Create and manage waterfall projects

Release version: Washingtondc

Updated January 24, 2025

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Summary of Create and manage waterfall projects

This guide outlines the processes involved in creating and managing waterfall projects within ServiceNow's Strategic Portfolio Management. It details the steps for creating new projects, opening existing ones, adding phases and milestones, as well as setting up manual testing, enabling users to effectively handle project workflows.

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Key Features

Create a New Project: Navigate to Project > Projects > Create New or use the Workbench to initiate a project.
Open Existing Projects: Access projects via the Project Workbench related link or select from the Projects Workbench.
Add Phases: Use the Add Phase icon to create waterfall or test phases as needed.
Edit Project Phases: Modify existing project phases by clicking the Edit Phase icon.
Add Milestones: Milestones can be added through the Add Phase pop-up after selecting the phase type.
Set Up Manual Testing: Create test plans, assign test cases, notify testers, and monitor testing progress through various forms and lists.

Key Outcomes

By following these processes, ServiceNow customers will be able to effectively create and manage waterfall projects, ensuring structured planning and execution. This enables better tracking of phases, milestones, and testing activities, leading to improved project outcomes and accountability.

An overview of the tasks involved in creating a waterfall project.

The following tables, arranged by task group, list the tasks involved in creating a waterfall project.

Table 1. Create a new project
Task	How do I do this?
Create a new project	Navigate to Project > Projects > Create New. Navigate to Project > Projects > Workbench and click New Project.

Table 2. Open an existing project
Task	How do I do this?
Open a project in the project workbench	Click the Project Workbench related link on the Project form. Navigate to ProjectProjectsWorkbench and select the project from the Select Projects choice list in the workbench header.

Table 3. Add phases to a project from the project workbench
Task	How do I do this?
Create a waterfall phase for a project	Click the Add phase icon () and select Waterfall from the Phase Type choice list.
Create a test phase for a project	Click the Add phase icon () and select Test from the Phase Type choice list.

Table 4. Edit a project phase from the project workbench
Task	How do I do this?
Edit a waterfall phase for a project	Click the Edit phase icon () on a project phase and make the required changes in the details of the project phase.
Edit a test phase for a project	Click the Edit phase icon () on the test phase and make the required changes in the details of the test phase.

Table 5. Add milestones to a project from the project workbench
Task	How do I do this?
Add milestones to a project	Click the Add phase icon () and then click Milestone at the top of the Add Phase pop-up window.

Table 6. Set up manual testing
Task	How do I do this?
Create a test plan	Navigate to Test Management > Test Execution > Test Plans > New.
Add test cases to a test plan	Click the Add Test Cases from Test Suite related link on the Test Plan form.
Create a test phase	Click the Add Phase button on the project workbench.
Add a test plan to a test phase	Click the Edit Phase icon () for the test phase and enter the name of the Test Plan.
Assign test cases to testers	Select a user in the Assigned to field on the Test Case form.
Notify testers to start testing	Click the Notify testers to start testing related link on the Test Plan form.
Tester performs tests and submits results	Navigate to Self-ServiceMy Tests or Self-Service > My Assessments.
Monitor the testing progress	The Test Plans list, Test Plan form, and Test Case form all display results for test cases and individual tests.
Testing sign-off	Click the Sign-off Test Plan related link on Test Plan form.