Step by Step Project Management with Panaya

The following article will take you step by step through the process of managing a project with Panaya,
introducing you to both the methodology and functionality that is incorporated within the system
from the perspective of a Project Manager.

Your entire project can be summarized in 9 essential steps:

1. Create a Project
The first thing to do is to create your CloudQuality Project.
Select the type of project with one click. 
2. Setup the Administrator User
Define a user for your primary admin.
You will need to grant the this user with the “upload code” permission
so that your system’s code can be extracted and uploaded.
3. Upload your Custom Code
This is done using the CloudQuality CODE BOX
While you are waiting for Panaya to analyze your custom code,
you can perform steps 4 & 5.
4. Import Your Test Assets
You can import your existing Word, Excel or PDF based testing scenarios using Panaya’s Test Box.
The test activities will be ready for you within 48 hours.
5. Setup All Users
Now would be a good time to setup your users.
You can import them from an Excel file or add them quickly and easily one by one.
You need to consider developers, testers and others who are going to be involved in this project. 

6. Install the Test Player
This is the tool that is going to capture all of your testing activity,
so it is essential for both the system that you are testing and for the people involved.
We have a detiled Test Management Setup Guide for exactly that purpose.

7. Plan Your Project
When your code extraction has been analyzed,  you can begin the most interesting part - Planning.It is easy to scope and assign the projects activities. If you are wondering what to consider when scoping, click here.
Once you review your test plan and cover all aspects of your project, move on to the next step.
We also have a Step by Step Guide for your EHP/SPS Upgrade.


8. Launch the Project!
Congratulations. You can now launch the project.
Once launched, all user will receive personal notifications to begin working on their activities.
Now sit back, relax. and...


9. Monitor in Real Time
This is the part where you can really enjoy all the benefits of Panaya.
Panaya allows you to monitor all the project's activities in real time.
Testing, Corrections and Defect monitoring has never been easier.