How to set the execution plan for the Project?

You can define your execution plan by utilizing tests/steps due dates, or, set custom daily targets that are fully adjustable to meet your planned schedule. 
Then, use the Planned vs. Actual report to see the trend of your project progression compared to your original plan.


To set the Execution Plan - 

  1. Hover over the Tests tab and select Test Tree

  2. Highlight the project name in the tree and select the Execution Plan tab

  3. Select one of the 3 options

    • Option 1 - No planning (default)
      • The Plan vs. Actual report will not be available

    • Option 2 - Use due dates of tests/steps
      • Set your plan to rely on due dates defined in Tests or Steps.

        Tests due dates are defined in the Work Plan section in the General tab.
        Use the Steps tab to define due dates for Steps.
      • Then, set the execution period start and end date for the project

    • Option 3 - Set daily targets
      The plan will rely on daily targets defined per Project or Cycle.
      When selecting this option, you can - 
      • Define whether your plan should rely on daily targets for Tests or Steps

      • For Plannings level, select if you wish to set the targets per Project or Cycle

        • Setting Project Targets
          Set the execution period start and end date and click on Manage Targets
          Here's how to set the daily targets
          • Use the checkbox selection to define the working days to be considered
          • Panaya displays a dynamic suggestion of daily targets to complete the currently defined plan. You can use the suggestion when setting the daily targets. 

            To set the default daily target of passed Tests / Steps for all days, type the number in the box and click on update.
            You can also set the daily targets manually for each specific date.
          • Click OK and then Save

        • Setting Cycle Targets
          • Click Save to save your execution plan
          • Then highlight the relevant Cycle in the tree and set the execution period start and end date for the Cycle
          • Click on Manage Targets



See also