See below for what's coming with Inspire Planner's October 2025 (1.389-1.392) Major Release.
Released To:
Sandboxes: October 6, 2025, at 10 PM ETProduction: November 3, 2025, at 10 PM ET (release date updated as a courtesy extension for validation)
Available In:
Sandboxes: October 7, 2025Production: November 4, 2025
Premium + Production Upgrade Deadline: December 1, 2025
Please note:
Content in this release notes are subject to change until November 3, 2025.
This section contains new features, enhancements and fixes specific to the Lightning Web Components - Gantt LWC, Portfolio LWC, and Resource LWC.
Users can now save a preferred project column layout once and apply it across all current and future projects they are part of. This eliminates the need to configure layouts on a project-by-project basis.
A new “Save As My Default Layout” button lets users capture their current layout.
From the User's Profile, when user clicks on “Assign Default Project Layout” applies it to:
All projects where the user is a Collaborator or Project Team Member
New projects (if no template is applied)
Existing projects (overwriting prior user project settings)
See a Preview
For details, seeGantt LWC - Set a Default Project Layout
Previously, once a Project Task was marked as Completed, it no longer impacted scheduling. Changes to Predecessor dates did not reschedule the Completed task or its Successors.
To address this, a new Project setting has been added: Reschedule Completed Tasks (checkbox).
This flexibility helps project managers maintain realistic schedules when task completion timing changes, while still allowing the option to keep completed tasks locked if preferred.
For details, see:Gantt LWC - Reschedule Completed Tasks Setting
If you are using custom permission sets, you will need to edit them to enable read access and edit access to the following field in the Project Object:
Reschedule Completed Tasks
You will also need to add this field to your project page layouts and Lightning record pages.
This feature introduces visual indicators on Project Task and Salesforce Task records, providing an at-a-glance view of task health. Tasks are automatically marked as On Time (🔵), At Risk (🟠), or Late (🔴) based on planned finish dates, percent complete, and remaining work. This enhances visibility, speeds up decision-making, and standardizes task status across projects—helping team members quickly identify priorities without reading text values.
For details, see
Project Task Health Indicator
Users can now switch between Planned and Actual effort views in the Resource Utilization component, making it easier to compare estimated work against completed work for better project tracking and decision-making.
Resource LWC - BETA - Toggle Between Planned & Actual Effort
Resource Managers can now capture planned demand directly from Opportunities using Resource Demand records and compare it against role-based capacity in Resource Profiles.
A new Forecast sub-tab in the Resource Management module displays Projects and Resource Demand side-by-side, with color-coded rollups to highlight potential over-allocation risks before projects are created.
Resource LWC - BETA - Resource Forecasting
A new Timesheet Manager checkbox has been added to the Resource Profile, allowing designated users to manage timesheets across all users. When enabled, this override grants the ability to edit any timesheet, even submitted and locked records, regardless of ownership or reporting structure. Access to this field is controlled through permission sets or custom permissions, and all changes are tracked in field history for oversight.
A new Timesheet Approval Page allows managers to review and approve submitted timesheets, ensuring accurate time reporting and oversight of project hours.See a Preview
Timesheet Approval Page - BETA
A new Shared Tasks visibility option has been added to the External Project Portal. This allows Inspire Planner users to mark individual tasks with a new Share Externally checkbox to control which tasks appear in the portal. This provides more precise control than the existing Full Project (All Tasks) or Assigned Tasks options. Internal task visibility remains unchanged.
See a Preview For details, see
External Project Portal - Control Task Visibility
Administrators can now use the External Default Settings Template to define which standard and custom Project Task fields appear as columns in the External Project Portal. This configuration sets the default task view for all projects, giving external collaborators a consistent and relevant view while respecting Salesforce field-level security and sharing settings.
Inspire Planner Administrators can now 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.
The project now checks object and record-level permissions using Salesforce’s native Apex Describe API instead of querying ObjectPermissions. This removes the need for users to have the View Setup & Configuration permission while still fully enforcing Profiles, Permission Sets, and sharing rules. The update aligns with Salesforce best practices and secure coding guidelines. This change applies to both the Gantt LWC and Gantt VF components.
