Admin Guide - Change Brand Primary Colour for Project Status Report

Last Modified On: June 3, 2025

The Project Status Report is a downloadable PDF that provides a comprehensive snapshot of your project, including key details like Project Name, Status, % Complete, Owner, and overall Project Health (KPIs). It also highlights important tasks, as well as active risks and issues.

You can generate the report by clicking the Download Status Report button on the Project Detail page. Once generated, the report is automatically attached to the project and stored in the Files Related List, making it easy to access and share. You also have the option to download a separate copy for distribution or record-keeping.

This admin guide walks you through the steps to change the primary brand color used in the Inspire Planner Project Status Report. Customizing the primary color allows you to align the report’s appearance with your organization’s branding, ensuring a consistent and professional look across all project communications.

Please note:

You must be a Salesforce System Administrator to complete the steps in this guide as it requires access to Salesforce Setup.

1. In Setup, enter "Custom Settings" in the Quick Find box and click on Custom Settings.
   
   
    
2. Click on Manage beside Inspire Planner Config.
   
   
    
3. Click on Edit.
   
   
    
4. Look for the setting called 'Brand Primary Color' and enter the HEX code of the color you would like to use. Click on Save when finished.