Creating a Project_TEST

7/25/2019 Creating a Project_TEST

1/10

Test Document

Purpose of Test

Test HistoryDate 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


2/10

Test Document

Test Procedure

Step Action Input Expected

Results

Pass Fail

1. Begi !" a#igatig to t$e Projects%age.

&lic' t$e Navigatormeu.

2. &lic' t$e Projectsli'.

(. )se t$e Projects%age to re#ie* "our%ro+ect list, *atc$list, ad %edig

acti#ities. -ou ca re#ie* details or

eistig %ro+ects or create a e* %ro+ect.

Page 2 Last changed on:1/5/2012 06:51:00 PM


3/10

Test Document


Results

Pass Fail

. &lic' t$e reate Projectmeu.

5. &lic' t$e From Templatelist item.

6. )se t$e reate Project from Template

%age to searc$ or ad select a %ro+ect

tem%late or select a recetl"used tem%late.

. 3elect t$e %ro+ect tem%late.

&lic' t$e ro* $eader.

4. &lic' t$e reate from Template!utto.

. )se t$e reate Project%age to s%eci"

!asic details or "our %ro+ect icludig t$e

%ro+ect ame, um!er, ad %ro+ect start

date.

10. &lic' i t$e Project nameield.



4/10

Test Document


Results

Pass Fail

11. Eter t$e desired iormatio ito t$e

Project nameield. Eter a #alid #alue e.g.

InFusiononstructions.

12. &lic' i t$e Project num!erield.

1(. Eter t$e desired iormatio ito t$e

Project num!erield. Eter a #alid #alue

e.g. InFusiononstructions"#$.

1. &lic' i t$e Project start dateield.


Project start dateield. Eter a #alid #alue

e.g. %&'%&'&&.

16. &lic' i t$e Project (anagerield.


Project (anagerield. Eter a #alid #alue

e.g. (arlin) Amy.

14. )se t$e ields i t$e opy *ptions

regio to co%" %ro+ect, %ro+ect %la,

iacial %la, ad iacial iormatiorom t$e %ro+ect tem%late to t$e %ro+ect t$at

"ou are a!out to create.

1. )se t$e Project space templateield toco%" t$e s%ace tem%late associated *it$ t$e

%ro+ect tem%late to t$e e* %ro+ect. T$e

ield is gra"ed out i a s%ace tem%late is otassociated *it$ t$e %ro+ect tem%late.

20. )se t$e +udgetssectio to co%" !udget#ersios rom t$e %ro+ect tem%late. -ou ca

o%tioall" create a !aselie #ersio o t$e

e* %ro+ect.

21. &lic' t$e Save and ontinue!utto.

22. )se t$e Edit Project ,efinition%age tore#ie* "our %ro+ect details.

2(. )se t$e +asic Informationregio to

re#ie* geeral %ro+ect attri!utes ad

iormatio i$erited rom t$e source

%ro+ect tem%late.



5/10

Test Document


Results

Pass Fail

2. &lic' t$e Edit!utto.

25. )se t$e Edit +asic Information*ido* tore#ie* %ro+ect details, icludig t$e

%laig %ro+ect desigatio, %ro+ect dates,

ad status.

26. )se t$e *rgani-ationield to c$age t$e

%ro+ecto*ig orgai7atio *$e editig

!asic iormatio, *it$out cascadig "our

c$ages to t$e tas' le#el.

2. )se t$e .ange Status!utto to c$age

t$e %ro+ect status. For eam%le, ater "ou

u%date t$e %ro+ect deiitio, "ou ca

c$age t$e %ro+ect status rom su!mitted toa%%ro#ed.

8 "our orgai7atio uses t$e %ro+ect status

c$age *or'lo*, t$e status c$ages ma"

iitiate a *or'lo* or a%%ro#al or

otiicatio.

24. )se t$e Project Typeield to re%lace t$e

%ro+ect t"%e i$erited rom t$e %ro+ect

tem%late. Pro+ect t"%es deie !asic %ro+ect

o%tios suc$ as !urdeig ad %ro+ect

classiicatios.

2. 3elect Planning projectto create tas'

assigmets, eter %laig amouts, !rig

summari7ed actual amouts ito t$e %ro+ect

%la, ad ca%ture %rogress.

