Create and manage waterfall projects

---
title: Create and manage waterfall projects
description: Plan, create, and manage projects using the Waterfall methodology.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-management/c\_CreateAndManageWaterfallProjects.html
release: australia
product: Project Management
classification: project-management
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 6
breadcrumb: [Starting a project, Using Project Management, Project Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Create and manage waterfall projects

Plan, create, and manage projects using the Waterfall methodology.

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

|Task|Steps|
|----|-----|
|Create a new project|Navigate to **All** > **Project** > **Projects** > **Create New**.|

|Task|Steps|
|----|-----|
|Open a project in the project workbench|Select the **Project Workbench** related link on the Project form.|

|Task|Steps|
|----|-----|
|Create a waterfall phase for a project|Select the Add phase icon \(\[Omitted image "ProjectWorkbenchAddPhaseIcon.png"\] Alt text: Add phase icon.\) and select **Waterfall** from the Phase Type choice list.|
|Create a test phase for a project|Select the Add phase icon \(\[Omitted image "ProjectWorkbenchAddPhaseIcon.png"\] Alt text: Add phase icon.\) and select **Test** from the Phase Type choice list.|

|Task|Steps|
|----|-----|
|Edit a waterfall phase for a project|Select the Edit phase icon \(\[Omitted image "ProjectWorkbenchEditPhaseIcon.png"\] Alt text: 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|Select the Edit phase icon \(\[Omitted image "ProjectWorkbenchEditPhaseIcon.png"\] Alt text: Edit phase icon.\) on the test phase and make the required changes in the details of the test phase.|

|Task|Steps|
|----|-----|
|Add milestones to a project|Select the Add phase icon \(\[Omitted image "ProjectWorkbenchAddPhaseIcon.png"\] Alt text: Add phase icon.\) and then select **Milestone** at the top of the Add Phase pop-up window.|

|Task|Steps|
|----|-----|
|Create a test plan|Navigate to **All** > **Test Management** > **Test Execution** > **Test Plans** > **New**.|
|Add test cases to a test plan|Select the **Add Test Cases from Test Suite** related link on the Test Plan form.|
|Create a test phase|Select the **Add Phase** button on the project workbench.|
|Add a test plan to a test phase|Select the Edit Phase icon \(\[Omitted image "ProjectWorkbenchEditPhaseIcon.png"\] Alt text: 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|Select the **Notify testers** to start testing related link on the Test Plan form.|
|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|Select the **Sign-off Test Plan** related link on Test Plan form.|

**Parent Topic:**[Starting a project](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/t_CreateAProject.md)

**Related topics**  


[Create a project task from a project]()

[Create a parent-child relationship on the Project Task form]()

[Create a monetary benefit plan for a project]()

[Create a non-monetary benefit plan for a project]()

[Associate monetary and non-monetary benefit plans]()

[Create a project cost plan]()

[Recalculating costs of all resource plans in a project]()

[Create an expense line]()

[Schedule a project from a start date]()

[Apply or change a task constraint]()

[Update a project]()

[Copy a project]()

[Assign a project schedule]()

[Create baseline of a project]()

[Create a milestone]()

[Activate project task email notifications]()

[Change the planned start date of a project]()

[Create a cost type definition]()

[Costing add-on in Project Management]()

[Generate labor costs]()

[Create a project status report]()

[Allocate budget to a project]()

[Migrate budget of active projects to Next Experience]()

[Migrate financial baselines of projects to Next Experience]()

[Create baseline of a project](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/t_CreateAProjectBaseline.md)