With Project Files in External Portal, both Salesforce users and external collaborators can now upload and download files directly, streamlining project document management across teams.

• Bi-directional file sharing – External collaborators can add files from the portal, and Salesforce users can manage files on their end.
• Upload & download files seamlessly from either Salesforce or the External Portal.
• Secure file access with project-level controls—enable or disable file sharing per project.
• Granular file permissions—choose which files to share externally.
• File size limit: 2 GB per file (for files uploaded internally in Salesforce) and 30 MB per file (for files uploaded on the external project portal).

Preview this feature

For more information, please see External Project Portal - Share Project Files

If you have custom permission sets, you will need to edit them and grant Read Access and Edit Access to the following fields in the Project object:

• Enable External File Sharing

You will also need to add the following Apex Classes:

• Inspire1.ContentDocumentLinkTriggerHandler
• Inspire1.ContentDocumentLinkTriggerHandler

You will need to add the following fields in the Project Object - Page Layout and Project Lightning Record pages:

• Enable External File Sharing

You will need to add the following fields in the Content Version Object - Page Layout:

• Share Externally
• Uploaded from Portal

Our new Multi-Baseline Support allows you to establish and manage up to five baselines, giving you greater visibility into how your projects evolve over time.

• Define up to five project baselines instead of just one.
• Easily switch between baselines to compare planned vs. actual timelines.
• New expand/collapse grouping for a cleaner project view.
• Simplified column controls—toggle baselines on/off with a single setting.
• Enhanced Set Baseline options, including the ability to apply changes to all tasks or new tasks only.

Preview this feature

For more information, please see Gantt LWC - Set Project Baseline

• Baseline 2 Duration
• Baseline 2 Duration Unit
• Baseline 2 Finish
• Baseline 2 Start
• Finish Variance 2
• Start Variance 2
• Baseline 3 Duration
• Baseline 3 Duration Unit
• Baseline 3 Finish
• Baseline 3 Start
• Finish Variance 3
• Start Variance 3
• Baseline 4 Duration
• Baseline 4 Duration Unit
• Baseline 4 Finish
• Baseline 4 Start
• Finish Variance 4
• Start Variance 4
• Baseline 5 Duration
• Baseline 5 Duration Unit
• Baseline 5 Finish
• Baseline 5 Start
• Finish Variance 5
• Start Variance 5

You will also need to edit the project task page layout and add the above fields to the page layout.

You can now launch a custom Lightning Web Component via an icon in the project Gantt.

We've added a new component setting to the Gantt LWC which allows you to disable the "Insert Multi-Template" icon in the project toolbar.

This also provides you with the flexibility to choose when the "Insert Multi-Template" icon is available to a user or not.

Enhancements

Description

Impact/Action Needed

With this enhancement, you can now create multiple project-based allocation records for the same resource. For example, you may have a resource allocated to a project for the first and last week of the month. 
 

For more information, please see Resource LWC - BETA - Project Allocations

If you are using custom permission sets, you will need to grant Read, Create, Edit, and Delete access to the Project Allocations object.

You will need to enable Read Access and Edit Access to all fields in this object.

You will also need to add the following Apex Classes:

• Inspire1.ProjectAllocationTriggerHandler
• Inspire1.ProjectAllocationTriggerHandlerTest

Please deactivate the following validation rules in the Project Team object:

• Finish_required_fro_Project_mode
• Prevent_Allocation_and_Hours
• Prevent_Start_Greater_Than_Finish
• Start_required_fro_Project_mode
• User_or_Contact_Required

• Default Project Assignment Model
• Filters 

Resolved Issues

Description

Impact/Action Needed

The following values are no longer carried over when applying templates or using the "Save As" feature to clone projects:

• Project Task Actual Effort
• Project and Project Task Chatter posts

• "Status" column is now visible 
• Value in Salesforce Task "Comments" field is now correctly being displayed under "Description" 

• Click on "Apply" now correctly applies the selected date range
• Resource utilization now correctly displays for the selected date range

Enhancements

Description

Impact/Action Needed

Resolved Issues

Description

Impact/Action Needed

Deprecated Items

Description

Impact/Action Needed

The Role field in Project Task object has now been deprecated. The Role field will no longer be displayed as a default column in the Project Gantt.

If you have not migrated from Role to Multi-Role, please do the following:

1. You can add the "Role" field in the "Inspire Planner - Custom Fields" field set in the project task object to add the Role column in the Project Gantt. 
2. To migrate values from Role to Multi-Role (please see Admin Guide - Migrating from Role to Multi-Role
3. If the Role field is included in a report or dashboard, remove it and replace with Multi-Role field.
4. Once you've migrated from Role to Multi-Role, remove the "Role" Field from the "Inspire Planner - Custom Fields" field set in the project task object

The Resources tab has now been deprecated and will no longer be displayed as an available tab in the Inspire Planner tab ribbon.

If you would like to continue using the legacy Resource Allocation VF page, you can click on the Edit Icon (pencil icon) at the end of the tab ribbon and add the tab back.
 

If you would like to start using the Resource Lightning Web Component (LWC):

1. Remove the Resources Tab from any apps where this tab has been added. 
2. Begin using the Resource Lightning Web Component (LWC) and train your users to use this component instead.