In Sanplex, product managers can track product development progress from multiple perspectives. For a full walkthrough, you can watch the video below:

（视频介绍）

I. View all Products

1. Product Dashboard

Under the Product module, the Dashboard provides an overview of all Products in Sanplex. It helps users track overall progress from multiple dimensions, including Requirements, Bugs, Plans, and Releases.

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2. Product List

On the Product List page, you can view basic Product information and understand product status through statistics related to Requirements, Bugs, Plans, and Releases.

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3. Export the Product List

Click Export to export the Product List.

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Notes:

• Supported file types include CSV, XML, and HTML. In Standard, XLSX, XLS, and MHT are also supported.
• Encoding: UTF-8
• You can export either all records or only the selected records in the list.

II. View a single Product

1. Dashboard

On the Product Dashboard, product managers can view the progress of Requirements, Bugs, Plans, and Releases, giving them a complete picture of product progress. The Dashboard also shows the latest Plans or Releases, helping teams understand near-term product planning.

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2. Plans

Under Plans, you can view all Plans for the Product. Both List View and Kanban View are supported.

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3. Releases

Under Releases, you can view all Releases for the Product and their statuses.

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4. Roadmap

The Roadmap shows released versions and Plans that have not expired. You can also use the Product Roadmap to review product progress and planning.

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5. Matrix

The Requirement Traceability Matrix shows relationships between Requirements, including how Business Requirements are broken down into User Requirements and Development Requirements. It also helps track the progress of Development Requirements and their related items, such as Tasks, Test Cases, and Bugs. Since product managers need to continuously monitor Requirement changes, the Matrix helps them understand detailed progress by following linked items.

After requirement planning and review activities are completed, Requirements are linked to Project iterations or stages and enter the delivery process. The Requirement Traceability Matrix supports full lifecycle traceability:

• Horizontal traceability: One Business Requirement can be broken down into one or more User Requirements, and one User Requirement can be further broken down into one or more Development Requirements. The Matrix makes the status and relationships among Business Requirements, User Requirements, and Development Requirements clear and traceable.
• Vertical traceability: The entire flow can be traced from collecting user needs, to breaking User Requirements down into Development Requirements, to Requirement review, Requirement change, linking design, linking Test Cases, splitting into Tasks, Task completion, Bug submission, and final release.

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The Product Matrix supports tracing from three starting points: Business Requirements, User Requirements, and Development Requirements. It also supports search and filtering for more precise tracking.

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The Product Matrix supports export to XLSX.

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The Product Matrix also supports custom column settings. You can clear the checkboxes for linked items you do not want to track, and those columns will be hidden in the Matrix.

Note: If you select Apply Globally, the current user’s setting will take effect across all systems in the organization.

Clicking Restore Default resets the settings to their original state.

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6. Activity

The Activity section shows all actions related to the Product. You can filter records by different tabs and users to view product-related activity within a specific time range or by a specific user.

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III. Product Kanban

Product owners can use Product Kanban to track Plans, progress, Releases, and related Projects and Executions.

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Click a name on the Kanban board to open the corresponding item page directly.

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