Last Modified On: July 14, 2026
Need some help getting familiar with the Inspire Planner Project Gantt? The article below will walk you through the project interface, so you become familiar with the different sections and icons displayed on the page.
Please Note:
This help article has been updated to include features and enhancements available with the Inspire Planner July 2026 Major Release, which will be available in Production environments on August 11, 2026.
First, let's familiarize ourselves with the different areas of the Inspire Planner Project Gantt.
The Project Name can be found in the upper left-hand corner of the page. The Project Toolbar is the set of icons to the left. The Gantt Toolbar is in the upper right-hand corner of the page. See image below.
The Task List is on the left, while the Gantt chart is on the right.
You can drag the divider left or right to see more of each side.
The Task List is divided into frozen columns and task detail columns. Frozen columns remain fixed and visible as you scroll horizontally through the task details, allowing you to keep key task information in view while reviewing additional fields.
To move a column to the frozen section, right-click the column heading and select Move column to freeze. The column will be added to the frozen area and remain visible while you scroll horizontally through the task details. To remove a column from the frozen section, right-click the column heading and select Move column to locked. The column will be moved back to the task details section and placed at the end of the columns.
You can re-order columns by clicking and dragging the column heading to your desired location. The column will be placed in the new position once you release it.
To display or hide columns, right-click on any column heading and click on Columns. Select the fields you would like to display. De-select the fields you would like to hide.
The fields/columns displayed above the horizontal line will appear in the Frozen section, while the fields/columns displayed below the horizontal line will appear in the task details section. Once a field/column is visible, you can drag and drop it between the Frozen section and task details to adjust where it is displayed.
The summary footer displays a stacked bar that provides a visual breakdown of tasks by status. It allows you to quickly see the distribution of tasks across different statuses, helping you understand overall task progress at a glance. The breakdown updates automatically based on the tasks in the project.
Several background processes run in Inspire Planner to synchronize task statuses, calculate rollups, and manage project data. When a project is opened, the Project UI automatically applies any required recalculations. If values are updated as a result, an “Unsaved Changes Detected” message appears, and adjusted fields are marked with a red change indicator. This message may still appear even if the adjusted fields are in hidden columns.
The Project Toolbar is the set of icons to the left. Each icon performs a specific action in the project plan. Unsure of what the icons do? Hover over each icon to see a brief description. See below for more information.
The Gantt Toolbar is the set of icons in the top right corner. Each icon performs a specific action on the Gantt Chart and also allows you to adjust your project settings.
The Task Action Icons are displayed to the left of each project task and provide quick access to common task actions and indicators. Depending on the task and your permissions, these icons allow you to perform actions such as logging time, opening the task’s Chatter feed, marking a task as complete, and viewing or managing checklist items without opening the task record.
Please note:
If you do not see a specific action icon, it may be hidden. You can choose which action icons are displayed by showing or hiding the corresponding columns in the Project Gantt.
You can undo or repeat unsaved changes made within the project using the Undo Action and Repeat Action icons in the project toolbar.
The red number displayed beside each icon indicates the number of unsaved changes that can be undone or repeated.
Note: Only unsaved changes can be undone or repeated.
Some changes are not supported by the Undo and Repeat actions and cannot be reversed using these icons. These include:
After you save the project, the Undo Action and Repeat Action icons become disabled (grayed out), indicating that there are no longer any unsaved changes available to undo or repeat.
To learn more, check out the Inspire Planner Help tab for How-To Guides, or submit a Help Ticket and the Inspire Support Team will get back to you.