Export to Powerpoint option missing in Project Status Report?

[archie5]

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]

@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]

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]

@Joe Governali 

Glad to know it helped !

Thanks,

Bhuvan

[archie5]

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.