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 Requirements
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
1.6. Admin Settings
1.6.1 Confluence Data Import
1.7. Workflow

Project

2026-08-12 00:04:27
Sanplex Content
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Last edited by Jing WANG on 2026-08-13 15:48:48
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Summary: Learn what a Project is in Sanplex, how to view projects in Project List, and how to choose from Scrum, Waterfall, Kanban, Agile +, and Waterfall + management models.

Catalog

A Project in Sanplex is an execution-level management unit used to organize and deliver a defined set of work within time, budget, and quality constraints.

Sanplex supports different project management models, allowing teams to manage projects according to their delivery process and working method.

View Projects in Project List

In Project List, you can view projects across different Programs and check key project information, including the project manager, story points, execution count, budget, invested effort, deliverables, planned dates, and progress. You can also filter projects by status, view only projects you are involved in, or use search to locate a specific project.

Project List showing projects across Programs with key information including managers, workload, execution counts, budgets, planned dates, and progress.

Choose a Project Management Model

When creating a project, Sanplex provides multiple management models for different delivery scenarios:

  • Scrum — Agile Development Management
  • Waterfall — Waterfall Project Management
  • Kanban — Kanban Project Management
  • Agile + — Scrum + Kanban Project Management
  • Waterfall + — Waterfall + Scrum + Kanban Project Management

Choose the model that best matches your team's delivery process and management needs.

Project creation window showing Scrum, Waterfall, Kanban, Agile +, and Waterfall + management models.

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