Last Modified On: August 7, 2026
The Inspire Planner Settings Console provides Salesforce administrators with a centralized, modern interface for managing Inspire Planner settings.
It consolidates application settings - including those previously maintained in the Inspire Planner Config custom setting - into a single, easy-to-use administration page.
Note: This help article has been updated to include the new features and enhancements available with Inspire Planner's JUL 2026 Major Release, which will be available in Production environments beginning August 11, 2026.
You must be a Salesforce Administrator with an Inspire Planner license and the Inspire Planner Administrator permission set assigned.
Click the App Launcher and enter "Inspire Planner" in the Quick Find box. Then, click Inspire Planner Settings.
Learn how to navigate the Inspire Planner Settings Console to quickly find and manage configuration settings.
Settings are organized into nine groups, shown in the left navigation in the same order as the Post-Install Instructions. Only users with the Inspire Planner Administrator permission set can open the console; other users see a notice explaining that the page is for administrators.
Use the left navigation to move between groups. Each group is divided into cards, and the active group is marked with a fuchsia accent bar.
External Portal
Step 1
Share projects with external contacts and control portal features.
Salesforce Task Sync
Steps 2 · 7
Map the task Start Date and align your org’s statuses to Inspire Planner categories.
Time Tracking
Steps 4–5
Time tracker, timesheets, stopwatch, and cost behaviour.
Projects & Templates
Steps 9–11
Default project settings, templates, and project lifecycle rules.
Resources & Roles
Step 8
Resource profiles, the resource filter, and default effort.
System Configuration
—
Task record type and integration field API names.
General & Branding
Notifications, currency, brand colour, logo, and feature flags.
Scheduling & Export
On-demand scheduling engine and PDF/PNG export endpoints.
System Jobs & Maintenance
Steps 6–8 · 12–15
Run and monitor scheduled jobs, on-demand batches, and migrations.
The Quick Find box at the top of the navigation filters every setting in every group by its name and description as you type. Press the “/” key from anywhere on the page to jump straight to it. Each group shows how many matches it contains, and any matching advanced setting is revealed automatically so you never miss a result.
Rarely-changed settings are hidden behind the Show advanced switch in the header. Turn it on to reveal them; each card notes how many advanced settings it is hiding while the switch is off.
Settings carry small markers to help you understand them at a glance:
Information icon (ℹ) - Hover it to read the field’s help text.
Advanced - The setting is hidden until you turn on Show advanced.
Premium+ Feature - The four portal collaboration features (Chatter, Checklists, File Sharing, Custom Object tabs) require a Premium+ Success Plan.
Beta - A preview feature not recommended for production orgs.
On/off switches save the moment you flip them and show a brief confirmation. Some switches are stored internally as “Disable …” flags, but the console always presents them positively - ON always means the feature is on.
Text, number, picklist, lookup and chip values do not save on their own. As you edit them, a save bar appears at the bottom of the page and counts your unsaved changes. Click Save changes to commit them together, or Discard to restore the stored values. If any one value is rejected, none of them are saved.
The console checks that the values you enter make sense before saving - that a status exists in the picklist, that a field API name exists on the object, that a Visualforce page exists, that a colour is a valid hex code, and that a template lookup points at a real project template. If a value does not pass, its row is highlighted in red with a short explanation and the save bar stays open so you can correct it. Clearing a field is always allowed.
The Scheduler Token and Portal Client ID are shown masked. Click the eye control to reveal the full value. To change a masked value, click into the field and type the new one - the field clears first so you always enter a clean value.
The last group gathers all Inspire Planner maintenance jobs in one place:
System jobs - Schedule the Beacon and nightly processes. A chip shows how many jobs are scheduled and when they next run.
On-demand jobs - Reconcile data, update task statuses, refresh page layouts, and synchronise role attributes. Each has a Run button.
One-time migrations - Multi-role and resource-profile migrations. They are safe to re-run.
Note: Apply global defaults asks you to confirm because it overwrites the settings of every project template. Migrate to resource profiles requires the Resource Profiles feature to be enabled first.