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Export to PowerPoint for Strategic Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configuring Export to PowerPoint

Learn about the process and prerequisites used to install the Export to PowerPoint application in your instance and configure it in Microsoft PowerPoint.

Configuration workflow

Use the following steps as guidelines to configure and install the ServiceNow add-in for Microsoft PowerPoint after you download the Export to PowerPoint application from the ServiceNow Store.

  1. Install Export to PowerPoint for Strategic Portfolio Management from the ServiceNow Store. For more information, see Install Export to PowerPoint for Strategic Portfolio Management.
  2. Manage the related tables and scripted elements components. For more information, see Manage Related Tables and Scripted Elements forms.
  3. Download the manifest file from your instance to and share it with your Microsoft Office 365 account manager. For more information, see Download the manifest file from your instance.

  4. Configure the Export to PowerPoint add-in for your Microsoft PowerPoint. For more information, see Configure the Export to PowerPoint add-in for Microsoft PowerPoint.

  5. Install Export to PowerPoint for Strategic Portfolio Management
    You can install the Export to PowerPoint for Strategic Portfolio Management application (sn_ppt) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins, if they are not already installed.

  6. Manage Related Tables and Scripted Elements forms
    Manage the Related Tables and Scripted Elements components that are required to create a Microsoft PowerPoint template.
  7. Download the manifest file
    Configure the user roles and download the add-in manifest file to use the Export to PowerPoint add-in for Microsoft PowerPoint.
  8. Configure the Export to PowerPoint add-in for Microsoft PowerPoint
    Configure the Export to PowerPoint add-in in your Microsoft PowerPoint to interact with your instance and fetch the data required to generate and download your project status reports.

Parent Topic:Export to PowerPoint for Strategic Portfolio Management