Overview
A Traceability matrix is a document used in the Request for Proposal (RFP) process to ensure that all requirements outlined in the RFP are met by the proposed solution. It is used to track and map the requirements outlined in the RFP to the corresponding solutions.
The Traceability matrix plays a vital role as it ensures that each requirement is addressed by the proposed solution and vendors will also have the clarity of what exactly is expected from them. It also helps in identifying any gaps or discrepancies in the solutions proposed by the vendors. Overall it facilitates effective communication and management of requirements throughout the RFP process.
See Working with the Traceability Matrix Tool and Generating a Traceability Matrix to learn how to work with this tool.
Note: Requirements Analysis is a paid add-on. Contact your account manager for more information.
Traceability Matrix View
The Traceability Matrix screen lists the requirements from the shredded source documents, and supports the following features:
- Navigation: Following the breadcrumb, users can go back to the Requirements Analysis tab or click on the project name to go to the Projects page.
- Search: Search the contents of the requirements with keywords or by category or document name.
- Workspace Menu: Various analysis tools and links to other pages are housed in this menu.
- Traceability Matrix View:Displays the list of requirements cross-referenced with the fields set in the matrix structure.
- Toggle: Switch the view to display All shredded sentences/paragraphs or just the requirements.
- Menu: The menu houses the following options:
- View Matrix Configuration: View the configuration options used to generate the traceability matrix.
- Delete Matrix: Delete the generated matrix from the workspace.
- Export: Export the list of requirements to work on them offline.
- Source View: Opens the Source View panel that shows the source document content.
- Customize Columns: Customize the list of visible columns in the traceability matrix.