Process

How implementing Linetrack works

Implementing Linetrack runs in three phases: clarify, set up, embed. From the initial consultation through the planning simulation to the decision, then PM consulting, system setup, migration of the ongoing project plans and onboarding – and after go-live, support in day-to-day operation. Every step has a defined result that has to be in place before the next one starts.
Abstract illustration of a multi-stage project process.

In short

Implementing Linetrack runs in eleven steps across three phases: Clarify before the decision (initial consultation, follow-up consultation, planning simulation, proposal), Set up through go-live (PM consulting, system setup, migration of existing plans, onboarding), and Establish after go-live (support, interface development, impact review). The median time from kick-off to the first self-planned project is just 10 working days.

The steps

Eleven steps across three phases

Phase A

Clarify — before the decision

  1. Initial consultation

    An introduction based on real situations rather than a feature list, together with an analysis of the existing setup: which lists, tools, and Excel files are in use today, who maintains them, and where schedules and capacity are running separately from one another.

    ResultHonest baseline assessment and a picture of the gaps

  2. Follow-up consultation

    The target state: project structure, the departments involved, roles, planning depth, and the modules you actually need.

    ResultAgreed target state, scope, and effort range

  3. Planning simulation

    Real project situations are played through with the future user group on sample data: a date shifts, a department is overloaded, a supplier reports a delay. The planning simulation is free of charge and part of the initial engagement – the people who will work with it later see the planning logic in action before a decision is made.

    ResultDecision-makers and users know what they are committing to

  4. Proposal and decision

    Binding license scope and service packages, along with a schedule and named points of contact on both sides.

    ResultSignature and a project start with a clear framework

Phase B

Set up — through to go-live

  1. PM consulting

    Reviewing and sharpening the planning processes: how deep does planning go? Who is allowed to move dates? Which capacities are binding? A system cannot answer a question that nobody has decided beforehand.

    ResultDefined planning logic for the system to build on

  2. System setup

    Configuration of the environment according to the defined logic: project structures, departments, roles and permissions, calendars and capacities.

    ResultWorking environment that fits your processes

  3. Migration of existing plans

    Transfer of the ongoing projects from Excel and MS Project, a structural review, and adjustment to the agreed planning logic. The errors that become visible in the old plans along the way are part of the result.

    ResultReal project status in the system instead of re-entering everything

  4. Onboarding and go-live

    Role-based training for project management, the department, and executive management – each group learns what it needs day to day. After that, the productive start.

    ResultTrained users, the system in operation

Phase C

Establish — after go-live

  1. Support through the first weeks

    A dedicated point of contact, short regular meetings, and adjustments to structure and permissions during live operation. The weeks after go-live decide whether the planning is really used.

    ResultPlanning happens in the system, not in parallel in Excel

  2. Interface development

    Live connection to ERP systems, to time tracking (AIDA, Finkzeit, OptiTime), imports from MS Project, Primavera, Excel and SAP, as well as a REST API. This can run in parallel and is not a prerequisite for the start.

    ResultContinuous data foundation without duplicate entry

  3. Impact review

    After about three months, a comparison against the baseline from step 1: how many lists have been replaced? How has schedule adherence developed? Where is planning still happening on the side?

    ResultDocumented impact and a basis for the next expansion stage

Duration

How long this takes

Ranges rather than fixed figures, because the scope of the plan migration and the number of areas involved are the deciding factors.

Phase A – Clarify
1–3 weeksDepends on how quickly meetings with everyone involved can be arranged.
Phase B – Set up
2–8 weeksThe scope of the plan migration and the number of departments determine the range.
Phase C – Establish
ongoingSupport through the first weeks, impact review after around three months.

Median time to the first self-planned project in the system: 10 WD

*From a full survey of all live Linetrack implementations, as of August 2026.

Costs

What this costs

The license starts at EUR 10 per user per month. The effective price depends on the number of users, roles and the modules booked.

The planning simulation before the decision is free of charge. PM consulting, system setup, onboarding and migration of existing plans are not included in the license fee; they are available individually and are priced according to scope. Interfaces that already exist are simply connected, with no new development needed – effort only arises where your data differs from what has been implemented so far. Which steps make sense emerges from the initial consultation.

