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Because Xray uses issue types for mapping test concepts, you can can organize your projects to best suit your organizational needs. You can keep your current projects separate from   Xray,  or combine them together.

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Below are some common use cases showing how to use Xray in combination with other projects in Jira. Xray issue types support associations from different projects. You can add Tests from one project to Tests Executions on another project, or even mix Tests from different Projects in the same Test Execution or Test Set issue.

All-in-one 

You can use a single single project to manage your Requirements and Defects, Test-related issues as well as all your Test Executions.



Info
titleRecommendation

This is the preferred organization approach as it provides some key benefits over other alternatives:

  • Self-contained
  • Easy to understand and manage
  • Promotes team collaboration


Gliffy Diagram
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How to

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set it up

  1. Create a new Scrum project or use an existing one;.
  2. Add Test, Pre-ConditionPrecondition, Test Set, Test Plan, Test Execution and Sub-Test Execution issue types to the project. This can easily be done using a shortcut available in the "Summary" section within the project settings (see  Project Settings: Summary) for editing the Issue Type Scheme used by the project; it . You can also be done do it from within Jira administration > " Settings " > " Issues " > " Issue Type Schemes";.
  3. In the project settings, within the "Test Coverage" section (see Project Settings: Test Coverage), define the Covered Issue Types (i.e., the testable entities , such as the typical requirements, user stories, epics). On the left side, you can see all available Issue Types and then you can drag . Drag the ones you want (e.g., Story, Epic) to the "Covered Issue Types". Don't forget to and save the settings at the bottom of the page.

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Separate my Requirements and Defects

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from Tests

If you already have a Jira project for managing Requirements and Defects and don't want to have any tests nor executions in this project, you can create a separate companion project just for testing purposes. 

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Gliffy Diagram
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How to

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set it up

  1. Create a Scrum project or use an existing one ;for managing the "Requirements Project".
  2. Create another project (it can also be a Scrum project) for managing the "Test Project". 
  3. In the "Test Project", add Test, PreconditionAdd Test, Pre-Condition, Test Set, Test Plan, Test Execution and Sub-Test Execution issue types to the project. Remove all other issue types. This can easily be done using a shortcut available in the "Summary" section  section within the project settings settings (see  Project Settings: Summary) for editing the Issue Type Scheme used by the project; it . You can also be done do it from within Jira administration > " Settings " > " Issues " > " Issue Type Schemes";. 
  4. In the "Requirement Project" project settings, within the "Test Coverage" section (see Project Settings: Test Coverage), define the Covered Issue Types (i.e. the testable entities , such as the typical requirements, user stories, epics). On the left side, you can see all available Issue Types and then you can drag . Drag the ones you want (e.g., Story, Epic) to the "Covered Issue Types". Don't forget to and save the settings at the bottom of the page.

Dedicated repository for Tests

Another common use case for Xray is to have a dedicated project for Test (and Pre-Condition Precondition and Test Set) issues. Test Executions are the responsibility of other project(s). This separation allows you to manage permissions more effectively, so ; maybe only a few testers have permission to write tests and while others only have permission to execute.

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Gliffy Diagram
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Tip
titleTest Execution Versioning

If you plan to have separate projects for managing Requirements/Defects and Tests Executions and you want to analyze Requirements by version, then your Requirement's project version names must match the names of the Test Execution's project.


How to set it up

  1. Create a Scrum project or use an existing one for managing the "Requirements Project".
  2. Create another project (it can also be a Scrum project) for managing the "Test Project" 
  3. Create another project (it can also be a Scrum project) for managing the "Test Executions Project". 
  4. In the "Test Project", add Test, Precondition and Test Set issue types to the project.

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  1. Remove all other issue types. This can easily be done using a shortcut available in the Summary section within the project settings (see  Project Settings: Summary) for editing the Issue Type Scheme used by the project. You can also be do it from within Jira administration > Settings > Issues > Issue Type Schemes.  
  2. In the "Test Executions Project", add Test Plan, Bug and Test Execution issue types to the project. Remove all other issue types.
  3. In the "Requirement Project", add the Sub-Test Execution issue type.
  4. In the "Requirement Project" project settings, within the Test Coverage section (see Project Settings: Test Coverage), define the Covered Issue Types (i.e., the testable entities such as the typical requirements, user stories, epics). On the left side, you can see all available Issue Types. Drag the ones you want (e.g., Story, Epic) to the Covered Issue Types and save the settings.

Completely separate

In this use case, the Tests, Requirements, Executions & Plans and Defects all separated and being handled on in different projects.


Gliffy Diagram
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How to set it up

  1. Create a Scrum project or use an existing one for managing the "Requirements Project".
  2. Create another project (it can also be a Scrum project) for managing the "Test Project". 
  3. Create another project (it can also be a Scrum project) for managing the "Test Executions Project" 
  4. Create another project (it can also be a Scrum project), for managing the "Defects Project". 
  5. In the "Test Project", add Test, Precondition and Test Set issue types to the project. Remove all other issue types. This can easily be done using a shortcut available in the Summary section within the project settings (see  Project Settings: Summary) for editing the Issue Type Scheme used by the project. You can also be do it from within Jira administration > Settings > Issues > Issue Type Schemes. 
  6. In the "Test Executions Project", add Test Plan and Test Execution issue types to the project. Remove all other issue types.
  7. In the "Requirement Project", add the Sub-Test Execution issue type.
  8. In the "Defects Project", add the Bug issue type.
  9. In the "Test Executions Project", add Test Plan and Test Execution issue types to the project. Remove all other issue types.
  10. In the "Requirement Project" project settings, within the Test Coverage section (see Project Settings: Test Coverage), define the Covered Issue Types (i.e., the testable entities such as the typical requirements, user stories, epics). On the left side, you can see all available Issue Types. Drag the ones you want (e.g., Story, Epic) to the Covered Issue Types and save the settings.


Isolated repository for Tests

In this more uncommon scenario, you would have your requirements outside of Jira in some other tool. You use Jira only as a testing repository for creating Tests, Test Sets, Test Plans and Test Executions.

You certainly can use Xray for this, but you will lose the benefits of requirement coverage and traceability.

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Info

Users implementing this scenario might gain huge benefits if they are able to synchronize the requirements between in the other tool and Jira.


How to set it up

  1. Create a Scrum project or use an existing one for managing the "Test Project". This one will be handled like a Requirements Project;
  2. In the "Test Project", add Test, Precondition and Test Set issue types to the project. Remove all other issue types, except the issue type to be handled as a requirement and the Bug. This can easily be done using a shortcut available in the Summary section within the project settings (see  Project Settings: Summary) for editing the Issue Type Scheme used by the project. You can also be do it from within Jira administration > Settings > Issues > Issue Type Schemes. 
  3. In the "Test Project" project settings, within the Test Coverage section (see Project Settings: Test Coverage), define the Covered Issue Types (i.e., the testable entities such as the typical requirements, user stories, epics). On the left side, you can see all available Issue Types. Drag the ones you want (e.g., Story, Epic) to the Covered Issue Types and save the settings.