---
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


---

# RIDAC in Portfolio Planning Workspace

# RIDAC in Portfolio Planning Workspace {#ariaid-title1}

Release version: Australia  
Updated July 29, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of RIDAC in Portfolio Planning Workspace

RIDAC (Risk, Issue, Decision, Action, Change) in Portfolio Planning Workspace offers a comprehensive, portfolio-wide view of all risks, issues, decisions, actions, and changes across your organization.
It covers individual projects, programs, and portfolios, enabling teams to manage and monitor these elements centrally without switching between multiple records.
This holistic perspective supports better risk management, issue resolution, decision documentation, action tracking, and change monitoring for all planning items, including projects and demands.
Show full answer Show less  

## Key Features

* **Unified RIDAC Visibility:** Centralized view of RIDAC records across the entire portfolio hierarchy, enhancing transparency and coordination.
* **Supported RIDAC Tables:** RIDAC items can be created and tracked directly within planning items such as demands and projects to manage uncertainties and dependencies.
* **Automatic Rollup:** RIDAC data rolls up automatically through portfolio hierarchies, allowing program and portfolio managers to see aggregated risks and issues.
* **Execution and Alignment Integration:** Supports tracking RIDAC items across both alignment and execution project systems with automatic cross-system reference population, ideal for environments using dual project management systems.
* **Bidirectional Linkage Between Planning and Execution:** RIDAC items maintain bidirectional connections between planning items and execution tasks, ensuring that both planning stakeholders and execution teams have consistent and complete information without duplication.

## Comparison with Strategic Planning Workspace

While Portfolio Planning Workspace supports RIDAC management for projects and demands, Strategic Planning Workspace extends support to a wider range of planning item types (epics, capabilities, features, goals, EAP iterations, and more). Strategic Planning also includes AI-generated RIDAC capabilities and enhanced governance controls.

## Next Steps for Customers

* Configure and use RIDAC in Strategic Planning Workspace to leverage extended features and broader planning item support.
* Run scheduled jobs to populate planning item fields on legacy RIDAC records for accurate reporting and visibility.
* Utilize the centralized RIDAC views to filter and manage RIDAC records by planning scope (project, program, portfolio).
* Create and associate RIDAC items directly with planning items to better manage risks, issues, decisions, actions, or changes.
* Export RIDAC lists in multiple formats (Excel, PDF, CSV, JSON) for sharing and stakeholder communication.  
RIDAC (Risk, Issue, Decision, Action, Change) in Portfolio Planning Workspace provides a holistic, portfolio-wide view of all risks, issues, decisions, actions, and changes across your entire organization---from individual projects to programs and
portfolios.

## RIDAC overview {#explore-ridac-ppw__cf-exploring-parent-overview}

RIDAC (Risk, Issue, Decision, Action, and Change request) in Strategic Planning Workspace provides a unified view of all RIDAC records across your portfolio hierarchy. Portfolio Planning Workspace delivers a holistic perspective that helps teams identify and manage risks, resolve issues, document decisions, track actions, and monitor changes across all planning items (project
and demand)---without navigating between multiple records.

## Supported RIDAC tables {#explore-ridac-ppw__section_bkq_qdy_bkc}

{#explore-ridac-ppw__table_zlp_rdy_bkc__entry__2}

| Table || Description |
|-|-|-|
| Planning item (Demand) || Can create and track Risks, Issues, Decisions, Actions, and Changes directly within your demand to manage planning uncertainties and dependencies. |
| Planning item (Project) || Can create and track Risks, Issues, Decisions, Actions, and Changes directly within your project to manage planning uncertainties and dependencies. |
[Table 1. Supported RIDAC tables]

{#explore-ridac-ppw__table_zlp_rdy_bkc}

## RIDAC benefits {#explore-ridac-ppw__cf-exploring-parent-benefits}

{#explore-ridac-ppw__table_ctg_25m_bkc__entry__3}

| Benefit | Feature | Users |
|-|-|-|
| Unified portfolio visibility of risks, issues, decisions, actions, and changes across all projects and demands | Holistic RIDAC view in Portfolio Planning Workspace | Portfolio managers, PMO leaders, strategy leaders |
| Automatic rollup of RIDAC through portfolio hierarchy---see project risks at program and portfolio levels | RIDAC rollup mechanics | Program managers, portfolio managers |
| Track RIDAC across both alignment and execution project systems with automatic cross-system reference population | Execution and alignment integration for RIDAC | Project managers with dual project management systems |
[Table 2. RIDAC benefits]

{#explore-ridac-ppw__table_ctg_25m_bkc}

## RIDAC integration with planning and execution Items {#explore-ridac-ppw__section_yvl_yfq_ckc}

When integration is enabled, RIDAC items maintain a bidirectional link between planning items (demands and projects) and execution items (tasks). This means:

* **Create a RIDAC on a planning item** - Execution details from any linked execution task automatically populate on the RIDAC record.
* **Create a RIDAC on an execution item** - Planning item details automatically populate on the RIDAC record.
{#explore-ridac-ppw__ul_npq_y3q_ckc}Because the link is bidirectional, a RIDAC item created from either context---planning or execution---contains both planning and execution information, giving stakeholders a complete view of risks, issues, decisions, actions, and changes across the planning and delivery lifecycle.

