Creating master and child test plans

You create a master test plan by adding one or more child test plans to a test plan. For the child test plans, you can use existing plans or create new ones. A child test plan cannot have any child test plans of its own.


  1. Open a test plan or create a new one.
  2. Add the Child Test Plans section to the test plan.
    1. In the area above the table of contents, click Manage Sections.
    2. To display all the available sections, select Show all sections.
    3. From the Available Sections list, select Child Test Plans and move the item to the Selected Sections list by clicking the Add icon Add.
    4. Optional: Move the child test plan to the top of the list by using the Up icon Move up.
    5. To close the Manage Sections window, click OK.
  3. In the table of contents, click the Child Test Plans section.
  4. To add a child test plan to the master, click the Add Test Plan icon Add.
  5. Select one or more test plans from the list and click OK.
    Note: If you have a long list of child test plans, you can sort the list by clicking the column headers. You can also manage the list of test plans by using filters and queries.
  6. Optional: You can select existing test plans from a browse list in one browser instance and drag them into the Child Test Plans section of a test plan in another browser instance.
    Note: You can use the drag-and-drop feature for test artifacts in the same project area or configuration.
  7. To create a test plan and add it as a child, click the Add New Child Plan icon Create test planand provide a name and description. Because the new child inherits the section information from the master, be sure to configure the master before creating the child.
  8. Optional: To include child test plans in the calculation of quality objectives, click Roll Up Objectives.

    Quality objectives include the overall quality goals for a release, or the entrance or exit criteria. Several quality objectives are calculated automatically, such as Execution Record Pass Rate and the Number of Open Sev1 Defects allowed. Roll up means that when the child objectives are added to the master, the child test plans are included in the calculation. For example, assume that the exit criteria for the master specifies that there must be fewer than five severity-one defects. If the master already has two severity-one defects, and a child has four, the exit criteria for the master is not be met if you include the child quality objectives.

  9. To save the new master test plan, click Save.

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