(0. )se t$e Service Typelist to classi" t$e

ser#ice or acti#it" t$at is associated *it$ a%ro+ect or tas' or %rocessig ad re%ortig

%ur%oses. 8 t$is eam%le, it is let !la'.

(1. )se t$e /or0 Typelist to classi" t$e *or'

t$at is associated *it$ a %ro+ect or tas' to

categori7e ad grou% %ro+ects or tas's or

%rocessig %ur%oses.

(2. )se t$e Project Space Templatelist to

%ro#ide a olie locatio ad collectio otools or teams to *or' more eecti#el"

toget$er.



6/10

Test Document


Results

Pass Fail

((. )se t$e ascade *ptionlist to idicate

*$et$er "ou *at to cascade start date

c$ages to tas's, to cascade iis$ date

c$ages to tas's, or ot to modi" tas' dates

!ased o %ro+ect date c$ages.

(. &lic' t$e Save and lose!utto.

(5. &lic' t$e verticalscroll!ar.

(6. )se t$e Team (em!ersregio to re#ie*

%ro+ect team mem!ers, add or remo#e team

mem!ers, ad c$age %ro+ect roles.

Team mem!ers ca !e %ersos deied i

"our $uma resource a%%licatio, orcustomer, su%%lier, ad %arter cotacts.

(. Assig %ro+ect roles to determie t$e access

eac$ team mem!er $as to %ro+ect

iormatio, icludig t$e %ro+ect %la ad

%rogress, iacial %laig, ad %ro+ect

%erormace details.

(4. )se t$e Project ustomers regio to

s%eci" eteral %arties, suc$ as t$e

customers, %arters, ad su%%liers

associated *it$ "our %ro+ect. -ou ca also

s%eci" idi#idual team mem!ers romt$ese %arties to colla!orate o "our %ro+ect.

Pro+ect customers deied $ere are or

re%ortig %ur%oses ol". &ustomer details,*$e a#aila!le o t$e associated cotract,

su%ersede details selected $ere.

(. &lic' t$e verticalscroll!ar.

0. )se t$e Project lassificationsregio to

re#ie* class categories ad codes. &lass

categories ad codes are im%lemetatio

deied met$ods o classi"ig %ro+ects or

re%ortig %ur%oses. For eam%le, $ere class

categories ad associated class codes deie

t$e %ro+ect udig source.

1. )se t$e Project Plan Typeregio to re#ie*

t$e %ro+ect %la t"%e associated *it$ t$e

%ro+ect. T$e %ro+ect %la t"%e is t$e sourceo deault %ro+ect %la ad %rogress setu%

iormatio or t$e %ro+ect.



7/10

Test Document


Results

Pass Fail

2. &lic' t$e Edit!utto.

(. )se t$e Edit Project Plan Type%age tore#ie* %ro+ect %la setu% o%tios ad

%laig o%tios i$erited rom t$e %ro+ect

%la t"%e.

. )se t$e Sc.edule using t.ird party

soft1areo%tio to idicate t$at a t$ird%art" sc$edulig %ac'age cotrols t$e

%ro+ect ad tas' dates. 8 ea!led, t$e t$e

tas' %laed dates are ot used as t$e tas'

assigmet dates ad t$e %laed tas' dates

do ot automaticall" roll u%.

&lic' t$e Sc.edule using t.ird party

soft1areo%tio.

5. &lic' t$e Save and lose!utto.

6. )se t$e Resource +rea0do1n Structures

regio to add or remo#e %laig ad

re%ortig resource !rea'do* structures.

-ou ca use t$e same resource !rea'do*

structure or %laig ad re%ortig

%ur%oses. 9o*e#er, "ou ma" decide to use

a resource !rea'do* structure *it$ greater

detail or %laig ad aot$er *it$ less

detail or %ro+ect %erormace re%ortig.

. &lic' t$e Financialta!.

4. )se t$e Financialta! to re#ie* t$e

iacial as%ects o t$e %ro+ect deiitio.

. )se t$e Transaction ontrolsregio to

re#ie* ad edit trasactio cotrols

i$erited rom t$e source %ro+ect tem%late.

Deie trasactio cotrols to allo* ol"

c$arges t$at "ou e%ect or %la or. -ou ca

o#erride trasactio cotrols or idi#idualtas's as reuired.



