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Tags: Administration
Admin Guide - Enable Dynamic Portfolios
This help article will walk you through how to enable Dynamic Portfolios in Inspire Planner....
6/5/2023
Karen Guanzon
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Set Salesforce Task Record Type for 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....
5/16/2023
Karen Guanzon
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Projects Types and Project Layout Management Custom Settings
This help article explains how to configure the project type options displayed when you enable the override for the "New" button for Projects....
3/20/2023
Karen Guanzon
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Portfolio Lightning Web Component - Admin Guide
This help article will walk you through the necessary configurations to enable the Portfolio Lightning Web Component....
2/17/2023
Karen Guanzon
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Projects - Download Status Report - Admin Guide
This help article will walk you through how to add the "Download Status Report" button to your Projects....
2/13/2023
Karen Guanzon
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Add Option to Exclude Projects from Time Tracker
This help article will show you how to configure the option to exclude Projects from Time Tracker....
12/12/2022
Karen Guanzon
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Agile Projects - Admin Guide
This help article will walk you through how to enable Agile Projects within Inspire Planner....
10/18/2022
Karen Guanzon
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Disable Triggers for Data Migration
This help article walks you through how to disable Triggers in Inspire Planner when migrating or loading data....
8/31/2022
Karen Guanzon
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Adding the Inspire Planner Portable Kanban to a Lightning Page
This help article shows you how to add the Inspire Planner Portable Kanban to a Lightning Record Page....
8/29/2022
Karen Guanzon
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Adding the Inspire Planner Portable Gantt to a Lightning Page
This help article will show you how to add the Inspire Planner Portable Gantt to a Lightning Record Page....
8/26/2022
Karen Guanzon
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