Traceability Matrix

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 “Column settings” button for the “Requirement specification” column is “+” button. Using it, you can add sub-requirements related to the main requirement. You are able to add max 9 sub-requirements columns.

 

What kind of items can I input within Traceability Matrix?

  • You are able to input existing items from a project where your matrix is created (Issue or Process items) or to create new items within Traceability Matrix (Issue, Process and Form items).
  • If you define your column as Risk related, checking “Risk” checkbox within “Column settings”, you will be able to input hazards defined within Risk Management Module of a project where your matrix is created.

 

How many items can I input in one matrix cell?

  • There is no limit for items which can be added within matrix cells.
  • There is only a limit for first column cells, where you can input just one item. This is set in this manner because the first column is defined as requirement column, so main requirements should be inputted there.

 

I started adding items within my matrix, but I realized that I forgot to add one column. What can  I do?

  • You can add forgotten column additionally. Use “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 Process item in my matrix, but the process hasn’t started. What happened?

  • When you added Process item within your matrix, it just “inputted” that item in a matrix, but in order to start the process so that tasks in a workflow appear on appropriate person Dashboard you need to “click” on that item within a matrix. That will change the process item status to “In progress”.

 

Where are Forms, I added and edited within Matrix, stored?

  • Each form you inserted in your matrix, and every version of it, is stored within “Revision” section under the Attributes. Select item within your matrix and preview “Revision” part. You’ll find each form version there.
  • If you added attachment within Form item, it will be stored in a Storage in a folder of a project where a matrix is created, within “matrices” sub-folder.

 

Why 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 parent item.
  • Only first column items don’t have parent item, because the first column is defined as requirements column from which everything starts.

 

I accidentally related Process item with wrong parent item and process items don’t have “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 “Move” option and change parent item there. Just leave item within the same row.

 

Matrix items are connected through “parent item” relation with items in the previous column, but how can I relate items with others which are in another column?

  • You are able to set connections between matrix items through “Add cross-reference” option. This option is available for Existing issue items, Created new items and for Form items.
  • You can even relate item with items stated in other matrix created within the same project or its sub-projects.

 

Can I save matrix on my computer?

  • You can export your Traceability Matrix and download a zipped folder containing Traceability Matrix in Excel table, files, issue, matrices and processes folders.