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    Assigning Project Tasks

    Once you've created a Project Plan, you can then begin to assign project tasks. Project tasks can be assigned to resources who are either users or contacts...

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    Managing Resources with Resource Attributes

    Inspire Planner's Resource Attributes feature allows you to add attributes such as skill, certification, region or expertise, to your project resources so...

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    Resource Allocation

    The Resource Allocation page allows you to view your resources' capacity and availability based on the project tasks assigned to them. This feature allows...

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    Configuring Resource Attributes

    Inspire Planner's Resource Attributes feature allows you to add attributes such as skill, certification, region or expertise, to your project resources so...

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    Set a Resource's Working Hours per Day

    You can set a resource's (user or contact) working hours per day which Inspire Planner then references when plotting hours for the resource on the Resource...

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    Add Custom Fields to Create Task Window in Resource Allocation Page

    The Resource Allocation page allows you to track vacation (PTO) or reserve a resource's time by creating Salesforce tasks with a type of "Vacation"...

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    Resource Allocation Configurations

    The Resource Allocation page allows you to create Salesforce Tasks for booking vacation time or reserving time for a future project. This help article...

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    Creating Placeholder Resources for Resource Management

    The Resource Allocation page allows you to see and manage your resource allocation, capacity and availability. However, there may be instances where you would...

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    Resource Hourly Rate

    Inspire Planner allows you to define an Hourly Rate for each Resource (users and contacts). The Hourly Rate can be defined at the Resource or can also be defined...

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    Configuring Project Team Hourly Rate

    Inspire Planner allows you to specify the Resource's Hourly Rate when the Resource is added as a Project Team member on the Project. This is ideal when you...

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