Resources · Guides
How to use TraceWorks on real work.
Each guide walks through a complete workflow — start to finish — using the actual modules and screens you'll touch in production.
Build a requirements matrix from scratch
Turn a stack of customer requirement documents into an approved, baselined matrix in TraceWorks. Covers ingest, AI extraction review, manual cleanup, and baseline lock.
Read guidePrepare for a design review
Collect decisions, risks, assumptions, and verification evidence before a technical review so discussions stay grounded in the project record — not in PowerPoint.
Read guideTrack supplier and component coverage
Link quotes and vendors to components, requirements, and submittals so commercial and technical coverage stay in one view.
Read guideConnect your organization to TraceWorks
Invite teammates, configure roles, set up project membership defaults, and add server-side LLM keys for the whole org.
Read guideProduce a Requirements Traceability Matrix (RTM)
Export an RTM that links every requirement to its specifications, components, and verification evidence — ready for customer or auditor handover.
Read guideUsing AI to extract requirements from a contract
Upload a contract or RFP, review the proposed requirements, accept or reject each one, and link them to the source excerpt — without losing provenance.
Read guideHave a workflow you want documented?
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