Feature Overview

The requirements traceability matrix shows the relationships among different levels of requirements. Business requirements can be derived into user requirements and software requirements. It also allows teams to track the progress of software requirements and their related items, such as tasks, test cases, and bugs.

Because product managers need to continuously track requirement changes, the matrix helps them understand detailed requirement progress by monitoring the status of related items.

Use Cases

After a requirement planning meeting is completed, requirements are linked to the project’s sprints or phases and then enter the development workflow. With the requirements traceability matrix, teams can achieve full lifecycle traceability for requirements:

• Horizontal traceability: One business requirement can be broken down into one or more user requirements, and one user requirement can be further decomposed into one or more software requirements. The matrix clearly shows the status and relationships among business requirements, user requirements, and software requirements.
• Vertical traceability: The full process can be traced through requirement IDs and details pages, including user requirement collection, user requirement decomposition into software requirements, software requirement review, software requirement changes, linking software requirements to design documents, linking software requirements to test cases, breaking software requirements down into tasks, task completion, bug submission related to software requirements, and final release to production.

Click Matrix under the project to trace requirement-related items in the project, including:

• Business requirements to user requirements
• User requirements to software requirements
• Tasks derived from software requirements
• Design documents related to software requirements
• Test cases created for software requirements
• Code commits related to software requirements
• Bugs generated from software requirements

1. View object details

Click the blue title of any related item to open its details page.

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2. Switch by product

If the project is linked to multiple products, the project matrix allows you to switch between products and track requirements for a specific product separately.

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3. Filter by requirement type

The project matrix supports tracking from three different starting points and endpoints: business requirements, user requirements, and software requirements. It also supports search-based filtering for more precise traceability.

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4. Export matrix data

The project matrix supports exporting data in XLSX format.

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5. Customize matrix fields

The project matrix supports custom traceability columns. You can clear the checkboxes for related items that do not need to be tracked, and the corresponding columns will be hidden in the matrix.

Note: If you choose to apply the settings globally, the current user’s settings will take effect across all systems within the company.

Clicking Restore Default resets the matrix to its original configuration.

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