Everything included on every plan

Every feature your team needs to manage, trace & deliver

From configurable project structures and live traceability matrices to approval workflows and audit-ready reports - explore the complete toolset that makes TraceCloud the platform engineering teams trust.

Configure with confidence

Shape TraceCloud to match your existing process - not the other way around. Your workflow, reflected in a shared database.

Flexible Requirement Types

Create Requirement Types to suit your needs. A Systems Engineering project may need a different structure than a Transportation or Civil Engineering project.

  • Fully configurable types and attributes per project
  • Define custom fields, statuses, and workflows
  • Adaptable to any industry or standard
+ New Type System Reqs User Needs Test Cases Risk Controls Design Specs User Needs 12 attributes . 3 custom fields . 48 items Attribute Type Required Title Text Priority Dropdown Description Rich Text Status Workflow Verification Method Multi-select + Add Attribute

Flexible Folder Structure

Within your requirement type, define a folder and sub-folder hierarchy to suit your needs. Categorize requirements for better organization and easier management.

  • Nested folders and sub-folders within each type
  • As intuitive as your desktop file manager
  • Organize large projects into manageable sections
Project Explorer Medical Device Project User Needs 24 items System Requirements Functional38 items Performance12 items Safety9 items Risk Controls 16 items FOLDER SUMMARY 6 folders 99 items 87% traced

Flexible Roles & Permissions

Define roles and give them permissions to act on folders. A user can be a member of many roles and gets the privileges of all their memberships.

  • Set permissions at any folder or sub-folder level
  • Mix and match settings for powerful combinations
  • Control who can see and change what
Roles & Permissions Manage access controls for "System Requirements" folder Role View Create Edit Delete Approve A Admin E Engineer R Reviewer V Viewer + Add Role

Import from Excel

Import existing spreadsheets, generate reports, export to Excel, edit offline, and re-import - seamlessly. Two-way sync keeps everything in one place.

  • Import requirements, risks, and test cases from Excel
  • Export to Excel, Word, or PDF
  • Edit offline and re-import changes
Import & Export Drop your Excel file here or click to browse (.xlsx, .csv) Choose File EXPORT TO Excel (.xlsx) Word (.docx) PDF (.pdf) RECENT IMPORTS requirements_v3.xlsx - 48 items imported

Works with Jira, MS Word & Excel

TraceCloud simplifies adoption by letting teams import requirements, risks, test cases, code, and visuals directly from MS Word, Excel and Jira, while enabling seamless exports for stakeholder reviews and compliance.

With its powerful Report Manager, generate fully customized documents with dashboards and metrics to streamline collaboration, documentation and audits.

Excel
Word
Jira
PDF
TraceCloud Excel Import / Export Word Reports Jira Bi-directional PDF Audit reports

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Reports, traceability & deep visibility

Everything you need to manage, trace, and validate requirements - with the tools to prove compliance at every step.

Reports & Operations

Generate Reports & Bulk Update

Build complex reports with powerful filter conditions. Choose what to display, how to sort, and use pre-built filters to identify Orphan, Dangling, Suspect, and Incomplete requirements.

  • Export to Excel, Word, or PDF - ready for audits and reviews
  • Bulk operations - copy, move, update attributes, approval actions, clear traces
  • Pre-built filters for orphan, dangling, suspect & incomplete items
Report Builder Filters: Orphan Dangling Suspect Export ID Requirement Status Trace Owner REQ-012 Data encryption at rest Draft Orphan J. Smith REQ-045 User authentication timeout Approved Dangling M. Lee REQ-078 Failover recovery < 30s In Review Linked A. Chen 2 selected Bulk Edit Move Copy | Clear Traces
Traceability

Connect & Trace Requirements

Connect requirements to one another to see relationships across the entire project. Easily identify Dangling, Orphan, and Suspect requirements.

  • Multi-level tree charts - as each team connects their work, the network grows
  • Automatic detection of orphan, dangling & suspect links
  • As the network grows, everyone benefits from shared visibility
Trace Tree Requirement REQ-001 -> 4 levels deep UN-001 User Need Data must be encrypted SYS-010 Sys Req SYS-011 Sys Req TC-020 Test TC-021 Test TC-022 Test Suspect Source changed Passed Pending Suspect
Visualization

Trace Matrix

Build a matrix of relationships between requirements in different folders. Quickly visualize connections between teams and identify gaps.

