Best Practices

The possibilities to create a Relatics Workspaces that match the need of your project are infinite. This varies from configuring and visualizing a complete information model to developing reports, imports and interfaces. We are very excited to share our knowledge and experiences learned from practice with you. Here you will find ideas to get more out of Relatics and practical examples that you can apply yourself. Get inspired, make end-users happy and contribute to the success of your project.
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Relating requirements to documents from Microsoft SharePoint Online

Projects like to use a Document Management System (DMS), such as Microsoft SharePoint, to manage documents. Often, the need will arise to link information stored in Relatics to a document…

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Search in all information in the workspace

Because Relatics works in a consistent way, end users become quickly accustomed and it allows them to find information at the place where they expect it. In some cases, it…

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Sending email from Relatics

Email communication plays an important role in many Relatics Workspaces. For instance, you can notify others (project co-workers or external parties) of a status change, an accepted request, or can…

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How to visualize an object tree in a report

When using Relatics, end users like to view structures (e.g. the SBS, RBS, FBS, WBS) in a tree. For this purpose the building block ”Tree” can be used in a…

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Finding Constraints

Modifying an existing information model can be fairly complicated. Say there’s an element, relation or property that you want to delete or replace, then you might need to spend a…

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A faster way to add a relation to the model using copy/paste

As an administrator of a Relatics Workspace, you want to enter information models quickly and efficiently. Normally, you would use the standard selection to add a relation on the detail…

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Icons for Systems Engineering

When it comes to developing Relatics Workspaces for Systems Engineering (SE), I’m a big fan of famfamfam’s well-known Silk Icons. The use of color makes it easy to tell the icons…

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How do you show the current set of requirements from Relatics in another software system?

Projects manage their information in a variety of systems. For example, a DMS for document management, CAD software for designs, GIS software for geo-information and an SE tool for requirements.…

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10 tips to import information from Excel into Relatics

In the early phase of a project, a lot of information is often already available in various Excel files containing for example requirements or standard risks. A quick start can…

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