The new Project Dashboard provides a visual, read-only executive summary directly on the Project Lightning record page, giving project managers a quick view of overall project health without navigating to reports.

Features include:

• GLWC-746 - Project Health Indicators – Displays colour-coded health indicators for each project health dimension configured by your administrator.
• GLWC-743 - KPI Summary Tiles – Highlights key project metrics at a glance, including project status, duration, progress, start date, finish date, and days overdue.
• GLWC-745 - Task Breakdown – Provides a visual breakdown of tasks by status using a stacked horizontal bar chart.
• GLWC-744 - Health Overview – Summarizes active tasks by health category (On Time, At Risk, and Late) with a proportional distribution chart.
• GLWC-747 - Project Timeline – Presents a visual timeline of project phases and deliverables, including progress indicators, a current date marker, and task tooltips with quick links to task records.
• GLWC-748 - In Progress Tasks – Displays a focused timeline of active tasks with progress indicators and highlights overdue work.
• GLWC-749 - Milestones – Lists project milestones by due date, showing status, days remaining or overdue, and quick links to milestone records.
• GLWC-750 - Overdue Tasks – Identifies overdue tasks with due dates, assigned team members, and configurable display limits.
• GLWC-750 - Upcoming Tasks – Displays upcoming tasks in due date order, including assigned resources and remaining time until due.
• GLWC-751 - Risks & Issues – Shows open risks and issues with priority indicators, descriptions, and configurable display limits.
• GLWC-752 - Team Workload – Summarizes project team members, their assigned roles, task counts, and overdue tasks to help identify workload distribution.

Additional capabilities:

• Automatically loads when the Project record is opened.
• Includes a Refresh button to reload the latest project data.
• Supports a vertically scrollable layout for easy navigation.
• Individual dashboard panels can be shown or hidden using Lightning App Builder.
• Uses native Salesforce Lightning Design System (SLDS) styling for a consistent Lightning Experience.

See Preview

For more information, please see Project Dashboard.

The new Portfolio Dashboard provides a visual, read-only executive summary directly on the Portfolio Lightning record page, enabling portfolio managers to monitor the health of all projects from a single view.

Features include:

• GLWC-800 -Portfolio Summary – Displays key portfolio KPIs, including total projects, project health distribution (On Track, At Risk, Off Track), completed projects, and overall budget utilization.
• GLWC-801 - Health Matrix – Provides a visual heat map of project health across multiple dimensions, such as overall health, budget, schedule, resources, scope, risks, and issues, helping identify projects that require attention.
• GLWC-802 - Portfolio Roadmap – Displays a timeline of all projects, showing project duration, progress, health status, and schedule alignment across the portfolio.
• GLWC-803 - Projects Needing Attention – Highlights projects that are At Risk or Off Track, including progress, budget status, and open risk counts to help prioritize action.
• GLWC-804 - Upcoming Milestones – Provides a cross-project view of upcoming and overdue milestones, sorted by urgency.
• GLWC-805 - Budget Overview – Compares planned and actual spending for each project using visual progress bars and portfolio-level budget totals.
• GLWC-806 - Effort Overview – Compares planned versus actual labour hours across projects to help monitor resource effort and utilization.
• GLWC-807- Portfolio Risks – Consolidates open risks and issues from all projects, displaying priority, ownership, project association, and risk type.
• GLWC-808 - Resource Allocation – Summarizes team members assigned across the portfolio, highlighting project assignments, project health distribution, and individuals supporting multiple at-risk projects.

Additional capabilities:

• Automatically loads when the Portfolio record is opened.
• Includes a Refresh button to reload the latest portfolio data.
• Supports a vertically scrollable layout for easy navigation.
• Individual dashboard panels can be shown or hidden, and configurable display limits can be set using Lightning App Builder.
• Uses native Salesforce Lightning Design System (SLDS) styling for a consistent Lightning Experience.
• Version 1 supports Static Portfolios only, with support for Dynamic Portfolios planned for a future release.

See Preview
 

For more information, please see Portfolio Dashboard.

Task Console has been significantly enhanced with new ways to visualize and manage work, improved performance, expanded customization, and a modernized user experience. In addition to the existing grid, users can now seamlessly switch between Grid, Kanban Board, and Calendar views while working from the same dataset. 