A new Clear All Filters option has been added to the Project Gantt, allowing users to quickly remove all active column filters without affecting column arrangement, widths, sort order, or groupings. The feature is accessible via the existing compass (Reset View) icon dropdown and helps streamline project navigation and view resets.
Gantt LWC - Column Quick Filter Bar
We've added a new Checklist Description field that supports rich text formatting, allowing users to add and edit bold text, bullet points, links, and other formatting. Formatted content is displayed consistently in the Gantt Checklist modal and the Checklist panel on Salesforce Task records, improving readability and task instructions.
For details, see Create Checklist Items for Project Tasks which has been updated to include instructions on how to add rich text descriptions for checklist items.
When the Project Gantt is in Read-Only Mode, export to PDF and CSV will now include only the columns visible to the user. Column selection will be disabled, allowing organizations to control what data can be printed or exported in read-only scenarios. This applies to both internal Salesforce users and external Experience Cloud users.
In addition, the login page styling has also been updated.
These changes modernize the interface and ensure a more consistent, polished appearance across the portal.
Fixed an issue where updating the Assigned To cell did not display the red change indicator, even though the project showed ‘Unsaved changes detected.’ The indicator now correctly appears when changes are made.
Resolved an issue where, when creating a project in the Gantt LWC with Automatic scheduling mode, the Ready to Start field did not correctly update to TRUE. This occurred when users entered the project start date first and then populated the task duration. The field now updates correctly in this scenario.
Resolved an issue where cloning a Gantt LWC project caused extra line breaks to be inserted in the Description/Notes field.
Fixed an issue in Gantt LWC where, after closing one project and opening another, clicking the Project Schedule button displayed the previous project’s schedule instead of the newly opened one.
Status now updates immediately when % Complete is changed, correctly reflecting ‘Not Started,’ ‘In Progress,’ or ‘Complete’ without requiring additional actions.
Resolved an issue where printing the project failed when the project name contained Greek characters while using the LWC version of the Gantt component.
Printing now works correctly in both the LWC and Visualforce (VF) versions.
This section provides updates on our legacy components, including Gantt Visualforce, Portfolio Visualforce, and Resource Allocation, in addition to detailing enhancements and fixes across various aspects of Inspire Planner like Inspire Planner System Jobs and the External Project Portal. While we continue to support these legacy components, we want to highlight our strategic shift towards prioritizing development on Lightning Web Components (LWC). This move is in line with our goal to harness the latest Salesforce technologies for delivering solutions that are not only more efficient and scalable but also rich in features. We encourage our users to start considering the transition to LWC-based components, to fully benefit from the continuous innovations within Inspire Planner.
All existing Inspire Planner Workflow Rules and Process Builder automations have been migrated to Apex Triggers, ensuring alignment with Salesforce best practices and long-term platform support.System Triggers (Always Active) These triggers are required for Inspire Planner functionality and cannot be disabled:
Configurable Triggers (Can Be Controlled via Custom Settings) You can choose to manually control these behaviors through Custom Settings → Inspire Planner Config:
Disable: Enforce Completed When 100
Disable: Set Project to In Progress
Disable: Is Template auto assignment
You will need to deactivate all Inspire Planner out-of-the-box workflows. You can also choose to delete them, if preferred.
If you prefer to manually control Project Status updates, you can adjust this behavior in Custom Settings (Inspire Planner Config):
To prevent the Project Status from automatically changing to Completed when Project % Complete = 100%, set Disable: Enforce Completed When 100 to TRUE.
To prevent the Project Status from automatically changing to In Progress when Project % Complete is greater than 0 but less than 100, set Disable: Set Project to In Progress to TRUE.
To prevent "Is Template" from automatically updating to TRUE when project name contains "template", set Disable Is Template auto assignment to TRUE.
Introduced a new custom setting — Time Tracker – Project Statuses to Exclude — in Inspire Planner Config.
This setting allows organizations to define specific Project Statuses that should be excluded from the Time Tracker record list.
Previously, all projects with statuses such as Completed and Cancelled were automatically included, which could lead to excessive data being loaded and potential heap size issues.
