Knowledge Base

This help article will walk you through how to enable Dynamic Portfolios 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 explains how to configure the project type options displayed when you enable the override for the "New" button for Projects....

This help article will walk you through the necessary configurations to enable the Portfolio Lightning Web Component....

This help article will walk you through how to add the "Download Status Report" button to your Projects....

This help article will show you how to configure the option to exclude Projects from Time Tracker....

This help article will walk you through how to enable Agile Projects within Inspire Planner....

This help article walks you through how to disable Triggers in Inspire Planner when migrating or loading data....

This help article shows you how to add the Inspire Planner Portable Kanban to a Lightning Record Page....

This help article will show you how to add the Inspire Planner Portable Gantt to a Lightning Record Page....