Login
  • Home
  • How To Guides
  • Ideas


  • Administration


    Inspire Planner - Standard Permission Set Inclusions
    Project Import Wizard
    Adding the Reconcile Rollup Data Button to Projects
    Enable Timesheet Feature
    ...view all articles (84)

    Chatter & File Attachment


    Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)
    File Attachments
    Chatter Collaboration
    ...view all articles (3)

    Checklist Items


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

    Data Import


    Project Import Wizard
    Project Import Wizard Configuration Guide
    Data Import Guide
    ...view all articles (3)

    Gantt Chart


    Managing Predecessors in the Gantt Chart View
    Printing the Project Plan
    Creating Dependencies with Predecessors
    Understanding the Inspire Planner Gantt Chart
    ...view all articles (4)

    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
    ...view all articles (15)

    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
    ...view all articles (3)

    Installing Inspire Planner


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

    Known Issues


    There are no articles to display.

    Portfolio


    Add New Values to Project KPIs
    Sharing Portfolios by Adding Portfolio Collaborators
    Portfolio Viewer Home Page Lightning Component - Define Columns
    Define Portfolio Columns
    ...view all articles (6)

    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
    ...view all articles (2)

    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


    There are no articles to display.

    Project Plan


    Adding the Reconcile Rollup Data Button to Projects
    Project Templates - What Gets Inherited
    How to Update Templates by Applying Settings from Global Default Project Settings
    Project Locking
    ...view all articles (30)

    Project Risks & Issues


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

    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
    ...view all articles (10)

    Project Task List


    Adding Custom Fields to Checklist Items
    Creating Checklist Items for Project Tasks
    Enable Checklist Feature
    Use Effort to Calculate Cost
    ...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
    ...view all articles (5)

    Release Notes


    Spring 22 - Release Notes
    Winter 22 - Release Notes
    Summer 21 - Release Notes
    Spring 21 - Release Notes
    ...view all articles (11)

    Reports


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

    Resource Management


    Configuring Project Team Hourly Rate
    Resource Hourly Rate
    Creating Placeholder Resources for Resource Management
    Resource Allocation Configurations
    ...view all articles (10)

    Salesforce Trailheads


    Salesforce Trailheads
    ...view all articles (1)

    Saving & Printing


    Add a Company Logo to your Print Header
    Save As (Cloning) Function
    Printing the Project Plan
    Export a Project to MS Excel
    ...view all articles (4)

    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
    ...view all articles (4)

    Time Tracker


    Enable Timesheet Feature
    Configuring Stopwatch Active Flag
    Enable Time Tracker for Other Objects
    Disable Default Tasks in Time Tracker - Weekly View
    ...view all articles (12)

    Timesheets


    Enable Timesheet Feature
    ...view all articles (1)

    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
    ...view all articles (7)

  • Browse by Topic


    AdministrationChatter & File AttachmentChecklist ItemsData ImportGantt ChartGetting StartedInspire Planner External PortalInstalling Inspire PlannerKnown IssuesPortfolioPredecessorsProcess AutomationProject CollaborationProject Import WizardProject PlanProject Risks & IssuesProject Task AssignmentProject Task ListProject Teams & RolesProject TemplateRelease NotesReportsResource ManagementSalesforce TrailheadsSaving & PrintingSlack and ConstraintsTime TrackerTimesheetsUser Admin & Licensing

Home |  How To Guides |  Ideas
Privacy & Security Statement  |  Terms & Conditions
Copyright © 2018 by Inspire Associates - All rights reserved.