Admin Guide - Enable Inspire Planner External Project Portal

Inspire Planner provides you with the ability to share projects with external contacts by adding them as a project collaborator. 

When a project is shared with an external contact, the contact receives an email with a link that takes them to the Inspire Planner external project portal where they can see the project and update their assigned Salesforce tasks.

This help article shows you how to enable the Inspire Planner external project portal for your Salesforce org.

Please note the following:

• You must be a Salesforce Administrator with an Inspire Planner License to be able to enable this feature. The Salesforce Administrator who enables the feature must retain the Inspire Planner License.
   
• If the Salesforce Administrator who enabled the Inspire Planner external project portal leaves the organization or if you need to change the Salesforce Administrator, you must first disable the feature and have the new Salesforce Admin re-enable it. The new Salesforce Admin should have an Inspire Planner License.
   
• Only waterfall Projects can be shared externally in the Inspire Planner External Portal. Agile and Task List Project types are not supported.

Recommended Setup for External Project Portal Usage

• All portal activity runs through the user who originally authenticated/enabled the portal.

• That user effectively acts as an integration user - all queries and updates are tied to them, even if multiple people are viewing schedules.
   
• Best practice: we recommend that you enable the external project portal with a dedicated user, so usage isn’t tied to an individual’s account.

How to Enable the External Project Portal

To enable the Inspire Planner external project portal, go to the App Launcher and enter "Inspire Planner Settings" in the Quick Find box. Then click on Inspire Planner Settings.

Look for the setting called "Enable sharing of projects to external contacts" and toggle to "Enabled".

A dialogue window will display onscreen. Allow access by clicking on Allow.

You will receive a confirmation message onscreen.