How do I create a new single-slide PowerPoint template?

The single-slide PowerPoint template gives users the ability to quickly view project summary details as a PowerPoint file. Single slide templates can only be used for projects and gated projects. This article describes how to create a new single slide PowerPoint template.

Note: The single-slide PowerPoint template is a pre-formatted slide provided by PowerSteering and can only include the information available on the PowerPoint template selection screen. If you would like to create a custom single-page PowerPoint template, create a custom PowerPoint template that has only one slide and upload it as a multi-page PowerPoint template. See the articles How do I create a custom PowerPoint template? and How do I create a multi-page PowerPoint template using a custom template? for more information.

1. Click Power Point

Click Power Point
  1. On the Icon Bar click the Admin button.
  2. Click Templates to expand the menu, then click Power Point.

2. Click New Template

  • Click New Template.

3. Click Next

  1. Enter a name for the new template.
  2. In the Pages drop-down menu, ensure Single Page is selected.
  3. Click Next.

4. Select PowerPoint Information

  1. Select the information you would to include on the PowerPoint slide.
  2. Click Submit.

Note: Content limitations for single-slide PowerPoint templates are 190 characters if there are more than 3 options selected on the Create PowerPoint Template page and 405 characters otherwise.

4.1. ID Items

ID Items

ID Items: Select this check box in order to include project identification data selected in the section on the PowerPoint slide.

  • All: Select this check box to include all ID Items on the PowerPoint slide.
  • Owner: The name of the user assigned as the work's owner.
  • Champions: The names of the users assigned as the work's champions. Note: Champion is a replaceable term in PowerSteering. This term may appear differently on your PowerSteering site.
  • Sequence #: The work's sequence number.
  • Project Id:  The work's project ID.

4.2. Status

Status

Status: Select this check box to include status report custom fields selected in the section on the PowerPoint slide. If selected, the Priority, Status, %Complete, and Last Update will also display on the PowerPoint slide.

  • All: Select this check box to include all status report custom fields on the PowerPoint slide. The custom fields shown here will be those that are associated with status reports on your site.

4.3. Objective

Objective

Objective: Select this check box to include the work's objective on the PowerPoint slide.

4.4. Custom Fields

Custom Fields

Custom Fields: Select this check box to include custom fields associated with the work on the PowerPoint slide.

4.5. Costs & Benefits

Costs & Benefits

Costs & Benefits: Select this check box to include cost and benefit information on the PowerPoint slide.

Show Costs: Select this check box to include actual cost information on the PowerPoint slide.

  • By Type (Time / Expense): Actual costs by type (time and expense).
  • By Activity: Actual costs by activity.

Show Metrics: Select this check box to include metric information on the PowerPoint slide.

  • With Metric: The metric template you want to include metric data from. The check boxes below the template name are available metric line items. These will change based on the metric template that is selected.
  • Track Period: The time period you want to include metric data from.
  • Select Views: Available metric views. These will change based on the metric template that is selected.

4.6. Schedule

Schedule

Schedule: Select this check box to include schedule information on the PowerPoint slide.

Show Project Schedule: Select this check box to include project schedule information on the PowerPoint slide.

  • All: Select this check box to include all schedule information on the PowerPoint slide.
  • Planned/Constraint: The work's planned/constraint start and end dates.
  • Actual: The work's actual start and end dates.
  • System/Scheduled Estimate: The work's system/scheduled start and end dates.

Show Deliverables: Select this check box to include deliverable information on the PowerPoint slide.

Show Gates: Select an option from this drop-down menu to include gate information on the PowerPoint slide.

  • None: No gate information will be included.
  • All: The Name, Status, and Date Due for all gates will be included.
  • Not-Completed / Non-Canceled: The Name, Status, and Date Due for not-completed and non-canceled gates will be included.

Show Milestones: Select an option from this drop-down menu to include milestone information on the PowerPoint slide.

  • None: No milestone information will be included.
  • All: The Name, Status, and Date Due for all milestones will be included.
  • Not-Completed / Non-Canceled: The Name, Status, and Date Due for not-completed and non-canceled milestones will be included.

4.7. Issues & Risks

Issues & Risks

Issues & Risks: Select this check box to include issue and risk information on the PowerPoint slide.

Show Issues: Select this check box to include issue information on the PowerPoint slide.

Number of Issues Shown: Select the number of issues to display on the PowerPoint slide.

Order By: Select how issues should be ordered.

  • Priority: Issues will be ordered by their priority.
  • Date: Issues will be ordered in descending order by their date created.
  • Title: Issues will be ordered alphabetically by their titles.

Number of Risks Shown: Select the number of risks to include from the drop-down menu.

Order By: Select how risks should be ordered from the drop-down menu.

  • Risk Factor: Risks will be ordered by their risk factor.
  • Date: Risks will be ordered in descending order by their date created.
  • Title: Risks will be ordered alphabetically by their titles.

4.8. Team

Team

Team: Select this check box to include the name and role of all users assigned to the work on the PowerPoint slide.

4.9. Footer Text

Footer Text
  • Text entered in this box will appear in the footer of the PowerPoint slide.

5. View Template

  • View the newly created PowerPoint template. This template will now appear under the PowerPoint menu on the Project Navigation Menu for the basic projects and gated projects.

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