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Where to find the RTM?

On the left side bar, click on Requirements	Image RemovedImage Added
Start by a search query to filter your matrix and only display a set of requirements:	Image RemovedImage Added

How to add columns

You can easily add columns to display more details about your requirements.

Types of columns

• From/To dependencies: Displays the dependencies of each requirement based on a relationship.

  • From is the equivalent of Child

  • To is the equivalent of Parent

• Jira Issues: If you have installed the app Requirement Yogi for Jira, you will be able to display linked Jira issues and their fields.

• Description: Displays the description of each requirement.

• Variants: this will display the variant’s name in a column

• Space key: will display the Space Key

• Properties: Displays the property of a requirement.

• External properties: You can display them, and edit them with the toggle appearing.

• Links: Displays the title and the link to the page where the requirement was quoted.

Exports

• You can export Excel: Export your Traceability Matrix to Excel with a simple button (on the top right).

• You can also PDF: Export your Confluence page and we’ll render the RY report macro in PDF

• Confluence pages: save the matrix, and use it in a Confluence page using the RY Report macro.

• Note that we do not support images in exports.

Save your matrix

If you want to save a search query and matrix, you can save your matrix and find it again in the Saved Matrices tab.

Manage permissions:

• 🌎 Visible and editable for every user in the space,

• 👁️ Visible by every user in the space but only editable by the user who created it,

• 🔒 Visible and editable only by the user who created the matrix.

A few tips

• Remember that you need to be on the correct column to display its data. If you are displaying 3 levels of dependencies and want to add Jira issues from the second level requirements, you will need to go on its column.