00 PM

Page 1

Test Document

Test Procedure

Step
1.

Action

Input

Expected
Results

Pass

Fail

Begin by navigating to the Projects page.


Click the Navigator menu.

2.

Click the Projects link.

3.

Use the Projects page to review your


project list, watchlist, and pending
activities. You can review details for
existing projects or create a new project.

Page 2

Last changed on:1/5/2012

06:51:00 PM

Test Document

Step

Action

Input

4.

Click the Create Project menu.

5.

Click the From Template list item.

6.

Use the Create Project from Template


page to search for and select a project
template or select a recently-used template.

7.

Select the project template.

Expected
Results

Pass

Fail

Click the row header.


8.

Click the Create from Template button.

9.

Use the Create Project page to specify


basic details for your project including the
project name, number, and project start
date.

10.

Click in the Project name field.

Last changed on:1/5/2012

06:51:00 PM

Page 3

Test Document
Step

Action

Input

11.

Enter the desired information into the


Project name field. Enter a valid value e.g.
"InFusionConstructions".

12.

Click in the Project number field.

13.

Enter the desired information into the


Project number field. Enter a valid value
e.g. "InFusionConstructions_87".

14.

Click in the Project start date field.

15.

Enter the desired information into the


Project start date field. Enter a valid value
e.g. "01/01/11".

16.

Click in the Project Manager field.

17.

Enter the desired information into the


Project Manager field. Enter a valid value
e.g. "Marlin, Amy".

18.

Use the fields in the Copy Options


region to copy project, project plan,
financial plan, and financial information
from the project template to the project that
you are about to create.

19.

Use the Project space template field to


copy the space template associated with the
project template to the new project. The
field is grayed out if a space template is not
associated with the project template.

20.

Use the Budgets section to copy budget


versions from the project template. You can
optionally create a baseline version on the
new project.

21.

Click the Save and Continue button.

22.

Use the Edit Project Definition page to


review your project details.

23.

Use the Basic Information region to


review general project attributes and
information inherited from the source
project template.

Page 4

Expected
Results

Last changed on:1/5/2012

Pass

Fail

06:51:00 PM

Test Document
Step

Action

Input

24.

Click the Edit button.

25.

Use the Edit Basic Information window to


review project details, including the
planning project designation, project dates,
and status.

26.

Use the Organization field to change the


project-owning organization when editing
basic information, without cascading your
changes to the task level.

27.

Use the Change Status button to change


the project status. For example, after you
update the project definition, you can
change the project status from submitted to
approved.

Expected
Results

Pass

Fail

If your organization uses the project status


change workflow, then status changes may
initiate a workflow for approval or
notification.
28.

Use the Project Type field to replace the


project type inherited from the project
template. Project types define basic project
options such as burdening and project
classifications.

29.

Select Planning project to create task


assignments, enter planning amounts, bring
summarized actual amounts into the project
plan, and capture progress.

30.

Use the Service Type list to classify the


service or activity that is associated with a
project or task for processing and reporting
purposes. In this example, it is left blank.

31.

Use the Work Type list to classify the work


that is associated with a project or task to
categorize and group projects or tasks for
processing purposes.

32.

Use the Project Space Template list to


provide an online location and collection of
tools for teams to work more effectively
together.

Last changed on:1/5/2012

06:51:00 PM

Page 5

Test Document
Step

Action

Input

33.

Use the Cascade Option list to indicate


whether you want to cascade start date
changes to tasks, to cascade finish date
changes to tasks, or not to modify task dates
based on project date changes.

34.

Click the Save and Close button.

35.

Click the vertical scrollbar.

36.

Use the Team Members region to review


project team members, add or remove team
members, and change project roles.

Expected
Results

Pass

Fail

Team members can be persons defined in


your human resource application, or
customer, supplier, and partner contacts.
37.

Assign project roles to determine the access


each team member has to project
information, including the project plan and
progress, financial planning, and project
performance details.

38.

Use the Project Customers region to


specify external parties, such as the
customers, partners, and suppliers
associated with your project. You can also
specify individual team members from
these parties to collaborate on your project.
Project customers defined here are for
reporting purposes only. Customer details,
when available on the associated contract,
supersede details selected here.

39.

Click the vertical scrollbar.

40.

Use the Project Classifications region to


review class categories and codes. Class
categories and codes are implementationdefined methods of classifying projects for
reporting purposes. For example, here class
categories and associated class codes define
the project funding source.

