Articles | Inspire Planner Help Center | Inspire Associates

Administration

Set Salesforce Task "Type" Field to Visible for all users
Inspire Planner Custom Report Types
Project Locking
Add New Values to Project KPIs
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Chatter & File Attachment

Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)
File Attachments
Chatter Collaboration
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Gantt Chart

Managing Predecessors in the Gantt Chart View
Printing the Project Plan
Creating Dependencies with Predecessors
Understanding the Inspire Planner Gantt Chart
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Getting Started

Updating Task Lightning Record Page
How to Schedule Inspire Planner Apex Jobs
Parent Projects
Align Salesforce Task Status with Inspire Project Task Status
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Inspire Planner External Portal

Hide Effort Columns in Inspire Planner External Portal
Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)
Using the 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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Portfolio

Add New Values to Project KPIs
Sharing Portfolios by Adding Portfolio Collaborators
Portfolio Viewer Home Page Lightning Component - Define Columns
Define Portfolio Columns
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Predecessors

Project Scheduling Modes - Manual vs. Automatic
Managing Predecessors in the Gantt Chart View
Creating Dependencies with Predecessors
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Process Automation

Auto Assign Tasks to Project Team Members using Roles
Process Flow - Auto Create Projects from Opportunities
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Project Collaboration

Change the Org-Wide Sharing Settings for Projects
Share Projects by Adding Project Collaborators
Share Projects by Creating a Global Sharing Rule
Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)
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Project Plan

Project Locking
Add New Values to Project KPIs
Project Template Stitching Feature
How to Customize Project Status Options
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Project Task Assignment

Assigning Tasks to Queues
Configure Roles for Project Tasks and Project Teams
Auto Assign Tasks to Project Team Members using Roles
Task Notifications and Reminders
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Project Task List

Use Effort to Calculate Cost
Critical Task Indicator
Inspire Planner Project Tasks and Salesforce Tasks
Set Field-Level Security for Ready to Start
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Project Template

Set Global Default Project Settings
Applying a Template to an Existing Project
Set the Project Timezone
Project Templates
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Release Notes

Summer 21 Release Notes (DRAFT)
Spring 21 - Release Notes
Winter 21 - Release Notes
Summer 20 - Release Notes
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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 Management

Creating Placeholder Resources for Resource Management
Resource Allocation Configurations
Add Custom Fields to Create Task Window in Resource Allocation Page
Set a Resource's Working Hours per Day
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Saving & Printing

Add a Company Logo to your Print Header
Save As (Cloning) Function
Printing the Project Plan
Export a Project to MS Excel
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Slack and Constraints

Set Field-Level Security for Free Slack & Total Slack
Set Field-Level Security for Constraint & Constraint Date
Adding Constraints to Your Project Schedule
Understanding Free and Total Slack
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Time Tracker

Enable Time Tracker for Other Objects
Disable Default Tasks in Time Tracker - Weekly View
Define Project Status for Time Tracker
How to Use the Inspire Task Stopwatch Component
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User Admin & Licensing

Uninstalling Inspire Planner
Enable Inspire Planner User Setting for Inspire Planner Users
Assigning Inspire Planner Permission Set
Purchasing or Modifying Inspire Planner Licenses
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Administration Chatter & File Attachment Gantt Chart Getting Started Inspire Planner External Portal Installing Inspire Planner Known Issues Portfolio Predecessors Process Automation Project Collaboration Project Plan Project Task Assignment Project Task List Project Template Release Notes Reports Resource Management Saving & Printing Slack and Constraints Time Tracker User Admin & Licensing