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Project Management

This section provides a comprehensive guide to managing projects within the platform. It covers how to create new projects (both manually and using AI assistance), how to navigate and understand the project dashboard, and how to manage project members. Whether you are starting a new initiative or collaborating with a team, these features are designed to streamline your workflow and keep your projects organized.

Creating Projects​

Manual Project Creation​

  1. Access the Projects Area: From the main navigation, select the Projects section.
  2. Start a New Project: Click the button to create a new project. This opens a step-by-step wizard.
  3. Enter Project Details: Fill in the project name, description, and other required information.
  4. Add Structure: You can define milestones, test plans, test suites, and test cases as part of the setup. The wizard guides you through each step, allowing you to add or skip sections as needed.
  5. Review and Confirm: Before finalizing, review the information you've entered. You can go back to previous steps to make changes.
  6. Complete Creation: Submit the form to create your project. The new project will appear in your project list, ready for further management.

AI-Powered Project Import​

Leverage advanced AI to automatically generate comprehensive project structures from your existing codebase.

Code Upload & Analysis​

  • ZIP File Upload: Upload entire codebases as ZIP files for automated analysis
  • Multi-Language Support: Supports analysis of Python, JavaScript, Java, C#, TypeScript, and more
  • Intelligent Chunking: Large codebases are automatically chunked for efficient AI processing
  • Credit Estimation: Preview estimated AI credit costs before processing

Automated Structure Generation​

  • Smart Organization: AI automatically creates logical test suites based on code structure
  • Test Case Generation: Generate comprehensive test cases covering functional, edge case, and security scenarios
  • Milestone Creation: Suggested milestones based on project structure and development patterns
  • Section Hierarchies: Create nested test organization that mirrors your application architecture

AI Import Process​

  1. Upload Codebase: Select and upload your project's ZIP file
  2. Configure Analysis: Choose analysis depth and specify any exclusion patterns
  3. Preview Costs: Review estimated credit consumption for the analysis
  4. Run Analysis: AI processes your code to extract test requirements and structure
  5. Review Results: Examine generated test suites, cases, and project organization
  6. Apply Changes: Accept generated content or modify before finalizing the project
  7. Post-Processing: Fine-tune the generated structure and add additional context

Benefits of AI Import​

  • Rapid Project Setup: Reduce project initialization time from weeks to hours
  • Comprehensive Coverage: AI identifies testing scenarios that might be missed manually
  • Consistent Organization: Standardized project structure based on best practices
  • Knowledge Extraction: Capture domain knowledge from existing code comments and structure
  • Version Control: Generated structures are versioned for rollback and comparison

AI-Powered Project Import from PRD​

Generate comprehensive test projects from Product Requirements Documents (PRDs) using AI.

Supported Document Formats​

  • PDF: Upload PDF requirements documents
  • Word: Microsoft Word (.docx) documents
  • Text: Plain text (.txt) files
  • Markdown: Markdown (.md) files

PRD Import Process​

  1. Upload Document: Select and upload your PRD file
  2. AI Analysis: AI processes the requirements document to extract test scenarios
  3. Structure Generation: Automated creation of test suites, sections, and test cases based on requirements
  4. Review Results: Examine generated test structure and modify as needed
  5. Apply Changes: Finalize the project with generated content

Benefits of PRD Import​

  • Requirements-Based Testing: Generate tests directly from business requirements
  • Full Traceability: Link test cases back to specific requirements
  • Rapid Coverage: Quickly create comprehensive test plans from existing documentation

Repository Integration During Project Creation​

Connect GitHub and GitLab repositories for continuous test analysis and recommendations.

Repository Connection​

  • GitHub Integration: Connect public and private GitHub repositories with secure token authentication
  • GitLab Support: Support for GitLab.com and self-hosted GitLab instances
  • Bitbucket Support: Connect Bitbucket Cloud repositories with authentication
  • Webhook Configuration: Automatic webhook setup for real-time integration
  • Branch Selection: Choose specific branches for monitoring and analysis

Automatic PR Analysis​

  • Pull Request Monitoring: Automatic analysis of new pull requests and code changes
  • Impact Assessment: AI-powered evaluation of testing impact from code modifications
  • Test Recommendations: Intelligent suggestions for new test cases based on code changes
  • Confidence Scoring: AI confidence ratings for each recommended test case or modification
  • Auto-Test Creation: Optionally create recommended test cases automatically

Integration Benefits​

  • Continuous Testing: Keep test suites current with evolving codebases

  • Developer Workflow: Seamless integration with existing development processes

  • Automated Maintenance: Reduce manual effort in maintaining test case relevance

The Project Dashboard​

Each project has a dedicated dashboard that provides an overview and detailed insights into its status and activity.

  • Overview Tab: This section displays key statistics such as the number of test cases, test runs, pass/fail rates, and overall project health. It also lists recent activity, providing a snapshot of what’s happening in the project.
  • Milestones, Test Plans, Test Suites, and Test Cases: Tabs are available to view and manage each aspect of your project. You can add, edit, or remove items directly from these sections.
  • Test Runs: View all test runs associated with the project, including their status and results.
  • Integrations: Manage connections to third-party tools like GitHub or Jira directly from the dashboard.
  • Version Control: View and restore previous versions of the project structure when needed.

Understanding Statistics and Activity​

  • Key Metrics: The dashboard highlights important metrics such as passed, failed, and pending test cases, as well as pass rates and project health.
  • Recent Activity: A timeline or list shows the latest changes, such as new test cases, updates, or comments, helping you stay up to date with team actions.
  • Charts and Visualizations: Graphs and charts provide visual insights into trends, such as test execution outcomes and project health over time.

Managing Project Members​

Collaboration is central to effective project management. The platform provides tools to invite, remove, and manage user roles within each project.

Adding Members​

  1. Open the Project: Navigate to the desired project and go to the Members tab.
  2. Add a Member: Select an existing organization user to add to the project.
  3. Assign Roles: When adding a member, assign them a project-level role (Admin, Member, or Viewer) which determines their permissions within the project.

Removing Members​

  1. Go to the Members Tab: Within the project dashboard, view the list of current members.
  2. Remove a Member: Select the member you wish to remove and confirm the action. The member will lose access to the project but will retain access to other projects where they are a member.

Managing Roles​

  • Change Roles: You can update a member's role at any time to grant or restrict access to certain features.
  • Role-Based Permissions: The platform enforces role-based access control, ensuring that users can only perform actions permitted by their role. For example, only admins may delete projects or manage other members.

Tip: Regularly review project membership and roles to ensure that only the right people have access and the appropriate level of control.

By following these guidelines, you can efficiently create, organize, and manage your projects, ensuring smooth collaboration and clear visibility into your testing activities. The combination of manual and AI-assisted tools provides flexibility and speed, while the dashboard and member management features keep your team aligned and productive.