Effort

Who does what

The most common unspoken question ahead of an implementation is how much work stays in house. That is why it is broken down here for every step.
StepLinetrackYour team
Initial consultationRunning the conversation and analyzing the existing setupParticipation of project management and the department, overview of the lists in use
Follow-up consultationStructuring the target state, scope and effort rangeDecision on planning depth and the areas involved
Planning simulationPreparation and facilitation using sample data, free of chargeParticipation of the future user group
Proposal and decisionProposal, schedule, points of contactSign-off and naming of a responsible person
PM consultingReviewing and sharpening the planning processesInformation on how the processes actually run, decision on responsibilities
System setupFull configuration of the environmentDepartment structure, roles and capacity per area
Migration of existing plansImport, structural review, adjustmentProviding the ongoing plans from Excel and MS Project
Onboarding and go-liveRole-based trainingParticipation of the users
Support through the first weeksDedicated point of contact, regular meetings, fine-tuningFeedback from day-to-day operation
Interface developmentDevelopment and connectionIT contact for the integration
Impact reviewEvaluation against the baselineParticipation and assessment from the areas involved

Experience

What happens when steps are skipped

Not every step is necessary for every company. With these three, though, the consequences of skipping them are the clearest.

Without PM consulting

An unclear planning process does not disappear by moving into a system – it only becomes more visible. If nobody has decided who is allowed to move dates, everyone afterwards decides that for themselves, only now it is documented.

Without planning simulation

Anyone who has not experienced the planning logic in concrete situations keeps their own list going, just in case. The Excel file stays in parallel use, and so there are still two versions of the truth.

Without plan migration

A system holding sample data is a demo, not a working tool. As long as the ongoing projects are not in it, nobody is working on the real status – and the implementation quietly slips to the next project.

Context

Why this is not an ERP project

An ERP system is built for controlling and order processing, not for operational scheduling and capacity planning. Its project module therefore covers one slice, and detailed planning moves back into Excel anyway.

Implementing Linetrack starts alongside that, not inside it. Planning begins with the first migrated project list, and it does so without any interface having to be in place. The connection to ERP and time tracking comes afterwards and improves planning that is already running by that point.

So you do not have to choose between an ERP project and planning transparency. Linetrack does not replace an ERP system and is not meant to: it connects project planning, department planning, ERP and time tracking into one shared data foundation.

Project management dashboard with a Gantt chart, running alongside the ERP system

FAQ

Frequently asked questions about implementation

Still have questions about the process?

In the initial consultation we work out which steps make sense in your situation.

How long does implementing Linetrack take?

From the start to the first self-planned project in the system, the median is 10 working days. How long the full rollout across all departments takes depends on the number of areas involved, the scope of the plan migration and on whether interfaces are developed.

Are consulting and onboarding included in the price?

The planning simulation before the decision is free of charge. The license starts at EUR 10 per user per month; PM consulting, system setup, onboarding and plan migration are available separately and are calculated per project. Interfaces that already exist are simply connected, with no new development needed.

Do we have to go through all the steps?

No. The initial consultation, system setup and onboarding are the basis; everything else depends on the baseline and the target state. Companies with clearly defined planning processes often do not need PM consulting; companies with many ongoing projects benefit considerably from plan migration.

Can existing project plans be carried over?

Yes. Plans from Excel and MS Project are imported, checked structurally and adapted to the agreed planning logic, so ongoing projects do not have to be entered again.

Do we need the interface to the ERP at the start?

No. Linetrack runs productively without an interface; the connection to ERP or time tracking can happen in parallel or later and is not a prerequisite for go-live.

How much effort does this create on our side?

We carry the largest share. On your side it takes one person responsible for questions of structure and roles, the provision of the existing plans, and the participation of users in the planning simulation and the training.

What happens if the initial consultation shows that Linetrack is not a fit?

Then we say so. Linetrack is built for plan-driven projects with many dependencies and not for pure task tracking without resource logic – generic tools are better suited to that.