Activate Standard Project Lightning Record Page

Inspire Planner comes with a standard Lightning Record page for Projects. However, you need to activate the page in order to use it. This help article will walk you through how to activate the Project Lightning Record page.

Please note the following: 

• If you are a current Inspire Planner customer with projects in the legacy Gantt Visualforce component, please refer to the Gantt Lightning Web Component (Gantt LWC) - Admin Guide for instructions on how to modify your Project Lightning record page to support both Gantt Visualforce and Gantt LWC projects.
   
• The steps below have to be performed by a Salesforce System Administrator.

1. Click on the Gear icon in the top right corner and go to Setup.
   
   
    
2. Go to Object Manager.
   
   
    
3. Enter "Project" in the Quick Find box and click on Project.
   
   
    
4. Click on Lightning Record Pages. Then click on "Inspire Planner - Project Lightning Layout (LWC)".
   
   Please note the following:
   
   The "Inspire Planner - Project Lightning Layout (LWC)" is part of a managed package which means that you cannot edit it. If you would like to edit the components on the page, you will need to clone it first, and then you can edit the clone. 
   
   If you plan on enabling Agile and/or Task List Projects in Inspire Planner, you will need to enable the Inspire Planner - Multi-type Project (LWC) Lightning record page instead. Please follow the instructions here: Agile Projects - Admin Guide
   
   
    
5. Click on View.
   
   
    
6. Next, click on Activation at the top right corner.
   
   
    
7. Click Assign as Org Default and click on Close.
   
   
    
8. Select Desktop as the form factor and click on Next.
   
   
    
9. Click on Save.