Articles

Administration

Inspire Planner - Standard Permission Set Inclusions
Project Import Wizard
Adding the Reconcile Rollup Data Button to Projects
Enable Timesheet Feature
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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

Project Import Wizard
Project Import Wizard Configuration Guide
Data Import Guide
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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

Updating Task Lightning Record Page
How to Schedule Inspire Planner Apex Jobs
Parent Projects
Align Salesforce Task Status with Inspire Project Task Status
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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

Add New Values to Project KPIs
Sharing Portfolios by Adding Portfolio Collaborators
Portfolio Viewer Home Page Lightning Component - Define Columns
Define Portfolio Columns
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Predecessors

Project Scheduling Modes - Manual vs. Automatic
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 Import Wizard

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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
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Project Risks & Issues

Project Risk Register
Configuring the Project Risk Register
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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
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Project Task List

Adding Custom Fields to Checklist Items
Creating Checklist Items for Project Tasks
Enable Checklist Feature
Use Effort to Calculate Cost
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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
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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

Spring 22 - Release Notes
Winter 22 - Release Notes
Summer 21 - Release Notes
Spring 21 - Release Notes
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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
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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Time Tracker

Enable Timesheet Feature
Configuring Stopwatch Active Flag
Enable Time Tracker for Other Objects
Disable Default Tasks in Time Tracker - Weekly View
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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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