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  • Administration


    Admin Guide - Add the Project and Project Task History LWC to the Project Lightning Record Page
    Admin Guide - Add Reconcile Project Collaborator Button to Project
    Salesforce - Migrate to Flow Tool
    Admin Guide - Enable File Sharing in External Project Portal
    ...view all articles (143)

    Agile Projects


    Project - How % Complete is Calculated
    Projects Types and Project Layout Management Custom Settings
    Agile Projects - User Guide
    Agile Projects - Admin Guide
    ...view all articles (9)

    Chatter & File Attachment


    Salesforce Task - Adding the Project Task Chatter Feed
    Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)
    File Attachments
    Chatter Collaboration
    ...view all articles (4)

    Checklist Items


    Adding Custom Fields to Checklist Items
    Create Checklist Items for Project Tasks
    Enable Checklist Feature
    ...view all articles (3)

    Data Import


    Disable Triggers for Data Migration
    Data Import Guide Using Project Import Wizard
    Project Import Wizard Configuration Guide
    Data Import Guide Using Salesforce Data Loader
    ...view all articles (4)

    Gantt Chart


    Gantt LWC - Creating Predecessors in the Gantt Chart
    Gantt VF - Managing Predecessors in the Gantt Chart View
    Gantt VF - How to Print a Project
    Gantt VF - Creating Dependencies with Predecessors
    ...view all articles (5)

    Gantt LWC Conversion


    STEP 3: Gantt LWC - Full Conversion Process
    STEP 2: Gantt LWC - Validation Process for Converting Gantt Visualforce to Gantt LWC
    STEP 1: Gantt LWC - Conversion Guide for Existing Inspire Planner Customers
    Gantt Lightning Web Component (LWC) - An Introduction
    ...view all articles (7)

    Gantt Visualforce


    Project Milestones
    Inspire Planner - Glossary of Terms
    Parent Projects
    Gantt VF - Define Non-Working Days and Weeks for a Project
    ...view all articles (18)

    Getting Started


    Inspire Planner - Glossary of Terms
    Updating Task Lightning Record Page
    How to Schedule Inspire Planner System Jobs
    Parent Projects
    ...view all articles (18)

    Getting Started - Gantt LWC


    Project Milestones
    Project - Project and Project Task History LWC
    Gantt LWC - Supported Keyboard Shortcuts
    Gantt LWC - Creating Predecessors in the Gantt Chart
    ...view all articles (38)

    Glossary


    Inspire Planner - Glossary of Terms
    ...view all articles (1)

    Inspire Planner External Portal


    External Project Portal - Share Project Files
    Admin Guide - Enable File Sharing in External Project Portal
    Admin Guide - Enable Inspire Planner External Project Portal
    Admin Guide - Hide Effort Columns in Inspire Planner External Portal
    ...view all articles (6)

    Installing Inspire Planner


    How to Install Inspire Planner
    Post Install Instructions
    ...view all articles (2)

    Known Issues


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    Portable Components


    Adding the Inspire Planner Portable Gantt (Gantt LWC) to a Lightning Page
    Adding the Inspire Planner Portable Kanban to a Lightning Page
    Adding the Inspire Planner Portable Gantt Visualforce to a Lightning Page
    ...view all articles (3)

    Portfolio


    Portfolio Lightning Web Component (LWC)
    Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
    Admin Guide - Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
    In-Line Editing within a Portfolio
    ...view all articles (14)

    Predecessors


    Gantt LWC - Creating Predecessors in the Gantt Chart
    Project Scheduling Modes - Manual vs. Automatic
    Gantt VF - Managing Predecessors in the Gantt Chart View
    Gantt VF - Creating Dependencies with Predecessors
    ...view all articles (4)

    Process Automation


    Salesforce - Migrate to Flow Tool
    Auto Assign Tasks to Project Team Members using Roles
    Process Flow - Auto Create Projects from Opportunities
    ...view all articles (3)

    Project Collaboration


    Gantt LWC - Share Projects by Adding Project Collaborators
    Auto Add Project Team Members as Project Collaborators
    Change the Org-Wide Sharing Settings for Projects
    Gantt VF - Share Projects by Adding Project Collaborators
    ...view all articles (8)

    Project Import Wizard


    Disable Triggers for Data Migration
    Data Import Guide Using Project Import Wizard
    Project Import Wizard Configuration Guide
    ...view all articles (3)

    Project Plan


    Project - Project and Project Task History LWC
    Gantt LWC - Creating Predecessors in the Gantt Chart
    Gantt LWC - Adding Constraints to Your Project Schedule
    Gantt LWC - Set Project Baseline
    ...view all articles (67)

