Build a traceability matrix

A traceability matrix helps you visualize the relationship between all issue types in Tricentis Test Management for Jira. This is especially helpful if you, for instance, want to see which test cases your team associated to any given requirement. You can also use backwards traceability to view how a defect relates to a requirement, even if the test case the defect is linked to is deleted.

The traceability matrix includes crucial information for each associated item, such as test run executions and defects - making this the ideal solution to provide your development teams with targeted test dependency reports and insights.

To build a traceability matrix, go to Reports > Traceability matrix and define data points.

Traceability matrix for requirements

Build your matrix

To build your matrix, specify which data you're interested in:

  • Choose one or more Versions & Cycles.

  • Select one or more Issue types.

  • Define the Execution statuses you want to see for forward traceability.

  • Choose one or more Issue association types to get data on specific issue type relationships.

  • Select Forward traceability to view data that starts from requirements, test cases, or test run executions. Or select Backward traceability to view data that starts from defects.

Share your matrix

Data isn't as useful if you're the only one that sees it. Once you've filtered your data, you can easily share whatever view you create:

  • To share your matrix with people who have access to your Jira project, give them the URL of your matrix.

  • To share your matrix with people who don't have access—or people who just prefer to have an Excel file—select Export. This creates a report of your current view, with two data sheets: one sheet lists the filters you had selected, and one sheet contains the data.

    Please note that exports are only available for Forward traceability.

What's next

You're familiar with the traceability matrix. If you're curious about other dashboards to monitor your data, see "Analyze tests".