---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create RIDAC for a planning item

# Create RIDAC for a planning item {#ariaid-title1}

Release version: Australia  
Updated July 16, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a Risk, Issue, Decision, Action, or Change item and associate it with a planning item in the Portfolio Planning Workspace.

## Before you begin

Role required: sn_align_core.apw_user

## About this task

You can create a RIDAC item directly from a planning item to document and track risks, issues, decisions, actions, and changes that affect your strategic plans. RIDAC items help you manage planning uncertainties and dependencies
across your portfolio.

## Procedure

1. Navigate to WorkspacesPortfolio Planning WorkspacePortfolio Planning.  
   The Portfolio Planning view opens, displaying the list of portfolio plans.
2. From the list of portfolio plans, select one and then select Planning.  
   The Planning view opens, showing the planning items within the selected portfolio.
3. From the Prioritization, Roadmap, or Hierarchy tab, select a planning item to which you want to create a RIDAC item.  
   If you selected the planning item from the Roadmap tab, select Full details in the side panel to open the Details page of the planning item.  
   The Details tab of the planning item opens.
4. On the planning item Details page, select the tab for the RIDAC type you want to create:
   * Risks --- to create a risk item.
   * Issues --- to create an issue item.
   * Decision --- to create a decision item.
   * Actions --- to create an action item.
   * Request Changes --- to create a change item.

   {#create-ridac-planning-item-ppw__choices_l1r_rw5_ckc}  
   The selected RIDAC tab opens.
5. Select New.  
   The RIDAC creation form opens with the planning item information automatically populated.
6. On the form, fill in the required fields for the RIDAC item.  
   For a description of the field values, see the form.
   * For a Risk, see [RIDAC Risk form](https://servicenow-prod.fluidtopics.net/Yb9Qj4Ai7Rqz2l9EkNbF~g "Use the RIDAC Risk form to identify and track potential risks that could impact your demand or project planning items. Manage risk mitigation strategies and monitor risk exposure.").
   * For an Issue, see [RIDAC Issue form](https://servicenow-prod.fluidtopics.net/6imU85uXqE_p729S1bPccA "Use the RIDAC Issue form to create and manage issues that affect your demand or project planning items. Track planning challenges, obstacles, and problems that need resolution.").
   * For a Decision, see [RIDAC Decision form](https://servicenow-prod.fluidtopics.net/9zU9_rYtLHdVANUK4AAbRQ "Use the RIDAC Decision form to document and track critical planning decisions related to your demand or project planning items. Manage decision rationale and implementation status.").
   * For an Action, see [RIDAC Action form](https://servicenow-prod.fluidtopics.net/TI13OoBvlTmhe0VgmRT3yw "Use the RIDAC Action form to create and track action items related to your demand or project planning items. Manage action item ownership, status, and completion.").
   * For a Change Request, see [RIDAC Change Request form](https://servicenow-prod.fluidtopics.net/TrD~5kJMKK8dvsWs2j1gIA "Use the RIDAC Change Request form to document and track proposed changes to your demand or project planning items. Manage change requests and monitor implementation status.").
   {#create-ridac-planning-item-ppw__ul_pjr_vfb_dkc}
7. Select Save to save the record.
{#create-ridac-planning-item-ppw__steps_k1r_rw5_ckc}

## Result

A RIDAC item has been created and is now associated with the planning item.

## What to do next

After creating a RIDAC item, you can:

* Edit the RIDAC item to add more details, assign ownership, or set status and priority.
* View the RIDAC item in the RIDAC home page by filtering by the appropriate tab (All RIDAC, Project RIDAC, Portfolio RIDAC, or Program RIDAC).
* If integration is enabled and an execution task is linked to the planning item, view the RIDAC item on the execution task as well.
{#create-ridac-planning-item-ppw__ul_efb_5w5_ckc}

*[\>]: and then


