Formal Process - Summary Task best practice?

We are currently using Milestones to do this. It took some tweaking of the project configuration to get it working how we wanted though. We would love to hear more about best practices for Formal Projects in RTC. I've googled and searched all around the forums and jazz.net, etc. But I can't really find anything really complete and helpful, especially with the advanced topics of planning for a Formal Project.