Test plan template reference

You can use a predefined test plan template or create a template. This reference shows which sections that each predefined test plan template includes.
You can view a description of each predefined artifact template on the Manage Artifact Templates page.
In the following table, and X indicates that a section is in a template.
Test plan section Section description Basic test plan template Default test plan template Software test plan template Agile test plan template System test plan template Web application security test plan template Embedded software test plan template Classic test plan template SAFe solution test plan template SAFe program test plan template SAFe team test plan template
Summary A detailed description of the test plan. In this section, you can also set up test plan categories to organize your test plans into logical groups. This section uses a full-text editor. X X X X X X X X X X X
Test Plan Scope The software and system for the test plan. In this section, include an overview of the purpose, security, or privacy implications of the software or system. This section uses a full-text editor.     X                
Business Objectives The business rationale for the product release. This section uses a full-text editor.   X X   X X X X      
Test Objectives The success criteria for the project, which can be measured and reported by defining goals for the planned testing effort. This section uses a full-text editor.   X X   X X X X      
Normative and Informative Documents Attached or linked normative and informative documents, such as applicable standards or guidelines specific to an industry or organization.     X   X   X        
Formal Review A formal review process that can help your business processes comply with applicable industry standards and regulations.   X X   X X X X      
Requirements The requirements for a particular test cycle. X   X   X X X X      
Requirements Collection Links The collections of requirements that are linked to test plans.   X X X X   X   X X X
Development Plan Links The development plans that are linked to the test plan.   X   X       X X X X
Risk Assessment The risks that are associated with the test plan, test case, test suite, or test requirement.   X X   X   X X      
Test Schedules The various test activities and iterations. In this section, you can also track your progress against the test plan. X X X   X X X X X X X
Test Estimation The high-level estimates at the plan level for the work that must be done to complete various test activities.   X X   X X X X      
Test Environments The test environments that must be supported and the available resources.   X X X X X X X X X X
Software Test Environment Details The details of the software test environment beyond what is documented in the Test Environment section of the test plan; for example, extra materials that are required for the test, security, licensing, or proprietary rights issues that are associated with the test environment. This section uses a full-text editor.     X                
Sampling Strategy The sampling strategy to use for the end-of-line testing of the system, including the size of the sample and the method that is used. This section uses a full-text editor.         X            
Test Bed The steps to prepare the test plan for testing. This section uses a full-text editor.             X        
Test Conditions The test conditions to apply, such as the temperature, pressure, humidity, acceleration, vibration, acoustic noise, shock, acidic atmosphere, icing, and solar radiation. This section uses a full-text editor.         X            
Test Data The data sets to use when you run the tests in the test plan. This section uses a full-text editor.             X        
Test Identification The test details, such as the levels of testing; the classes of testing; general test conditions; and any data recording, reduction, and analysis procedures to use. This section uses a full-text editor.     X                
Test Strategy The test levels; the quality characteristics, such as functionality; and the test design techniques that are covered in the test plan.             X        
Test Team The members of each test team. In version 4.0 and later, this section is replaced by the use of team areas.   X X   X X X X      
Instruments and Test Equipment The instruments and test equipment with which to carry out the test plan, including the calibration policy and traceability for those instruments and test equipment. This section uses a full-text editor.         X            
Application Security The test policies that you can add to the test case script.           X          
Quality Objectives The quality objectives for a release, in table format.   X X   X X X X X X X
Entry Criteria The conditions that must be met to begin testing, in table format.   X X   X X X X      
Exit Criteria The conditions that must be met for a test cycle to be considered complete, in table format.   X X   X X X X      
Test Suites A collection of test cases that are grouped for test execution purposes. X X   X X   X X X X X
Test Cases The test cases that are associated with the test plan. X X X X X X X X X X X
Resources The shared network resources that are associated with the test plan.   X X   X X X X X X X
Attachments The files and documents that are attached to the test plan, such as previous test plans, test iterations, screen captures, and other supporting material. X X X   X X X X      
Test Suite Execution Records                   X X X
Test Case Execution Records                   X X X
Child Test Plans                     X  

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