Articles | Inspire Planner Help Center | Inspire Associates

Administration

Change the Org-Wide Sharing Settings for Projects
How to Install Inspire Planner
Configure Roles for Project Tasks and Project Teams
Add Time Tracking Only Option in Project UI
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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

Parent Projects
Align Salesforce Task Status with Inspire Project Task Status
Enable Inspire Planner User Setting for Inspire Planner Users
Navigating the Project Schedule
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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

Define Portfolio Columns
Portfolios
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Predecessors

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

Auto Assign Tasks to Project Team Members using Roles
Time Tracking Only Tasks
Parent Projects
Define Non-Working Days and Weeks for a Project
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Project Task Assignment

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

Configure Roles for Project Tasks and Project Teams
Auto Assign Tasks to Project Team Members using Roles
Time Tracking Only Tasks
Define Non-Working Days and Weeks for a Project
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Project Template

Set the Project Timezone
Project Templates
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Release Notes

Summer 20 - Release Notes
Spring 20 - Release Notes
Winter 20 - Release Notes
Summer 19 - Release Notes
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Reports

Report on Time Entries
Inspire Planner Data Model (ERD)
Report on Projects and Project Tasks
Report on Tasks and Assigned Resources
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Resource Management

Set a Resource's Working Hours per Day
Configuring Resource Attributes
Resource Allocation
Managing Resources with Resource Attributes
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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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Time Tracker

Add Time Tracking Only Option in Project UI
Time Tracking Only Tasks
Add Custom Time Entry Fields to Time Entry Dialogue Box
Logging Time with Time Tracker
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User Admin & Licensing

Uninstalling Inspire Planner
Enable Inspire Planner User Setting for Inspire Planner Users
Assigning a User Permission Set
Purchasing or Modifying Inspire Planner Licenses
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Browse by Topic

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 Time Tracker User Admin & Licensing