| Info |
|---|
Starting October 11, 2024 (Zephyr Enterprise 8.2), the Zephyr Enterprise documentation moved from its current location on Atlassian to a dedicated, standalone Zephyr Enterprise documentation page. Please see: https://support.smartbear.com/zephyr-enterprise/docs/en/zephyr-enterprise/zephyr-administration-guides/project-setup/add-a-project.html |
| Anchor | ||||
|---|---|---|---|---|
|
Adding Projects
1. Click on the 
button at in the top-right corner of the interfacewindow.
2. Fill in all the following mandatory required fields. The mandatory required fields are shown with have a red star asterisk next to the text and the text box border is red.
- Name - The unique name given to a project to distinguish a project.
- Start Date - The initial date that the project is started. This date is important as all subsequent activities and dates are set past this point.
There are optional field to fill out such as description for the project, selecting an end date, mapping the project to an external defect project from JIRA, selecting a lead to be on the project as well as an option to change the project type.
There are a total of 3 different project types.their name:
The Add Project dialog has the following fields:
| Field | Description |
|---|---|
| Name (required) | The name of the project. |
| Type | The project type. There are three project types:
|
| Description | The description of the project. |
| Requirements & Defect Tracking | Select the defect tracking system you will use for your project. You can choose either Zephyr Internal, or Jira:
|
| Allow creating internal requirements (check box) | If you select this check box, you will be able to create requirements in Zephyr even if you use Jira as a source of truth. |
| When the check box is not selected, you cannot add requirements or import them in the Excel format. The check box appears when you select Jira as the defect tracking system. | |
| Map external Defect project | Select a Jira project to map to your project. The field appears when you select Jira as the defect tracking system. |
| Attachment Storage | Select the desired storage from the drop-down list. |
| Start Date (required) | The start date of the project. |
| End Date | The end date of the project. |
| Auto update execution status based on test step status (check box) | If this check box is selected, Zephyr automatically updates the execution status of the test case based on the test step status. |
| Share test cases with other projects |
| (check box) | A project can be marked as shared, which |
| allows test resources |
| to be copied to other projects marked as shared. Project sharing is restricted to projects with the type "Normal". |
3. Select the projects that you want to share test cases with.
- Check off the project(s) that you want to share test cases with.
- Click on the green arrow to move the checked off project(s) to the selected shared projects
4. After filling in all the mandatory fields, click on the "Add" Button After populating the fields, click Add to create the project in the system.