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

Upload your Microsoft PowerPoint template

Upload the latest template to your instance to generate and download the status report as a Microsoft PowerPoint file.

Before you begin

Role required: sn_ppt_export.ppt_user

Procedure

  1. Navigate to All > PowerPoint Management > PowerPoint Templates.

  2. Select a record to attached the latest template.

  3. Select the manage attachments icon (

Image omitted: icon-attachment.png
Manage attachments icon.\).

  1. Select Choose file to browse and upload the template.

    Note: You can use only one template (.pptx) at a time with a maximum file size of 15 MB. Delete the existing template to upload and use a new one.

  2. Close the dialog box, and select Update on the form.

What to do next

Download a project status report.

Parent Topic:Using Export to PowerPoint