Test plan for Resources

Validate Resources with fixed test data across setup, planning, and billing flows.

Use this plan to validate Resources end to end.

It covers activation, setup, planning, work orders, and tariffs.

Test scope

Validate these areas:

• plan and feature availability
• resource categories and resource creation
• Scheduler visibility and planning behavior
• refresh behavior while browsing in the Scheduler
• work order linking
• tariff setup and billing behavior

Test data set

Use a fixed data set for every test run.

Users

• Admin user — full rights for setup and activation
• Planner user A — can use the Scheduler and work orders
• Planner user B — second planner for update checks
• Field user — mobile user for work order validation if needed

Resource categories

• Vehicles
• Tools
• Cranes

Resources

• RES-TRUCK-01 — category Vehicles
• RES-DRILL-01 — category Tools
• RES-CRANE-01 — category Cranes
• RES-NOCAT-01 — no category

Work orders

• WO-RES-001 — single-day work order
• WO-RES-002 — overlapping single-day work order
• WO-RES-003 — work order with billable resource usage

Tariff values

• Hour — 10
• Half-day — 35
• Day — 60
• Week — 250

Execution rules

• Run all tests in the same environment.
• Reset changed records after each run.
• Use the same dates for overlap tests.
• Use two planner sessions for refresh checks.
• Record both expected and actual results.
• Mark blocked tests with the blocking dependency.

Core test cases

Activation and access

ID	Scenario	Test data	Expected result
RES-001	Check plan eligibility	Account on supported plan	Resources is available for activation or included
RES-002	Activate Resources	Admin user	Resources becomes available in the BackOffice
RES-003	Check user access	Planner user	Resources area is visible when rights allow it
RES-004	Check restricted access	User without rights	Setup actions are blocked

Resource categories and creation

ID	Scenario	Test data	Expected result
RES-010	Create a category	Vehicles	Category is saved
RES-011	Create a resource with category	RES-TRUCK-01	Resource is saved as internal
RES-012	Create a resource without category	RES-NOCAT-01	Resource is saved but not plannable in category-based views
RES-013	Edit a resource	RES-TRUCK-01	Updated values are saved
RES-014	Delete or archive a category in use	Vehicles	Linked resource loses the category or is blocked by setup rules

Scheduler and planning

ID	Scenario	Test data	Expected result
RES-020	Show categorized resource in Scheduler	RES-TRUCK-01	Resource appears under the assigned category
RES-021	Check uncategorized resource in Scheduler	RES-NOCAT-01	Resource does not appear in category-based Scheduler view
RES-022	Link resource to work order	WO-RES-001 + RES-TRUCK-01	Work order shows the linked resource
RES-023	Check overlapping planning visibility	WO-RES-001 + WO-RES-002 + RES-TRUCK-01	Existing allocation is visible to planners
RES-024	Use spotlight for linked resource	WO-RES-001 + RES-TRUCK-01	Spotlight filters the view to the selected work and linked resource
RES-025	Check standard browsing behavior	Planner user A + Planner user B	New resource changes may need a manual refresh to appear
RES-026	Check auto refresh while browsing	Planner user A + Planner user B	New resource changes appear after moving to another date or view

Work orders and mobile flow

ID	Scenario	Test data	Expected result
RES-030	Add resource on work order in BackOffice	WO-RES-001 + RES-DRILL-01	Resource link is saved
RES-031	Remove resource from work order	WO-RES-001 + RES-DRILL-01	Resource link is removed
RES-032	Add resource on mobile	Field user + WO-RES-001	Resource can be selected if mobile flow supports it
RES-033	Reopen saved work order	WO-RES-001	Linked resources remain visible

Tariffs and billing

ID	Scenario	Test data	Expected result
RES-040	Set tariffs on a resource	RES-CRANE-01 + tariff values	Tariff values are saved
RES-041	Link billable resource to work order	WO-RES-003 + RES-CRANE-01	Work order accepts resource usage input
RES-042	Enter hourly usage	2 hours	Price reflects the configured hour tariff
RES-043	Enter daily usage	1 day	Price reflects the configured day tariff
RES-044	Leave tariffs empty	RES-DRILL-01	Resource remains plannable without billing values

Regression checks

ID	Scenario	Test data	Expected result
RES-050	Open existing resources after activation change	Existing resources	Data remains available after feature re-enable
RES-051	Check Scheduler after category rename	Vehicles renamed	Resource stays linked to the renamed category
RES-052	Check work order history after resource edits	Existing linked work order	Historical links remain intact
RES-053	Check Resources navigation after upgrade or add-on change	Eligible account	Navigation and access remain correct

Suggested execution order

1. Run activation tests.
2. Run category and creation tests.
3. Run Scheduler and work order tests.
4. Run tariff tests.
5. Finish with regression checks.

Exit criteria

Use these criteria to close the test run:

• all critical tests pass
• no blocker remains open
• expected links between resources and work orders are correct
• Scheduler visibility matches category setup
• tariff calculations match the configured values

Related topics

• Resources
• Create and manage resources
• Use resources in the Scheduler
• Features in Resources
• Resources availability and plans