Export the portfolio plan status or roadmap to Microsoft PowerPoint

Export the status of goals, work items, roadmap, and key metrics of your portfolio plan and free-form roadmap into a Microsoft PowerPoint file so that you can keep your business stakeholders updated on the progress. Save time by avoiding copying data into reports and drive shared outcomes by enabling collaboration even with stakeholders who can’t access your ServiceNow instance.

시작하기 전에

Install Export to PowerPoint for Strategic Portfolio Management.

중요사항:

Export to PowerPoint is currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. Please check for availability updates in future releases.

Role required: admin

이 태스크 정보

The following three PowerPoint templates are provided by default to generate a status report for your portfolio plan:

• Portfolio plan status: Contains individual detailed slides for the top five items prioritized by rank.
• Portfolio plan & goals status: Contains slides for Goals and targets for this portfolio, achieved goals, goals at risk, and individual detailed slides for the top five items prioritized by rank.
• Roadmap Template - default: Contains slides for Roadmap for this portfolio. You can export roadmap data for maximum period of a year at a time.

You can customize the type of the data to be shown in the generated report by updating a predefined template or by creating your own branded template. See Create a Microsoft PowerPoint template.

프로시저

1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
2. Export the status of goals, work items, roadmap, and key metrics of your portfolio plan and free-form roadmap into a Microsoft PowerPoint file.

   For exporting this data	Perform these steps
   Portfolio plan, goals, or roadmap with default settings	From the list of portfolio plans, select one. From the portfolio plan header, select the More options icon () and then select Export to PowerPoint. On the Export to PowerPoint window, select Portfolio plan status, Portfolio plan & goals status, or Roadmap Template - default and select Export. 주: The Roadmap Template - default option appears only when you select Export to PowerPoint from the Scoring or Planning page.
   Roadmap or free-form roadmap with customized settings	(For a portfolio plan roadmap) Select a portfolio plan from the list of portfolio plans and then select Roadmap from the Planning section. (For a free-form roadmap) From the Free-form Roadmaps tab, select a roadmap. From the Personalize side panel, select Export to PowerPoint icon (). If you want to export the progress tracking details, select the Tracking mode option on the roadmap before selecting the Export to PowerPoint icon. On the Export to PowerPoint side panel, fill the details. Template: Select a template to which you want to export the roadmap. Date range: Select a start and end date. You can select date range for a maximum period of a year. Compact mode: Select to export 25 horizontal lanes per slide. The default mode exports 15 horizontal lanes per slide. Show on slides: Select the items you want to see on slides. The available items are Roadmap milestones, Item milestones, Vertical lines, and Horizontal lanes. Select Export. 주: Dependencies and metrics on roadmap bar are not exported. Grouping is supported only with the first attribute selected in the Group by option.

결과

A PowerPoint file is generated with the relevant data.

The following image shows the example for an exported roadmap.