The traceability matrix enables you to determine the extent of relationships between requirements and other requirements, and between requirements and tests. It helps you verify that all requirements are met, and identify changes to the scope of your requirements when they occur. The traceability matrix lists source requirements, and their associated requirements and tests. The total number of relationships is listed for each source requirement. A low value may imply that the source requirement is not associated with enough requirements or tests. A high value may imply that the source requirement is too complex and can perhaps be simplified. A zero value indicates that no relationship exists.
How to Use the Traceability Matrix
This task describes how to configure and display the traceability matrix. To learn more about the traceability matrix, see Traceability Matrix Overview. - Define requirement traceability links. In the Requirements module, select View > Requirement Details. Click the Requirements Traceability tab. Define traceability links between requirements. For task details, click here.
- Define requirement and test coverage. Create coverage by linking requirements to tests. You can create coverage from the Requirements or the Test Plan module. For task details, click here.
- In the Requirements module, select View > Traceability Matrix.
- Click the Configure Traceability Matrix button. The Configure Traceability Matrix wizard opens. Define the matrix. For user interface details, click here.
In the Traceability Matrix view, analyze and review the traceability links between requirements, and the links between requirements and tests. For user interface details, click here. Traceability Matrix ViewThis view enables you to analyze the traceability matrix. UI example |  Click thumbnail to view full size image | To access | In the Requirements module, select View > Traceability Matrix. | Important information | The data displayed in the traceability matrix grid is not editable. | Relevant tasks | | See also | |
User interface elements are described below (unlabeled elements are shown in angle brackets): UI Elements (A-Z) | Description |
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| Opens the Configure Traceability Matrix wizard, enabling you to define the matrix. For more details, see Configure Traceability Matrix Wizard. | | Refresh All. Refreshes the matrix so that it displays the most up-to-date data. | | Select Columns. Opens the Select Columns dialog box, enabling you to determine which fields to display in the matrix and their order. For more details, see Select Columns/Select Fields Dialog Box. | | Requirement Details. Opens the Requirement Details dialog box, enabling you to display the details of the selected requirement. For more details, see Requirement Details Page. | | Go To Requirement in Requirements Tree. Goes to the Requirements Tree view and highlights the selected requirement. | | Send E-mail. Opens the Send E-mail dialog box, enabling you to send requirement email to recipients selected from a list or to the author of the requirement. For more details, see Send E-mail Dialog Box. | | Generate Traceability Matrix. Opens the Generate Traceability Matrix dialog box, enabling you to save the Traceability Matrix view to a Microsoft Excel worksheet. | | Show/Hide. Shows/hides the lower pane of the Traceability Matrix view. | <grid fields> | For details on the requirement fields available from the grid, see Requirements Module Fields. | Name | The requirement name. | Number of linked tests | The number of tests associated with a selected requirement. | Number of traced from requirements | The number of requirements that affect a selected requirement. | Number of traced to requirements | The number of requirements that are affected by a selected requirement. | Show Full Path | Displays the path of the requirements in the requirements tree. |
This tab displays requirements that affect a selected requirement. Important information | This tab is available when the following options are set in the Filter By Linked Requirements page of the Configure Traceability Matrix wizard: Include source requirements affected by or Include source requirements not affected by. For more details on the Filter By Linked Requirements page, see Configure Traceability Matrix Wizard. |
User interface elements are described below (unlabeled elements are shown in angle brackets): UI Elements (A-Z) | Description |
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| Select Columns. Opens the Select Columns dialog box, enabling you to determine which fields to display in the matrix and their order. For more details, see Select Columns/Select Fields Dialog Box. | | Requirement Details. Opens the Requirement Details dialog box, enabling you to display the details of the selected requirement. For more details, see Requirement Details Page. | <grid fields> | For details on the requirement fields available from the grid, see Requirements Module Fields. | Show Full Path | Displays the path of the requirements in the requirements tree. |
This tab displays requirements that are affected by a selected requirement. Important information | This tab is available when the following options are set in the Filter By Linked Requirements page of the Configure Traceability Matrix wizard: Include source requirements affecting or Include source requirements not affecting. For more details on the Filter By Linked Requirements page, see Configure Traceability Matrix Wizard. |
User interface elements are described below (unlabeled elements are shown in angle brackets): UI Elements (A-Z) | Description |
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| Select Columns. Opens the Select Columns dialog box, enabling you to determine which fields to display in the matrix and their order. For more details, see Select Columns/Select Fields Dialog Box. | | Requirement Details. Opens the Requirement Details dialog box, enabling you to display the details of the selected requirement. For more details, see Requirement Details Page. | <grid fields> | For details on the requirement fields available from the grid, see Requirements Module Fields. | Show Full Path | Displays the path of the requirements in the requirements tree. |
This tab displays tests that are linked to a selected requirement. Important information | This tab is available when the following options are set in the Filter By Linked Tests page of the Configure Traceability Matrix wizard: Include source requirements linked to or Include source requirements not linked to. For more details on the Filter By Linked Tests page, see Configure Traceability Matrix Wizard. |
User interface elements are described below (unlabeled elements are shown in angle brackets): UI Elements (A-Z) | Description |
|---|
| Select Columns. Opens the Select Columns dialog box, enabling you to determine which fields to display in the matrix and their order. For more details, see Select Columns/Select Fields Dialog Box. | | Test Details. Opens the Test Details dialog box, enabling you to display the details of the selected test. For more details, see Test Details Dialog Box. | <grid fields> | For details on the test fields available from the grid, see Test Plan Module Fields. | Show Full Path | Displays the path of the tests in the test plan tree. |
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Traceability Matrix Topics
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