Users can now save a preferred project column layout once and apply it across all current and future projects they are part of. This eliminates the need to configure layouts on a project-by-project basis.

• A new “Save As My Default Layout” button lets users capture their current layout.

• From the User's Profile, when user clicks on “Assign Default Project Layout” applies it to:

  • All projects where the user is a Collaborator or Project Team Member

  • New projects (if no default user project settings exist)

  • Existing projects (overwriting prior user project settings)

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For details, see
Gantt LWC - Set a Default Project Layout

Previously, once a Project Task was marked as Completed, it no longer impacted scheduling. Changes to Predecessor dates did not reschedule the Completed task or its Successors.

To address this, a new Project setting has been added: Reschedule Completed Tasks (checkbox).

• When TRUE, Completed tasks will continue to reschedule based on changes in the Predecessor chain, and their Successors will adjust accordingly.
• When FALSE (default), Completed tasks will not impact scheduling, maintaining the current behavior.

This flexibility helps project managers maintain realistic schedules when task completion timing changes, while still allowing the option to keep completed tasks locked if preferred.

For details, see:
Gantt LWC - Reschedule Completed Tasks Setting

If you are using custom permission sets, you will need to edit them to enable read access and edit access to the following field in the Project Object:

• Reschedule Completed Tasks

You will also need to add this field to your project page layouts and Lightning record pages.

This feature introduces visual indicators on Project Task and Salesforce Task records, providing an at-a-glance view of task health. Tasks are automatically marked as On Time (🔵), At Risk (🟠), or Late (🔴) based on planned finish dates, percent complete, and remaining work. This enhances visibility, speeds up decision-making, and standardizes task status across projects—helping team members quickly identify priorities without reading text values.

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For details, see

Project Task Health Indicator

Users can now switch between Planned and Actual effort views in the Resource Utilization component, making it easier to compare estimated work against completed work for better project tracking and decision-making.

For details, see

Resource LWC - BETA - Toggle Between Planned & Actual Effort

Resource Managers can now capture planned demand directly from Opportunities using Resource Demand records and compare it against role-based capacity in Resource Profiles.

A new Forecast sub-tab in the Resource Management module displays Projects and Resource Demand side-by-side, with color-coded rollups to highlight potential over-allocation risks before projects are created.

User Guide to follow

A new Timesheet Manager checkbox has been added to the Resource Profile, allowing designated users to manage timesheets across all users. When enabled, this override grants the ability to edit any timesheet, even submitted and locked records, regardless of ownership or reporting structure. Access to this field is controlled through permission sets or custom permissions, and all changes are tracked in field history for oversight.

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A new Timesheet Approval Page allows managers to review and approve submitted timesheets, ensuring accurate time reporting and oversight of project hours.

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For details, see

Timesheet Approval Page - BETA

A new Shared Tasks visibility option has been added to the External Project Portal. This allows Inspire Planner users to mark individual tasks with a new Share Externally checkbox to control which tasks appear in the portal. This provides more precise control than the existing Full Project (All Tasks) or Assigned Tasks options. Internal task visibility remains unchanged.

For details, see

External Project Portal - Control Task Visibility

Administrators can now use the External Default Settings Template to define which standard and custom Project Task fields appear as columns in the External Project Portal. This configuration sets the default task view for all projects, giving external collaborators a consistent and relevant view while respecting Salesforce field-level security and sharing settings.

Inspire Planner Administrators can now choose which Project fields are displayed to an External Collaborator when viewing the Project List. This allows portal users to see pertinent project information without needing code changes.

The project now checks object and record-level permissions using Salesforce’s native Apex Describe API instead of querying ObjectPermissions. This removes the need for users to have the View Setup & Configuration permission while still fully enforcing Profiles, Permission Sets, and sharing rules. The update aligns with Salesforce best practices and secure coding guidelines. This change applies to both the Gantt LWC and Gantt VF components.

A new Clear All Filters option has been added to the Project Gantt, allowing users to quickly remove all active column filters without affecting column arrangement, widths, sort order, or groupings. The feature is accessible via the existing compass (Reset View) icon dropdown and helps streamline project navigation and view resets.

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For details, see

Gantt LWC - Column Quick Filter Bar

We've added a new Checklist Description field that supports rich text formatting, allowing users to add and edit bold text, bullet points, links, and other formatting. Formatted content is displayed consistently in the Gantt Checklist modal and the Checklist panel on Salesforce Task records, improving readability and task instructions.
 

For details, see Create Checklist Items for Project Tasks which has been updated to include instructions on how to add rich text descriptions for checklist items.

When the Project Gantt is in Read-Only Mode, export to PDF and CSV will now include only the columns visible to the user. Column selection will be disabled, allowing organizations to control what data can be printed or exported in read-only scenarios. This applies to both internal Salesforce users and external Experience Cloud users.

Resolved an issue with timesheet validation logic. The system now ignores the Timesheet Approver field if it is not accessible and evaluates only the Status field. Additionally, if a user does not have access to the Timesheet object, an error message will now display: ‘You do not have access to Timesheets. Please contact your Salesforce administrator.

We fixed an issue where some Sync Queue (SQ) records were not deleted after being processed or following an error. Previously, these stagnant records caused certain jobs to run continuously without necessity. With this fix, processed or error SQ records are now properly removed, preventing unnecessary job executions.

We identified and fixed an inconsistent issue where some Parent Rollup Sync Queue records remained unprocessed. When this occurred, the UpdateParentTasksBatchJob continued to run without processing the pending records. As a result, parent rollups were not completed, the “Unsaved Changes Detected” message continued to display, and updates were not saved to the Project Task record.

This behavior has now been corrected, and Parent Rollup processing works as expected.

If you are using custom permission sets, you need to add the following Apex classes:

• TasksStatusAndDoneSyncJob.cls

• CustomIterableProjectTask.cls

• CustomIteratorProjectTask.cls