Components installed with Export to PowerPoint for Strategic Portfolio Management
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. |
| 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.
Parent Topic:Export to PowerPoint Reference