Creating your own PowerPoint export templates allows you to specify which information is exported for projects or programs. Below is an overview of all available fields and their placeholders.
General
When building your PowerPoint export templates, you can include system and custom fields for projects or programs by inserting the corresponding placeholders into your file. During export, Meisterplan replaces each placeholder with the actual field content.
See the article Creating Custom Templates for Microsoft PowerPoint Exports for more details on creating and uploading your custom PowerPoint templates.
Non-Project-Specific Placeholders
| <report_title> | Will be replaced with "Project Brief", "Program Brief", or the localized title |
| <report_sub_title> | Will be replaced with "Key details at a glance" or the localized subtitle |
| <timestamp_of_export> | Contains the timestamp of the export: time, day, month, and year |
Custom Project Fields
You can include any project field configured under Manage > Fields > Projects in your templates. You can find the corresponding placeholder when you open the field's configuration. The placeholder format is “cust_” followed by the API name that is generated when creating a field. This is often the same as the field's name (e.g., “<cust_newfield>”).
If you add “_label” at the end of a placeholder, the field name will be displayed in the export instead of the field content. This is particularly helpful if you have changed the field name in Meisterplan (e.g., from “Stage Gate” to ‘Stage’) but the API name remains the same. Using “_label” ensures that the current field name appears in the export.
| Field | Placeholder | In Default Template |
| External Link | <cust_project_link> | - |
| Strategy Fit | <cust_strategy_fit> | - |
| Stage Gate | <cust_stage_gate> | x |
| Risk Level | <cust_risk> | - |
| Payback Period | <cust_fb_payback> | - |
| Description | <cust_description> | x |
| Need for Decision | <cust_need_for_decision> | - |
OBS Fields
You can also include the first level of OBS fields configured under Manage > OBS in your templates. For projects, the placeholder format is "obs_" followed by the name of the OBS, such as "obs_office." For programs, you need to add "program_" before the OBS placeholder, for example, "program_obs_office". Learn more about program fields below.
| Field | Placeholder | In Default Template |
| Department | <obs_department> | - |
| Office | <obs_office> | - |
| Value Stream | <obs_value_stream> | - |
Milestone Fields
You can also export milestone fields if you include the placeholders in a table in your template.
You can filter milestones by any single-select project field by adding the desired field value to the corresponding milestone placeholder. For example, you can export only milestones with a specific status (e.g., "Needs Attention") <milestone_status:needs_attention> or a specific project phase (e.g., “Initiation”) <milestone_project_phase:initiation>.
To export only past or future milestones, add :past, or :future to a milestone date placeholder, for example <milestone_date:future>.
If a single-select option consists of more than one word, use underscores to replace the spaces: for example, to export only milestones with the status "Needs Attention", add ":needs_attention" to the placeholder: <milestone_status:needs_attention>.
We recommend putting each milestone table on a separate slide to ensure a consistent layout.
| Field | Placeholder | In Default Template |
| Name | <milestone_name> | x |
| Phase | <milestone_project_phase> | x |
| Date | <milestone_date> | x |
| Status | <milestone_status> | x |
Risk Fields
You can export both system and custom risk fields (under Manage > Fields > Risks) if you include the placeholders in a table in your template. The placeholder for custom risk fields is the API name found in the field's configuration with the added prefix "risk_" (e.g., “<risk_cust_riskfieldname>”).
To export only selected risks, you can filter the risks by their single-select options. For example, to export only risks with the impact "High", add ":high" to the placeholder: <risk_impact:high>.
If a single-select option consists of more than one word, use underscores to replace the spaces: for example, to export only risks with the likelihood "Almost Certain", add ":almost_certain" to the placeholder: <risk_likelihood:almost_certain>.
This works for both system and custom fields of the single-select type. The Risk Level field, however, is a Number field and cannot be used for filtering.
You can use only one filter per risk table in your template, but you can configure as many risk tables as you like. We recommend putting each table on a separate slide to ensure a consistent layout.
| Field | Placeholder | In Default Template |
| Name | <risk_name> | - |
| Key | <risk_key> | - |
| Risk Owner | <risk_owner> | - |
| Impact | <risk_impact> | - |
| Likelihood | <risk_likelihood> | - |
| Risk Level | <risk_level> | - |
| Custom Risk Fields | <risk_cust_riskfieldname> | - |
System Fields
The following system fields are available for your PowerPoint templates. Insert the appropriate placeholder into your file to include the field.
