Knowledge Base

This help article outlines the permissions included in our standard permission set....

This help article will walk you through the necessary admin configurations for the Inspire Planner Project Import Wizard....

This help article will walk you through how to import Projects into Inspire Planner using the Project Import Wizard....

This help article lists all of the Inspire Planner Formula fields and how they're calculated....

This help article will walk you through how to add the Reconcile Rollup Data Button to Projects....

This help article will walk you through how to enable the Timesheet Feature in Inspire Planner....

This help article provides you a list of recommended Salesforce Trailheads to review if you are new to Salesforce....

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 the necessary configurations to enable the option to add Project Team members as Project Collaborators....

This help article will walk you through the necessary configurations to enable the Project Risk Register Feature in Inspire Planner....