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Agile Projects - Admin Guide
Disable Triggers for Data Migration
Adding the Inspire Planner Portable Kanban to a Lightning Page
Adding the Inspire Planner Portable Gantt to a Lightning Page
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Agile Projects
Agile Projects - Admin Guide
Inspire Planner Projects - Agile
Agile & Task List - Things to Consider
Agile Projects - User Guide
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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
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
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
Inspire Planner - Glossary of Terms
Updating Task Lightning Record Page
How to Schedule Inspire Planner Apex Jobs
Parent Projects
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Glossary
Inspire Planner - Glossary of Terms
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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
Disable Triggers for Data Migration
Data Import Guide Using Project Import Wizard
Project Import Wizard Configuration Guide
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Project Plan
Adding the Inspire Planner Portable Kanban to a Lightning Page
Adding the Inspire Planner Portable Gantt to a Lightning Page
Projects - Multi-Currency Overview
Project Tasks - Actual Finish Date
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Project Risks & Issues
Project Risk Register
Configuring the Project Risk Register
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Project Task Assignment
Migrating from Role to Multi-select Role
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
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Project Task List
Project Tasks - Actual Finish Date
Adding Custom Fields to Checklist Items
Creating Checklist Items for Project Tasks
Enable Checklist Feature
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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
November 8 2022 - Maintenance Release Notes
Summer 22 - Release Notes
Spring 22 - Release Notes
Winter 22 - 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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Task List Projects
Inspire Planner Projects - Task Lists
Agile & Task List - Things to Consider
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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
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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Administration
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Getting Started
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Inspire Planner External Portal
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Known Issues
Portfolio
Predecessors
Process Automation
Project Collaboration
Project Import Wizard
Project Plan
Project Risks & Issues
Project Task Assignment
Project Task List
Project Teams & Roles
Project Template
Release Notes
Reports
Resource Management
Salesforce Trailheads
Saving & Printing
Slack and Constraints
Task List Projects
Time Tracker
Timesheets
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