Contact Resource Filtering

Last Modified On: July 8, 2026

The Inspire Planner Resource Filter helps you quickly find available resources by displaying only Contacts that are designated as Inspire Planner resources. This makes it easier to assign project resources and review resource utilization by reducing the number of Contacts shown in resource searches.


When the Enable Resource Filter custom setting is set to TRUE, Inspire Planner uses the Inspire Planner Resource checkbox on Contact records to determine which Contacts are available as resources. Only Contacts marked as Inspire Planner Resources will appear in resource selection and assignment areas, including Resource Utilization, Resource Attributes, Project Team Assignment, and Add Collaborator.
 

This help article walks you through how to designate Contacts as Inspire Planner resources so they can be included in resource searches and assignments.

Please Note:

This feature will be available with the Inspire Planner JUL 2026 Major Release available in Production environments on August 11, 2026.

Prerequisite:

Before designating Contacts as Inspire Planner resources, Salesforce Administrators must first complete the configuration steps outlined in the Admin Guide - Configure the Inspire Planner Resource Filter.

Designate Contacts as Inspire Planner Resources

Once the Resource Filter has been configured, you can designate which Contacts should be available as Inspire Planner resources. Follow the steps below to update Contacts and make them available for resource assignment and utilization tracking.

1. Open the Contact record for the Contact you would like to designate as an Inspire Planner resource. Then, go to the Details tab.
   
   
   
    

2. Locate Inspire Planner Resource and select the checkbox to set the value to TRUE. Click Save to save your changes.
   
   

Designate Contacts as Inspire Planner Resources using List Views

Another quick way to designate multiple Contacts as Inspire Planner resources is by using inline editing in a Contact List View. This allows you to update the Inspire Planner Resource field for multiple Contacts at once, making them available for resource searches and assignments.

1. Create or select a List View.
   
   
    
2. Click List View Controls and select Select Fields to Display.
   
   
    

3. From the list of available fields, add Inspire Planner Resource to the visible fields. Use the up and down arrows to reorder the fields as needed. Click Save to save your changes.
   
   
    

4. Select the Contacts you would like to designate as Inspire Planner resources.
   
   
    

5. Hover over the Inspire Planner Resource checkbox and click the Edit icon.
   
   
    

6. Select the Inspire Planner Resource checkbox to set it to TRUE, then select the checkbox to update the selected items. Click Apply to save your changes.
   
   

Affected Inspire Planner Components 

Enabling the Inspire Planner Resource Filter impacts the way resources are displayed and selected across several Inspire Planner components. The components listed below use the filter to limit resource searches to Contacts designated as Inspire Planner resources.

Resource LWC - Utilization Tab

When searching for contacts by Attribute or Name, only Contacts that have been designated as Inspire Planner resources are displayed.

Resource LWC - Resources Tab

When viewing Contacts in the Resources tab, only Contacts that have been designated as Inspire Planner resources are displayed.
 

Resource LWC - Attributes Tab

When assigning Attributes in the Attributes tab, only Contacts that have been designated as Inspire Planner resources are displayed.

Project - Assignmen Dialog

When searching for contacts in the Assigment dialog, only Contacts that have been designated as Inspire Planner resources are returned.