Export to Powerpoint option missing in Project Status Report?

archie5 · 3 weeks ago

Hi All,

I am creating a new Project Status Report Template form the Document Template in 'New' Project Workspace. https://[instancename].service-now.com/now/workspace/project/home/sub/status-report/pm_project/[proj...

I have enabled the plugins - Export to PowerPoint and Export to PowerPoint for Strategic Portfolio Management. What else is required to show this functionality? On the classic Project Workspace, Export to Powerpoint feature is visible.

Bhuvan · 3 weeks ago

@archie5

As per documentation, export to PowerPoint is available from Planning section. If you want it to be available from Status report, it would be customization and you need to edit workspace page from UI builder to render export to PowerPoint option. You can try to check Planning page and try to replicate it in Status report page but would recommend to not change this as it would create technical debt with customization and configuring UI builder is not very easy.

You can suggest this process to Client stakeholders & educate the users on the export process and it should be an acceptable option. In the mean time, you can raise a request for enhancement with ServiceNow Product team via Support Portal to request this feature to be made available in future.

I hope you appreciate the efforts to provide you with detailed information. If my response helped to guide you or answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan

View solution in original post

Bhuvan · 3 weeks ago

@archie5

1. Check and confirm you have installed the required plugins

https://www.servicenow.com/docs/bundle/zurich-it-business-management/page/product/export-to-ppt/task...

2. Create power point template

https://www.servicenow.com/docs/bundle/zurich-it-business-management/page/product/export-to-ppt/task...

3. Upload the template

https://www.servicenow.com/docs/bundle/zurich-it-business-management/page/product/export-to-ppt/task...

Once you complete above steps, you should be able to export status in PowerPoint format.

Go through documentation steps on how to export status in PPT format. Open a project from the planning page of Project Workspace -> More Actions -> Export status report -> Select status report and choose the template and Export

I hope you appreciate the efforts to provide you with detailed information. If my response helped to guide you or answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan

Joe Governali · 3 weeks ago

Hello Bhuvan - thank you for the detail here. The key for the original question lies in the steps you provided - I also expected to find the option under the project status report form - it's actually available from the "Planning" form via the three-dot button at the top-right corner of the screen. Odd that it's there and not within the "Status Report" form. Not very logical but it does appear to work. Thank you again.

Bhuvan · 3 weeks ago

@Joe Governali

Glad to know it helped !

Thanks,

Bhuvan

archie5 · 3 weeks ago

Thanks for sharing the links Bhuvan.

I am actually looking for this option on the status report tab and not planning tab. I have created new templates in the Document template and when I export status report using my doc template, it doesn't give the export to powerpoint option.