Slide Publisher

Create professional and standardized Microsoft Powerpoint presentations from your Clarizen data with Slide Publisher.

Using Slide Publisher’s Template Wizard, an add-on for Microsoft Powerpoint, you can insert placeholder tags into any pre-designed Powerpoint presentation of your choice.

 

Specification: Clarizen Apps

Categories: IT, Marketing, Professional Services, Project Management, Research and Development

Capabilities: Project Execution, Reporting and Dashboards

Upgrading for Customer & Program? If you already installed Slide Publisher on your account and want to add support for Program and/or Customer.

  1. Install the relevant app/s from the Upgrade Path section
  2. Install the relevant sample template presentations from Getting Started section

 

With Slide Publisher you can produce branded, executive-quality presentations using your Clarizen data.

Design your slides in Powerpoint365, Powerpoint for Windows or Powerpoint for Mac using the Template Wizard Powerpoint Add-in to find the right data points you need for your presentation decks.

With Slide Publisher you will:

  1.  Pull your Project’s data into your Presentation (such as: Project Name, Sponsor, Description, Project Manager, Due Date)
  2.  Display your Project’s Roadmap in your Presentation
  3.  Pull your Projects’ related information  (such as: Resources’ Job Titles, Resource Rates, Risks, Issues, Requests and their fields) in tables
  4.  Produce an entire program or portfolio slide deck containing Summary Slides and Repeating Slides per sub-project (yes, yes, extremely powerful)

 

Slide Publisher has 3 components:

  1. Slide Publisher app which you install from this page giving you the button in Clarizen to launch Slide Publisher
  2. Slide Publisher Template Wizard – to insert your data in your own presentations. This is a free add-in for Microsoft Powerpoint available from the Microsoft Office Store
  3. Your Powerpoint Presentation – which you’ll tag up with the placeholders from the Template Wizard. When you’re done, just upload the presentation (PPTX) file to Clarizen.

 

Getting Started

To start working immediately with Slide Publisher, you can use these sample Presentation Templates

  1. Install the Presentation Publisher app and enable it. When you enable the App it will offer to create a Topic for easy management and collaboration around the template files you’ll use.
  2. Download any sample template files you want
    1. 4 Box Status Update
    2. New Project Request Deck
    3. Monthly Program Reporting Deck – for Projects with sub-projects
    4. Program Projects – for Programs with sub-projects
    5. Customer-Projects – for Customers with linked projects
  3. Upload the File to your Clarizen account. If you did not create a topic upon installation it is recommended to link it somewhere accessible to all users in your organization. Either to a Discussion Group: “PMO Stationery”, or a Topic: “Presentation Templates”.
  4. Go to a Project of your choice and run the custom action “Publish Presentation”. Choose the relevant template to use and a new file will be created for you with your data
  5. In Powerpoint, make any final formatting tweaks you need.
  6. Share your Presentation with your stakeholders, team or customer

 

UPGRADE PATH for Program & Customer-centric Presentations
If you want to create slides for specific Customers or Programs (or both) but you have already installed / adapted the original Slide Publisher app, you can just install the incremental upgrade you need for:

 

For more advanced documentation, including creating your own templates, please see the full documentation

Tips

  • Powerpoint’s slide format imposes limitations on what can realistically fit on a screen. Don’t expect to show everything from your rich Clarizen screen on a single slide, if it won’t fit well on a slide, consider splitting up your data.
  • Powerpoint tables will not auto-resize your text. If your fields contain a lot of text, your tables can spill off your slides and you’ll need to tidy up the sizing once you’ve produced your presentation. This is a standard feature of Powerpoint.
  • We don’t think you can realistically interpret too many table rows on a slide. We’ve limited the number per table to 25, but don’t recommend more than 8-10 rows. You can set the limit, per table, in the Template Builder
  • When working with tables, add the 2 rows you need to the slide and plan in advance how you want to sort the rows (example: by Due Date ascending, by Score descending)
  • Table filters are not stored anywhere outside of the placeholder tags. If you want to change fields in a table, it is recommended to to regenerate all placeholders in that table to prevent saving conflicting filters and sorting onto your existing table.
  • If you want to work with existing files in Powerpoint Online, you can upload them into OneDrive for Business/ Sharepoint Online