Feature | Description |
Lookups to Opportunity, Campaign, Case
(refer to configuration 1 for insturctions) | Projects can now be related to an Opportunity, Campaign or Case. |
Project Task Statuses updated to align with Salesforce Tasks
(refer to configuration 2 for insturctions) | Project Task statuses have bene updated to Not Started, In Progress, Completed, Waiting on someone, Deferred |
Project Task name character limit increased to 255 | Project Task names can now be up to 255 characters long. The previous limit was 80 characters. |
Auto-create Salesforce tasks for users and contacts when a project task is assigned
| Inspire Planner will now automatically create Salesforce tasks related to Users and Contacts when a Project Task is assigned. |
Ability to Save As (clone) projects | Projects can now be cloned by using the Save As icon located below the Save icon. Save As allows users to create Projects as templates and simply Save As to create a new project from a template.
|
Ability to export your project to Excel
| Projects can now be exported to .xls format by clicking the Export to Excel icon. |
Ability to copy and paste Project Tasks
| Inspire Planner now allows users to select one or many Project Tasks (using the SHIFT key to select multiple tasks). Then copy (using CTRL+C on your keyboard) and paste (using CTRL+V on your keyboard). |
Auto flag Tasks that are behind schedule in red
| Any tasks that are overdue, are now automatically highlighted in red for easy identification. |
Icon Panel styling improved | Styling for the Icon Panel have been updated for improved usability. |
| Assign To user filters | When using the Assigned To window to search for users, the search will now only search for Active users. Also, a new column has been added called User License. This column identifies the type of user (Salesforce vs Chatter, etc.) |
Performance updates | A variety of improvements have been implemented to enhance the performance of Inspire Planner. |
Configuration Guide
Configuration 1: Updating Page Layouts
To add the new lookup fields to the Project page layout, take the following steps:
- Navigate to Setup > Create > Objects > Project
- Scroll to Page Layouts and click edit on Inspire Project Layout
- From the Fields section above, drag and drop desired fields on the page layout (Opportunity, Campaign, Case)
- Click Save when finished
To add Related List to associated Objects, take the following steps:
- Navigate to object, this example will use Opportunity. Navigate to Setup > Customize > Opportunities > Page Layouts
- Select your desired Page Layout and click the Edit link
- From the Page Layout toolbar, click Related Lists
- Locate Projects and drag and drop the related list to your desired position
- From the Projects related list, click the wrench icon
- Select your desired fields to display (we recommend Project Name, Description, Account, Campaign, Case, Created By), then click OK
- Click Save
- Click Yes if prompted
Configuration 2: Updating Project Status values
In order to update your Project Task statuses to align with Salesforce Tasks, complete the following steps:
- Navigate to Setup > Create > Objects > Project Task
- Under Custom Fields & Relationships click on the Status field
- Under Picklist Values, click Edit on Planned status. Replace 'Planned' with 'Not Started' and Save
- Under Picklist Values, click Edit on Delayed status. Replace 'Delayed' with 'Waiting on someone else' and Save
- Under Picklist Values, click Edit on On Hold status. Replace 'On Hold' with 'Deferred' and Save
- Under Picklist Values, click Del on Cancelled