Add actions for a project

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • Add actions that are required for resolving an issue or risk for a project. You can also convert a risk, issue, or decision to an action based on your analysis and plan for resolution of a risk or issue.

    Before you begin

    Role required: it_project_manager

    About this task

    After analyzing the risks and issues and taking a decision on how to manage those risks and issues, add an action for resolving the risk or issue to a project.

    Procedure

    1. Navigate to All > Project > Projects > All.
    2. Select the project to which you want to add an action.
    3. From the Actions related list, select New.
    4. On the Action form, fill in the fields.

      For more information, see RIDAC form.

    5. Optional: If the action requires approval from other stakeholders, request approval with a due date using the Approval and Due date fields.
    6. Select Submit.

    What to do next