Create Traceability Matrix

  1. In the Traceability Matrix Module, click on the “+New TM”.

  2. In the “Create Traceability Matrix” window, define the name of your Traceability Matrix and connect it with created projects (optional).

    If you want create linked Risk Assessment in the Risk Management Module, check “Create Risk” check-box. This will create risk assessment group with the same name as your Traceability Matrix and it will contain all requirements you define in the matrix. Please note, in order to be able to use this option, Traceability Matrix needs to be linked with a project.

    Since each project starts with requirements, the “Requirement specification” column is automatically created and cannot be deleted.

    To define other Traceability Matrix columns, add its name and click on the "+" button.

  3. Appoint mouse on ‘three dots’ next to column name and ‘Column settings’ button will appear.Column settings

    In "Column settings" window, user can change the Column name, Short name (ID), Related Project and can define if column is Risk related.

    NAME: Field is automatically filled with name defined while adding Traceability Matrix columns, but you can change column name here if it is needed.

    SHORT NAME (ID): Column short name is automatically given – it contains first three letters of column name, but it can be changed. User can define its own ID through which column items can be distinguished.

    RELATED PROJECT: It is automatically assigned that Related project is the project where the Traceability Matrix is made, but it can be changed. User can relate column to sub-projects made within root project.

    RISK COLUMN checkbox: User can define column as Risk related marking "Risk column" checkbox. If column is Risk related, hazards defined in Risk Management Module of a project can be inputted as column item.

    Please note, first column in Traceability Matrix cannot be defined as Risk column.

    Validation column settings

  4. Next to “Column settings” button for the “Requirement specification” column is “+” button. User can add sub-requirements related to main requirement. User is able to add max 9 sub-requirements columns.

    Next to each sub-requirement column, there is "+" button, for adding another.

    Add subrequirement

    “Column settings” button is available for sub-requirements columns as well. User can delete sub-requirements columns.

    Please note, user can delete sub-requirements columns started from the last one. Sub-requirement column can be erased if it is empty.

    Delete sub requirement column
  5. To edit Traceability Matrix, click on ‘Edit Matrix’ button. Edit Matrix

    In "Edit Traceability Matrix" window, user can change name of a Matrix, user can edit column name clicking on ‘pencil’ button or delete column clicking on "x" button. New column can be added as well. Columns can be re-ordered dragging them on new position.

    Edit Traceability matrix

    Please note, if items are added to Matrix columns, user cannot change columns name, delete them or re-order. It is only available to edit Matrix name and to add new columns.

  6. To find the Matrix location under the Storage click on the “Reveal in Storage”. 

    Please note, if the Matrix is related to a certain project, the matrix folder can befound under the specific project folder (for example, Project/XYZproject/matrices/Traceability matrix 1)

    If the Matrix is not project related, it can be found under the root project folder,
    under the “matrices” subfolder (for example, Project/matrices/Traceability matrix1).

  7. To preview the history of the Matrix changes, click on the “Matrix changelog”.

  8. The Traceability Matrix is now multi-user. It means that more than one team member can work in the same matrix. But, on the specific item, only one user can work on. That item would be locked for other users. In some cases (for example, unappropriated browser shut), the item can remain locked that will prevent users working on it. Use the “Matrix locks” function to unlock it and continue unobstructed work.

  9. Click on "pencil" button to add column description. pencil button
  10. In the "Update description" window enter column explanation.

    Update description