Project Settings
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
1.5.6.6 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
1.6. Admin Settings
1.7. Workflow

Project Reviews

2026-03-29 16:40:56
Sanplex Content
121
Last edited by Jing WANG on 2026-09-12 22:17:58
Share links
Summary: Learn how to create and complete project reviews, record review results and suggestions, view review progress and reports, and manage review issues through resolution and closure.

Catalog

Feature Overview

The Project Reviews feature provides a structured way to review key project outputs, record review results and suggestions, track review progress, and manage issues identified during reviews.

Sanplex supports the following review types:

  • Deliverable Review
  • Baseline Review
  • Project Change Review

Reviews are managed under Project > Review, which includes separate Review List and Review Issue pages.

Use Cases

  • Requirements review: Review requirements-related content before it moves forward in the project lifecycle.
  • Design review: Review design content against defined checklist items and record review suggestions.
  • Baseline review: Review a project baseline and record the review result before approval.
  • Project change review: Review proposed project changes through the configured review workflow.
  • Review issue management: Record, assign, resolve, close, reactivate, and delete issues identified during reviews.

1. Create a Review

Go to Project > Review > Review List and click Create.

Select a Review Type. Available options include Deliverable Review, Baseline Review, and Project Change Review. Complete the fields displayed for the selected review type, then click Create.

Create review page showing the Review Type dropdown with Deliverable Review, Baseline Review, and Project Change Review options.

2. Complete a Review

Open a review assigned to you from the Review List.

The review page displays the review object on the left and the Review Suggestion and Issue List tabs on the right.

2.1 Complete the Review Checklist

Under Review Suggestion, complete each checklist item by selecting Yes, No, or N/A.

The page also provides fields for Review Result, Reviewed, Consumed, Review Suggestion, and Attachments.

Review page showing a checklist item with Yes, No, and N/A options, together with review result, reviewed date, consumed time, review suggestion, and attachment fields.

2.2 View Review Issues

Click Issue List to view issues associated with the current review.

Review page with the Issue List tab selected and the issue list area displayed.

2.3 Record the Review Result

For Review Result, select one of the following:

  • Pass
  • Conditional Pass
  • Fail

Enter a review suggestion as needed, then click Save.

Review form showing Pass, Conditional Pass, and Fail options, with Conditional Pass selected.

3. View Review Progress

Click Progress on the review page to view submission and approval history.

The progress dialog records review submissions, approval results, reviewers, timestamps, and review comments.

Progress dialog showing multiple review submissions, approval results, reviewers, timestamps, and review comments.

4. Recall and Resubmit a Review

A submitted review can be recalled from the Review List when the corresponding recall action is available.

After updating the review, submit it again through the review workflow.

Review List showing the recall action in the Actions column for a review in progress.

To resubmit the review, click the submit action and select the reviewer for the displayed approval node. The dialog also includes a CC Recipients column.

Submit Review dialog showing an Approval node, reviewer selection, CC Recipients, and the Submit Review button.

Review List showing a project change review in Wait status with the submit review action highlighted.

5. View the Review Report

For a completed review, open the Review Report from the Review List.

The report displays review information such as the review object, review date, number of reviewers, review hours, defect count, review result, review suggestion, and review conclusion.

Review Report page showing baseline review statistics, reviewer information, review result, review suggestion, and a Pass conclusion.

6. Edit a Review

When editing is available, click Edit from the Review List.

The edit form displays fields associated with the selected review object. For a baseline review, these can include Baseline Title, Version, Configuration, Planned completion time, and Comment.

Edit dialog for a baseline review showing baseline title, version, configuration, planned completion time, and comment fields.

7. Manage Review Issues

Go to Project > Review > Review Issue to view and manage review issues.

The list displays information including Checklist, Review Title, Review Issue, Status, Assigned to, Resolution, Creator, and Created Date.

Review Issue page showing an active review issue with checklist, review title, assignee, status, and action controls.

7.1 Create a Review Issue

Click Create to open the review issue form.

Select the applicable Review Title, Checklist Type, and Checklist, enter the Review Issue, assign it to a user, and click Save.

Create review issue form showing Review Title, Checklist Type, Checklist, Review Issue, and Assigned to fields.

7.2 Edit a Review Issue

Use the edit action in the Actions column to update a review issue.

Review Issue list showing the edit action for an existing review issue.

7.3 Resolve a Review Issue

For an active review issue, click the resolve action and select a Resolution.

Available resolution values shown in the current interface include:

  • As Designed
  • Duplicate
  • External
  • Resolved
  • Irreproducible
  • Postponed
  • Won't Fix

Resolve dialog showing the Resolution dropdown with available resolution options including As Designed, Duplicate, External, Resolved, Irreproducible, Postponed, and Won't Fix.

7.4 Close a Review Issue

A resolved review issue can be closed from the Actions column. Confirm the operation in the dialog.

Confirmation dialog asking whether the review issue should be closed.

7.5 Reactivate a Review Issue

A resolved review issue can also be reactivated for additional follow-up.

Confirmation dialog asking whether the review issue should be reactivated.

7.6 Delete a Review Issue

Click the delete action and confirm the operation to delete the review issue.

Confirmation dialog asking whether the review issue should be deleted.

Write a Comment
Comment will be posted after it is reviewed.