A new project setting called "Assigned To Display" has been added which allows users to specify what to display in Assigned To column - either the resource's name or avatar.
 

For more information, please see Gantt LWC - Display Resource Name vs Resource Avatar

If you have custom permission sets, you will need to edit them and grant read and edit access to the following field in Project object:

• Assigned To Display

A new setting called "Default External Project Settings" has been added to the Inspire Planner Settings page. This allows you to define the default columns displayed in the Project Gantt for Experience Cloud users.

Admin Guide - External Default Project Setting

If you have custom permission sets, you will need to edit them and add the following Apex Classes:

• inspire1.UpdateConfigMetadataJob
• inspire1.UpdateConfigMetadataJobTest

This new feature allows users to select and apply multiple templates to an existing project.

This feature is only available in the Gantt LWC and is not available in Gantt VisualForce.
 

For more information, please see Gantt LWC - Insert Multiple Templates

We've added a new setting in the Gantt LWC that allows you to hide the Project Start/End Date Setting. 

This setting reduces the risk of unintended changes to project timelines, ensuring better project control.

WBS and Task Level fields are have been added to the Project Task object, which then stores the WBS and Task Level values. This makes it possible for users to then report on these values.

These fields have also been added to the list of available columns to display in the project Gantt.
 

• WBS
• Task Level

These fields will be blank for existing projects and will populate when a user opens and saves the project.

You can now create Attribute groups in Resource Attributes and define the operator between attributes in the group.

In the Resource Utilization tab, you are then able to search for resources by individual attributes and/or attribute groups.

Preview this feature
 

For more information, please see Managing Resources with Resource Attributes

If you have custom permission sets, you will need to edit them as follows:

Attribute Relationship Object:

• Grant read, create, edit, and delete object permissions
• Grant read and edit access to all fields in this object.

Resource Attribute Object:

• Grant read and edit access to the following fields:
  • Group
  • Group Operator
  • Number of Related Attributes

This new feature allows you to see tasks grouped by project and by resource in Resource LWC. You can now see total effort per project per resource.

For more information, please see Resource LWC - BETA - Project and Resource Hierarchy

New filter options have been added to Resource LWC to allow you to search for resources by attributes, resource name or project.

For more information, please see Resource LWC - BETA - Additional Filters

This new feature allows you to view utilization of project team members in the project Gantt. It also allows you to re-assign tasks from one resource to another via drag and drop and see utilization updates in real-time.

Preview this feature
 

For more information, please see Resource LWC - BETA - Resource Scheduler

This feature allows you to add resources as project team members to projects, directly from the Resource Utilization component.

Preview this feature
 

For more information, please see Resource LWC - BETA - Add Resource to Project Team

This introduces a new project-based allocation/assignment model. Instead of viewing resource utilization by task, you can now assign resources at the project level, defining their assignment timeframe and % allocation (or hours) in the project. This provides you with the ability to see resource utilization by project.

Preview this feature
 

For more information, please see Resource LWC - BETA - Project-Based Allocation

If you have custom permission sets, you will need to grant read and edit access to the following fields on the Project Teams object:

• % Allocation
• Allocation Model
• Assignment Finish
• Assignment Hours
• Assignment Model
• Assignment Start

And grant read permission to the following fields:

• sysAssignmentFinish
• sysAssigmentStart

The Resource Utilization component is now portable, which means that it can be added to the Project Team tab in the Project, as well as the Project Team Lightning record page. 
Preview this feature

For more information, please see Resource LWC - BETA - Add Resource to Project Team

Admin Guide - Resource LWC - BETA - Portable Utilization Component
 

Enhancements

Description

Impact/Action Needed

You can now select multiple values in the Assigned To and picklist columns in the Column Quick Filter Bar. An "OR" operator is applied between values. For example, if you select both "John Smith" and "Luis Figo" in the Assigned To column filter, it will return project tasks assigned to either resource.

This enhancement improves data filtering, making it easier to manage and view multiple resources or picklist options simultaneously.

When a user who does not have delete permissions to project tries to delete a task, a warning dialogue now displays and prevents the user from being able to delete the task.

Additionally, the delete option in the right-click context menu is disabled for users who do not have delete permissions for the project.

Resolved Issues

Description

Impact/Action Needed

The "Predecessor Violation Script" flags "Violation Detected" as TRUE for tasks rescheduled to start before their predecessors, helping users identify tasks needing adjustments before converting projects from Gantt Visualforce to Gantt LWC.

After applying a "must start on" constraint or negative lag, users can now re-run the script, which will correctly set "Violation Detected" back to FALSE for corrected tasks.

To leverage this fix, customers need to download the latest version of the Conversion Toolkit.

Salesforce Production Environment:

If you have already installed the Gantt LWC Conversion Toolkit in your Salesforce Production environment, you will need to update it using this link

Salesforce Sandbox Environment:

If you have already installed the Gantt LWC Conversion Toolkit in sandbox environment, you will need to update it using

New Features

Description

Impact/Action Needed

A new field called "My Time Only" has been added to the Resource Profile object that will allow you to define whether the user only sees time entries they own in Time Tracking components.

A new field called "Work Week Start" has been added to the Resource Profile object that allows users to define the work week start day. When the user opens Time Tracker, it references the Work Week Start to determine how to display the week.

This localization feature makes the tool more adaptable to individual work schedules, improving user experience.
 

For more information, please see Time Tracker - User Settings

A new custom setting called "User Can Only Edit Own Time Entries" has been added to Inspire Planner Config. When this is set to TRUE, users can only edit time entries they own.
 

This prevents accidental changes to time entries by unauthorized users, protecting data accuracy.

A new setting called "Synchronize resource Attributes with Roles" has been added to the Inspire Planner Settings page. This will run a job that will automatically create Attributes for all values in the Role picklist.

Admin Guide - Resource LWC - BETA - Auto-Create Attributes for Roles

If you have custom permission sets, you will also need to edit them and add the following Apex Classes:

• inspire1.ResourceAttributeCreateJob
• inspire1.ResourceAttributeCreateJobTest

Enhancements

Description

Impact/Action Needed

The Project % Complete calculation has been updated to consider Agile and Task List projects.

For more information, please see Project - How % Complete is Calculated

If you have custom permission sets, you will need to edit them and grant read access to the following fields in the Project object:

• Total Story Points
• Completed Story Points

Admin Guide - Change Tab Labels for the Salesforce Task View LWC

Resolved Issues

Description

Impact/Action Needed

Deprecated Items

Description

Impact/Action Needed

• Tasks Deferred (inspire1_Tasks_Deferred_Rollup_c)
• Tasks Without Status (inspire1_Tasks_Without_Status_Rollup_c)

This means that you can choose to delete these fields in the project object which will provide you with the ability to create additional custom rollup fields, without hitting the limit of 20.

The Role field in Project Task object is scheduled to be deprecated as part of Feb 2025 - Major Release.

To prepare your org, you should do the following:

1. Migrate values from Role to Multi-Role (please see Admin Guide - Migrating from Role to Multi-Role
2. If the Role field is included in a report or dashboard, remove it and replace with Multi-Role field.
3. Remove Role in Project Task field sets and replace it with Multi-Role field.

The Resources tab is scheduled to be deprecated as part of Feb 2025 - Major Release.

To prepare your org, you should do the following:

1. Remove the Resources Tab from any apps where this tab has been added. 
2. If you are still using the legacy Resource Allocation component, we recommend migrating to the Resource Lightning Web Component (LWC) and training your users to use this component instead.