Core Management Framework
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Stories
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.5.6.6 Project Docs
1.5.6.7 Project Releases
1.5.6.8 Project Reports
1.5.6.9 Project Risks
1.5.6.10 Project Issues
1.5.6.11 Project Opportunities
1.5.6.12 Project Deliverables
1.5.6.13 Project Reviews
1.5.6.14 Project Process
1.5.6.15 Deliverables
1.5.6.16 Quality Assurance
1.5.6.17 Project-specific Workflow Management
1.5.7 Project Templates
1.6. Execution
1.6.1 Product Planning and Task Breakdown
1.6.2 Task Assignment and Daily Tracking
1.6.3 Build Creation and Test Requests
1.6.4 Bug Confirmation and Resolution
1.6.5 Execution Kanban Boards
1.7. Testing
1.7.1 Write Test Cases
1.7.2 Execute Test Cases
1.7.3 Bug Submission and Reports
1.7.4 Verify and Close Bugs
1.7.5 Test Case Scenes
1.7.6 Submit a Test Request
1.7.7 Test Report
1.8. Agent
1.8.1 Conversation
1.8.2 Sanplex Agents
1.8.3 General Agents
1.8.4 Skill Management
1.8.5 AI Knowledge Library
1.8.6 Models
1.8.7 ZAI Service Installation
1.8.8 ZAI Service Control Panel
1.8.9 ZAI Configuration
1.9. Kanban
1.9.1 Kanban Spaces
1.9.2 Kanban Regions
1.9.3 Kanban Cards
1.10. Company
1.10.1 View Team Members and Work Information
1.10.2 View Recent Company Activity
1.10.3 View and Edit Company Information
1.11. Admin Settings
1.11.1. System Settings
1.11.1.1 Mode
1.11.1.2 Backup
1.11.1.3 Trash
1.11.1.4 License
1.11.1.5 Security
1.11.1.6 Cron Job
1.11.1.7 Time Zone
1.11.1.8 Rebuild Index
1.11.1.9 LDAP
1.11.1.10 Table Engine
1.11.2 Feature Options
1.11.3. Users Management
1.11.3.1 Set Departments and Edit Company Profile
1.11.3.2 Manage Users
1.11.3.3 Set Permisions
1.11.4. Feature Configuration
1.11.4.1 Dashboard
1.11.4.2 Product
1.11.4.3 Project
1.11.4.4 Execution
1.11.4.5 Test
1.11.4.6 Kanban
1.11.4.7 Feedback
1.11.4.8 Tickets
1.11.4.9 User
1.11.4.10 Relations (Standard Version)
1.11.4.11 Meaturement
1.11.5 Migrate Jira Data to Sanplex
1.11.6 Jira to Sanplex Migration Mapping
1.11.7. Agent Configuration
1.12. Asset Library (Premium)
1.12.1 Asset Library Management (Premium)

Program

2026-08-11 12:04:00
Sanplex Content
1174
Last edited by Jing WANG on 2026-08-27 15:28:01
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Summary: Learn what a Program is in Sanplex, how it organizes sub-programs, projects, and linked products, and how to view related information in Project View, Product View, and Program Kanban.

Catalog

A Program in Sanplex is a coordinated collection of related projects managed under one strategic structure. It sits at the highest level of the management hierarchy and helps teams align planning, resources, and execution across multiple projects.

Sanplex supports multi-level project management, allowing organizations to define strategy from a broader perspective and manage work across programs, sub-programs, and projects. It also supports hierarchical permission control, so access can be isolated between a parent program and its subordinate programs and projects.

Program Hierarchy

A Program is the top-level management structure in Sanplex. Under a Program, you can manage one or more sub-programs, projects, and linked products. Products can be linked directly to the top-level Program, while projects can exist under the parent program or under subordinate programs.

Hierarchy diagram showing a top-level Program with linked products, sub-programs, and projects.

View Programs and Projects in Project View

In Project View, you can view parent and child Programs in a tree structure, together with the projects managed under each Program. This view helps you understand the Program hierarchy and how projects are organized within it.

Project View showing parent and child programs in a tree structure with related projects.

View Programs and Products in Product View

In Product View, you can view Programs and their linked products in a tree structure. Products linked directly to the top-level Program are also displayed, helping you understand how products are associated with different Programs.

Product View showing products linked under the parent program in a tree structure.

Track Progress in Program Kanban

In the Program Kanban view, you can visually track the progress of plans, projects, and executions associated with the products under each Program. This view provides a high-level progress overview and helps managers quickly understand current work status.

Program Kanban showing the progress of plans, projects, and executions across products under each program.

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