"Portfolio" Articles:
« Back to previous screen Portfolios allow you to group together and view a set of projects in a single combined Gantt. Portfolios display the overall project schedule, overall project...
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Inspire Planner allows you to define which fields from the Project are displayed as columns within your Portfolios. By default, the following columns are already...
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This article will walk you through how to add the Portfolio Home Page Lightning component to your home page.
Start by going to Setup - click the gear...
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The Portfolio Viewer Homepage Lightning component makes it easy for you to see and switch between Portfolios at a glance. But did you know you can specify which...
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Last Modified On: January 6, 2025
The default organization-wide sharing setting for both Projects and Portfolios is set to "Private". This means...
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By default, the Inspire Planner Project Key Performance Indicators (KPIs) include three (3) standard values - Green, Amber and Red. When a project is added to...
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The Inspire Planner Portfolio Lightning web component is an upgrade of our former Portfolio Visualforce component. The upgraded user-interface will not only be...
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The Portfolio Lightning Web component is a full upgrade of the existing Visualforce component to a Lightning Web Component which aligns with current Salesforce...
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Dynamic Portfolios leverage the power of Salesforce list views to dynamically filter and update portfolios, eliminating the need for manual updates. When a Project...
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What is a Dynamic Portfolio?
Dynamic Portfolios leverage the power of Salesforce list views to dynamically filter and update portfolios, eliminating the need...
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