RIDAC Action form

reference australia Updated Sep 10, 2026 1 min read ridac-action-form-ppw.md
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Use the RIDAC Action form to create and track action items related to your demand or project planning items. Manage action item ownership, status, and completion.

Field Description
Number Unique identifier for the action. This field is auto-generated when the action is created.
State Current status of the action. The available options are Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped.
Short description Brief, concise summary of the action item. This field is required and appears as the title of the action record.
Description Detailed information about the action, including what needs to be done, why it is required, and any relevant context or background information.
Priority Priority level of the action. The available options are 1 - Critical, 2 - High, 3 - Moderate, 4 - Low, and 5 - Planning. This helps with action prioritization and scheduling.
Estimated Cost Estimated cost in currency (for example, USD) to complete the action. Helps with financial tracking and planning.
Impact Potential impact of the action item. The available options are 1 - High, 2 - Medium, 3 - Low. This indicates the severity of the action on planning objectives.
Approval Approval status of the action. Options include Not Yet Requested, Requested, Approved, and Rejected. Tracks whether the action item requires or has received approval.
Assigned to User or team responsible for completing the action.
Due date Target date by which the action should be completed.
Planning Item The planning item (project or demand) that this action is associated with. This field is auto-populated when an action is created from a planning item context.
Parent Execution item (such as a project or demand) that this RIDAC item was created on. This field is automatically populated with the execution item when you create the RIDAC item. The RIDAC item is then linked to the corresponding planning item, ensuring it appears in related lists at the execution level and in reports at the planning level.
Work notes Internal notes and updates about action progress, blockers, completion status, and any changes. Used to track work history and communication.

Parent Topic:Form field information for Portfolio Planning

Keywords RIDACactionaction itemformplanning item
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