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Info

A Test Project means that you will have available Xray Issues, such as Test, Test Execution, Test Plan, Test Set and others.

You can perform this configuration in an existing project or in a newly created one!



UI Steps

From the Project Administration page

 In order to add Xray Issue types to your project, click on Actions -> Add Xray Issue Types.

UI Step
Info
titlePlease note

To "Add Xray Issue Types" you must belong to a group allowed to do so in Xray settings. This permission is set  "Jira Administration > Manage Apps > Miscellaneous > Users Groups allowed to add Xray Issue Types." 

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Note

This action will add all Xray issue types to the project schemes. 

Make sure you realize the impact of changing an Issue Type Scheme & and Issue Type Screen Scheme directly from a project. Don't forget that the schemes may be shared with other projects. 

Update Issue Type Scheme


  1. Go to Jira Settings
UI Step

From Updating Issue Type & Issue Type Screen Schemes

Tip

By updating the Issue Type Scheme & Issue Type Screen Scheme you have the flexibility to select exactly which issue types are going to be available in your project. 

If you want to separate test specifications ( issue type Test) from executions ( Issue Type Test Execution) in different projects, you might prefer to use this option, rather then going back to the schemes and deleting the issue types & screens you don't need. 

  1. Go to Jira Administration > Issues > Issue Type Scheme and select the Issue Type Scheme you want to add Xray Issue Types. 
  2. Drag-and-drop Xray Issue Types: Test, Test Plan, Test Set, Test Execution to Issue Types for Current Scheme. 

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Tip

If your project uses the Default Issue Type Scheme you only need to perform this action if you don't want to use all issue types.

Your team does not have to use all Issue Types in their project. If you want to go for a simple approach you might only use - Test, Test Plan & Test Execution.

  1. Go to Jira Administration > Issues > Issue Type Screen Scheme and select the Issue Type Screen
  2. Click on "Associate an Issue Type with Screen Scheme"

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  • Select Test for Issue type and Default Xray Test Screen Scheme for the Screen Scheme.
    • Repeat this action for Pre-Condition with Default Xray Pre-Condition Screen Scheme, Test Plan with Default Xray Test Plan Screen Scheme, Test Execution with Default Xray

    Test Execution

    Screen Scheme, and Test Set with Default Xray Test Set Screen Scheme

    .

    UI Step

    Copy Versions from Requirement Project

    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. 

    1. Go to your project, click on Actions -> Add Xray Issue Types. Copy Project versions

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    2. Choose the projects that you want to copy the versions of - it should be the Requirements Projects.
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    3. All versions from the selected projects will be replicated to your Xray Test project.
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    Tip

    If you prefer you can perform this action manually by copying the version names from one project to another.