Last Modified On: March 23, 2026
Congratulations! Now that you’ve successfully installed the Inspire Planner app in your Salesforce organization, you’re almost ready to start creating project plans. Complete the remaining steps below to finish setting up the application.
Proper setup is essential to ensure that permissions, page layouts, and key features are configured correctly. This helps prevent errors, ensures users have the appropriate access, and allows you to take full advantage of Inspire Planner’s functionality from the start.
Ensure the Salesforce Administrator has the required license and permissions to configure Inspire Planner.
Select the users who will be responsible for configuring and administering Inspire Planner, then click Next.Note: The Inspire Planner Administrator permission set grants administrative access. It should only be assigned to users who require this level of access.
Select No expiration date and click Assign.
Set up global settings to align with your organization’s project management needs.
To access the Inspire Planner Settings page, open the App Launcher, enter “Inspire Planner Settings” in the search bar, and select Inspire Planner Settings from the results.
Note: Access to the Inspire Planner Settings page is restricted to users who meet all of the following requirements:
Have the Inspire Planner Administrator permission set
Users must meet all three conditions to view and configure the Inspire Planner Settings page.
Configure Inspire Planner settings according to your project management needs.
This feature allows you to share projects with Contacts outside your organization.
Requires the Streaming API to be enabled in Salesforce
When enabled, Contacts added as project collaborators will receive an email notification with a link to the project. They can then access the project through the external portal: https://projects.inspireplanner.com
During setup, you will be prompted to grant access for the external viewer to connect to your Salesforce org. Be sure to click Allow to complete the configuration.
To learn more about this feature, please see Share a Project with an External Collaborator.
Inspire Planner Project Tasks include both a Start Date and a Finish Date, while standard Salesforce Tasks only have a Due Date.
Because Inspire Planner Project Tasks are mapped to Salesforce Tasks, this feature introduces a Start Date field to Salesforce Tasks to support this functionality. You can choose to use the default Start Date field provided by Inspire Planner or map it to an existing custom date field in your organization.
Enabling this feature will automatically send an email notification to external Contacts when they are assigned a project task.
This feature works in conjunction with the Send Task Notification setting at the project level. Notifications will only be sent when both settings are enabled.
Enable this setting to activate time tracking functionality within Inspire Planner.
When Time Tracker is enabled, you can add the Time Tracker Visualforce page to other Salesforce objects. This allows users to log time against records such as Accounts or Cases, in addition to Project Tasks.
To learn more, see the related articles: Enable Time Tracker for Other Objects and Time Tracker
When this button is clicked, an Apex job is triggered to automatically synchronize the status of each Project Task with the status of its related Salesforce Task.
Schedules and runs all Inspire Planner system jobs, including Inspire Planner Beacon and Inspire Planner Nightly Jobs. Click Start Jobs to begin.
Runs a system job that synchronizes Salesforce sharing records with Project Collaborators, and recalculates effort and cost data across all projects.
Allows you to select a Project Template that defines the default settings for all new projects created without a template. For more information, please see Set Global Default Project Setting.
Allows you to select a Project Template that defines the default project layout for Experience Cloud users and Inspire Planner portal users.
Applies the Global Default Project Setting to all existing Project Templates. For more information, please see How to Update Templates by Applying Settings from Global Default Project Setting.
Runs a process that copies existing values from the Role field to the Multi-Role field on Project Tasks. This is used when migrating from the legacy single-select Role field to the new multi-select Role field. For more information, please see Migrating from Role to Multi-select Role.
Executes a system job that applies your updates to Waterfall, Agile, and Task List project page layouts. These changes are reflected in the layouts defined in Page Layout Management custom settings, which control the page layout used when creating new projects. For more information, please see Agile Projects - Admin Guide
Runs a job that creates Resource Attributes for all values in the Role picklist. Existing attributes are not duplicated.
Runs a job that creates a Resource Profile for any User or Contact who does not already have one, and migrates relevant data (such as hourly rate and working hours per day) from the User and Contact records to the Resource Profile.
Note: You must enable Resource Profiles in Custom Settings before running this job.
To use Lightning Components, My Domain must be enabled in your Salesforce org. Please see Salesforce: My Domain Provisioning and Deployment.
Update page layouts to include Inspire Planner fields and related lists.
Review the following articles to add Inspire Planner-related fields to your Task/Activity page layouts and the Projects related list to your Account page layout.
Review the following article to update your org-wide sharing setting for Activities in Salesforce.
Review the following articles to assign users the necessary permissions to use Inspire Planner:
For Inspire Planner Trial Customers:
For Inspire Planner Active Customers
You only need to complete these steps if you would like to create and manage Agile and Task List Projects in Inspire Planner.
You will need to activate the Trusted URLs that come with Inspire Planner to ensure that all icons display correctly in Lightning Web Components (LWC).
Review the following article to enable API settings to allow users to access the Inspire Planner Help Centre from within Inspire Planner: