What is a Traceability Matrix?
- Traceability Matrix is a project management tool that provides a formal way to track project requirements and to check if they are being met. It “traces” the deliverables by establishing a thread for each requirement - from the project’s initiation until its completion.
If the main requirements of my project have related sub-requirements, can I add them within Traceability Matrix?
- Next to the “Column settings” button for the “Requirement specification” column is the “+” button. Using it, you can add sub-requirements related to the main requirement. You can add max 9 sub-requirements columns.
What kind of items can I input within Traceability Matrix?
- You can input existing items from a project where your matrix is created (Issue or Process items), create new items within Traceability Matrix (Issue, Process, and Label items), or add Risk item.
How many items can I input in one matrix cell?
- There is no limit to items that can be added within matrix cells.
- There is only a limit for first column cells, where you can input just one item. The first column is defined as the Use Case column. You can create Use Case columns how much you need (after the first Use Case column). Next to the Use Case, you can create a Requirement column. After creating a Requirement column, you can't create a Use Case column anymore.
I started adding items within my matrix, but I realized that I forgot to add one column. What can I do?
- You can add a forgotten column additionally. Use the “Edit Matrix” button and in the “Edit Traceability Matrix” window add the new column.
Is my matrix synchronized with a project where is created?
- Yes, your matrix is synchronized with a project where is created. So, if you create some type of issue or start the process from your matrix, it will be reflected in Project -, Quality – and Document Management Module of a project where is created.
I added the Process item in my matrix, but the process hasn’t started. What happened?
- When you added a Process item within your matrix, it just “inputted” that item in a matrix, but to start the process so that tasks in a workflow appear on the appropriate person Dashboard, you need to “click” on that item within a matrix. That will change the process item status to “In progress”.
Why do matrix items have parent items?
- It is set that each matrix item has its parent item so that you are able easily to recognize which items are related to the same requirement. Parent items are items from the previous column. So, if there is more than one item in the previous column, all will be listed and you can choose which one will be the parent item.
- Only first-column items don’t have parent items, because the first column is defined as the requirements column from which everything starts.
I accidentally related the Process item with the wrong parent item and process items don’t have the “Edit” option. Do I need to delete this item, cancel the process and add it again?
- You don’t need to delete this item. Cancel a process, then add it and start again. Use the “Move” option and change the parent item there. Just leave the item within the same row.
Can I save the matrix on my computer?
- You can export your Traceability Matrix and download a zipped folder containing Traceability Matrix in an Excel table, files, issue, matrices, and processes folders.