Working with Traceability and User Allocation Matrix Views

Traceability and user allocation matrices display the connections between requirements and other objects. You can add and delete connections in the matrix as well as filter the rows and columns displayed and print or export the matrix.

You can modify the links in the following ways:

To add a link, click in the appropriate cell, and then click the Create traceability link button at the bottom of the matrix (or press the Spacebar or V). You can optionally specify the type of link. To define additional link types, see Customizing a List of Values.
To delete a link, click in a cell containing a link, and then click the Delete traceability link button at the bottom of the matrix (or press the Spacebar or Del).
To select all the cells in a row or column, click the appropriate header. To select multiple cells, rows, or columns, use the Ctrl key. To select ranges, use the Shift key or drag the cursor over the required area.

Tool	Description
	Select Rows/Columns - Opens a selection box which allows you to select rows and columns to display in the matrix either by hand or by defining a filter.
	Display Only Non-Empty Rows/Columns - Displays only full rows and columns, so that you focus only on requirements with links. Alternatively, select Requirements > Display Only Full Rows/Columns.
	Display Only Empty Rows/Columns - Displays only empty rows and columns that need to be linked. Alternatively, select Requirements > Display Only Empty Rows/Columns.
	Vertical/Horizontal Column Header - Toggles between vertical and horizontal orientation of column headers.
	Shrink to Fit - Shrinks row and column headers to fit their contents.
	Export to Excel - Exports the matrix as an MS Excel file. If the specified file already exists, you will be given the option to overwrite it or append a new worksheet in the file.
	Change Traceability Matrix Type - Opens a dialog to let you specify the type of objects you want to link to your requirements. You can choose between: Design objects (objects from other types of models) – to confirm that the requirements have been integrated in the analysis and design processes. External files (MS Word, MS Excel, etc) - the links with MS Word are managed automatically. You can also link requirements with pieces of various documents (e.g. a planning document). Requirements from different hierarchies - to manage interconnected requirements. For example, you can start from a customer requirements list, then move to a designer requirements list, and end with specifications. The requirement-to-requirement matrix view allows you to check that no requirement has been forgotten between the customer list and the specifications. For information about linking requirements to other objects on their property sheet Traceability Links tab, see Linking Requirements with Design Objects and External Files.