Articles

Administration

Admin Guide - Enable Dynamic Portfolios
Set Salesforce Task Record Type for Inspire Planner
Projects Types and Project Layout Management Custom Settings
Portfolio Lightning Web Component - Admin Guide
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Agile Projects

Projects Types and Project Layout Management Custom Settings
Agile Projects - User Guide
Agile Projects - Admin Guide
Inspire Planner Projects - Agile
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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

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

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

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

Inspire Planner - Glossary of Terms
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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 Project 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

Admin Guide - Enable Dynamic Portfolios
Portfolio Lighting Web Component - An Introduction
Portfolio Lightning Web Component - Admin Guide
Add New Values to Project KPI
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Predecessors

Project Scheduling Modes - Manual vs. Automatic
Managing Predecessors in the Gantt Chart View
Creating Dependencies with Predecessors
...view all articles (3)
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)
...view all articles (6)
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

Set Salesforce Task Record Type for Inspire Planner
Projects Types and Project Layout Management Custom Settings
Project Status Report
Projects - Download Status Report - Admin Guide
...view all articles (37)
Project Risks & Issues

Project Risk Register
Configuring the Project Risk Register
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Project Task Assignment

Set Salesforce Task Record Type for Inspire Planner
Migrating from Role to Multi-select Role
Project Team - Add Total Planned and Total Actual Effort Fields
Auto Add Project Team Members as Project Collaborators
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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
...view all articles (28)
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
...view all articles (5)
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

JUNE 2023 (1.341) - Major Release
FEB 2023 (1.340.7) - Maintenance 3
FEB 2023 - Maintenance 2 - 1.340.3
FEB 2023 - Maintenance 1 - 1.340.2
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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, Project Status Report and External Project Portal
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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Task List Projects

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

Add Option to Exclude Projects from Time Tracker
Exclude Project from Time Tracker
Enable Timesheet Feature
Configuring Stopwatch Active Flag
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Timesheets

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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Browse by Topic

Administration Agile Projects Chatter & File Attachment Checklist Items Data Import Gantt Chart Getting Started Glossary 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 Task List Projects Time Tracker Timesheets User Admin & Licensing

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