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Excerpt
hiddentrue
nameTraceability

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:

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You can end up with the properties of each requirement. 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:

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Of course, each Jira field can be displayed in the matrix in Confluence:

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All of these options are available using the cog menu:

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And if you Jira issues are linked to Jira issues:

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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 )

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Choose a name, and the permissions

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Find all your matrices in the Reports tab

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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)