8/10

Test Document


Results

Pass Fail

50. )se t$e urrency onversionregio to

re#ie* %ro+ect currec" co#ersio

attri!utes used or %ur%oses o %ro+ect

costig.

&urrec" co#ersio attri!utes or %ro+ect

%laig come rom t$e currec" settigs

deied or t$e associated %ro+ect %la t"%es

ad iacial %la t"%es. &urrec"

co#ersio attri!utes or cotract !illig

come rom t$e cotract !usiess uit

im%lemetatio o%tios.

51. &lic' t$e verticalscroll!ar.

52. )se t$e Asset Assignmentsregio to create

ca%ital or retiremet assets or "our ca%ital

%ro+ects.

Deie ca%ital assets to ca%ture assets t$at

are !uilt or %laced i ser#ice durig t$e

course o t$e %ro+ect. &reate retiremet

ad+ustmet assets to ca%ture cost o remo#al

ad %roceeds o sale amouts.

5(. )se t$e 2rouping 3evel Typeo%tio to

determie *$et$er %ro+ect costs icurred

are allocated to assets t$at are s%eciied $ere

or are distri!uted to all assets t$at are %lacedi ser#ice.

5. )se t$e apitali-ation *ptions regio to

calculate iterest o costructioi

%rogress ;&8P< costs *$e "ou allo*

ca%itali7ed iterest.

55. )se t$eAsset ost Allocation (et.od

o%tio to determie $o* idirect or

commo costs icurred o a %ro+ect are

allocated to multi%le assets.

56. )se t$e Event Processing (et.odo%tio

to deie $o* assets ad costs are grou%edo#er time. &a%ital e#ets grou% assets ad

costs !eore "ou geerate asset lies or

ca%itali7atio ad retiremet cost

%rocessig.



9/10

Test Document


Results

Pass Fail

5. )se t$e ross4.arge *ptionsregio to

determie *$et$er trasactios rom ot$er

!usiess uits ca !e c$arged to a tas' ad

$o* crossc$arge trasactios s$ould !e

%rocessed or la!or ad ola!or resources.

54. )se t$e *rgani-ation *verrides for

Projectregio to re#ie* o%tios or

reassigig all o t$e %ro+ect costs ad

%ro+ect re#eue o a em%lo"ee or a etire

orgai7atio, or redirectig costs ad

re#eue to aot$er orgai7atio or certai

e%editure categories.

5. )se t$e +urden Sc.edule Assignments

regio to o#erride !urde sc$edule

iormatio i$erited rom t$e %ro+ect t"%et$at is associated *it$ t$e source %ro+ect

tem%late *$e !urdeig is ea!led or

"our %ro+ect.

-ou ma" decide to o#erride t$e i$erited

!urde sc$edule i, or eam%le, !urde

multi%liers are egotiated s%eciicall" or a

%articular %ro+ect.

60. &lic' t$e Reportingta!.

61. )se t$e Reportingta! to re#ie* re%ortigo%tios or "our %ro+ect. T$ese o%tios

determie $o* "ou re%ort o %ro+ect

%erormace.

62. )se t$e 5ey Performance Indicators

regio to set u% 'e" %erormace idicators

;=P8s< to determie %ro+ect %erormace ora measure.

A %erormace measure #alue is aal"7ed

agaist a =P8 t$res$old deiitio to

determie t$e status o t$e =P8. =P8s are

deied at t$e %ro+ect uit le#el !ut must

also !e assiged directl" to a %ro+ect.



10/10

Test Document


Results

Pass Fail

6(. )se t$e Summari-ed Financial Plan

Typesregio to ea!le u% to our iacial

%la t"%es, ot$er t$a t$e a%%ro#ed !udget

or %rimar" orecast iacial %la t"%es,

*$ose !udget or orecast #ersios "ou

*ould li'e to iclude i summari7atio.

>ersios o a%%ro#ed !udget or %rimar"

orecast iacial %la t"%es are

automaticall" icluded i summari7atio.

6. &lic' t$e ,one!utto.

65. -ou $a#e successull" created a %ro+ect

usig a tem%late.

End of Procedure6

Additional 7alidation


Creating a Project_TEST

Documents

Transcript of Creating a Project_TEST