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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Importing data in Relatics using a webservice
In Relatics, end users manage project information such as requirements, system objects, verifications, documents, etc. Usually, there is overlap in information with other systems. For example, in Relatics a system…
Read MoreEmbedding Google Maps for 1 or more instances
It’s possible to embed a Google Maps viewer in Relatics where project information of a single element is entered. We can make the visualization even more attractive by showing a…
Read MoreShow versions of a document from Microsoft SharePoint
In Relatics a webservice and selection can be configured that enables end users to directly relate a requirement to a document from SharePoint. Besides the need of end users to…
Read MoreUsing Google Maps to show project information
How cool would it be to show your project information directly in Relatics on Google Maps? A user can already enter GPS coordinates in Relatics. But how can you give…
Read MoreHandle dates in Altova StyleVision reports
By applying a datatype to a date in Relatics, an end user is able to select a date from a date picker in an easy and intuitive way. In reporting…
Read MoreFallback page for elements without detail presentation
As the administrator of a Relatics environment, you want users’ information needs to be satisfied as good as possible. At the same time, Relatics offers configuration flexibility so that in…
Read MoreRelating 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…
Read MoreSearch 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…
Read MoreSending 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…
Read MoreHow 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…
Read MoreA 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…
Read MoreHow 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.…
Read More10 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…
Read MoreHow to make a requirements specification with parameters?
End users are very fond of reports, which they can use to get their information from Relatics and share it with others such as project staff or other parties. With…
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