Sanplex provides the Asset Library feature in the Premium edition.

What Is an Asset Library?

• An Asset Library is a set of unique process assets accumulated from project practices, including lessons learned and proven experience.
• It includes reusable and measurable assets created during delivery, such as requirements, test cases, issues, risks, opportunities, document lists, as well as standards, workflows, tools and methods, templates, data, and more.
• It consolidates data scattered across different projects, providing data support and improvement inputs for future project management.
• The Asset Library is an important practice element in CMMI, providing organizational references, measurement baselines, and guidance.

Asset Library Management in Sanplex Premium

• The Asset Library includes: Requirement Library, Test Case Library, Issue Library, Risk Library, Opportunity Library, Best Practices Library, and Component Library.
• The Test Case Library reuses the capabilities from Test > Test Case Library. Content in the Best Practices Library and Component Library is presented in document form.
• Compared with other libraries, documents in the Best Practices Library and Component Library can be imported from project documents, but cannot be re-imported back into project documents.
• Information in the Asset Library can be imported from projects and can also be imported into new projects for reuse, guidance, or measurement.
• Asset Library items are independent. Operations such as editing, approving, removing, or deleting items in the Asset Library will not affect the original source items from which they were imported.

How to Use the Asset Library

• The Requirement Library, Issue Library, Risk Library, and Opportunity Library provide nearly identical functionality. This section explains the Requirement Library as an example.
• The Best Practices Library and Component Library are both document-based. This section explains the Best Practices Library as an example.
• The Asset Library’s Test Case Library reuses Test > Test Case Library. Under Asset Library > Test Case Library, only the library names are listed. Clicking a library name takes you directly to Test > Test Case Library. This is described briefly.

I. Assign Asset Library Permissions

A Company Administrator can grant Asset Library permissions to users in Admin > Users > Permissions, based on need.

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II. Maintain the Requirement Library

The steps below use the Requirement Library as an example. The Issue/Risk/Opportunity libraries work the same way and are not repeated.

1. Create a Requirement Library

On the Requirement Library page, click Create Requirement Library to open the creation page.

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Enter the library Name and Description, then click Save to create it.

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To edit a requirement library, click Edit in the actions column on the right.

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You can also view the library details via Library Overview, and from there you can edit or delete the library.

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2. Import Requirements into a Requirement Library

Click a requirement library name to open its requirement list, then click Import Requirements.

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On the import page, you can filter requirements by Project, or use search conditions to locate the requirements you want.

Select the requirements to import, then click Import at the bottom.

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Requirements imported into a requirement library are retained only after approval. If approval is rejected, the requirement will not be kept in the library.

• If a user with approval permission imports requirements, the imported requirements are stored immediately and become In Library (no approval required).
• If a user without approval permission imports requirements, the imported requirements require approval and the status becomes Pending Approval.

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3. Approve Requirements in the Requirement Library

3.1 Assign Requirements to an Approver

On the Pending Approval tab, in the requirement list, click Assign To, or select items and use Assign To at the bottom to assign them to a user with approval permission.

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3.2 Approve Requirements

You can approve requirements using Approve in the action column on the right of the list, or use Batch Approve at the bottom.

• If approved, the requirement remains in the library under All Requirements.
• If rejected, the requirement will no longer be displayed in the library.

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4. Edit and Remove Requirements in the Requirement Library

You can edit a library requirement via the Edit button in the list, or the Edit button on the requirement detail page.

You can remove a library requirement via Remove in the list, Batch Remove at the bottom, or Remove on the detail page.

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On the library requirement detail page, you can also view the source requirement information. Click the source requirement name to jump to its detail page.

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5. Import Project Requirements into the Requirement Library

From a project requirement detail page, you can import the requirement into a requirement library.

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From the project requirement list page, you can batch import project requirements into a requirement library.

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Select the requirements to import, click Import to Requirement Library, then choose the target requirement library in the dialog and click Import.

• The requirement library dropdown supports filtering.
• If the importing user does not have approval permission, they can select an Approver.
• The Approver list contains users who have requirement approval permission.

After import, you can view the requirements in the requirement library list.

• If imported by a user with approval permission, the status becomes In Library.
• If imported by a user without approval permission, the status becomes Pending Approval.

Approvers can view items to be approved under Asset Library > Requirements > Pending Approval.

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6. Import Requirements from the Requirement Library into a Project

Project requirements can be imported from the requirement library. In the left-side dropdown of Linked Products, select a product, then click Import > Import from Requirement Library.

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On the import page, you can select a requirement library. When you switch libraries, the list updates to show requirements from that library.

You can also search/filter requirements to import.

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Select the requirements to import into the project and click Import. The imported requirements will be created in the project requirement list with status Active.

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III. Maintain the Best Practices Library

The Best Practices Library and Component Library are both document-based. This section uses Best Practices Library as the example.

Compared with other libraries, documents in the Best Practices Library and Component Library can be imported from project documents, but cannot be imported back into project documents.

1. Create a Best Practices Library

On the Best Practices Library list page, click Create Best Practices Library in the upper-right corner.

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To edit a best practices library, click Edit in the action column on the right.

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You can also open Library Overview to view details and edit or delete the library.

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2. Import Documents into the Best Practices Library

Click a best practices library name to open its document list, then click Import > Import Best Practice Documents.

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On the import page, you can locate documents by Project and Project Document Library.

Select the documents to import, then click Import at the bottom.

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Documents imported into the Best Practices Library are retained only after approval. If approval is rejected, the document will not be kept in the library.

• If a user with approval permission imports documents, they are stored immediately and become In Library.
• If a user without approval permission imports documents, they require approval and the status becomes Pending Approval.

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3. Approve Documents in the Best Practices Library

3.1 Assign Documents to an Approver

On the Pending Approval tab, in the document list, click Assign To, or select items and use Assign To at the bottom to assign them to a user with approval permission.

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3.2 Approve Documents

You can approve documents using Approve in the action column on the right, or use Batch Approve at the bottom.

• If approved, the document remains in the Best Practices Library under All Documents.
• If rejected, the document will no longer be displayed in the Best Practices Library.

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4. Edit and Remove Documents in the Best Practices Library

You can edit documents via the Edit button in the list or on the document detail page.

You can remove documents via Remove in the list, Batch Remove at the bottom, or Remove on the detail page.

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On the document detail page, you can also view the source document. Click the source document name to jump to its detail page.

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5. Import Project Documents into the Best Practices Library

On a project document detail page, click More > Import to Best Practices Library.

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Select the target best practices library, choose an approver, and click Import.

• The Best Practices Library and Approver dropdowns support filtering.
• If the importing user does not have document approval permission, they can select an approver. The approver list includes users with document approval permission.

After import, you can view the document in the Best Practices Library list.

• If imported by a user with approval permission, the status becomes In Library.
• If imported by a user without approval permission, the status becomes Pending Approval.

Approvers can view documents waiting for approval under Asset Library > Documents > Pending Approval.

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IV. Maintain the Test Case Library

The Asset Library’s Test Case Library list shows all test case library names under the Test view.

Click a test case library name to jump directly to Test > Test Case Library > Test Case List.

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Test case libraries and test cases are maintained directly in Test > Test Case Library.

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