Project Business Case

[Mark113]

Hi,

Is it possible to export the Project Business Case information into a PDF or PPT ?

Thanks

Mark

[Nootan Bhat]

Hi Mark,

You can create a custom UI action which can convert the Business case in to PDF.

Use the sn_pdfgeneratorutils API for the same. Even though it is Server scoped, tried it in my PDI and it is exporting the data. Refer: PDFGenerationAPI API 

The data will be exported in pdf and will be attached to the project record. 

var v = new sn_pdfgeneratorutils.PDFGenerationAPI;
//  (Option) get HTML from the description field of an incident record
var html;
 html = current.business_case;
var result = v.convertToPDF(html, "pm_project", current.getUniqueValue(), "myPDF");

Let me know if it helped.

Thanks

Nootan

[Nootan Bhat]

Hi,

You could also use Export to PPT for Project Portfolio Management (https://docs.servicenow.com/bundle/tokyo-it-business-management/page/product/project-management/task... functionality.

In new Project Workspace with patch 2 release  this feature has been introduced.

You can create your own template which can contain Business case value.

Thanks