Traceability Matrix

Dipshikha Goyal July 30, 2021

Is there a way in Advance Roadmaps to get a hierarchy view that shows traceability from Epic, to Story, to Requirement, to Test Case and then be able to export it? Also can this hierarchy be saved in query view?

2 answers

1 vote
Eddie Meardon
Atlassian Team
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August 1, 2021

Hi @Dipshikha Goyal

What exactly do you mean by traceability? My understanding of what you're asking is that your roadmap shows the hierarchy from Epic down to Test case, then be able to export based on that.

If that's correct, and assuming that your plan has the hierarchy levels configured correctly, sort your issues by Rank and group them by None. Next, set the hierarchy levels to show Epics through Test Case. 

This will give you a view that shows Epics as the top-level issue and nests each issue type beneath it in cascading order. From there, you can export your data as a .csv file, as a macro into a Confluence page, or share a direct link.

If that's not correct, can you elaborate on what you're looking for?

Thanks

Eddie

Dipshikha Goyal August 5, 2021

Thanks Eddie! that's exactly what I was looking for.

0 votes
Manuel
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November 9, 2024

Hi @Dipshikha Goyal 

if you're using a test management tool, then most probably you'll have full traceability overview including tests, their runs and the defects created while testing.

There's a app for Confluence named Xray Reports for Confluence that can serve this purpose, if you're using Xray for Test Management.

This app allows you to embed testing reports, based on data from Xray Test Management, directly into your pages in Confluence. It provides several macros tailored for this, that allow you, for example, to track traceability.

 

traceability_macro.png

 

It is a macro that provides preview on the results, before publishing the page, and allows interaction with the chart, for example to expand epics and see the related story issues.

 

To get it working, you'll need to follow these steps, which require installing not just this app on Confluence but also a "Connector" app in your Jira instance:

  1. install the Xray Reports Connector for Jira app on your Jira cloud instance
  2. install the Xray Reports app in your Confluence cloud instance
  3. configure the Xray API client id and client secret on the settings of the Xray Reports for Confluence app; you need to obtain the client id and client secret from your Xray API Key settings, in your Jira cloud instance

More info on the installation steps here.

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