Manage your test repository with milestones

What is a milestone? What are its goals and benefits? How does it work?

In this article, we introduce milestones along with their main features and their part in project management.



Milestones goals

Milestones allow to generate various versions of your test repository and to display only the objects (i.e. requirements, test cases, campaigns) bound to them.
Thanks to the milestones, you have now the possibility to manage the libraries by version, create a new version of your repository from an existing version, synchronize two versions, and much more!
For users under license, a dedicated documentation is available with further information to manage milestones and deal with the different functionalities (check our offers).
For all free-users of Squash TM, the main characteristics of milestones are available on our Wiki.

Milestone management

Prerequisite: Activation of the functionality: the default settings disable milestones management. To enable the functionality, you need to go to the Administration workspace.
To manage the milestones, you need to have access to the ‘Administration’ workspace. Thus, make sure you have an ‘Administrator’ or ‘Project leader’ profile. Both profiles give you access to the following functionalities:

  • Create, edit, delete milestones
  • Bind milestones to one or several projects
  • Clone and synchronize milesones

Users with Test Referee, Test Designer and Advanced Tester can only bind and unbind milestones to requirements and test cases.
The binding to milestones can be done through library and 'Milestones' tab of the requirement and/or test case to bind.

 

Milestone mode

To enable the Milestone mode, go to ‘My account’ page.
With Milestone mode, only the objects bound to the selected milestone will appear in the library.

It is also possible to create a requirement, a test case or a campaign in Milestone mode. The object will be directly bound to the milestone.



Dashboard

With Milestone mode, you can generate dashboards in the different workspaces: requirement, test cases and campaigns workspaces. In each workspace, all the associated objects to the selected milestone are displayed in the dashboard.
To display the dashboard under the Milestone mode, you need to click on [Milestone] button displayed above the library.

It is also possible to generate dashboard from a library selection (project, object, multiple selection...). Only object bound to the milestone and included in the selection will be displayed in the dashboards.



Additionnal information


Milestone scope

There is a milestone scope for each milestone. A milestone scope is the test repository associated to a milestone. The milestone scope depends on the user profile.

  • For an ‘Administrator’ profile, the milestone scope is defined as ‘Global’
  • For a ‘Project leader’ profile, the milestone scope is defined as ‘limited’. It means the repository is limited to the projects the project leader is responsible for.


Milestone status

The access to the functionalities introduced above depends on the user profile and the milestones’ status. The following table sums up the possible actions depending on the milestone status:

  Bind/unbind a milestone to a project Bind/unbind a milestone to an object Create a objects Delete objects Edit objects
Planned
In progress
Finished
Locked

 

Cloning and synchronizing milestones

Cloning or synchronizing a milestone is only possible if the milestone status is "In progress" or "Finished".

  • Cloning = cloning a milestone allows to bind a new milestone to projects and/or requirements and/or test cases already bound to an existing milestone.
  • Synchronizing = synchronizing two milestones allows to bind one milestone’s objects to the other and reciprocally or not.

 

Find more about the customization of dashboards here.