41.

Use the Project Plan Type region to review


the project plan type associated with the
project. The project plan type is the source
of default project plan and progress setup
information for the project.

Page 6

Last changed on:1/5/2012

06:51:00 PM

Test Document
Step

Action

Input

42.

Click the Edit button.

43.

Use the Edit Project Plan Type page to


review project plan setup options and
planning options inherited from the project
plan type.

44.

Use the Schedule using third party


software option to indicate that a thirdparty scheduling package controls the
project and task dates. If enabled, then the
task planned dates are not used as the task
assignment dates and the planned task dates
do not automatically roll up.

Expected
Results

Pass

Fail

Click the Schedule using third party


software option.
45.

Click the Save and Close button.

46.

Use the Resource Breakdown Structures


region to add or remove planning and
reporting resource breakdown structures.
You can use the same resource breakdown
structure for planning and reporting
purposes. However, you may decide to use
a resource breakdown structure with greater
detail for planning and another with less
detail for project performance reporting.

47.

Click the Financial tab.

48.

Use the Financial tab to review the


financial aspects of the project definition.

49.

Use the Transaction Controls region to


review and edit transaction controls
inherited from the source project template.
Define transaction controls to allow only
charges that you expect or plan for. You can
override transaction controls for individual
tasks as required.

Last changed on:1/5/2012

06:51:00 PM

Page 7

Test Document
Step
50.

Action

Input

Expected
Results

Pass

Fail

Use the Currency Conversion region to


review project currency conversion
attributes used for purposes of project
costing.
Currency conversion attributes for project
planning come from the currency settings
defined for the associated project plan types
and financial plan types. Currency
conversion attributes for contract billing
come from the contract business unit
implementation options.

51.

Click the vertical scrollbar.

52.

Use the Asset Assignments region to create


capital or retirement assets for your capital
projects.
Define capital assets to capture assets that
are built or placed in service during the
course of the project. Create retirement
adjustment assets to capture cost of removal
and proceeds of sale amounts.

53.

Use the Grouping Level Type option to


determine whether project costs incurred
are allocated to assets that are specified here
or are distributed to all assets that are placed
in service.

54.

Use the Capitalization Options region to


calculate interest on construction-inprogress (CIP) costs when you allow
capitalized interest.

55.

Use the Asset Cost Allocation Method


option to determine how indirect or
common costs incurred on a project are
allocated to multiple assets.

56.

Use the Event Processing Method option


to define how assets and costs are grouped
over time. Capital events group assets and
costs before you generate asset lines for
capitalization and retirement cost
processing.

Page 8

Last changed on:1/5/2012

06:51:00 PM

Test Document
Step

Action

Input

57.

Use the Cross-Charge Options region to


determine whether transactions from other
business units can be charged to a task and
how cross-charge transactions should be
processed for labor and nonlabor resources.

58.

Use the Organization Overrides for


Project region to review options for
reassigning all of the project costs and
project revenue of an employee or an entire
organization, or redirecting costs and
revenue to another organization for certain
expenditure categories.

59.

Use the Burden Schedule Assignments


region to override burden schedule
information inherited from the project type
that is associated with the source project
template when burdening is enabled for
your project.

Expected
Results

Pass

Fail

You may decide to override the inherited


burden schedule if, for example, burden
multipliers are negotiated specifically for a
particular project.
60.

Click the Reporting tab.

61.

Use the Reporting tab to review reporting


options for your project. These options
determine how you report on project
performance.

62.

Use the Key Performance Indicators


region to set up key performance indicators
(KPIs) to determine project performance for
a measure.
A performance measure value is analyzed
against a KPI threshold definition to
determine the status of the KPI. KPIs are
defined at the project unit level but must
also be assigned directly to a project.

Last changed on:1/5/2012

06:51:00 PM

Page 9

Test Document
Step
63.

Action

Input

Expected
Results

Pass

Fail

Use the Summarized Financial Plan


Types region to enable up to four financial
plan types, other than the approved budget
or primary forecast financial plan types,
whose budget or forecast versions you
would like to include in summarization.
Versions of approved budget or primary
forecast financial plan types are
automatically included in summarization.

64.

Click the Done button.

65.

You have successfully created a project


using a template.
End of Procedure.

Additional Validation

Page 10

Last changed on:1/5/2012

06:51:00 PM

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