The Planning feature empowers you to efficiently visualize and manage your annual security program directly within the platform. The feature offers the following key benefits:

The Planning feature empowers you to efficiently visualize and manage your annual security program directly within the platform. The feature offers the following key benefits:

## Key Benefits

* **Centralized Program Management:** View and manage all test activities across your assets in a single, consolidated view, eliminating the need for manual tracking across disparate tools.
* **Enhanced Visibility:** Gain insights into credit spending, identify security testing gaps across teams, and make informed decisions to optimize your security program.
* **Improved Efficiency:** Streamline the planning process, enabling you to map out your annual security program with ease and improve communication and accountability across teams. 

## Accessing Planning

The Planning page is accessible to Org Owners and Org Members and can be accessed through multiple entry points within the platform:

* **Home Page:** Scroll down to the ‘Upcoming Pentests’ section and click on the ‘See all planned pentests’ link.
* **Sidebar Navigation:** Click on ‘Planning’ in the sidebar navigation.

## Key Functionalities

* **Table View:** The planning page presents all tests performed or planned for the current contract period in a table format, including test name, type, state, test period, and credits.
* **Calendar View:** Get a visual overview of when your tests start and end.
* **Edit & Copy:** The meatball menu (…) allows you to edit or copy existing pentests into new or current contract periods.
* **Contract Period Selection:** View and copy tests from previous contract periods or start planning for the next contract period using the drop-down menu.
* **State Filtering:** Filter the table view to display pentests based on their specific states (e.g., Planned, Placeholder, Draft, In Review).
* **Credit Stats:** Monitor credit consumption, projected credit usage, and unused credits to effectively manage your pentest program budget.
* **Placeholder Creation:** Create placeholders for future pentests by specifying the asset, name, start date, and estimated credits.

## First-Time User Experience

If you are new to the platform and haven’t set up any tests yet, you will see an empty state on the Home page with guidance on how to get started with planning.

We are committed to continuously enhancing the Planning feature to meet your evolving needs and provide you with the best possible pentest management experience.

Planning

How to get started with Cobalt

Getting Started

Risk Advisories

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Asset Types

Create an Asset

Assets

Pentests

Overview

Asset Details

Pentest Details

Scope & Test Period

Preparation

Create a Pentest

Pentest Process

Pentest States

Coverage Checklist

Pentest Expectations

Set Up an In-House Pentest

Complete an In-House Pentest (For Pentesters)

In House Pentests

Finding States

Severity Levels

Remediate Findings

Findings

Customize Your Report

Co-branded Reports

Contents of a Pentest Report

Reports

Engagements Overview

Digital Risk Assessment

Secure Code Review

Engagements

Insights

Cobalt Methodologies Overview

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Mobile Methodologies

Cloud Configuration Review Methodologies

Cloud Pentest Methodology

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Digital Risk Assessment Methodology

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Methodologies

Attack Surface Monitoring (ASM)

Attack Surface

DAST Scanner Overview

Best Practices

Integrations

Partial Scans: Reduced Scope

Scans

Sequence recorder

Targets

Target Authentication

Extra Hosts

Blackout Period

DAST Scanner

Account Overview

Account Settings

Password Best Practices

Sign In to Cobalt

Troubleshoot Sign-in Issues

User Account

Collaboration Overview

Collaborate on Pentests

Groups

Manage Pentest Collaborators

Manage Notifications

User Roles and Permissions

Collaboration

Organization Overview

Manage Users

Your Cobalt Contract

Configure SAML SSO

How to Configure SAML 2.0 for Cobalt 

SAML Migration: Update Your Configuration

SCIM Provisioning Setup Guide

Configure Organization Settings

Organization

Track Your Credits

Cobalt Credits

Cobalt PtaaS Tiers

Credits

Cobalt Integrations Overview

Troubleshooting

Create Jira tickets for Findings

Send email notifications for Findings from Outlook

Create GitLab tickets for Findings

Create GitHub tickets for Findings

HTTP Connector

Import Assets from Google Sheets

Map Cobalt Pentest Finding Severity to Jira Issue Priority

Modify Jira Issue Summary to contain Pentest Title

Create Azure DevOps Work Item for Findings

Send MS Teams notifications for Findings

How to Guides

Connect your applications

Integration Builder

Synchronize Cobalt Severity Levels with Jira

Push Cobalt Findings to Jira

Jira Cloud Integration

Jira Data Center Integration

Troubleshoot Your Jira Integration

Switching to a New Jira Instance

Integrate Jira with Cobalt

Slack

Microsoft Teams

Webhooks

DefectDojo

Kenna Security

Vanta

Carried Over Findings

Create Test Finding

Cobalt API Overview

Create a Personal Cobalt API Token

Get an Organization Token

Revoke Your Personal Cobalt API Tokens

Create or Modify an Asset

Import Findings to Google Sheets

Cobalt API

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Guide

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Planning

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