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
1.6. Admin Settings
1.6.1 Confluence Data Import
1.7. Workflow

Project Setup

2026-08-25 17:18:49
Sanplex Content
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Last edited by Jing WANG on 2026-08-25 17:24:59
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Summary: Learn how Sanplex defines projects and executions, how to create and manage them, and how to choose among the five supported project management models: Scrum, Waterfall, Kanban, Agile +, and Waterfall +.

Catalog

Before managing a project, it helps to understand how projects and executions are used in Sanplex. This section introduces the basic concepts, common setup options, and the five available project management models.

I. Project Concepts

1. Project and Execution

In Sanplex, a project is the top-level container for managing work, while an execution is the work unit used within a project to organize delivery activities.

Depending on the selected management model, an execution may represent a sprint, an iteration, or another delivery unit. In daily use, these work units are managed through the Execution module.

You can open the Execution tab inside a project to view and manage the executions that belong to that project.

The Workflow settings page under Admin > Features > Project > Workflow, showing terminology options for Project Product Iteration and Project Product Sprint, along with estimation unit settings.

A project workspace with the Execution tab selected, showing the execution list for the current project.

2. Workflow Terminology Settings

Sanplex allows organizations to configure workflow terminology in Admin > Features > Project > Workflow.

Here, you can choose the terminology model that best fits your organization’s workflow, such as:

  • Project Product Iteration
  • Project Product Sprint

Regardless of which terminology model is selected, execution-level work is managed in the Execution module.

II. Manage Projects and Executions

1. Create a Project

In the Project module, click Create Project.

You can create either:

  • a project under a Program, or
  • an independent standalone project.

When creating a project, pay attention to the following settings:

  • Access Control
  • Permission
  • Scheduling Constraints
  • Story Concept

Access Control

  • Public: Accessible to anyone who has project view permissions.
  • Private: Accessible only to the project manager, team members, and stakeholders.

Permission

  • Inherit: Uses the combined system and project permissions.
  • Override: Uses project permissions only.

Scheduling Constraints

  • Restrict Subtask Dates: Subtask dates must stay within the parent task period.
  • Auto-extend Parent Task: If a subtask exceeds the parent task range, the parent task dates are automatically extended.

Story Concept

Use Story Concept to define which story hierarchy concepts are available in the project. The available options are:

  • Epic
  • Requirement
  • Story

A project setup page showing the current fields Access Control, Permission, Scheduling Constraints, and Story Concept.

2. Create an Execution

After a project is created, you can create executions for that project.

Open the project, go to Execution, and click Create Execution.

After an execution is created successfully, the system may display quick next-step actions such as:

  • Set Team
  • Link Stories
  • Create Task
  • Go Back Task List
  • Go Back Execution List

A recommended sequence is:

Set Team → Link Stories → Create Task

A confirmation dialog shown after creating an execution, with quick action buttons including Set Team, Link Stories, Create Task, Go Back Task List, and Go Back Execution List.

3. Manage Executions

After an execution is created, it is automatically added to the Execution module.

In Execution, you can track and manage related work such as:

  • Task
  • Story
  • Test
  • Effort
  • Document
  • Build
  • Recents
  • other execution-related items

Detailed task breakdown steps are covered in the relevant task management section.

The Execution page of a project, showing task-related navigation such as Task, Story, Test, Effort, Document, Build, Recents, Settings, and Others.

III. Project Management Models

Sanplex supports five project management models:

  • Scrum
  • Waterfall
  • Kanban
  • Agile +
  • Waterfall +

To create a project, click Project > Create Project, or use the global Create button to add a project. You will first select a project management type.

The Select management type dialog showing five project models: Scrum, Waterfall, Kanban, Agile +, and Waterfall +.

1. Create a Scrum Project

Select Scrum as the project management type, complete the required information, and click Save.

The Create Project page for the Scrum model, showing common project fields such as workflow, name, duration, products, and manager.

A successfully created Scrum project includes modules such as Overview, Execution, Story, Test, Deliverable, Review, Document, and Settings.

A Scrum project overview page showing project summary information and the execution list.

2. Create a Waterfall Project

Select Waterfall as the project management type, complete the required information, and click Save.

The Create Project page for the Waterfall model, showing workflow, name, duration, and other common project fields.

After a Waterfall project is created, you need to configure its phases on the Phase page.

The Phase Setting page of a Waterfall project, listing phases such as Story, Design, Development, Test, Release, and Summary and Review.

A successfully created Waterfall project includes modules such as Overview, Phase, Story, Design, Matrix, Deliverable, Review, Settings, and Others.

A Waterfall project overview page showing project plan information, recent activity, and phase-based project progress.

3. Create a Kanban Project

Select Kanban as the project management type, complete the required information, and click Save.

The Create Project page for the Kanban model, showing common fields and the Kanban project workflow.

After a Kanban project is created, you can start adding boards for project management by clicking Create Kanban.

A Kanban project page showing top status filters and a Create Kanban button for adding a new board.

Available board views currently include:

  • All KanBan Boards
  • Parent Story KanBan
  • Story KanBan
  • Task KanBan
  • Bug KanBan

A dropdown list on a Kanban board showing the available board views: All KanBan Boards, Parent Story KanBan, Story KanBan, Task KanBan, and Bug KanBan.

4. Create an Agile + Project

Select Agile + as the project management type, complete the required information, and click Save.

The Create Project page for the Agile + model, showing the integrated agile project workflow and common project fields.

A successfully created Agile + project includes both project-level management and execution-based delivery management.

An Agile + project overview page showing project summary information and the latest execution.

5. Create a Waterfall + Project

Select Waterfall + as the project management type, complete the required information, and click Save.

The Create Project page for the Waterfall + model, showing the integrated waterfall project workflow and common project fields.

After a Waterfall + project is created, you need to configure its phase structure on the Phase page.

The Phase Setting page of a Waterfall + project, showing top-level phases and subitems with Method values such as Phase, Execution, and Kanban.

6. Browse Projects

Created projects can be viewed in the Project List.

You can filter the list by project status, including:

  • All
  • Uncompleted
  • Waiting
  • Doing
  • On Hold
  • Delayed
  • Closed

You can also select My Involvement to show only the projects you are involved in.

The Project List page showing status filters such as All, Uncompleted, Waiting, Doing, On Hold, Closed, and the My Involvement filter.

You can also browse projects by using the project selector dropdown.

The selector supports:

  • search
  • My Involvement
  • Others
  • browsing projects by program
  • access to Closed Projects

A project selector dropdown showing search, My Involvement, Others, grouped program items, and access to closed projects.

7. Project Kanban

The Project Kanban page provides a more visual way to browse project information.

It groups projects by status and displays project cards in a Kanban-style layout.

The Project Kanban page showing project cards arranged by status columns such as Waiting Projects, Ongoing Projects, Ongoing Execution, and Closed Projects.

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