Requirements Traceability Matrix

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Link each requirement to its source/version/section, design output, control, evidence and status.

This Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.

This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.

Prepare project brief

The form prepares a separate brief; it does not fill the Word or Excel file.

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Requirements Traceability Matrix · Document preview — Selected page preview · XLSX

Learning

How to use this template

When you need it

Use the traceability matrix once requirements and design outputs can be linked, then maintain it through review, testing and handover. It is particularly valuable when one requirement affects several disciplines or verification activities.

What it helps you decide

It shows whether each requirement has a complete path to evidence. Reviewers can identify missing coverage and assess the consequences of changes without assuming that a drawing reference alone demonstrates compliance.

How to complete it

Start from the requirement register and approved changes, retaining the requirement identity and source reference while identifying the relevant design outputs for each obligation.
Define verification methods and link available evidence, using review comments and acceptance records to distinguish planned verification from work already demonstrated and reviewed appropriately.
Check trace gaps and change impact across affected outputs, assign follow-up through the project process and update the matrix when supporting evidence or requirements change.

Who prepares and reviews it

The requirements coordinator works with designers, verification specialists and package owners. Responsible technical reviewers assess evidence; acceptance and change authority remain with the actual project roles defined by governance and contract arrangements.

A mistake to avoid

Do not mark a requirement verified because a deliverable exists; the evidence must actually demonstrate the requirement and carry the appropriate review status.

Illustrative example

Illustrative example: an equipment-maintenance requirement affects layout, lifting access and operating documentation. The matrix links those outputs and their verification evidence. A gap in maintenance-access demonstration becomes visible, allowing the team to resolve it before presenting the package as fully verified.

Explore the wider topic

Document contents

Trace chain
Coverage
Verification state
Change impact

Required inputs

Requirement register and approved changes
Design deliverables and verification plan
Review comments and acceptance evidence

Practical tools.
Professional judgment.

Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.