Articles

Administration

Understanding the Need for an Inspire Planner License in Salesforce
How to Set a Time Entry Email Reminder (BETA)
Admin Guide - Exclude Task Status from Time Tracker
Admin Guide - Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
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Agile Projects

Projects Types and Project Layout Management Custom Settings
Agile Projects - User Guide
Agile Projects - Admin Guide
Inspire Planner Projects - Agile
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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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Gantt LWC BETA

Gantt Lightning Web Component (LWC) - BETA - An Introduction
Gantt Lightning Web Component (LWC) - BETA - New Features & Enhancements
Gantt Lightning Web Component (LWC) - BETA - Admin Guide
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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

Admin Guide - Enable Inspire Planner External Project 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 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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Portfolio

Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
Admin Guide - Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
In-Line Editing within a Portfolio
Dynamic Portfolios
...view all articles (13)
Predecessors

Project Scheduling Modes - Manual vs. Automatic
Managing Predecessors in the Gantt Chart View
Creating Dependencies with Predecessors
...view all articles (3)
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)
...view all articles (6)
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

Gantt Lightning Web Component (LWC) - BETA - An Introduction
Gantt Lightning Web Component (LWC) - BETA - Admin Guide
Admin Guide - Make Changes to Project Status Report VF Page
Lightning Component - Salesforce Task View - An Overview
...view all articles (42)
Project Risks & Issues

Project Risk Register
Configuring the Project Risk Register
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Project Task Assignment

Set Salesforce Task Record Type for Inspire Planner
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
...view all articles (12)
Project Task List

Project Tasks - Actual Start and Actual Finish Date
Adding Custom Fields to Checklist Items
Creating Checklist Items for Project Tasks
Enable Checklist Feature
...view all articles (28)
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
...view all articles (5)
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

OCT 2023 - Maintenance 1 - 1.351.6
OCT 2023 - Major Release - 1.349
JUN 2023 - Maintenance 1 - 1.343.3
JUN 2023 - Major Release - 1.343
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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, Project Status Report and External Project Portal
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

Projects Types and Project Layout Management Custom Settings
Inspire Planner Projects - Task Lists
Agile & Task List - Things to Consider
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Time Tracker

How to Set a Time Entry Email Reminder (BETA)
Admin Guide - Exclude Task Status from Time Tracker
Add Option to Exclude Projects from Time Tracker
Exclude Project from Time Tracker
...view all articles (16)
Timesheets

Timesheets
Enable Timesheet Feature
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User Admin & Licensing

Understanding the Need for an Inspire Planner License in Salesforce
Uninstalling Inspire Planner
Enable Inspire Planner User Setting for Inspire Planner Users
Assigning Inspire Planner Permission Set
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