Create a New Multi-Page PowerPoint Template Using a Custom Template

PowerSteering allows Administrators to create customized PowerPoint templates that enable users to easily create PowerPoint presentations containing their project data arranged and formatted to meet their particular business needs. This article describes how to add a new multi-slide PowerPoint template using a custom template.

Note: A PowerPoint template must be created and uploaded into PowerPoint Branding before it will show up in this list. See Create a New Custom PowerPoint Template and Upload a PowerPoint Template in PowerPoint Branding for more information.

1. 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. Enter Template Details

1. Fill in the PowerPoint template details.
2. Click Next.

Template Name: The name of the PowerPoint template. This name will display under Power Point option on the Project Navigation Menu.

Pages: Determines the number of pages in the PowerPoint template.

• Single Page: Select this option if you want to use the pre-formatted single-page PowerPoint template provided by PowerSteering.
• Multi Page: Select this option if you want to use a PowerPoint template that has been uploaded to PowerPoint Branding.

Select Work Type: Determines the work type that the PowerPoint template will be attached to. This is only an option for multi page templates.

PPT Template: Determines which PowerPoint template will be used. This is only an option for multi page templates.

4. Click Slide 1. New Slide

• Click the Slide 1. New Slide hyperlink to specify the data that you want to include on the first slide.

5. Enter Slide Information

1. Enter a Title for the slide. The title will replace the
2. From the Type drop-down menu, select the type of data to display on the slide.

Note: For custom PowerPoint templates, the Type will match the data token you entered when creating each slide. For example, {Custom1.Title} should be entered on the first slide in the template, so you should see Custom in the Type drop-down menu. See Create a New Custom PowerPoint Template for more information about adding these data tokens during template creation.

6. Add Additional Slides (Optional)

• If your custom PowerPoint template contains more than one slide, click Add new Slide.

6.1 Click Slide 2. New Slide

• Click the Slide 2. New Slide hyperlink to specify the data that you want to include on the second slide.

6.2 Enter Slide Information

1. Enter a Title for the slide.
2. From the Type drop-down menu, select the type of data to display on the slide.

Note: For custom PowerPoint templates, the Type will match the data token you entered when creating each slide. For example, {Custom2.Title} should be entered on the first slide in the template, so you should see Custom2 in the Type drop-down menu. See Create a New Custom PowerPoint Template for more information about adding these data tokens during template creation.

7. Click Submit

• When all of your slides have been added, click Submit.

8. View Template

• View the newly created PowerPoint template. This template will now appear under the PowerPoint menu on the Project Navigation Menu for the associated work type.