Last Modified On: June 13, 2025
The Resource Profile makes it easier to manage resource details by bringing important information together in one place. Previously, resource details—such as hourly rates and working hours—were stored directly in the Salesforce User and Contact object, which created challenges around permissions, complexity, and data sensitivity.
With the integrated Resource Profile:
This help article will walk you through the necessary configurations to enable the integrated resource profile.
Please note:
You must be a Salesforce System Administrator to complete the steps outlined in this help article as it requires access to Salesforce Setup.
When the integrated Resource Profile is enabled, the following occurs:
When you click on a user or contact in the Resources subtab within Resource Management, Inspire Planner automatically checks if they already have a Resource Profile. If one doesn’t exist, Inspire Planner will automatically create it for you. Any existing Hourly Rate and Working Hours Per Day from the user or contact record will be copied into the corresponding fields on the new Resource Profile—making setup quick and easy.
When Integrated Resource Profile is enabled, Resource Utilization will use the Working Hours per Day from the Resource Profile. If the feature is not enabled, it will continue to use the values from the User or Contact record.
When Use Effort to Calculate Cost is enabled, when you create Project Team records in a project and leave the Billable Rate and Cost Rate fields blank, Inspire Planner follows a specific order to find the rates:
It first checks if there’s a Rate Card linked to the Project Team.
If there’s no Rate Card, it looks for a Resource Profile and uses the Default Billable Rate and Default Cost Rate from there.
If the Resource Profile doesn’t have rates, only then does it reference the Hourly Rate from the User or Contact record.
Since Inspire Planner prioritizes the Resource Profile for rates, we don’t recommend disabling the integrated Resource Profile once it’s enabled, as the system will continue to look for rate values there first.
Access to the Resource Profile object and its fields are already included with the following Inspire Planner Standard Permission Sets:
If you are using custom permission sets, you will need to edit them to grant access to the Resource Profile object and its fields. You only need to complete the steps in this section if you are using custom permission sets. Otherwise, you can proceed to the next step.
Access to Apex Classes used in Inspire Planner is already included with the following Inspire Planner Standard Permission Sets:
If you are using custom permission sets, you will need to edit them to grant access to Apex Classes used by this feature. You only need to complete the steps in this section if you are using custom permission sets. Otherwise, you can proceed to the next step.
The migration job will check if a Resource Profile already exists for each user or contact. If it does, the profile is updated; if not, a new Resource Profile is created.
If a Resource Profile exists, then the job will update the resource profile record and copy the following values from the user or contact record and update the resource profile record:
If a Resource Profile does not exist, then the job will create a resource profile record and copy the following values from the user or contact record and update the resource profile record:
Click on the App Launcher and enter "Inspire Planner" in the Quick Find box. Click on Inspire Planner Settings.
Look for "Migrate to Resource Profiles" and click on Execute Migration to Resource Profiles.
The next step is to enable the Resource Profile custom setting.