Articles

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
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Agile Projects

Project - How % Complete is Calculated
Projects Types and Project Layout Management Custom Settings
Agile Projects - User Guide
Agile Projects - Admin Guide
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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
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Checklist Items

Adding Custom Fields to Checklist Items
Create Checklist Items for Project Tasks
Enable Checklist Feature
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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
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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
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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
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Gantt Visualforce

Project Milestones
Inspire Planner - Glossary of Terms
Parent Projects
Gantt VF - Define Non-Working Days and Weeks for a Project
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Getting Started

Inspire Planner - Glossary of Terms
Updating Task Lightning Record Page
How to Schedule Inspire Planner System Jobs
Parent Projects
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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
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Glossary

Inspire Planner - Glossary of Terms
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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
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Installing Inspire Planner

How to Install Inspire Planner
Post Install Instructions
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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
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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
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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
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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
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Project Risks & Issues

Project Risk Register
Configuring the Project Risk Register
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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
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Reports

Inspire Planner Custom Report Types
Inspire Planner Dashboards
Inspire Planner Reports
Report on Time Entries
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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
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Resource Management

Gantt LWC - Assign Project Tasks
Resource LWC - BETA - Project and Resource Hierarchy
Resource LWC - BETA - Additional Filters
Resource LWC - BETA - Resource Scheduler
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Salesforce Trailheads

Salesforce Trailheads
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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
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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
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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
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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
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Timesheets

Timesheets
Enable Timesheet Feature
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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
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