Feature introduction

The Project Research feature provides a structured research workflow and standardized templates to help teams systematically collect requirements, identify risks, and accumulate knowledge. This serves as a vital data foundation for project decision-making.

Usage scenarios

• Customer requirements research: Teams use a research outline (including business goals and existing system pain points) to collect requirements through interviews, generate reports, and assign priorities.
• Supplier capability assessment: Conduct capability research on outsourced teams based on predefined dimensions such as technical expertise, delivery history, and team size to support supplier selection.
• Project risk prediction: Design research for technical hurdles (such as system compatibility) before iteration planning. Analyze feedback from the development team to predict risks and formulate response plans.
• Cross-departmental alignment: Conduct collaborative research across product, R&D, and marketing departments. By sharing research plans and reports, teams can unify their understanding of project goals and reduce communication costs.

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Before using these features, a Sanplex administrator must configure the relevant user permissions under Admin > Members > Permissions.

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Research plans and research reports

The research module consists of two main components: research plans and research reports. Research is a critical phase in software development, as its results directly determine the ultimate value of the software product. Any software recognized by users must undergo a detailed research process.

1. Create research plans

Navigate to Project > Other > Research to create a research plan.

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Fill in the research plan form and click Save.

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After saving, you will automatically return to the research plan list. Click the Generate Research Report button in the action column to open the report creation form.

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If a research report has already been created for a plan, you can click the Research Report Details button to view the associated report. You can also click the Edit button in the action column to modify the report.

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2. Create research reports

You can also manage research reports directly within the research module. Click the Create Research Report button in the research report list to add a new report.

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3. Relationship between user stories and research reports

When creating a user story in the Product module, you can select "Research Report" as the source of the story. The research report dropdown menu will display all available reports.

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Once the user story is successfully created, you can view the source and the research report name on its details page. Clicking the report name will navigate you directly to its details.

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4. Research plan and report templates

The "Research Outline" in plans and the "Report Content" in reports can be edited and saved as templates within the rich text editor to facilitate reuse.

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