Knowledge Base

This help article covers how to assign project tasks to resources - users and contacts....

This help article explains how planned and actual effort values are rolled up to Project Team records....

This help article discusses how to use the Auto Assign Mode feature in Inspire Planner....

This help article shows how to specify the Salesforce Task Record Type to be used when Salesforce Tasks are created by Inspire Planner....

This help article will walk you through the necessary steps to migrate values from the existing Role picklist to the multi-select Role picklist....

This help article will walk you through how to add the Total Planned and Total Actual Effort fields for Project Teams....

This help article will walk you through how to automatically add Project Team Members as Collaborators on the Project....

This help article will walk you through the necessary configurations to enable the option to add Project Team members as Project Collaborators....

This help article explains where to populate Hourly Rate for a Resource as well as how it is used in Inspire Planner....

This help article will walk you through how to assign tasks to a task queue....