"Resource Management" Articles:
« Back to previous screen Once you've created a Project Plan, you can then begin to assign project tasks to resources. In Inspire Planner, a resource is the person (user or contact...
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Think of Resource Attributes as the different characteristics of your resources. You can create attributes such as skills, certifications, region or expertise...
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Please Note:
The Resource Allocation component is scheduled to be deprecated with the FEB 2025 Major Release. Therefore, we recommend using the new Resource...
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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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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 Allocation...
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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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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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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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Last Modified On: June 23, 2025
Inspire Planner allows you to define a default hourly rate for each resource (user or contact). You can set the hourly...
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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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