What is Traceability Matrix in JIRA

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Mar 27, 2024

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JIRA is one of the best places where you may work on your project and break it into smaller tasks. Your issue types list follows suit when your JIRA usage grows with time. Initially, it's all about stories, bugs, and duties. The product risks, test cases, requirements, and test runs will be added later. To get the full picture, look at issues as a hierarchical structure, i.e., a traceability matrix in JIRA, rather than a disconnected list. 

A big installation can easily have dozens of different issues kinds. While each thing has its life cycle from generation to resolution, they are also associated with a rich web of links. JIRA's linking system is one of its strongest features.

What is the work of the Traceability Matrix in JIRA?

Because of the abundance of links, the idea is to think about issues as a tree or hierarchical structure rather than an unconnected list.

We can use Traceability matrices for this task. Here are several examples:

  1. All requirements (for a product version) and the tests used to validate them.
  2. All risks (associated with a product version) as well as the functional standards that mitigate each of them
  3. Top-down traceability of all strict requirements and functional specifications

Traceability matrices must be captured and displayed at important moments during the product development lifecycle, such as release documentation.

Keeping track of project needs can be difficult based on your development environment. There may be a few criteria in certain projects, while there may be dozens in others. For software development, there are several sorts of requirements to consider, including:

  1. Needs of the business
  2. requirements of the user
  3. User interface requirements
  4. Functional and nonfunctional requirements
  5. Technical specifications

It's fairly uncommon for corporations to release new software that contains flaws and defects that cost tens of thousands of dollars. Based on the intensity of the problem, a huge corporation may be out millions of dollars in minutes.

What is the RTM (Requirement Traceability Matrix in JIRA)?

The aim of RTM is to encapsulate all of the client's requirements and their required traceability in a unique design document. This document is supplied at the end of each life cycle of a software development project.

RTM is frequently used to assess the effect of project requirements. When project requirements change in the middle, a traceability matrix shows you which workflows, test cases, training materials, and software code are affected.

Whether you're just starting in project management or have a few years under your belt, understanding the Requirement Traceability Matrix in JIRA and how that might help your project management procedures and career is critical.

How Do I Make A Traceability Matrix in JIRA?

Let's go over the processes for constructing a requirements traceability matrix now that you know the advantages.

It may seem like a plethora of data to take in all at once if you're new to RTM. Fortunately, there are several videos, templates, samples, and tutorials available to get you started.

The short and simple version is as follows:

  • Start by establishing your objectives of RTM. You can do this by stating the aim of the RTM and why it was created in the first place.
  • The next step is to collect all available paperwork. This paperwork can include technical requirement documents or the TRD or functional requirement documents, or FRD. It also includes a business requirement document  (BRD). Documentation for testing, such as test cases, results, and defects, is also required.
  • You can also use an Excel spreadsheet to create a simple and easy RTM document. 
  • The next step is to create columns for functional requirements, business requirements, test cases, test results, and important bugs. 
  • Then you need to assign this ID number of the generated requirement to each requirement generated from the corresponding business requirement document or the BRD.
  • Now you have to take the document for functional requirements and note down all of the mentioned functional requirements that correspond to present business needs.
  • Now you can easily join the IDs of the test case to the related functional requirements.
  • In case of any change, make sure to update your traceability matrix.

You can learn more about the significance and working process of a traceability matrix (TM) through a  JIRA Certification. It will also increase your chances of getting promotions in your organization.

Traceability Matrix Types

The three types of RTM are:

  • Forward traceability
  • Backward traceability
  • Bidirectional traceability

Let's learn about them in detail:

Traceability from the beginning

In this type of traceability matrix, the project requirements are mapped to the corresponding test cases by using the concept of forwarding traceability. This approach helps us to ensure that all functional and testing requirements are thoroughly evaluated and analyzed from top to bottom. It also helps to check that a project's trajectory is sound.

Matrix of Backward Traceability

This matrix is created by mapping test cases to the related requirements. This can help you avoid "scope creep," which is when you go beyond the initial needs unintentionally.

Traceability in both directions

Bidirectional traceability is defined as a document that helps to incorporate forward as well as backward traceability. This type of approach is useful since it demonstrates that each criterion has a set of functional test cases that correspond to it.

 Advantages of JIRA traceability matrix 

Let's look at some of the features of the JIRA traceability matrix:

It's Easier and More Effective 

As a project manager, it's fairly uncommon for your project's criteria to be changed at some time. RTM can help you track these changes and see how they affect every aspect of your project.

Remember to keep documentation in mind.

A traceability matrix can aid in the attempt to supply your team with accurate and consistent documentation. A TM helps you to evaluate if a need is completely documented, from test cases to wireframes to user stories. A requirement traceability matrix might even highlight requirements that aren't being met.

Taking Care of Defects

Assume you're a test manager working on a large software project. When you have a large backlog of defects, you must prioritize the most important concerns. A traceability matrix can help you filter faults based on critical requirements, defect severity, priority, and other factors. Finally, RTM ensures that all tests are covered.


Now that all the questions about the JIRA requirements traceability matrix have been answered above, it's always a good idea to keep your professional development in mind! It's a great idea to get JIRA Certification if you're prepared to take your project management profession to the next level and grasp the ins and outs of RTM.

The JIRA Certification, which is widely recognized, will help you find rich jobs in IT, manufacturing, finance, healthcare, and other intriguing fields. Individuals who complete JIRA Training improve the performance of the project, and you can frequently get rewarded due to better results.

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