Knowledge Base

This help article will show you how to share project files externally in the Inspire Planner External Project Portal....

Learn best practices for managing Salesforce Tasks associated with completed, cancelled, and on-hold projects or records. This guide explains how to clean up existing tasks and automate future task updates to keep users focused on actionable work....

Enhanced Template Related Record Inheritance allows project-related records from a template to be automatically carried over when creating a new project from that template. This enhancement helps administrators ensure that important project information is consistently included when using templates, reducing the need to manually recreate related records....

The Project Calendar View within the Project Gantt experience provides users with an alternative way to visualize and manage project schedules. The enhancement allows users to seamlessly switch between Gantt and Calendar views, enabling improved schedule awareness across both tasks and appointments in a unified, time-based format....

The Inspire Planner Resource Filter helps you quickly find available resources by displaying only Contacts that are designated as Inspire Planner resources. This makes it easier to assign project resources and review resource utilization by reducing the number of Contacts shown in resource searches....

The Inspire Planner Resource Filter allows administrators to limit resource searches to Contacts that are marked as available Inspire Planner resources. This improves the user experience and performance for organizations with large numbers of Contacts by reducing the number of records displayed when assigning resources....

This help article shows you how to set the project Gantt Lightning Web component (LWC) to read-only....

This guide explains how to move sprints from one Agile Project to another. The Move Sprints feature allows users to transfer existing sprints, including their associated tasks, between projects while maintaining project structure and data integrity. This is useful when reorganizing work, consolidating Agile projects, or moving sprint-based work to a new project....

The Portfolio Dashboard provides a centralized view of all projects, enabling users to quickly assess overall portfolio health, performance, and progress. This guide explains the key components of the dashboard and how to use them to monitor project status and make informed decisions across your portfolio....

This help article walks you through adding and configuring the Project Dashboard on your Project Lightning record page....