RIDAC in Portfolio Planning Workspace

  • Release version: Zurich
  • 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 perspective on all RIDAC records across your organization’s projects and demands. It enables portfolio managers, program managers, and project teams to efficiently identify, manage, and monitor risks, issues, decisions, actions, and changes without switching between multiple work items. This unified view supports better decision-making and risk management across the entire portfolio hierarchy.

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    Key Features

    • Unified RIDAC Visibility: Access a holistic view of all RIDAC records related to projects and demands within your portfolio, simplifying oversight and governance.
    • Automatic Rollup: RIDAC records automatically roll up through the portfolio hierarchy, allowing program and portfolio managers to see consolidated risk and issue data from project levels.
    • Bidirectional Integration: When enabled, RIDAC maintains two-way links between planning items (projects, demands) and execution tasks, ensuring synchronized and comprehensive data visibility for both planning and delivery teams.
    • Support for Multiple RIDAC Tables: Create and track RIDAC items directly within planning items such as projects and demands, linking them also to goals or Enterprise Agile Planning (EAP) iterations.
    • Export Capability: Export filtered RIDAC lists in Excel, PDF, CSV, or JSON formats to share insights with stakeholders effectively.
    • Comparison with Strategic Planning Workspace: While Portfolio Planning supports RIDAC for projects and demands, Strategic Planning Workspace offers expanded support including epics, capabilities, features, custom items, goals, and AI-generated RIDAC capabilities.

    Practical Benefits

    • Portfolio-wide Risk Management: Gain end-to-end visibility and control over risks and issues at all organizational levels, improving risk mitigation strategies.
    • Streamlined Collaboration: Align planning and execution teams with consistent RIDAC data visible across workspaces to reduce duplicated efforts.
    • Improved Decision Documentation: Centralize decisions and actions linked to planning items, enhancing transparency and accountability.
    • Efficient Change Tracking: Monitor changes and their impacts across projects and demands within a single interface.

    Next Steps for ServiceNow Customers

    • Run the scheduled job to populate planning item fields on legacy RIDAC records to ensure accurate reporting and visibility.
    • Use the centralized RIDAC views filtered by planning scope (project, program, portfolio) to monitor risks and issues effectively.
    • Create and associate RIDAC items directly with projects and demands to proactively manage uncertainties and dependencies.
    • Leverage the export functionality to share RIDAC data with stakeholders in preferred formats for reviews and audits.

    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.