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  • To set up user go to Customization >> User >> Add. Read more hereabout Users.
  • To set up user go to Customization >> Roles. Read more hereabout Roles.
  • To edit a role, go to Customization >> Roles >> Edit Role. Read more hereabout Roles.


Step 2: Setup Projects

The Project is the main container and is the equivalent to your overall Product/Project. Many companies that follow a Waterfall process choose to separate each project into a QMetry project. This may be appropriate for your organization; however, a key factor to consider is that all assets (Requirements and Test Cases) are stored at the project level and can be associated to multiple releases (Phases) and cycles.

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Step 3: Create or Import Requirement

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  • To create test case, go to Test Case >> New. Read more here.
  • To link Requirement to Test case, go to Test case >> Requirements tab. Read more here.


Depending on scope of your stories for a phase, you can associate corresponding Test Cases to planned release/cycle. Linking of Test Cases to Release/Cycle can be done from multiple places including Test Cases or Test Suites.

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  • To link Release/Cycle to Test cases, open Test case >> Release & Cycle. Read more here.

Step 5: Estimate Your Test Cases

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  • To estimate test cases, Create Test Case >> Details >> Enter the – Estimated Time. Read more here.

Step 6: Create Test Suites and manage them by iterations

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  • To view executive coverage report, go to Reports >> Executive Coverage Report. Read more hereabout Requirement Report.