Articles | Inspire Planner Help Center | Inspire Associates

Administration

Set Component Visibility for Inspire Planner Lightning Components
Process Flow - Auto Create Projects from Opportunities
Align Salesforce Task Status with Inspire Project Task Status
Enable Inspire Planner User Setting for Inspire Planner Users
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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

Align Salesforce Task Status with Inspire Project Task Status
Enable Inspire Planner User Setting for Inspire Planner Users
Navigating the Project Schedule
Project Templates
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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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Known Issues

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Portfolio

Portfolios
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Predecessors

Managing Predecessors in the Gantt Chart View
Creating Dependencies with Predecessors
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Process Automation

Process Flow - Auto Create Projects from Opportunities
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Project Collaboration

Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)
Using the Inspire Planner External Portal
The Save As or Cloning Functionality
Share a Project (Project Collaborators)
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Project Plan

Set Project Baseline
Deleting a Project
Navigating the Project Schedule
Managing Predecessors in the Gantt Chart View
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Project Task Assignment

Task Notifications and Reminders
Assigning Project Tasks
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Project Task List

Add Custom Project Task Fields as Columns in Project Interface
Predecessor Task Component
Project Tasks - Kanban View
How to Open app
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Project Template

Project Templates
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Release Notes

Summer 19 - Release Notes
Spring 18 - Release Notes
Version 1.45 - 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

Configuring Resource Attributes
Resource Allocation
Managing Resources with Resource Attributes
Assigning Project Tasks
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Saving & Printing

Save As (Cloning) Function
Printing the Project Plan
Export a Project to MS Excel
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Time Tracker

Add Custom Time Entry Fields to Time Entry Dialogue Box
Logging Time with Time Tracker
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User Admin & Licensing

Assigning a User Permission Set
Purchasing or Modifying Inspire Planner Licenses
Assign or Remove Inspire Planner Licenses from Users
Post Install Instructions
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Administration Chatter & File Attachment Gantt Chart Getting Started Inspire Planner External Portal 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