Adding a Project

Owned by Kevin Pham (Deactivated)
Last updated: Oct 10, 2024 by Dominik Trygar
3 min read

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


Adding Projects

1. Click on the  button in the top-right corner of the window.

2. Fill in all the required fields. The required fields have a red asterisk next to their name:

The Add Project dialog has the following fields:

FieldDescription
Name (required)The name of the project.
Type

The project type. There are three project types:

  • Normal (N) Projects - Default project type. Users assigned to a normal project are able to view the testing assets of all other normal projects including the Global Trees of the test repository and test execution. Users that are only assigned to a normal project cannot view the testing assets of restricted and isolated projects.

  • Restricted (R) Projects - Users assigned to a restricted project are not able to view the testing assets of isolated projects but can see those assets in a normal project. Restricted projects are typically useful for restricting access to sensitive data that only members of the project can see.

  • Isolated (I) Projects - Users assigned to an isolated project are not able to view the testing assets of any projects nor can anybody see the testing assets of their project. Isolated projects are typically useful to completely isolate a project and its testing assets. For example, it might be ideal to whenever you want to host multiple customer projects on the same instance of Zephyr.

DescriptionThe 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 projectSelect a Jira project to map to your project. The field appears when you select Jira as the defect tracking system.
Attachment StorageSelect the desired storage from the drop-down list.
Start Date (required)The start date of the project.
End DateThe 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. After populating the fields, click Add to create the project.

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