Planning

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.