Project - Core Data
| Field | Placeholder | In Default Template |
| Finish | <project_finish> | x |
| Goal | <project_goal> | x |
| Last Changed | <project_last_changed> | - |
| Name | <project_name> | x |
| Notes | <project_notes> | x |
| Priority Score | <project_score> | - |
| Program Name | <project_program_name> | x |
| Project Key | <project_key> | - |
| Project Manager | <project_manager> | x |
| Project Type | <project_type> | x |
| Rank Category | <project_rank_category> | x |
| Start | <project_start> | x |
| Status | <project_status> | x |
Connected Tools Data
| Field | Placeholder | In Default Template |
| Connected Tool | <project_connected_tool> | - |
| Deviation Status Compared to Connected Tool | <project_connected_tool_deviation_status> | - |
| Missing Allocations Compared to Connected Tool | <project_missing_allocations_compared_to_connected_tool> | - |
Approved Budget and Total Effort
| Field | Placeholder | In Default Template |
| Approved Budget | <project_approved_budget> | x |
| Approved CapEx Budget | <project_approved_capex_budget> | - |
| Approved OpEx Budget | <project_approved_opex_budget> | - |
| Approved Total Effort | <project_approved_total_effort> | x |
Allocations and Actual Time Worked
The placeholders listed below will display allocation and actual time worked KPIs summed per project.
| Field | Placeholder | In Default Template |
| Actual Time Worked | <project_actual_time_worked> | - |
| Allocation Estimate at Completion | <project_allocation_estimate_at_completion> | x |
| Deviation of Actual Time Worked from Plan (in %) | <project_deviation_of_actual_time_worked_from_plan_percentage> | - |
| Deviation of Actual Time Worked from Plan (in time unit) | <project_deviation_of_actual_time_worked_from_plan> | - |
| Deviation of Allocation EAC from Approved Total Effort (in %) | <project_deviation_of_eac_from_approved_total_effort_percentage> | x |
| Deviation of Allocation EAC from Approved Total Effort (in time unit) | <project_deviation_of_eac_from_approved_total_effort> | - |
| Future Allocations | <project_planned_future_allocations> | - |
| Percentage of Completion | <project_percentage_of_completion_allocation_based> | x |
| Planned Allocations | <project_planned_allocations> | x |
| Planned Allocations until Last Booking Date | <project_planned_allocations_until_last_booking_date> | - |
Resource, Team, and Role Allocations
To export a project's resource, team, and role allocations, you need to include the placeholders below in your template as a table. Allocation values will be rounded to two decimal places and displayed in days.
Additionally, you can filter the allocations to only display allocations with a value greater than zero. Simply add ":non_zero" to either "<planned_allocations>" or "<planned_future_allocations>" like so:
"<planned_allocations:non_zero>".
Add only one table per PowerPoint slide.
| Field | Placeholder | In Default Template |
| Resource, Team, or Role Name | <allocation_name> | x |
| Project Role (only for resources and teams) | <allocation_project_role> | x |
| Planned Allocations | <planned_allocations> | x |
| Past Allocations | <past_allocations> | x |
| Future Allocations | <planned_future_allocations> | x |
Allocation Costs
| Field | Placeholder | In Default Template |
| Actual Allocation Costs | <project_actual_allocation_cost> | - |
| Deviation of Actual Allocation Costs from Plan (in %) | <project_deviation_of_actual_costs_from_plan_percentage> | - |
| Deviation of Actual Allocation Costs from Plan (in currency) | <project_deviation_of_actual_costs_from_plan> | - |
| Future Allocation Costs | <project_planned_future_allocation_costs> | - |
| Planned Allocation Costs | <project_planned_allocation_costs> | - |
| Planned Allocation Costs until Last Booking Date | <project_planned_allocation_costs_until_last_booking_date> | - |
Financial Data
| Field | Placeholder | In Default Template |
| Actual Benefit Total | <project_actual_benefit_total> | - |
| Actual Financial Events Costs | <project_actual_financial_events_costs> | - |
| Cost Estimate at Completion | <project_cost_estimate_at_completion> | x |
| Cost Type | <project_costtype> | - |
| Deviation of Cost EAC from Approved Budget (in %) | <project_deviation_of_cost_eac_from_approved_budget_percentage> | x |
| Deviation of Cost EAC from Approved Budget (in currency) | <project_deviation_of_cost_eac_from_approved_budget> | - |
| Estimated Benefit at Completion | <project_estimated_benefit_at_completion> | - |
| Estimated Net Value at Completion | <project_estimated_net_value_at_completion> | - |
| Future Costs | <project_planned_future_costs> | - |
| Future Financial Events Costs | <project_planned_future_financial_events_costs> | - |
| Planned Benefit | <project_planned_benefit> | - |
| Planned CapEx | <project_planned_capex> | - |
| Planned Financial Events Costs | <project_planned_financial_events_costs> | - |
| Planned Net Value | <project_planned_net_value> | - |
| Planned OpEx | <project_planned_opex> | - |
| Total Planned Costs | <project_planned_costs> | x |
Last Booking Date
| Field | Placeholder | In Default Template |
| Last Booking Date | <project_last_booking_date> | - |
Program Fields
When creating templates for programs, you can use all placeholders for project fields, except placeholders for milestones, risks, and resource, team, and role allocations. In addition, you can include placeholders for both custom and system program fields in your template.
