Share all test plans with another organization

Share your test plans for visibility, standardization, and collaboration.

If you are an Admin or Associate you can share all test plans created by your organization with other organizations on the project. You cannot share test plans created by other organizations.

  1. From the main navigation menu, click Field and select Settings.
  2. Click Field Directory and select Organizations you work with.
  3. Select the organization you want to share all your test plans with.
  4. Check Test Plans and click Save
  5. All test plans created and activated by your organization will be shared with the organization as read-only. Note: If the recipient or its users are also participants in a specific test plan, they can continue to access that test plan as per their role.

Note: Sharing test plans does not share the inspections and linked documents within the test plan automatically with the recipient organization. Inspections and issues need to be shared from the Organizations you work with screen, and linked documents need to be transmitted. If inspections and issues are not shared with the recipient organization, they will still be visible in the test plan but will not be visible in the issues or inspections list. If linked documents are not transmitted to the recipient organization, they will not be visible in the test plan.