Enhancements include:

• IP-1223 - Added Kanban Board and Calendar views alongside the existing Grid view, with seamless switching between views.
• IP-1241 - Introduced a modernized user interface with enhanced status indicators, owner avatars, improved subject links, and alternating row styling.
• IP-1226 - Added a drag-and-drop Kanban Board grouped by Status, Priority, Health, or Due Date.
• IP-1230 and IP-1231 - Added Month and Agenda Calendar views with color-coded tasks displayed by due date.
• IP-1227 - Unified all views to use a single shared dataset, ensuring consistent task counts and data across Grid, Board, and Calendar.
• IP-1229 - Introduced server-side calculated KPI Summary cards for accurate counts regardless of dataset size, with support for multi-select filtering.
• IP-1233 - Enhanced grouping with improved visuals, additional Related To grouping, and instant regrouping without reloading data.
• IP-1240 - Improved the Related To column with object icons and direct links to related Salesforce records.
• IP-1237 - Expanded user preference persistence to remember the selected view, filters, grouping, hide completed setting, and calendar mode.
• IP-1238 - Integrated Log Time directly into Task Console for faster time entry from both Grid and Kanban views.
• Improved synchronization between Status and % Complete so updates remain consistent automatically.
• Added full support for custom task statuses across KPIs, grouping, filtering, hide completed, and inline editing.

See Preview

For more information, please see Task Console.

This release introduces new enhancements to the Inspire Planner External Portal, expanding how external collaborators such as clients, contractors, and partners can engage with project work. 

These enhancements further improve external collaboration, task management, and cross-project visibility through a streamlined and intuitive web-based experience.

Included with Inspire Planner (manual enablement required):

• IP-1098 - My Tasks (Unified Task View) - Offers a single view of all tasks assigned across projects, with inline updates and status tracking.
• User Experience Improvements - Introduces a simplified navigation structure and consistent grid-based interface across the portal.

Additional Premium+ Features:

• IP-1102 - Task Chat - Enables task-based communication between external users and internal teams, integrated with Salesforce Chatter.
• IP-1101 - Additional Object Tabs - Displays custom project-related records such as risks and change requests in read-only tab views.
• IP-1106 - Checklist Items Support - Enables users to view and track checklist items within assigned tasks to support detailed task execution tracking.

Important – Inspire Planner - External Portal 2.0 Rollout
Inspire Planner - External Portal 2.0 is hosted in a shared environment and is updated for all customers simultaneously.

Unlike your Salesforce managed package upgrade, Inspire Planner - External Portal 2.0 cannot be upgraded individually for each organization.

Inspire Planner - External Portal 2.0 will be deployed for all customers on August 10, 2026 and available beginning August 11, 2026, regardless of your organization's Salesforce managed package upgrade schedule.

Premium+ customers may continue scheduling their Salesforce managed package upgrade through August 31, 2026. However, Inspire Planner - External Portal 2.0 will already be running the new version beginning August 11 for all customers.


See Preview

For more information, please see Inspire Planner External Project Portal

New custom settings have been introduced for Inspire Planner - External Portal 2.0, allowing administrators to enable or disable new features. These settings provide greater control over the portal experience by allowing customers to configure which features are available to portal users.

Manual enablement required. Additional Object Tabs, Task Chat, Checklist Items, and other Premium+ Portal features are not enabled automatically. These features require a Premium+ Success Plan. Please contact customer.success@inspireplanner.com to have these features enabled for your organization.

Admin Guide - Inspire Planner External Portal

This release introduces a new Calendar View within the Project Gantt experience, providing users with an alternative way to visualize and manage project schedules. The enhancement allows users to seamlessly switch between Gantt and Calendar views, enabling improved schedule awareness across both tasks and appointments in a unified, time-based format.

See Preview
 

For more information,  please see Project Calendar View

This release introduces a comprehensive visual refresh of the Inspire Planner Gantt

The enhancement focuses on improving readability, consistency, and at-a-glance interpretation of project schedules by standardising colours, layout density, and interaction behaviour across task bars, milestones, grid elements, and navigation controls.

Key improvements include a new status-driven visual system for task bars and milestones, and enhanced visual cues such as live status-based icon updates, critical path highlighting, and improved dependency styling. The toolbar and header areas have also been redesigned for a more compact, modern layout using a consistent icon system.

Overall, this restyle delivers a more cohesive and intuitive scheduling experience, ensuring that users can interpret project status, progress, and critical work faster and more consistently across the platform.

Gantt LWC - Navigating the Inspire Planner Project Gantt

Creating a project from a template now includes the ability to copy related records associated with the template project. This includes standard Inspire Planner records, such as Risks, Issues, and Change Requests, as well as customer-specific custom object records that have a relationship to the Project.
 

This enhancement provides a more complete project setup experience by allowing important project information and related records to be carried forward when creating projects from templates, while also supporting customer-specific extensions.

For more information, please see the following help articles which have been updated to include these enhancements.