    Project Risks & Issues


    Project Risk Register
    Configuring the Project Risk Register
    ...view all articles (2)

    Project Settings


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    Project Task Assignment


    Gantt LWC - Assign Project Tasks
    Project Team - Total Allocated Effort and Total Actual Effort
    Auto Assign Mode
    Set Salesforce Task Record Type for Inspire Planner
    ...view all articles (16)

    Project Task List


    Gantt LWC - Copy and Paste Tasks
    Set Project Task as Internal Only
    Deleting Project Tasks and Salesforce Tasks
    Gantt LWC - Set Non-Working Days and Weeks for a Project
    ...view all articles (36)

    Project Teams & Roles


    Admin Guide - Customize Role Picklist
    Admin Guide - Resource LWC - BETA - Auto-Create Attributes for Roles
    Resource LWC - BETA - Add Resource to Project Team
    Project Team - Total Allocated Effort and Total Actual Effort
    ...view all articles (11)

    Project Template


    Gantt LWC - Insert Multiple Templates
    Project Templates - What Gets Inherited
    Set Global Default Project Settings
    Applying a Template to an Existing Project via Project Template Lookup Field
    ...view all articles (5)

    Release Notes


    FEB 2025 - Maintenance 2 - 1.373.8
    FEB 2025 - Maintenance 1 - 1.373.3
    FEB 2025 - Major Release - 1.371
    OCT 2024 - Maintenance 2 - 1.367.10
    ...view all articles (36)

    Reports


    Inspire Planner Custom Report Types
    Inspire Planner Dashboards
    Inspire Planner Reports
    Report on Time Entries
    ...view all articles (7)

    Resource LWC - BETA


    Admin Guide - Resource LWC - BETA - Auto-Create Attributes for Roles
    Admin Guide - Resource LWC - BETA - Portable Utilization Component
    Resource LWC - BETA - Add Resource to Project Team
    Resource LWC - BETA - Project Allocation
    ...view all articles (9)

    Resource Management


    Gantt LWC - Assign Project Tasks
    Resource LWC - BETA - Project and Resource Hierarchy
    Resource LWC - BETA - Additional Filters
    Resource LWC - BETA - Resource Scheduler
    ...view all articles (19)

    Salesforce Trailheads


    Salesforce Trailheads
    ...view all articles (1)

    Saving & Printing


    Add a Company Logo to your Print Header, Project Status Report and External Project Portal
    Save As (Cloning) Function
    Gantt VF - How to Print a Project
    Export a Project to MS Excel
    ...view all articles (4)

    Slack and Constraints


    Gantt LWC - Adding Constraints to Your Project Schedule
    Set Field-Level Security for Free Slack & Total Slack
    Admin Guide - Set Field-Level Security for Constraint & Constraint Date
    Adding Constraints to Your Project Schedule
    ...view all articles (6)

    Task List Projects


    Project - How % Complete is Calculated
    Projects Types and Project Layout Management Custom Settings
    Inspire Planner Projects - Task Lists
    Agile & Task List - Things to Consider
    ...view all articles (4)

    Time Tracker


    Time Tracker - User Settings
    Admin Guide - User Can Only Edit Own Time Entries
    How to Set a Time Entry Email Reminder
    Admin Guide - Exclude Task Status from Time Tracker
    ...view all articles (19)

    Timesheets


    Timesheets
    Enable Timesheet Feature
    ...view all articles (2)

    User Admin & Licensing


    Understanding the Need for an Inspire Planner License in Salesforce
    Uninstalling Inspire Planner
    Enable Inspire Planner User Setting for Inspire Planner Users
    Admin Guide - Assigning Inspire Planner Permission Set
    ...view all articles (8)

  • Browse by Topic


    AdministrationAgile ProjectsChatter & File AttachmentChecklist ItemsData ImportGantt ChartGantt LWC ConversionGantt VisualforceGetting StartedGetting Started - Gantt LWCGlossaryInspire Planner External PortalInstalling Inspire PlannerKnown IssuesPortable ComponentsPortfolioPredecessorsProcess AutomationProject CollaborationProject Import WizardProject PlanProject Risks & IssuesProject SettingsProject Task AssignmentProject Task ListProject Teams & RolesProject TemplateRelease NotesReportsResource LWC - BETAResource ManagementSalesforce TrailheadsSaving & PrintingSlack and ConstraintsTask List ProjectsTime TrackerTimesheetsUser Admin & Licensing

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