Producing a RACI report

These are the steps…

• Insert | Report | Relationship Matrix.  Then in the formatting screen,
• General: Add a Title and some text.  In this example I added the Title “RACI Matrix” and I added the legend as text under the title.
• Choose the Actor/Stereotype you have defined for your stakeholders – this is the Source
• Then the requirement (or other element) / stereotype you want to RACI – add this as the Target.
• I chose to print Requirement name and status info for my target elements
• I had created and used dependency stereotypes of Responsible, Accountable, Consulted & Informed – I therefore selected dependency as the relationship type.
• Select ‘stereotype’ to print in the matrix cells, then generate.
• Your RACI matrix is created.
• You can then set some conditional formatting rules – eg I chose to change Responsible, Accountable etc to their Initial letters in the matrix to save space – I also colour coded them to make it clearer to read.