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

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    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Using RIDAC in Portfolio Planning Workspace

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

Release version: Australia  
Updated July 29, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Using RIDAC in Portfolio Planning Workspace

The RIDAC feature in Portfolio Planning Workspace provides ServiceNow customers with a centralized home page to access and manage risks, issues, decisions, actions, and changes across their entire portfolio.
This centralized interface enhances visibility and control over planning uncertainties and dependencies by allowing users to filter and focus on relevant RIDAC items based on their roles and planning scopes.
Show full answer Show less  

## Key Features

* **Centralized RIDAC Home Page:** Offers a comprehensive view of all RIDAC items related to projects, programs, and portfolios in one place.
* **Role-Based Filtering Tabs:** Four distinct tabs---All RIDAC, Project RIDAC, Portfolio RIDAC, and Program RIDAC---enable users to filter RIDAC items relevant to their responsibilities:
  * **All RIDAC:** Displays every accessible RIDAC item across all planning types for a complete portfolio overview.
  * **Project RIDAC:** Focuses solely on RIDAC items associated with project planning items.
  * **Portfolio RIDAC:** Shows risks and issues at the portfolio level, including cross-project impacts.
  * **Program RIDAC:** Displays risks and issues at the program level, highlighting interdependencies.
* **Access Control:** Visibility of RIDAC items is governed by user permissions and role assignments, ensuring users see only relevant data.
* **Create RIDAC Items:** Users can create and link new risks, issues, decisions, actions, or changes directly to planning items (projects and demands) to manage uncertainties effectively.
* **Export Capabilities:** Filtered RIDAC lists can be exported in Excel, PDF, CSV, or JSON formats for sharing with stakeholders via download or email.

## Practical Benefits for ServiceNow Customers

* Enables efficient tracking and management of portfolio-wide risks and dependencies through a unified interface.
* Supports role-specific views that streamline focus on relevant planning risks and issues, improving decision-making.
* Facilitates collaboration and communication by allowing easy export and sharing of RIDAC data with stakeholders.
* Ensures data security and relevance by controlling access based on user roles and permissions.  
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.

## Roles required for using RIDAC {#using-ridac-ppw__section_x1f_zgp_43c}

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| Access level | Required role |
|-|-|
| Read access to RIDAC | sn_align_ws.ridac_read_only |
| Edit access to RIDAC | sn_align_ws.ridac_user |
[ ]

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## Overview of RIDAC home page {#using-ridac-ppw__cf-using-parent-workflow}

The RIDAC home page provides a centralized view of all risks, issues, decisions, actions, and changes across your portfolio planning portfolio. The interface is organized into four filtering tabs, each designed to help different
roles quickly locate and focus on the RIDAC items most relevant to their planning responsibilities.

The RIDAC home page offers multiple filtering tabs to accommodate different roles and planning scopes. Project managers, portfolio managers, and program managers each need focused views of planning risks and issues. By providing
separate tabs for project, portfolio, and program contexts---alongside a comprehensive all-items view---the interface makes it easier to filter and analyze RIDAC items relevant to your specific planning responsibilities.

**Access and Visibility:** Each RIDAC tab displays only the items you have access to based on your user permissions and role assignments. Your visibility is determined by your access to the underlying planning items and their
associated RIDAC records.  
The four RIDAC filtering tabs are:

* All RIDAC --- Displays every risk, issue, decision, action, and change that you have access to across your entire planning portfolio. This view includes RIDAC items created on all planning item types---projects and demands. Use this tab for a comprehensive overview of all planning uncertainties and dependencies you're responsible for, regardless of their planning scope or parent type.
* Project RIDAC --- Shows only RIDAC items created on project planning items. Use this tab when you want to focus on risks, issues, decisions, actions, and changes specific to projects without viewing items from other planning item types.
* Portfolio RIDAC --- Displays risks and issues at the portfolio level. These are created for execution items within the portfolio or roll up from them. All items shown have a portfolio as the top-level parent. Use this tab to review portfolio-level risks and cross-project impacts.
* Program RIDAC --- Displays risks and issues at the program level. These are created directly on the program or roll up from execution items within the program. All items shown have a program as the top-level parent. Use this tab to review program-level risks and interdependencies.
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## Using RIDAC {#using-ridac-ppw__cf-using-more-info}

Using RIDAC in Portfolio Planning Workspace allows you to manage planning risks, issues, decisions, actions, and changes across your entire portfolio hierarchy. You can view RIDAC items from a centralized home page with multiple filtering options, or create new RIDAC items directly from planning items (projects and demands). When you're tracking cross-project impacts at the portfolio level, RIDAC helps you maintain visibility of planning uncertainties and dependencies throughout your organization.

* [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/mN1qEw0ebTjaLSi03eYQOQ "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.
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