Admin Guide - Template Console - BETA

Last Modified On: November 2, 2026

Overview

The Template Console is where you manage your project templates as versioned products and roll improvements into the projects already running them. Instead of a template improvement only reaching new projects, Smart Sync lets you push the change into active projects - reviewing every change, protecting work that has already started, and showing the schedule impact before anything happens. 

This article walks you through how to turn on the Template Console, give users access, set up the tab and record pages, migrate existing templates, and enable Smart Sync (Premium+).

Availability

Note: Both features are BETA. Turning them off hides the screens but never deletes templates, versions or sync history.
 

Before you begin

Before you get started, confirm the following:

1. Inspire Planner is upgraded to the NOV 2026 Major release or later.
2. You have the Inspire Planner Administrator permission set (needed to open Inspire Planner Settings) and the System Administrator profile or equivalent Setup access.
3. Inspire Planner system jobs are scheduled (Inspire Planner Settings → System Jobs & Maintenance). The Beacon job retries Smart Sync work for projects that were locked by an editor.
4. Recommended: Chatter is on. After a sync, each project owner is @mentioned with a summary of the changes. If Chatter is off, the sync still runs; only the notification is skipped.

Step 1 - Turn on the Template Console

The Template Console can be enabled for all Inspire Planner users or selectively enabled for specific users, depending on your organization’s requirements.

 

Turn it on for all users

1. Open the Salesforce App Launcher, enter "Inspire Planner Settings", and then click Inspire Planner Settings.
   
   
    
2. Navigate to General & Branding.
   
   
    
3. Switch on Template Console. The switch saves immediately.
   
   
   Note: If Enable all BETA features is on, Template Console shows as on and locked, with the note “On because Enable all BETA features is on”. Turn off Enable all BETA features first if you want to control the Template Console on its own.

Turn it on for some users only

The setting lives in the Inspire Planner Config custom setting, which supports profile and user overrides. To pilot the Template Console with a small group, leave it off at org level (leave off in Inspire Planner Settings) and turn on Enable BETA Template Console for a profile or user:

1. In Setup, enter "Custom Settings in the search box, and click Custom Settings.
   
   
    
2. Click Manage beside Inspire Planner Config.
   
   
    
3. Click New (below the Default Organization Level Value section).
   
   
    
4. Choose the Profile or User in Location.
   
   
    
5. Set Enable BETA Template Console to TRUE, and then click Save.
   
   

Step 2 - Assign Permission Sets

Template Console users need their usual Inspire Planner permission set (for project access) plus one of the Template permission sets below.
 

Note: Smart Sync actions (Review & Sync, apply, revert) also need the Manage Template Sync custom permission. It is included in the Template Admin and Template Owner permission sets.

1. In Setup, enter "Permission Sets" in the search box. Then, click Permission Sets.
   
   
    
2. Click Inspire Planner Template Admin.
   
   
    
3. Click Manage Assignments.
   
   
    
4. Click Add Assignment.
   
   
    
5. Select the users you want to assign the permission set to and click Next.
   
   
    
6. Set the expiration option to No expiration date, then review the selected users and click Assign to continue assigning the permission set.
   
   
    
7. Click Done to finish.
   
   
    
8. Repeat the steps above to assign the appropriate permission sets to your users.

Step 3- Add the Template Console tab to the app

The Template permission sets make the Template Console tab visible, but it still has to be added to the app’s navigation bar.

1. In Setup, enter "App Manager" in the search box, and click App Manager.
   
   
    
2. Find the Inspire Planner App and click Edit.
   
   
    
3. Go to Navigatio Items.
   
   
    
4. Move Template Console to Selected Items and click Save.
   
   

Step 4 - Activate the template record page

When a user opens a template from the Template Library, Salesforce shows the Project Template record page. Inspire Planner ships a ready-made page, Template Console Record Page, with the Overview, Composition, Active Projects, Versions and Sync Runs tabs.

1. In Setup, enter "Lightning App Builder" in the search box and click Lightning App Builder.
   
   
    
2. Click Edit next to Template Console Record Page (object: Project Template).
   
   
    
3. Click Activation, assign as Org Default (or assign it to the Inspire Planner app and the profiles that use templates). Then, click Save.
   
   

Components available in Lightning App Builder

Step 5 - Add Sync History to project pages (Premium+)

Project managers can see what Smart Sync changed in their project when the Inspire - Template Sync History component is on the project record page.

1. Open the Project Lightning Record page you use. The screenshot provided below is an example.
   
   Note:If you are using one of the standard Inspire Planner Lightning Record Pages, you must first clone the page. You can then edit the cloned page to apply your desired changes.
   
   
    
2. Click Edit.
   
   
    
3. Under "Custom", drag Inspire - Template Sync History onto your desired position on the page. For example, you can drag it into its own tab, a side column, or in the "Related" tab. Then, click Save.
   
   
    
4. If prompted, activate the page for the app or profiles that use it.
   
   Note: The component shows nothing when the Template Console is off, so it is safe to add before you turn the feature on.

Step 6 - Add the Migrate to Template Console action

Existing Inspire Planner templates (projects marked as a template) can be moved into the Template Console with the Migrate to Template Console action on the project record.

For instructions, please see Admin Guide - Migrate to Template Console Action.

Step 7 - Migrate existing templates

Migration turns an existing template project into version v1.0 (Active) of a new template family. It also links every project already created from that template, so Smart Sync can compare those projects with future versions. Nothing in the projects’ schedules changes.

For instructions, please see Migrate Existing Templates to Template Console.

Step 8 - Enable Smart Sync (Premium+ only)

Smart Sync depends on Advanced Scheduling, the native scheduling engine that recalculates schedules inside Salesforce. Advanced Scheduling is a private BETA for Premium+ customers. It is not in Inspire Planner Settings and is not turned on by Enable all BETA features.

1. In Setup, enter "Custom Settings" in the search box, and click Custom Settings.
   
   
    
2. Click Manage next to Inspire Planner Config.
   
   
    
3. Click Edit.
   
   
    
4. Set Enable BETA Advanced Scheduling to TRUE and click Save.
   
   
   
   Note: Advanced Scheduling is read only from the org-level value. Profile or user overrides have no effect, so every project recalculates with the same engine.

Keeping Opportunity product mappings current

If projects are created from Opportunities, each Project Template Mapping record links a product to one specific template version. Promoting a new version does not move these mappings. After every promotion, open the Project Template Mapping records for that template and change the Project Template field to the new Active version. Projects created before the change keep the version they started from.

How Smart Sync runs in the background

• Approved changes are applied by a background job, one project at a time, so large portfolios do not block the user.

• If a teammate has a project open for editing, that project is skipped and retried by the Beacon system job. Keep system jobs scheduled.

• When a sync changes a project’s tasks, the project’s schedule is recalculated automatically.

• Progress and results are on the template’s Sync Runs tab. Background jobs are also visible in Setup → Apex Jobs.

•  Reverting a sync restores removed tasks from the Recycle Bin. Salesforce keeps deleted records for 15 days, so revert a sync within that window.

Turning features off

Troubleshooting

Settings reference