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The Requirement Traceability Matrix is the key to efficient requirement management. Discover and learn how to use our RTM for Confluence.

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The traceability matrix is the most powerful screen of Requirement Yogi.

Learn the basics of the Requirement Traceability Matrix in this quick tutorial:

https://www.youtube.com/watch?v=1xTzI_560z0

At the beginning, there is a list of requirements

We recommend adjusting the search query to only display requirements you are interested in. For example, if you want to filter on the prefix "REQ-", use: key ~ 'REQ-%'.

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Add columns to your report

You can add columns using the cog menu:	Image Added
You can end up with the properties of each requirement.

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Note the "tree view" on the left, which lets you drill down into requirements.

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Connect to Jira

If you have requirements attached to Jira issue, they can be included:	Image Added
Of course, each Jira field can be displayed in the matrix in Confluence:	Image Added
All of these options are available using the cog menu:	Image Added
And if you Jira issues are linked to Jira issues:	Image Added

Save your report

Click on the save button to save your matrix for later, this will also allow you to add it in a Confluence page ( RY Reports )	Image Added
Choose a name, and the permissions	Image Added
Find all your matrices in the Reports tab	Image Added

This matrix can really gather a lot of information, and we recommend using it a lot.

Jira Cache (New in 3.1)

Jira integration is now faster since you can benefit from a cache, which keeps data for 5 days.

Type of data cached:

Jira issues
Epic links
Team from Portfolio
XRay data
Zephyr data

The user can empty their cached data using the checkbox next to the "Get data from Jira" existing checkbox.

Limitations

We don't have calculations yet. You can't display the percentage of children in a given status, for example. It can't be used to display % coverage, for example.
We don't have filters,
We may not have all Jira fields, but we've already developed renderers for Xray fields (Xray integration with Requirement Yogi) and we could do it for you too.

We practically have everything else.

List of supported Jira fields in the traceability matrix

Type	Field
Basic fields	status issuetype labels priority components versions fixVersions project (name and key) description summary subtasks issuelinks Stories in Epic
All fields with types	Numbers Strings Booleans (Datetime and datepickers are among the custom fields)
Custom fields (Atlassian)	com.atlassian.jira.plugin.system.customfieldtypes:labels com.atlassian.jira.plugin.system.customfieldtypes:radiobuttons com.atlassian.jira.plugin.system.customfieldtypes:select com.atlassian.jira.plugin.system.customfieldtypes:multicheckboxes com.atlassian.jira.plugin.system.customfieldtypes:multiselect com.atlassian.jira.plugin.system.customfieldtypes:textarea com.atlassian.jira.plugin.system.customfieldtypes:textfield com.atlassian.jira.plugin.system.customfieldtypes:datetime com.atlassian.jira.plugin.system.customfieldtypes:datepicker com.atlassian.jira.plugin.system.customfieldtypes:float com.atlassian.jira.plugin.system.customfieldtypes:url com.pyxis.greenhopper.jira:gh-epic-link (Jira Software - Sprint) com.atlassian.teams:rm-teams-custom-field-team (Portfolio - Team)
Custom fields (Other vendors)	com.xpandit.plugins.xray:tests-associated-with-test-plan-custom-field com.xpandit.plugins.xray:test-plans-associated-with-test-custom-field com.xpandit.plugins.xray:test-sets-custom-field com.xpandit.plugins.xray:test-plan-custom-field com.xpandit.plugins.xray:test-set-status-custom-field com.xpandit.plugins.xray:test-plan-status-custom-field com.xpandit.plugins.xray:test-execution-status-custom-field com.xpandit.plugins.xray:test-run-status-custom-field com.xpandit.plugins.xray:testexec-tests-custom-field zephyr (basic fields)

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