Custom Program Fields
The custom program fields configured in your Meisterplan system under Manage > Custom Fields > Programs can also be included in your templates. The placeholder for custom program fields is the API name specified in the field configuration, prefixed with "program_", for example, "<program_custom_program_field>".
If you add the suffix "_label" to the end of a placeholder, the export will display the field name instead of the field value. This is especially useful if you have renamed the field in Meisterplan (for example, from "Stage Gate" to "Stage"), while the API name remains unchanged. Using "_label" ensures that the current field name is displayed in the export.
| Field | Placeholder | In Default Template |
| Notizen | <program_cust_program_notes> | x |
| Stage Gate | <program_cust_program_stage_gate> | x |
You can also include OBS fields in your template. To do so, combine the name of the top OBS level with the prefix "program_obs_", for example, "program_obs_office". Learn more about OBS placeholders above.
System Program Fields
Program - Core Data
| Field | Placeholder | In Default Template |
| Program Manager | <program_manager> | x |
| Name | <program_name> | x |
| Start | <program_start> | x |
| Finish | <program_finish> | x |
| Key | <program_key> | - |
| Status | <program_status> | x |
| Goal | <program_goal> | x |
| Last Changed | <program_last_changed> | - |
| Rank Category | <program_rank_category> | - |
Allocations and Actual Time Worked (Summed)
| Field | Placeholder | In Default Template |
| Deviation of Actual Time Worked from Plan (in %) | <program_deviation_of_actual_time_worked_from_plan_percentage> | x |
| Deviation of Actual Time Worked from Plan (in time unit) | <program_deviation_of_actual_time_worked_from_plan> | - |
| Allocation Estimate at Completion | <program_allocation_estimate_at_completion> | x |
| Percentage of Completion | <program_percentage_of_completion_allocation_based> | x |
| Planned Allocations | <program_planned_allocations> | - |
| Planned Allocations until Last Booking Date | <program_planned_allocations_until_last_booking_date> | x |
| Actual Time Worked | <program_actual_time_worked> | x |
| Future Allocations | <program_planned_future_allocations> | - |
Allocation Costs (Summed)
| Field | Placeholder | In Default Template |
| Deviation of Actual Allocation Costs from Plan (in %) | <program_deviation_of_actual_costs_from_plan_percentage> | x |
| Deviation of Actual Allocation Costs from Plan (in currency) | <program_deviation_of_actual_costs_from_plan> | - |
| Planned Allocation Costs | <program_planned_allocation_costs> | - |
| Planned Allocation Costs until Last Booking Date | <program_planned_allocation_costs_until_last_booking_date> | x |
| Actual Allocation Costs | <program_actual_allocation_costs> | x |
| Future Allocation Costs | <program_planned_future_allocation_costs> | - |
Financial Data (Summed)
| Field | Placeholder | In Default Template |
| Cost Estimate at Completion | <program_cost_estimate_at_completion> | x |
| Estimated Net Value at Completion | <program_estimated_net_value_at_completion> | - |
| Estimated Benefit at Completion | <program_estimated_benefit_at_completion> | - |
| Planned CapEx | <program_planned_capex> | - |
| Planned Financial Events Costs | <program_planned_financial_events_costs> | - |
| Total Planned Costs | <program_planned_costs> | - |
| Planned OpEx | <program_planned_opex> | - |
| Planned Net Value | <program_planned_net_value> | - |
| Planned Benefit | <program_planned_benefit> | - |
| Actual Financial Events Costs | <program_actual_financial_events_costs> | - |
| Actual Benefit Total | <program_actual_benefit> | - |
| Future Financial Events Costs | <program_planned_future_financial_events_costs> | - |
| Future Costs | <program_planned_future_costs> | - |
Last Booking Date
| Field | Placeholder | In Default Template |
| Last Booking Date | <program_actual_time_worked_last_booking_date> | - |