--- title: Export the portfolio plan status or roadmap to Microsoft PowerPoint description: 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. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/export-a-portfolio-plan-to-powerpoint-strategic-planning.html release: australia product: Scenario Planning in SPW classification: scenario-planning-in-spw topic_type: task last_updated: "2026-09-10" reading_time_minutes: 3 breadcrumb: [Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management] --- # 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. ## Before you begin [Install Export to PowerPoint for Strategic Portfolio Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/export-to-powerpoint-for-application-portfolio-management/install-export-to-ppt.md). **Important:** Availability of Export to PowerPoint: - For general customers: Available for all customers - For regulated customers: Supported on GCC, NSC, SPP-AU, SPP-SG, and Australia IRAP-Protected data centers Role required: admin ## About this task \[Omitted video\] Description: Export the portfolio plan status to Microsoft PowerPoint from Strategic Planning 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/export-to-powerpoint-for-application-portfolio-management/create-ppt-template.md). ## Procedure 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	1. From the list of portfolio plans, select one. 2. From the portfolio plan header, select the More options icon \(\[Omitted image "more-actions.png"\] Alt text: More actions icon in the portfolio plan header.\) and then select Export to PowerPoint. \[Omitted image "pp-actions-export-to-ppt.png"\] Alt text: Export to PowerPoint option from the More options menu. 3. On the Export to PowerPoint window, select Portfolio plan status, Portfolio plan & goals status, or Roadmap Template - default and select Export. \[Omitted image "ppt-select-template.png"\] Alt text: Select PPT template. Note: 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	1. \(For a portfolio plan roadmap\) Select a portfolio plan from the list of portfolio plans and then select Roadmap from the Planning section. 2. \(For a free-form roadmap\) From the Free-form Roadmaps tab, select a roadmap. 3. From the Personalize side panel, select Export to PowerPoint icon \(\[Omitted image "icon-export-data.png"\] Alt text: Export 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. 4. On the Export to PowerPoint side panel, fill the details. 1. Template: Select a template to which you want to export the roadmap. 2. Date range: Select a start and end date. You can select date range for a maximum period of a year. 3. Compact mode: Select to export 25 horizontal lanes per slide. The default mode exports 15 horizontal lanes per slide. 4. 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. 5. Select Export. \[Omitted image "export-roadmap-from-side-panel.png"\] Alt text: Export roadmap to PowerPoint. Note: Dependencies and metrics on roadmap bar are not exported. Grouping is supported only with the first attribute selected in the Group by option.

For exporting this data

Perform these steps

**Portfolio plan, goals, or roadmap with default settings**

1. From the list of portfolio plans, select one. 2. From the portfolio plan header, select the More options icon \(\[Omitted image "more-actions.png"\] Alt text: More actions icon in the portfolio plan header.\) and then select **Export to PowerPoint**. \[Omitted image "pp-actions-export-to-ppt.png"\] Alt text: Export to PowerPoint option from the More options menu. 3. On the Export to PowerPoint window, select **Portfolio plan status**, **Portfolio plan & goals status**, or **Roadmap Template - default** and select **Export**. \[Omitted image "ppt-select-template.png"\] Alt text: Select PPT template. **Note:** 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**

1. \(For a portfolio plan roadmap\) Select a portfolio plan from the list of portfolio plans and then select **Roadmap** from the Planning section. 2. \(For a free-form roadmap\) From the Free-form Roadmaps tab, select a roadmap. 3. From the Personalize side panel, select Export to PowerPoint icon \(\[Omitted image "icon-export-data.png"\] Alt text: Export 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. 4. On the Export to PowerPoint side panel, fill the details. 1. Template: Select a template to which you want to export the roadmap. 2. Date range: Select a start and end date. You can select date range for a maximum period of a year. 3. Compact mode: Select to export 25 horizontal lanes per slide. The default mode exports 15 horizontal lanes per slide. 4. 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. 5. Select **Export**. \[Omitted image "export-roadmap-from-side-panel.png"\] Alt text: Export roadmap to PowerPoint. **Note:** Dependencies and metrics on roadmap bar are not exported. Grouping is supported only with the first attribute selected in the Group by option.

## Result A PowerPoint file is generated with the relevant data. The following image shows the example for an exported roadmap.\[Omitted image "exported-roadmap-to-ppt.png"\] Alt text: Exported roadmap.