Articles

Administration

Admin Guide - Resource LWC - BETA - Add Fields to Resource Profile
Salesforce License Types
Admin Guide - Resource LWC - BETA - Rate Cards
Admin Guide - Change Labels for Days of the Week in Time Tracker
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Agile Projects

Project - How % Complete is Calculated
Projects Types and Project Layout Management Custom Settings
Agile Projects - User Guide
Agile Projects - Admin Guide
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Chatter & File Attachment

Salesforce Task - Adding the Project Task Chatter Feed
Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)
File Attachments
Chatter Collaboration
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Checklist Items

Admin Guide - Add Custom Fields to Checklist Items
Create Checklist Items for Project Tasks
Admin Guide - 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

Gantt LWC - Creating Predecessors in the Gantt Chart
Gantt VF - Managing Predecessors in the Gantt Chart View
Gantt VF - How to Print a Project
Gantt VF - Creating Dependencies with Predecessors
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Gantt LWC Conversion

STEP 3: Gantt LWC - Full Conversion Process
STEP 2: Gantt LWC - Validation Process for Converting Gantt Visualforce to Gantt LWC
STEP 1: Gantt LWC - Conversion Guide for Existing Inspire Planner Customers
Gantt Lightning Web Component (LWC) - An Introduction
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Gantt Visualforce

Project - Change Request/Log Feature
Project Milestones
Inspire Planner - Glossary of Terms
Parent Projects
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Getting Started

Project - Change Owner
Inspire Planner - Glossary of Terms
Updating Task Lightning Record Page
How to Schedule Inspire Planner System Jobs
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Getting Started - Gantt LWC

Project - Change Request/Log Feature
Gantt LWC – Easily Mark Tasks as Complete Using “Done”
Project - Change Owner
Project Milestones
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Glossary

Inspire Planner - Glossary of Terms
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Inspire Planner External Portal

Admin Guide – Chatter Notifications for External Contact Task Updates
External Project Portal - Share Project Files
Admin Guide - Enable File Sharing in External Project Portal
Admin Guide - Enable 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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Portable Components

Adding the Inspire Planner Portable Gantt (Gantt LWC) to a Lightning Page
Adding the Inspire Planner Portable Kanban to a Lightning Page
Adding the Inspire Planner Portable Gantt Visualforce to a Lightning Page
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Portfolio

Portfolio Lightning Web Component (LWC)
Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
Admin Guide - Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
In-Line Editing within a Portfolio
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Predecessors

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

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

Gantt LWC - Share Projects by Adding Project Collaborators
Auto Add Project Team Members as Project Collaborators
Change the Org-Wide Sharing Settings for Projects
Gantt VF - Share Projects by Adding Project Collaborators
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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

Project - Change Request/Log Feature
Project - Change Owner
Project - Project and Project Task History LWC
Gantt LWC - Creating Predecessors in the Gantt Chart
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Project Risks & Issues

Project Risk Register
Configuring the Project Risk Register
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Project Settings

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Project Task Assignment

Gantt LWC - Assign Project Tasks
Project Team - Total Allocated Effort and Total Actual Effort
Auto Assign Mode
Set Salesforce Task Record Type for Inspire Planner
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Project Task List

Gantt LWC - Copy and Paste Tasks
Set Project Task as Internal Only
Deleting Project Tasks and Salesforce Tasks
Gantt LWC - Set Non-Working Days and Weeks for a Project
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Project Teams & Roles

Admin Guide - Customize Role Picklist
Admin Guide - Resource LWC - BETA - Auto-Create Attributes for Roles
Resource LWC - BETA - Add Resource to Project Team
Project Team - Total Allocated Effort and Total Actual Effort
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Project Template

Gantt LWC - Insert Multiple Templates
Project Templates - What Gets Inherited
Set Global Default Project Settings
Applying a Template to an Existing Project via Project Template Lookup Field
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Release Notes

JUN 2025 - Major Release - 1.376.1
FEB 2025 - Maintenance 2 - 1.373.10
FEB 2025 - Maintenance 1 - 1.373.3
FEB 2025 - Major Release - 1.371
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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 LWC - BETA

Admin Guide - Resource LWC - BETA - Add Fields to Resource Profile
Admin Guide - Resource LWC - BETA - Rate Cards
Resource LWC - BETA - Integrated Resource Profile
Admin Guide - Resource LWC - BETA - Enable Integrated Resource Profile
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Resource Management

Gantt LWC - Assign Project Tasks
Resource LWC - BETA - Project and Resource Hierarchy
Resource LWC - BETA - Additional Filters
Resource LWC - BETA - Resource Scheduler
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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
Gantt VF - How to Print a Project
Export a Project to MS Excel
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Slack and Constraints

Gantt LWC - Adding Constraints to Your Project Schedule
Set Field-Level Security for Free Slack & Total Slack
Admin Guide - Set Field-Level Security for Constraint & Constraint Date
Adding Constraints to Your Project Schedule
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Task List Projects

Gantt LWC – Easily Mark Tasks as Complete Using “Done”
Admin Guide - Gantt LWC - Task List Projects
Gantt LWC - Inspire Planner Projects - Task Lists
Project - How % Complete is Calculated
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Time Tracker

Admin Guide - Change Labels for Days of the Week in Time Tracker
Log Time Directly from the Project Schedule
Time Tracker - User Settings
Admin Guide - User Can Only Edit Own Time Entries
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Timesheets

Timesheets
Enable Timesheet Feature
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User Admin & Licensing

Salesforce License Types
Understanding the Need for an Inspire Planner License in Salesforce
Uninstalling Inspire Planner
Enable Inspire Planner User Setting for Inspire Planner Users
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