Components installed with Export to PowerPoint for Strategic Portfolio Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Several types of components are installed with activation of the Export to PowerPoint for Strategic Portfolio Management (sn_ppt) add-in, including user roles and tables.

    Roles installed

    Role title [name] Description Contains roles
    Export to PowerPoint for Strategic Portfolio Management admin

    [sn_ppt_export.ppt_admin]
    • Create, edit, and manage the attributes required to generate Microsoft PowerPoint templates.
    • Assign this role in confidence because it is a high security role for the Export to PowerPoint application with access to modify the source code for Scripted Elements.
    		 sn_ppt_export.ppt_user
    Export to PowerPoint for Strategic Portfolio Management user

    [sn_ppt_export.ppt_user]
    • Create a template, upload it to the ServiceNow instance, generate, and download the project status report.
    • By default, users with the project_user role are assigned this role.
    		 None

    Tables installed

    Table Description
    PowerPoint Cell Formatter

    [sn_ppt_export_ppt_cell_formatter]

    		 Stores the color properties for text, text background, table cell, and shape fill.
    PowerPoint Element

    [sn_ppt_export_ppt_element]

    		 Stores the required elements to generate aMicrosoft PowerPoint template.
    PowerPoint Formatter

    [sn_ppt_export_ppt_formatter]

    		 Stores the text formatting options.
    PowerPoint Formatter Mapping

    [sn_ppt_export_ppt_formatter_mapping]

    		 Stores the format mapping for the tokens.
    PowerPoint Report Type

    [sn_ppt_export_ppt_report_type]

    		 Stores report types that can be used to generate a report.
    PowerPoint Template

    [sn_ppt_export_ppt_template]

    		 Stores the metadata required for the templates.
    PPT Service Request Log

    [sn_ppt_export_ppt_poi_service_request_log]

    		 Stores service requests logs.
    Related Table

    [sn_ppt_export_ppt_related_table]

    		 Stores related tables for a report.
    Scripted Element

    [sn_ppt_export_ppt_scripted_element]

    		 Stores the supported chart types, such as line chart and bar chart.
    Table 1. Default templates installed
    Template name Description and use case Data included
    Project Report Template - Default A comprehensive project report template designed for detailed project reviews. Use this template for in-depth project status meetings with project teams and stakeholders. Project details, task breakdown, milestone status, resource allocations
    Project Status Report Template - default A concise executive summary template designed for high-level status updates. Use this template for portfolio reviews, steering committee meetings, and executive dashboards. Project overview, key metrics, status indicators, high-level timeline
    Tip:

    To view and manage all available templates, navigate to All > PowerPoint Management > PowerPoint Templates.