RIDAC in Portfolio Planning Workspace

  • Release version: Australia
  • Updated July 29, 2026
  • 3 minutes to read
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    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 RIDAC records across your organization’s projects, programs, and portfolios. It enables portfolio managers, PMO leaders, and strategy leaders to manage risks, resolve issues, document decisions, track actions, and monitor changes seamlessly within the Portfolio Planning Workspace without toggling between multiple work items.

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    Key Features

    • Unified RIDAC View: Consolidates all RIDAC records related to projects and demands, providing holistic visibility at all portfolio levels.
    • Supported RIDAC Tables: Allows creation and tracking of RIDAC items directly within planning items—demands and projects—to manage uncertainties and dependencies.
    • Automatic Rollup: Aggregates RIDAC data through the portfolio hierarchy, enabling program and portfolio managers to see risks and other items rolled up from individual projects.
    • Cross-System Integration: Supports tracking RIDAC across both alignment and execution project systems, automatically populating cross-references for teams using dual project management systems.
    • Bidirectional Linkage Between Planning and Execution: RIDAC items created on planning or execution items remain synchronized, providing stakeholders with a complete, consistent view of RIDAC data throughout the planning and delivery lifecycle.
    • Export Capability: Enables exporting filtered RIDAC lists into Excel, PDF, CSV, or JSON formats for sharing with stakeholders efficiently.

    Comparison with Strategic Planning Workspace

    While Portfolio Planning Workspace supports creating and managing RIDAC items primarily for projects and demands, Strategic Planning Workspace extends capabilities to include a wider range of planning entities such as epics, capabilities, features, goals, and EAP iterations. Strategic Planning also offers advanced AI-generated RIDAC features and enhanced governance controls.

    Practical Benefits for ServiceNow Customers

    • Streamlined Risk and Issue Management: Gain a centralized, portfolio-wide understanding of risks, issues, decisions, actions, and changes, improving decision-making and risk mitigation.
    • Improved Collaboration: Ensure alignment between planning and execution teams by maintaining consistent RIDAC information accessible from both perspectives.
    • Efficient Reporting and Sharing: Easily export RIDAC data for communication with stakeholders, supporting transparency and accountability.
    • Scalable Oversight: Benefit from automatic rollup of RIDAC records to monitor risks and issues not only at the project level but also across programs and portfolios.

    Next Steps

    To maximize the value of RIDAC in Portfolio Planning Workspace, customers should explore:

    • Configuring scheduled jobs to populate planning item fields on legacy RIDAC records for complete visibility.
    • Using centralized views to filter and review RIDAC records by scope (project, program, portfolio).
    • Creating and associating RIDAC items directly with planning items to proactively manage uncertainties and dependencies.
    • Exporting RIDAC data to share insights with stakeholders and support portfolio governance.

    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

    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 work items.

    Supported RIDAC tables

    Table 1. Supported RIDAC tables
    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.
    Note:
    A RIDAC record can be linked to any of these items: a planning item, a goal, or an EAP iteration.

    RIDAC benefits

    Table 2. RIDAC benefits
    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

    RIDAC integration with planning and execution Items

    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.
    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

    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.
    • 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.
    Table 3. Comparison of RIDAC feature between Portfolio Planning and Strategic Planning
    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

    What to explore next

    To learn more about configuring and using RIDAC Strategic Planning Workspace, see:
    • Populate planning items on RIDAC records — 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 — 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 — 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 — 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.