Admin Guide - Update Quick Action for Project Status Report

As part of Inspire Planner's Jun 2023 (1.341) Major Release, we updated the quick action related to the Project Status report from using a Visualforce page to a Lightning Web Component (LWC). 

How can you tell which one you are using? The legacy Visualforce page displays both a "Cancel" and "Save" button at the bottom:

The new Lightning web component only displays a "Finish" button at the bottom.
 

If you are still using the legacy Visualforce page, we recommend updating your project page layout add the Quick Action for the Lightning Web component instead.

Please note:

You must be a Salesforce System Administrator to complete the steps below.

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. Next, go to Page Layouts. Then click on the page layout you are using for your projects.
   
   
    
5. Click on Mobile & Lightning Actions.
   
   
    
6. Drag "Download Status Report" under the section on the page labeled "Salesforce Mobile and Lightning Experience". If you see two (2) options for "Download Status Report", hover over each and look for the one with the name "inspire1__Project__c.inspire1__Download_Status_Report". This is the one you should add to the page.
   
   If you have the legacy Visualforce page on the layout, remove it by dragging it off the page.
   
   Then click on Save.