Admin Guide - External Project Portal - Define Project List Columns

Last Modified On: October 14, 2025

Inspire Planner makes it easy to collaborate with people outside your organization by allowing you to share projects with external contacts as Project Collaborators. 

When you share a project with an external contact, they’ll receive an email with a link to access the project through the Inspire Planner External Project Portal. From there, they can view project details and update any tasks assigned to them—helping to keep everyone informed and aligned.

Inspire Planner Administrators can choose which Project fields are displayed to an External Collaborator when viewing the Project List. This allows portal users to see pertinent project information without needing code changes.

Please note:

You must be a Salesforce System Administrator to complete the steps in this help article as it requires access to Salesforce setup.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Project" in the Quick Find box and click on Project.
   
   
    
3. Go to Field Sets and click on External Portal Columns.
   
   
    
4. From the list of available fields at the top, drag the fields you want into the In the Field Set box. The order of fields in this box (top to bottom) determines how they appear as columns in the project list (left to right).
   
   
    
5. Click on Save when finished.

When an external collaborator logs into the External Project Portal, they’ll see the fields you’ve configured displayed as columns in their project list.