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 steps have to be performed by a Salesforce System Administrator.


    1. Click on the Gear icon at 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.

      The Inspire Planner - Project Lightning Layout 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 and then you can edit the clone. 

    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.


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