How ProjektMind Generates RTMs Automatically
If you work in ERP, utility billing, HRIS, or any complex software implementation, you know what an RTM is. You also know that keeping one current is a constant, low-grade burden.
Requirements come in during scoping. Some change. Some get deferred. New ones get added in the middle of UAT. By the time you're two months into an implementation, the original RTM is stale and nobody wants to spend an afternoon reconciling it.
What ProjektMind Does Differently
ProjektMind's RTM builder generates your requirements traceability matrix from the project memory you've already built — not from a separate manual process.
As you log meetings, decisions, and scope changes, the underlying data that feeds your RTM stays current. When you need to produce the artifact — for a steering committee, for go-live sign-off, for a client audit — you ask Sage to generate it, and it pulls from that living record.
The output is a PMI/PMBOK-compliant RTM, formatted and ready to share.
What Gets Traced
A standard RTM in ProjektMind traces:
- Requirement — description and category (functional, technical, integration, etc.)
- Source — where the requirement came from (discovery, client request, regulatory, etc.)
- Status — open, in progress, complete, deferred, removed
- Test case — linked UAT scenario or sign-off event
- Sign-off — who approved it and when
As sign-offs and UAT results are logged in ProjektMind, the RTM reflects them automatically.
The Time Savings
Manually maintaining an RTM on a mid-sized implementation project — 50 to 150 requirements — takes hours per update cycle. Most PMs update them quarterly at best, which means they're always out of date.
With ProjektMind, the RTM is generated on demand from the current state of the project. You're not maintaining a document. You're maintaining a project.
RTM generation is available on all ProjektMind plans.