In Admin > Feature Configuration > Product, you can configure elements for Products, Business Requirements, User Requirements, R&D Requirements, Plans, and Releases.

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I. Product Settings

1. Product – Requirement Concepts

Different organizations define “requirements” differently. Sanplex supports customizing requirement concepts.

You can select a concept combination based on your organization’s preferences and habits.

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If the default concept combinations do not meet your needs, you can redefine them. Click Set Requirement Concepts, then enter the concepts in the input fields.

After saving, the default requirement naming displayed across Sanplex pages will follow the customized concepts defined here.

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For individual users, this can also be configured in Personal Settings after logging in.

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Users can select the concept combination that is easiest for them to understand. If not selected, the system default will be used.

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For example, select the concept combination: Business Requirement, Customer Requirement, Implementation Requirement.

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After the change, you can see that the requirement concepts under the product have been updated.

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Note: If your organization’s requirement management is relatively simple, you can disable Business Requirements and User Requirements under Admin > Feature Toggles.

In Free, Standard, Premium, and Enterprise versions, you can disable Business Requirements, or disable Business Requirements and User Requirements together. If Business Requirements are enabled, User Requirements must also be enabled.

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After disabling a requirement type, Sanplex will remove all related requirement links already associated in projects and executions. This operation is irreversible, so proceed with caution.

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For example, after disabling Business Requirements, the second-level product navigation and the requirement concept settings will hide the related feature.

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2. Product – Required Fields

In Product Required Fields, you can configure required fields on the Create Product and Edit Product pages.

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3. Product – Close Settings

In Product Close Settings, you can configure whether a product in the Closed state is still allowed to be modified.

After you disable modifications, the following items under a closed product cannot be modified: Business Requirements, User Requirements, R&D Requirements, Bugs, Test Cases, Logs, Releases, Plans, and Versions.

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II. Product Requirement Settings

The configuration items and logic for Business Requirements, User Requirements, and R&D Requirements are the same. The following uses R&D Requirements as an example.

1. R&D Requirements – Required Fields

In Product > R&D Requirements > Required Fields, configure required fields for R&D requirements on relevant action pages.

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2. R&D Requirements – Type

In Product > R&D Requirements > Type, configure the keys and values for R&D requirement types.

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3. R&D Requirements – Priority

In Product > R&D Requirements > Priority, configure R&D requirement priorities.

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4. R&D Requirements – Source

In Product > R&D Requirements > Source, configure R&D requirement sources.

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5. R&D Requirements – Close Reason

In Product > R&D Requirements > Close Reason, configure close reasons for R&D requirements.

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6. R&D Requirements – Development Stage

In Product > R&D Requirements > Development Stage, configure development stages for R&D requirements.

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7. R&D Requirements – Status

In Product > R&D Requirements > Status, configure status values for R&D requirements.

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8. R&D Requirements – Review Rules

In Product > R&D Requirements > Review Rules, configure review rules and the super reviewer.

A super reviewer has veto authority and can review any requirement in Pending Review status.

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9. R&D Requirements – Review Result

In Product > R&D Requirements > Review Result, configure review result options.

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10. R&D Requirements – Review Workflow

In Product > R&D Requirements > Review Workflow, configure the review workflow for R&D requirements.

When the review workflow is enabled, you can set a whitelist of users/positions/departments that do not require review.

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When the review workflow is disabled, you can set a whitelist of users/positions/departments that must be reviewed.

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III. Product Plan Settings

In Product > Plan, configure required fields for creating and editing plans.

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IV. Product Release Settings

In Product > Release, configure required fields for creating and editing releases.

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