ERP Template - Requirements Trace Matrix

Sample Requirements Traceability Matrix  XLSX

ERP Sherpas - Sample BC Req Trace Matrix V1.0.xlsx

A detailed, real-world Requirements Traceability Matrix (RTM) for a multi-entity Microsoft Dynamics 365 Business Central implementation covering 139 requirements across six business process areas: Record to Report, Procure to Pay, Order to Cash, Acquire to Dispose, Design to Retire, and Forecast to Plan. Each row maps a requirement to a BC module or feature, delivery type (standard, configuration, ISV extension, or customisation), test reference, in-scope status, legal entity, priority, and notes. A summary dashboard sheet provides management-level reporting with counts by business area and ISV register.

For a PM, the RTM is the document that proves requirements have been captured, mapped, and will be tested — and this one shows how it should actually look on a real, complex ERP project, saving weeks of structure design and blank-sheet anxiety.