Example: If you add a RIDAC item to a project, you can view the same RIDAC item details in the project workspace. This ensures that planning stakeholders and execution teams see the same risk, issue, decision, action, or change
data without duplicating work.

## Comparing RIDAC feature between Strategic Planning and Portfolio Planning {#explore-ridac-ppw__section_cc1_jyv_dwb}

Strategic Planning Workspace extends RIDAC capabilities beyond what is available in Portfolio Planning. The following comparison shows the key differences in supported entities and features.  
* Portfolio Planning: Create and manage RIDAC items for projects and demands to track risks, issues, decisions, actions, and changes across your portfolio. For more information, see [Using RIDAC in Strategic Planning Workspace](https://servicenow-prod.fluidtopics.net/CLCz5LhDapgXzvoJRxa_wQ "Access and filter risks, issues, decisions, actions, and changes from a centralized RIDAC home page. Use multiple filtering levels organized by planning scope to focus on the RIDAC items most relevant to your role.").
* Strategic Planning: Create and manage RIDAC items for all planning item types (projects, demands, epics, capabilities, features, and custom planning items), goals, and EAP iterations. You also gain access to AI-generated RIDAC capabilities and expanded governance controls.
{#explore-ridac-ppw__alignment-planner-workspace_ul_usy_pyv_dwb}  
{#explore-ridac-ppw__table_bmt_jnf_fwb__entry__3}

| Supported table for RIDAC creation | Portfolio Planning | Strategic Planning |
|-|-|-|
| Planning items: Supported planning items | ![Yes]() Project, Demand | ![Yes]() Project, Demand, Epic, Capability, Feature, Custom planning item, Enterprise agile planning item, Initiative, Strategic program |
| Goal | ![No]() | ![Yes]() |
| EAP Iteration | ![No]() | ![Yes]() |
[Table 3. Comparison of RIDAC feature between Portfolio Planning and Strategic Planning]

{#explore-ridac-ppw__table_bmt_jnf_fwb}

## What to explore next {#explore-ridac-ppw__cf-exploring-parent-links}

To learn more about configuring and using RIDAC Strategic Planning Workspace, see:

* [Populate planning items on RIDAC records](https://servicenow-prod.fluidtopics.net/mTFysEX9dhe50jDMtAyT5A "Run the scheduled job to populate the planning item field on RIDAC records that were created before the Portfolio Planning was installed. This job ensures legacy RIDAC records appear correctly in related lists and reports.") --- Run the scheduled job to populate the planning item field on RIDAC records created before the latest release. This ensures legacy RIDAC records appear correctly in related lists and reports.
* [View RIDAC records for planning items](https://servicenow-prod.fluidtopics.net/13uGWWI17SDQyJXHywgSew "Access and view risks, issues, decisions, actions, and changes from the RIDAC home page. Filter RIDAC records by planning scope and type to focus on the items relevant to your needs.") --- View different RIDAC records by planning scope (All RIDAC, Project RIDAC, Portfolio RIDAC, or Program RIDAC) from a single centralized view.
* [Create RIDAC for a planning item](https://servicenow-prod.fluidtopics.net/jhCr2nU5ACwmzBxQO~CgVA "Create a Risk, Issue, Decision, Action, or Change item and associate it with a planning item in the Portfolio Planning Workspace.") --- Create and associate Risk, Issue, Decision, Action, or Change items directly with planning items (projects and demands) to manage planning uncertainties and dependencies.
* [Export RIDAC list](https://servicenow-prod.fluidtopics.net/ig6z2BtpTvblVvn2IgAQpg "Export a filtered list of RIDAC records to Excel, PDF, CSV, or JSON format. You can download the file directly or send it via email to share RIDAC information with stakeholders.") --- Export a filtered list of RIDAC records to Excel, PDF, CSV, or JSON format. You can download the file directly or send it via email to share RIDAC information with stakeholders.
{#explore-ridac-ppw__ul_dtg_25m_bkc}