  • Visual matrix showing all relationships at a glance
  • Export to Excel for auditing purposes
  • Instantly spot dangling, orphan & suspect requirements
Traceability Matrix User Needs -> System Requirements Source / Target -> SYS-01 SYS-02 SYS-03 SYS-04 SYS-05 UN-001 UN-002 UN-003 ! UN-004 Traced Suspect None Coverage: 75% 3 of 4 traced
Personal Dashboard

Owner Dashboard

Every requirement has a single owner. Each user gets a customized dashboard with full visibility into their responsibilities - traceability, approval, testing, and completion metrics.

  • Traceability metrics: Dangling, Orphan, Suspect Up, Suspect Down
  • Approval metrics: Draft, In Approval, Rejected, Approved
  • Pending actions - focus on what matters most
My Dashboard Welcome back, Sarah - here's your overview APPROVED 24 IN REVIEW 8 ORPHAN 3 TOTAL 48 Pending Actions Approve REQ-034 - "Alarm notification delay" Review Resolve suspect link on SYS-011 Fix Add test coverage for REQ-078 Link

The complete folder intelligence suite

Track progress, manage approvals, and freeze stable snapshots - all organized by the folder structure you've already set up.

Folder Metrics Traced Approved Testing Complete 75%

Folder Dashboard

Built-in folder-level dashboards let you track Traceability, Approval Workflow, Testing, and Completion metrics for any section of work.

Approval Flow Draft Review Done Level 1: Team Lead Level 2: QA Manager Level 3: Program Director

Approval Workflow

Configure specific approval workflows per folder. Multi-level approval flows with built-in reminders, tracking, and logging. Route folders to different approval teams.

Baselines v2.1 - Apr 2025Current v2.0 - Jan 2025Locked v1.0 - Sep 2024Locked Compare <->

Baselines

Snapshot your requirements at key milestones. Track progress against baselines, compare changes, and lock stable versions for reference during development and audits.

Global Requirements & Reuse

When working across multiple projects, standardize on common best practices. Share common security and compliance requirements by vetting them in one place, then publish for downstream projects.

TraceCloud supports Product Family Engineering - publish baselines of requirements for cross-project reuse, and package sets into a Product Family for downstream import.

  • Publish validated baselines for cross-project reuse
  • Package & publish Product Families
  • Downstream projects import and build upon shared baselines
Global Requirements Library Security Standards v2.1 Published . 34 requirements . Validated Project Alpha Imported v2.1 Synced Project Beta Imported v2.0 Update Project Gamma Imported v2.1 Synced Product Family: Medical Device Platform Includes: Security Standards + Safety Reqs + Compliance Controls
Change Log & Audit Trail REQ-034 . All versions . 12 changes Approved by M. Director 2 hours ago Status: In Review -> Approved . Version 4 created Modified by J. Smith Yesterday Description updated . Priority: Medium -> High . Version 3 Traced to TC-020 by A. Chen 3 days ago Downstream link added . Test Case TC-020 Moved by P. Admin 1 week ago Folder: Safety -> Performance . Version 2 Created by J. Smith . Version 1 . Jan 15, 2025

Version History & Audit Trail

TraceCloud holds the version history of every requirement from creation. The Change-Log captures every modification - moves, edits, traces, comments, approvals, and more.

  • Full version history from the moment a requirement is created
  • Change-Log reporting by folder, user, date range, and change type
  • Audit-ready - when an auditor asks, the full history is ready

You'll never feel like you're on your own

We succeed when you succeed. We'll share our expertise and help you build a strong requirements management plan - then implement it in TraceCloud. Your team will have a clear process, know how to follow it, and have a system that works at full capacity.

support@tracecloud.com

Dedicated Technical Account Manager

Every subscription includes unlimited technical support. You'll be assigned a dedicated account manager who's there to help you get the most out of TraceCloud - from initial setup to ongoing optimization.

See every feature in action

Book a personalized demo and see how TraceCloud fits your team's requirements process - or start your free 60-day trial today.