Requirements Traceability Matrix – RTM

The Requirements Traceability Matrix (RTM) is a tool to help ensure that the project’s scope, requirements, and deliverables remain “as is ” when compared to the baseline. Thus, it “traces ” the deliverables by establishing a thread for each requirement- from the project’s initiation to the final implementation.

RTM in Project Management Phases

  • Track all requirements and whether or not they are being met by the current process and design
  • Assist in the creation of the RFP, Project Plan Tasks, Deliverable Documents, and Test Scripts
  • Help ensure that all system requirements have been met during the Verification process.
The Matrix should be created at the very beginning of a project because it forms the basis of the project’s scope and incorporates the specific requirements and deliverables that will be produced. The Matrix is considered to be bi-directional. It tracks the requirement “forward ” by examining the output of the deliverables and “backward ” by looking at the business requirement that was specified for a particular feature of the product. The RTM is also used to verify that all requirements are met and to identify changes to the scope when they occur. Requirements <-> RFP <-> Design/Task <-> Deliverables <-> Verification The use of the RTM enhances the scope management process. It also assists with the process control and quality management. RTM can also be thought of as a process of documenting the connection and relationships between the initial requirements of the project and the final product or service produced.’s Top 3 Software Recommendations

How do you create an RTM?

In each of the steps shown above, each requirement must be unique and clearly defined. The requirement is then part of each critical component of the project. The references throughout the entire process must be consistent and unique. In order to insure that this occurs, the Matrix traces each requirement and creates a relationship between each of the processes.
    • Req #: Requirement Number; for each project requirement, begin to list them on the RTM in a numerical order and group them by function.
    • Name: Enter the name and brief description of the requirement.
    • RFP #: Request For Proposal (RFP); specify the identification number of the requirement as listed in the RFP.
    • DDD #: Deliverable Definition Document (Also referred to as the Deliverable Expectation Document- DED); use the RFP requirement number as a reference for the DDD that is created for the requirement.
    • PPT #: List the MS Project Subtask and Task numbers that are associated with the requirement.
    • TS #: Test scripts should be prepared for the actual testing process.
    • Verification: Use this field to record completion of the signoff process.

Recommended Project Management Software

If you’re interested in learning more about top rated project management software, the editors at actively recommend the following:

1 Wrike

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Wrike is the most powerful work management platform on the market, enabling teams to plan projects and collaborate in real time. Our award-winning software is trusted by 20,000+ companies across the globe, including Sony, Estée Lauder, and Siemens.

Wrike’s customizable features include Gantt charts, request forms, dashboards, cross-tagging, time tracking, and proofing. Integrate with 400+ apps from the likes of Microsoft, Google, and Salesforce. Automate repetitive tasks and achieve 50% faster planning. Work from anywhere with 100% access to your files via our mobile and desktop apps.

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Visit website Work OS is an award-winning no-code work management platform that helps teams manage projects and workflows more efficiently.

Used by 152,000+ customers worldwide, this fully customizable software lets you plan, manage, and track every project in one place. offers time-saving and easy-to-use features such as automations, time tracking, document sharing, and real-time collaboration. Multiple board views such as Gantt and Kanban help you structure and navigate tasks and projects the way you prefer, and dashboards give a high-level overview of your progress.

In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools from within the platform. also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

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3 ClickUp

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ClickUp is one of the highest-rated project management tools today. Use Docs, Reminders, Goals, Calendars, Chat, scheduling, assigned comments, custom views, & more with this all-in-one project management tool.

Used by 800,000+ teams in companies like Airbnb, Google, and Uber, it brings all of your projects into a single app! Built for teams of all sizes and industries, Our fully customizable & proprietary features make it a must-have for anyone wanting to keep project management in one place.

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