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Export to Powerpoint option missing in Project Status Report?

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archie5
Tera Expert

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.

 

archie5_0-1757562277996.png

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Bhuvan
Mega Patron
In response to archie5

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

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nityabans27
Giga Guru

2 weeks ago

Hi @archie5,

 

Requirements to check

  1. Plugin dependencies – Ensure PPM (sn_ppm) and related apps are active.

  2. Correct release/version – Feature is only supported in certain ServiceNow releases.

  3. Templates – A Project Status Report PPT template must exist and be linked.

  4. Roles/permissions – User needs project manager/SPM roles to see export.

  5. Workspace UI config – The action/button must be included in the New Project Workspace config.

  6. Licensing – Confirm your subscription includes the Store app.

  7. System properties/feature flags – Some properties must be turned on to expose the button.

 In classic workspace it shows by default, but in new workspace you must:

  • Verify plugin + template + role setup,

  • Add the Export action into the workspace UI if hidden,

  • Ensure your instance release supports it.

 

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