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No Project Data in Personal Portfolio Plan Powerpoint Export

michaelnoto
Tera Contributor

I recently was testing Portfolio Plan export to PowerPoint but I do not see any data populated. I used the Project Program Lens --> Demand,Project --> Picked several programs that have both Demands and Projects kept both Demand and Project checked with no filter. Confirmed that demands and projects populated. I go to the Portfolio Planning Actions ellipses and click Export to PowerPoint. When the PowerPoint opens there is no data. I can see the template outline but no data present. Should I not expect something to populate? 

Do you have to have Stategies/Goals configured in order to have this working? Do you have to have a Financial Calendar activated instead of Gregorian?

 

Also are we able to edit the current template so that a new PowerPoint template can auto-populate data?

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