Using RIDAC in Portfolio Planning Workspace

  • Release version: Zurich
  • Updated July 29, 2026
  • 3 minutes to read
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    Summary of Using RIDAC in Portfolio Planning Workspace

    The RIDAC feature in Portfolio Planning Workspace centralizes the management of risks, issues, decisions, actions, and changes across your entire planning portfolio. It provides a user-friendly home page with multiple filtering tabs tailored to different roles and planning scopes, enabling focused views on relevant RIDAC items. This tool supports project managers, portfolio managers, and program managers by organizing RIDAC data according to their specific responsibilities, enhancing visibility and control over planning uncertainties and dependencies.

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    Access and Roles

    • Read Access: Granted via the snalignws.ridacreadonly role, which is included by default in the snaligncore.apreadonly role. This allows read-only viewing of RIDAC records within the user's planning scope.
    • Edit Access: Provided through the snalignws.ridacuser role, included in the snaligncore.apwuser role. This enables creation, editing, and management of RIDAC records within the respective planning scopes.

    RIDAC Home Page and Filtering Tabs

    The RIDAC home page organizes items into four key filtering tabs that display only the RIDAC records users are authorized to see, based on their roles and permissions:

    • All RIDAC: Shows all accessible risks, issues, decisions, actions, and changes across all planning item types (projects and demands) for a comprehensive portfolio-wide overview.
    • Project RIDAC: Focuses exclusively on RIDAC items linked to project planning items, filtering out other item types.
    • Portfolio RIDAC: Displays RIDAC items tied to planning items with a portfolio-level assignment, supporting analysis of cross-project impacts and portfolio-level dependencies.
    • Program RIDAC: Contains RIDAC items associated with programs as the top-level parent, facilitating tracking across programs and portfolios.

    Using RIDAC Effectively

    • Manage RIDAC Items: Create and associate risks, issues, decisions, actions, or changes directly with planning items such as projects and demands to handle planning uncertainties effectively.
    • Centralized Viewing: Access and filter RIDAC records across different scopes from a single home page, tailored to your role and planning responsibilities.
    • Export Capability: Export filtered RIDAC lists in Excel, PDF, CSV, or JSON formats for sharing with stakeholders via direct download or email, facilitating communication and reporting.

    By leveraging RIDAC in Portfolio Planning Workspace, ServiceNow customers can enhance oversight of planning risks and dependencies, ensure role-appropriate access and visibility, and streamline collaboration across projects, portfolios, and programs.

    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

    Access level Required role
    Read access to RIDAC sn_align_ws.ridac_read_only
    Note:
    The sn_align_core.ap_read_only role automatically include the sn_align_ws.ridac_read_only role by default. This provides read-only access to RIDAC records for their respective planning scopes.
    Edit access to RIDAC sn_align_ws.ridac_user
    Note:
    The sn_align_core.apw_user role automatically include the sn_align_ws.ridac_user role by default. This provides full access to create, edit, and manage RIDAC records for their respective planning scopes:

    Overview of RIDAC home page

    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.

    RIDAC Home Page in Portfolio Planning Workspace

    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 RIDAC items associated with planning items that have a top portfolio assignment. These are items that roll up to a portfolio and are scoped by portfolio context. Use this tab to analyze cross-project impacts, portfolio-level planning dependencies and risks across one or multiple portfolios.

    • Program RIDAC — Shows RIDAC items where a program is the top-level parent. These are items scoped at the program level. Use this tab to track risks, issues, decisions, actions, and changes across programs and portfolios within single or multiple programs.

    Using RIDAC

    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

      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.