Projects are the top of the hierarchy in TestMonitor. Most other data, like requirements, milestones, test suites, and issues are related to a specific project. Usually, we recommend to create a project in TestMonitor for each real-life software project.
Use the cog wheel in the header to open the Settings.
At the left side, you’ll see a categorized list of configuration sections. The second section is Projects & Tests. In the underlying section Projects you can manage the projects in your TestMonitor environment.
The projects overview shows all the existing projects, including their description, start date, end date, and the number of members.
The filter icon to the left allows you to filter on trashed or archived projects.
The cog button to the right enables you to edit what columns are shown in the projects overview.
Add a Project
You can add a new project by selecting Add Project on the top right of the projects overview page.
A popup will appear allowing you to specify the project settings.
To specify a new project you need to fill the following fields:
- Name (required)
A short, clear name of the project.
A more descriptive identification of the project.
- Start date (required)
The date that the project starts.
- End date (required)
The date the project is supposed to be finished.
Click Save to add the new project or Cancel to go back to the project overview page.
Go to the project detail page by either selecting the project name or the 'arrow' button to the right of the project. The project detail page shows all project properties and a full audit trail.
Through the sidebar on the left you can access the following project information:
- Project - Details:
The name, description, start date and end date of the project.
All activities for each object in TestMonitor are logged. You can view these activities for the project under the details section.
- Project - Integrations:
Here you can configure your the available integrations for TestMonitor.
- An overview of the members that are assigned to the project. Users with an admin account are automatically assigned to all projects.
- Fields & Customizing - Requirements:
The requirement types that are active and hidden in the project.
- Fields & Customizing - Risks:
The risk classifications that are active and hidden in the project.
- Fields & Customizing - Issues:
The statuses, impacts, priorities, categories and resolutions that are active and hidden in the project.
Update Project Details
To edit a project's details you can go to the project detail page by either selecting the project name or the 'arrow' button to the right of the project. A pencil is shown when you move your cursor over project details such as the name and description. Select the particular field and you'll be able to edit the text. Click Save to save the changes you've made or Cancel to discard them.
At this moment TestMonitor offers a one-way integration with DevOps, Jira and Slack. Automatically create issues in Azure DevOps or Jira or get Slack notifications when a Test Run is completed. Read more on how to add an integration in the section about Integrations for TestMonitor.
Go to the section Members in the sidebar on the left to update the project members. You can add a new member by selecting Add Member on the top right of the members overview page.
A popup will appear allowing you to select the member and the appropriate role(s).
You can assign one or more roles to a user in a project. Choose Add Member to add the selected member or Cancel to go back to the previous page.
To delete a member of a project, you can click the red cross next to the name of the member. A popup will appear allowing you to Delete the member or click Cancel to go back to the previous page. Admin users can't be deleted of the members list.
Update Active Fields
In the section Fields & Customizing you can set what fields are active within your project. You can activate or hide the following fields: requirement types, risk classifications, and issue statuses, impacts, priorities, categories, and resolutions. To activate a field, select the plus symbol next to the field. To hide an active field, select the cross symbol next to the field.
The fields shown in this section are either default fields or custom fields that were added in your TestMonitor environment. Go to Settings > Fields & Customizing, to update custom fields in your TestMonitor environment.
Delete a Project
You can delete a project by opening its detail page and selecting the three dots … in the top right corner.
Select Delete and a confirmation box will be shown. Select Delete again to delete the project.
Restore Trashed Projects
Go to the projects overview page and set the filter Trashed Projects to display all trashed projects. You can restore a trashed project by selecting the 'restore' button at the right of the project.
A confirmation box will be shown. Select Restore and the project is available in your projects overview again.
Update Multiple Projects
TestMonitor allows you to batch-edit projects. In the projects overview, move your cursor over a project and tick the checkbox on the left. Select additional projects or select them all by ticking the checkbox in the table header. Next, click on the green multi-select button in the toolbar and select a batch action.
The batch-edit function for projects offers the following action:
Choose Delete and you can delete all the selected projects at once.