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    Auto Add Project Team Members as Project Collaborators

    Last Modified On: May 12, 2025 What’s the Difference Between a Project Team Member and a Collaborator? In Inspire Planner, a Project Team...

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    Admin Guide - Project Team - Enable Option to Add as Collaborator

    The Project Team is consisted of the resources you are assigning tasks to. When a Project Team record is created where the Role is defined for the resource, Inspire...

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    Auto Assign Tasks to Project Team Members using Roles

    Last Modified On: November 11, 2024 When creating your project plan, you can define the role that will be responsible for each project task. When you are...

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    Configure Roles for Project Tasks and Project Teams

    In order for Inspire Planner users to be able to use the Role field on Project Tasks and Project Teams, you will need to set the field visibility for the Role...

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    Admin Guide - Project Team - Add Total Planned and Total Actual Effort Fields

    The Project Team is consisted of the resources you are assigning tasks to. When a Project Team record is created where the Role is defined for the resource, Inspire...

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    Auto Assign Mode

    Inspire Planner users are able to automatically assign project tasks to resources using Project Teams and roles (for more information, please see Auto Assign Tasks...

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    Project Team - Total Allocated Effort and Total Actual Effort

    Last Modified On: October 8, 2024 The Project Team consists of the resources (user, contact or queue) you are assigning tasks to. Tasks can be assigned...

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    Admin Guide - Migrating from Role to Multi-Role

    In Inspire Planner, Roles are used to automatically assign Tasks to Project Team members. When a Role is specified for a Task and a Project Team member is added...

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    Admin Guide - Resource LWC - BETA - Auto-Create Attributes for Roles

    If you would like to be able to search for resources by role in the Resource Utilization component, you can run a job via the Inspire Planner Settings page that...

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    Admin Guide - Customize Role Picklist

    Last Modified On: November 12, 2024 Roles are used to identify the role responsible for a project task. When you add project team members and specify their...

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