This article provides basic work instructions for the Planning module in Relatics 5, including how to create and manage project phases and milestones, link them to relevant activities or deliverables, and retrieve and manage associated elements such as deadlines and status.
Introduction
In this module, you can manage all project-related planning elements. Projects typically progress through defined phases, each marked by key milestones. Relatics enables you to create, edit, and structure these phases and milestones in a clear and consistent way—helping you maintain oversight and coordination throughout the project lifecycle.
Objective
The goal is to ensure full traceability and structure in the project planning. In many cases, phases and milestones are loosely defined or scattered across different documents, which can lead to misalignment and unclear expectations. Imagine trying to determine when a milestone was achieved or what phase it belonged to—without a centralized and structured overview, this becomes difficult.
Solution
Relatics supports a structured planning process—if used consistently. By defining phases and milestones in this module, and linking milestones to the relevant phases in a hierarchical structure, you create a clear and navigable project timeline. This enhances transparency, supports progress monitoring, and aligns all stakeholders around key project moments.
Need help getting started?
In addition to this article, we’re happy to offer further support in using the Planning module. We can also provide a Relatics training tailored to your project or team. Simply leave your phone number in the ‘Get in Touch’ form below, and we’ll contact you shortly.
