Planning documents

What is meant by Planning documents?

Planning documents are documents and materials that are created and used during the planning process of a project. These documents can contain a variety of information, including project objectives, schedules, budgets, resource allocations, risk assessments and more. In terms of software, there are various functions that can support the creation, management and collaboration of planning documents.

Typical functions in the area of planning documents:

• Document creation and editing: the ability to create and edit different types of documents such as text documents, spreadsheets and presentations.
• Versioning: The ability to track different versions of a document to track changes and revert to previous versions.
• Access control: The ability to control access to planning documents and ensure that only authorized people can view or edit the documents.
• Collaboration tools: Platforms that allow multiple users to collaborate on the same documents, including commenting features, joint editing and real-time collaboration.
• Project management integration: Integration with project management software to link planning documents directly to project activities, tasks and schedules.
• Task assignment and tracking: The ability to define specific tasks related to planning documents, assign them to individual team members and track progress.
• Archiving and storage: Secure storage and archiving of planning documents to ensure long-term availability and traceability.
• Search and filter functions: Efficient search and filter tools to quickly find relevant information in large volumes of planning documents.
• Multimedia integration: Support for the integration of images, diagrams, graphics and other multimedia elements into planning documents.
• Workflow support: Definition and support of workflows that map the process of creating, reviewing, approving and releasing planning documents.
• Notifications and reminders: Automated notifications and reminders for team members when updates or tasks related to planning documents are due.
• Export and print functions: Options to export or print documents in various formats to make them accessible for meetings, presentations or other needs.

These features help to make the planning process more efficient, encourage collaboration and ensure that relevant information is clear and accessible.