Knowledge Base

Admin Guide - Enable Dynamic Portfolios

This help article will walk you through how to enable Dynamic Portfolios in Inspire Planner....

6/5/2023 Karen Guanzon

JUNE 2023 (1.341) - Major Release

See what's coming with Inspire Planner's June 2023 Major Release....

6/1/2023 Karen Guanzon

Set Salesforce Task Record Type for Inspire Planner

This help article shows how to specify the Salesforce Task Record Type to be used when Salesforce Tasks are created by Inspire Planner....

5/16/2023 Karen Guanzon

FEB 2023 (1.340.7) - Maintenance 3

Release notes for Feb 2023 Maintenance Release 3....

5/15/2023 Karen Guanzon

How to Access the Inspire Planner Help Center

This help article shows you how to access the Inspire Planner Help Center....

5/8/2023 Karen Guanzon

FEB 2023 - Maintenance 2 - 1.340.3

Release notes for Feb 2023 Maintenance Release 2....

4/18/2023 Karen Guanzon

Projects Types and Project Layout Management Custom Settings

This help article explains how to configure the project type options displayed when you enable the override for the "New" button for Projects....

3/20/2023 Karen Guanzon

FEB 2023 - Maintenance 1 - 1.340.2

See what is coming with Inspire Planner's March 21, 2023 Maintenance Release....

3/20/2023 Karen Guanzon

Project Status Report

This help article discusses the Project Status Report....

2/21/2023 Karen Guanzon

Portfolio Lighting Web Component - An Introduction

This video is a high-level overview of some of the key differences between the Portfolio Lightning Web Component and the legacy Visualforce component....

2/20/2023 Karen Guanzon