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Tags: Administration
Disable Inspire Planner Triggers
This guide will show you which Inspire Planner triggers can be disabled, and how to disable them....
10/21/2025
Karen Guanzon
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Admin Guide - External Project Portal - Define Project Task Columns
This help article will walk you through how to define the projects list columns in the external project portal....
10/14/2025
Karen Guanzon
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Admin Guide - External Project Portal - Define Project List Columns
This help article will walk you through how to define the projects list columns in the external project portal....
10/14/2025
Karen Guanzon
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Admin Guide - Resource LWC - BETA - Resource Forecasting
This guide provides step-by-step instructions on enabling the Resource Forecasting feature in Inspire Planner....
10/9/2025
Karen Guanzon
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Admin Guide - Project Task Health Indicator
This guide provides step-by-step instructions to add the project task health indicator in Inspire Planner....
10/6/2025
Karen Guanzon
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Admin Guide - Timesheet Approval Page - BETA
This help article provides step-by-step instructions for enabling the Timesheet Approval Page in Inspire Planner....
10/6/2025
Karen Guanzon
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Admin Guide - User Default Project Layout
This Admin Guide provides instructions for enabling the User Default Project Layout feature that lets users save a preferred project column layout once and apply it automatically to all their projects, removing the need for project-by-project setup....
10/2/2025
Karen Guanzon
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Admin Guide - External Project Portal - Control Task Visibility
This article provides step-by-step instructions on configuring Inspire Planner so users can share selected project tasks with external collaborators....
10/1/2025
Karen Guanzon
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Admin Guide - Checklist Items - Add Rich Text Description Field
This guide explains how administrators can add and configure a Rich Text Description field for Checklist Items in Inspire Planner. With this field, users can enter formatted content—such as bold text, bullet points, and links—directly in checklist descriptions, improving readability and providing clearer instructions or contextual notes....
9/30/2025
Karen Guanzon
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Admin Guide - Timesheet Manager
This help article introduces Timesheet Manager feature which allows designated users to edit and manage timesheets for any user, even if they are submitted and locked, providing a global override for easier administration....
9/30/2025
Karen Guanzon
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