With this enhancement, customers can now fine-tune which project statuses appear in the Time Tracker, improving performance and reducing unnecessary data processing especially for orgs with custom status values that represent completed projects.
With this enhancement, Inspire Planner now rounds conversion values to three decimal places in the following scenarios:
Stopwatch logging of Time Entry
Conversion of hh:mm to hours when logging Time Entry
Rollups for Actual Effort
All fields (Time Spent, Actual Effort) will continue to display 2 decimal places, but the underlying value will use 3 decimal places. This ensures more accurate aggregation while maintaining the familiar field formatting.
This change only applies to new data going forward.
sysChartData now updates as part of the Beacon job when Agile Tasks are completed, ensuring rollups remain current.
The InspirePlannerNightlyProcesses job has been adjusted to handle outstanding tasks beyond the sprint timeframe and to create entries for the following day.
Inspire Planner will now automatically create and maintain an Owner Collaborator record for each Portfolio. This ensures consistency with Project Collaborator functionality and aligns with Salesforce’s behavior of always providing an Owner sharing record.
You also need to add the following picklist value to the Access Level field in Portfolio Collaborator object:
The Ready to Start calculation for tasks with Finish-to-Start dependencies and lead/lag time now uses the predecessor’s Actual Finish Date (if earlier than the planned Finish Date) to determine the Process Date. The logic also respects whether weekends are defined as working days in Project Settings. This enhancement provides more accurate scheduling and continues to support custom Completed statuses.
A backup print service has been implemented to ensure high availability. This means that if one service instance fails, your print and export requests will automatically be handled by another instance, preventing interruptions.
Improved the Task Actual Effort Rollup process to better handle large volumes of Sync Queue (SQ) records. The original fix limited how many records were processed at once to prevent system errors, but in some cases this still caused issues with Salesforce heap size limits. Additional safeguards have now been added, so the process runs more reliably, even with very large data volumes.
To correct existing data, go to the Inspire Planner Settings page and click the Reconcile Data button.
Resolved an issue where assigning a resource using the Assignment icon did not consistently save. After refreshing the project, the task would sometimes appear unassigned and require multiple attempts to reassign. Resource assignments made through the Assignment icon now save correctly on the first attempt and persist after project refresh.
Resolved an issue with timesheet validation logic. The system now ignores the Timesheet Approver field if it is not accessible and evaluates only the Status field. Additionally, if a user does not have access to the Timesheet object, an error message will now display: ‘You do not have access to Timesheets. Please contact your Salesforce administrator.
Resolved an issue where column headers in the Timesheet Approval Page were displaying incorrectly. This occurred consistently in Firefox and intermittently in other browsers such as Chrome. The layout now renders correctly across all supported browsers.
We fixed an issue where some Sync Queue (SQ) records were not deleted after being processed or following an error. Previously, these stagnant records caused certain jobs to run continuously without necessity. With this fix, processed or error SQ records are now properly removed, preventing unnecessary job executions.
We identified and fixed an inconsistent issue where some Parent Rollup Sync Queue records remained unprocessed. When this occurred, the UpdateParentTasksBatchJob continued to run without processing the pending records. As a result, parent rollups were not completed, the “Unsaved Changes Detected” message continued to display, and updates were not saved to the Project Task record.
This behavior has now been corrected, and Parent Rollup processing works as expected.
If you are using custom permission sets, you need to add the following Apex classes:
TasksStatusAndDoneSyncJob.cls
CustomIterableProjectTask.cls
CustomIteratorProjectTask.cls
Previously, rollup jobs were failing when processing a large volume of Sync Queue (SQ) records — specifically due to the Salesforce error “System.LimitException: inspire1: Too many DML rows: 10001.” This occurred because the process attempted to handle more records than allowed in a single transaction.
The rollup job logic has now been updated to include enhanced limits checking, ensuring that processing automatically stops before hitting Salesforce’s DML row limits. This prevents failures and allows remaining records to be picked up in the next batch run, ensuring smoother and more reliable rollup processing even with large data volumes.
Fixed an error occurring during managed package upgrades in sandbox environments. The trigger logic now skips ContentVersion processing during installation or upgrade, preventing NoAccessException errors.