• Gantt LWC - Save As (Clone) Function
• Gantt LWC - Insert Multiple Templates

Manual enablement required.
This feature is not enabled automatically as part of the upgrade. An administrator must complete the required configuration steps before it becomes available. See the applicable Admin Guide for setup instructions.

Admin Guide - Project Template Related Records Inheritance
 

Added the ability to move a sprint and all of its associated user stories from one Agile project to another. This simplifies managing active work when closing or completing Agile projects.

For more information, please see Agile Projects - Move Sprints to Another Agile Project

Added the ability to disable the Print and Export buttons, allowing administrators to prevent users from printing or exporting project data when required.

Manual enablement required.
This feature is not enabled automatically as part of the upgrade. An administrator must complete the required configuration steps before it becomes available. See the applicable Admin Guide for setup instructions.

Admin Guide - Disable Print and Export in the Gantt LWC

Added an optional resource filter to improve performance and simplify resource selection in organizations with large numbers of Contact records. When the new Enable Resource Filter setting is enabled, Inspire Planner only displays Contacts marked as Inspire Planner Resource in resource-related searches and lookups, including Resource Utilization, Resources, Attributes, task assignments, and project collaborators.

For more information, please see Contact Resource Filtering

The Inspire Planner Settings Console has been enhanced to provide 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. 

Enhancements include:

• IP-1290 - Positive Toggles for "Disable" settings -  Several settings that were previously stored as Disable checkboxes are now displayed as positive toggles. This provides a more intuitive experience - for example, Auto-set project to In Progress, Enforce Completed at 100%, and Map Status to % Complete. The underlying configuration remains unchanged, ensuring full backward compatibility.
• IP-1291 - Instant Toggles and Batched Save Bar - Configuration changes are now easier to manage. On/off toggles save immediately when changed, while text fields and other editable values are saved together with a single Save action. This provides a faster experience for quick setting changes while allowing multiple related updates to be applied at once.
• IP-1292 - Improved Security - 

  The Inspire Planner Settings Console is available only to users with the Inspire Planner Administrator permission set. This helps ensure that only authorized administrators can view and modify configuration settings.

• IP-1293 - Validate Referenced Statuses, Fields & Pages on Save -The Inspire Planner Settings Console validates supported settings before saving. If a value such as a Status, field API name, or Visualforce page is invalid or does not exist, a clear validation message is displayed so you can correct it before the changes are saved.

• IP-1294  - Masked Sensitive Settings - Sensitive values, including the Scheduler Token and Portal Client ID, are now masked by default. Administrators can choose to reveal these values when needed, helping prevent sensitive information from being exposed on screen.

• IP-1295 - One Place for Scheduled, On-Demand & Migration Jobs - A new Maintenance Jobs page brings all Inspire Planner maintenance jobs together in one place. Administrators can run jobs and view their last run status from a single screen, making it easier to monitor and manage background processes.

• IP-1296 - Native Lightning (SLDS2) Look & Feel - The Inspire Planner Settings Console has been redesigned with a modern, Salesforce-native interface, providing a familiar and seamless administration experience.

• IP-1297 - Search, Show Advanced, Help Icons & Feature Badges - The Inspire Planner Settings Console makes it easier to find and manage settings with a Quick Find search that filters settings across all configuration groups. Advanced settings are hidden by default to reduce clutter and can be displayed when needed. Settings with additional guidance include an information icon with inline help, while Premium+ features are clearly identified with a Premium+ badge.

For more information, please seeInspire Planner Settings

An issue was identified where the Stopwatch component could not be used on custom objects that do not contain a standard Name field. This has been resolved by enhancing the Time Tracker record retrieval logic to properly support objects without a standard Name field, allowing the Stopwatch component to function correctly on these objects.

Resolved an issue where the Update Status of all Project Tasks from Status of related Salesforce Tasks action in Inspire Planner Settings did not update the corresponding Project Task statuses after being executed.

Fixed an issue where task assignment email notifications displayed merge field codes instead of the expected field values. Email templates now correctly resolve merge fields, ensuring recipients receive properly formatted task assignment notifications.

Resolved an issue where Parent Tasks were not consistently updated to Completed status and 100% Complete after all child tasks were marked as complete. In some scenarios, the parent task remained in an In Progress or Not Started state, and the % Complete indicator continued to display incorrectly.

The issue was related to the Parent Rollup process, where the rollup job responsible for updating parent task values was not always processing correctly. Enhancements were made to ensure Parent Task rollups are executed reliably and that Status and % Complete values are updated as expected after child task completion.

This fix improves consistency when synchronizing task updates and ensures that parent tasks accurately reflect the completion status of their subtasks.