Project Status Report Powerpoint :: Tasks List

[leoricciardi]

Hello,

I need to customize the PowerPoint status report template for projects in the Snow project module.

Using the ServiceNow Add-on in PowerPoint, I can't list the tasks and their details such as: task names, % completion of these tasks. Can anyone help me solve this?

I couldn't find any documentation showing how to list the tasks of a project when exporting the status report to PowerPoint.

Thank you.

[Raj102 · Accepted solution]

Hello @leoricciardi 

You can achieve this by configuring the 'Project Task' related table in the Project Status Report using a custom script. Please follow these steps:

• Set the application scope to ‘Export to PowerPoint for Strategic Portfolio Management’.
• Access the ‘PowerPoint Report Types’ module.
• Open the 'Project Status Report' record.
• Create a new related table within the report.
• Choose the 'Project Task' table, activate the 'custom script' option, and insert the provided custom script below.
• After implementing these changes, when you open the add-in, you'll find the 'Project Task' available as a 'table' data type for the Project Status Report.

Note: In order to set up a related list using a custom script, you'll need a minimum version of "Export to PowerPoint for Strategic Portfolio Management" 1.2.0 or higher.

CUSTOM SCRIPT:

(function getData(parentRecordSysID) {

    var encodedQuery = '';

    var gr=new GlideRecord('project_status');

    gr.get(parentRecordSysID);

    var projectId = gr.project;    var projectTaskGr=new GlideRecord('pm_project_task');

    projectTaskGr.addQuery('parent',projectId);

    projectTaskGr.query();

    while(projectTaskGr.next()){

      encodedQuery=encodedQuery+projectTaskGr.sys_id+',';

    }

    encodedQuery=encodedQuery.slice(0,-1);

    encodedQuery = "sys_idIN"+encodedQuery;

    return encodedQuery;

})(parentRecordSysID); 

Regards

Raj

[leoricciardi]

thanks,

[Tanuj1]

@Raj102 I need to generate a PPT through UI action on the Demand record. Could you help me with this requirement?