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Inspire Planner - Standard Permission Set Inclusions
Project Import Wizard
Adding the Reconcile Rollup Data Button to Projects
Enable Timesheet Feature
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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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Checklist Items
Adding Custom Fields to Checklist Items
Creating Checklist Items for Project Tasks
Enable Checklist Feature
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Data Import
Project Import Wizard
Project Import Wizard Configuration Guide
Data Import Guide
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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 Import Wizard
Project Import Wizard
Project Import Wizard Configuration Guide
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Project Plan
Projects - Multi-Currency Overview
Project Tasks - Actual Finish Date
Adding the Reconcile Rollup Data Button to Projects
Project Templates - What Gets Inherited
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Project Risks & Issues
Project Risk Register
Configuring the Project Risk Register
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Project Task Assignment
Project Team - Add Total Planned and Total Actual Effort Fields
Auto Add Project Team Members as Project Collaborators
Project Team - Enable Option to Add as Collaborator
Resource Hourly Rate
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Project Task List
Project Tasks - Actual Finish Date
Adding Custom Fields to Checklist Items
Creating Checklist Items for Project Tasks
Enable Checklist Feature
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Project Teams & Roles
Project Team - Add Total Planned and Total Actual Effort Fields
Auto Add Project Team Members as Project Collaborators
Project Team - Enable Option to Add as Collaborator
Configure Roles for Project Tasks and Project Teams
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Project Template
Project Templates - What Gets Inherited
Set Global Default Project Settings
Applying a Template to an Existing Project
Set the Project Timezone
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Release Notes
Summer 22 - Release Notes (DRAFT)
Spring 22 - Release Notes
Winter 22 - Release Notes
Summer 21 - 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
Configuring Project Team Hourly Rate
Resource Hourly Rate
Creating Placeholder Resources for Resource Management
Resource Allocation Configurations
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Salesforce Trailheads
Salesforce Trailheads
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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 Timesheet Feature
Configuring Stopwatch Active Flag
Enable Time Tracker for Other Objects
Disable Default Tasks in Time Tracker - Weekly View
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Timesheets
Enable Timesheet Feature
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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
Checklist Items
Data Import
Gantt Chart
Getting Started
Inspire Planner External Portal
Installing Inspire Planner
Known Issues
Portfolio
Predecessors
Process Automation
Project Collaboration
Project Import Wizard
Project Plan
Project Risks & Issues
Project Task Assignment
Project Task List
Project Teams & Roles
Project Template
Release Notes
Reports
Resource Management
Salesforce Trailheads
Saving & Printing
Slack and Constraints
Time Tracker
Timesheets
User Admin & Licensing