"Export to PowerPoint" for Portfolio Plans

[KhoendibG]

Hi there! 

I am trying to use "Export to PowerPoint" for Portfolio Plans. Myorganisation has regular update sessions on Portfolio Plans. I am looking at automating the preparation of those presentations. 

When I export a Portfolio Plan, it only ever exports Planning Items (we use projects and demands) in the "Prioritized" planning state and never anything in the other planning states. The problem is that we report on everything in a Portfolio Plan whether it is new, prioritized or complete. 

I do not have any filters in the PPT itself, but no luck. I thought making minor changes to the Script Include, ExportPortfolioPlanToPPT, but again made no difference. 

I was wondering if anyone knows how to tweak the functionality so I can export everything that is in a Portfolio Plan into a Powerpoint? 


Thanks!
K

[Omkar Kumbhar]

Hi @KhoendibG ,

Did you try adding the below filter query in script include.

gr.addQuery('state', 'IN', 'new,in_progress,prioritized,completed,on_hold');

OR you can try using the custom powerpoint template that maps to the data fields you want which can be configured in the Export to PowerPoint app setting.

[KhoendibG · Accepted solution]

I was overcomplicating the problem - I resolved it today without manipulating the script include .... Instead i created a new PPT Template from scratch and used a "repeat slide" element and filtered for all the planning states I needed. 

If any one is interested, here is the PPT hyperlink I used: 
https://servicenow.com/distinctionFlag=repeatslidecontent/Table=sn_align_core_planning_item/relatedT...

[Michelle Alexan]

Does this export pull from the planning tables?  If yes, the template would need to include the fields from the alignment tables not the demand and project execution tables?  Correct?  Therefore, custom tables need added to the integration.  Is that accurate?