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Test plans

A test plan groups several test runs into one unit of work, so they can be reported on together.

Use a plan when a body of testing spans more than one run. Common cases:

  • A release needs several runs — one per feature area — and you want a single view of whether the release is ready.
  • A regression cycle runs weekly across platforms, and each platform is its own run.
  • You want to hand someone one link that represents the whole testing effort.

:::note Test plans require a paid plan Test plans are not available on the Free plan. See Plans and quotas. :::

Lifecycle​

Like runs, plans move through three states:

StateAction to leaveNotes
draftActivate PlanBeing assembled
activeClose PlanIn progress
closed—Finished

You can filter the plans list by state.

Creating a plan​

A plan needs a name (required, 1–255 characters) and can take a description.

Once created, attach runs to it. The attach picker lists the project's runs that are not already attached, so a run belongs to a plan at most once. When every run is attached, the picker says "All project runs are already attached to this plan."

You can also detach a run from a plan without deleting the run — the run itself is unaffected.

What a plan reports​

A plan aggregates the results across all its attached runs into one summary: totals for each result type and an overall pass rate.

This is the number to look at when deciding whether a release is ready — unlike a single run, it covers everything that was executed for that piece of work.

Plans and AI Intelligence​

A test plan can be created directly from an AI Intelligence analysis. When you accept recommended cases from an analysis, Create Test Plan from Selection builds a plan from those cases, so a release's AI-suggested coverage becomes a plan you can execute.

Plan vs run — which to use​

You want to…Use
Execute a set of cases and record resultsA run
Re-execute the same cases next weekA new run, started from a run template
Report on several runs as one effortA plan
Track quality over time across many runsReports — not a plan

A plan is a grouping for reporting, not an execution mechanism. You execute runs; the plan aggregates them.