Export to Powerpoint option missing in Project Status Report?

archie5
Tera Expert

Wednesday

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.

 

archie5_0-1757562277996.png

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Bhuvan
Kilo Patron
In response to archie5

Thursday

@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

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Joe Governali
Tera Contributor
In response to archie5

Thursday

Yeah, it won't be there - you have to be on the planning tab.  Not intuitive in the least - you'd expect it to be in the status report tab.  Once you find it be prepared to have some "fun" in getting the PowerPoint add-in working and then getting a PowerPoint template setup in a way that doesn't throw an error - suggest downloading the default template and then copy / pasting fields directly from it into your template.  I haven't had much luck replicating the same fields in my template - had to copy / paste them (for repeater type fields) from the default template to my own.  There appears to be metadata or something in the background in the default template slide content which makes it work but is not visible when editing / viewing the slide.

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