Export a project status report to Microsoft PowerPoint from Project Workspace

Generate a status report of your project and export it as a Microsoft PowerPoint file from Project Workspace . You can use this file to present the project status to stakeholders or to collaborate with them over risks and next steps. Save time by generating a Microsoft PowerPoint file with the latest information and avoid copying information into slides.

Install the Export to PowerPoint for Strategic Portfolio Management application from ServiceNow store. For more information, see Install Export to PowerPoint for Strategic Portfolio Management . Create and upload a Microsoft PowerPoint template to apply to your status report. For more information on how to create and upload a template, see Create a Microsoft PowerPoint template and Upload your Microsoft PowerPoint template respectively.

Role required: it_project_manager Important: 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.

Create a status report or use an existing status report to download it as a Microsoft PowerPoint file.

Exporting the project is beneficial if your stakeholders prefer a slide deck rather than using a dashboard. It also helps the wider audience or external stakeholders who don't have access to the dashboards but are waiting for an update.

Open a project from the planning page of Project Workspace . For information on how to navigate to the planning page, see Access the new Project Workspace . From the More actions menu ( ), select Export status report . On the Export status report form, fill in the fields for an existing project. For field information, see Export status report form on Project Workspace . Select Export . When prompted, select the desired location, and save the file. Optional: On the Export status report form, create a status report for a project by clicking the Please create a status report to be able to export link. On the Status Report Tab, create a status report by clicking Create New . On the Status Report form, fill in the fields. For field information, see Create a project status report . Select Submit . Click the Export to PowerPoint icon ( ). From the Export to PowerPoint window, select the report date by clicking Status report date . From the Export to PowerPoint window, select a template by clicking Select a template . Click Export .

The project status report is downloaded as a Microsoft PowerPoint file with the project number and status report date as the file name.