Knowledge Base

This help article shows you how use the Inspire Planner Portfolio Lightning Web Component (LWC)....

This help article explains how to set the View Type for the Portfolio Lightning Web Component (LWC)....

This help article will walk you through the necessary configurations to allow users to select the view type for Portfolios - Milestones Only or Parent Tasks....

This help article discusses how to perform in-line edits within a Portfolio....

This help article discusses how to create and manage Dynamic Portfolios in Inspire Planner....

This help article will walk you through how to enable Dynamic Portfolios in Inspire Planner....

This video is a high-level overview of some of the key differences between the Portfolio Lightning Web Component and the legacy Visualforce component....

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 custom values to Project Key Performance Indicators (KPIs)....

This help article walks you through how to share Portfolios by adding Portfolio Collaborators....