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Tags: Project Teams & Roles
Admin Guide - Customize Role Picklist
This help article shows you how to customize the Role picklist....
11/12/2024
Karen Guanzon
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Admin Guide - Resource LWC - BETA - Auto-Create Attributes for Roles
This help article will show you how to run the Inspire Planner Job that automatically creates attributes for roles....
10/23/2024
Karen Guanzon
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Resource LWC - BETA - Add Resource to Project Team
This help article will show you how to you can add resources as project team members directly from Resource Utilization....
10/11/2024
Karen Guanzon
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Project Team - Total Allocated Effort and Total Actual Effort
This help article explains how planned and actual effort values are rolled up to Project Team records....
6/24/2024
Karen Guanzon
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Auto Assign Mode
This help article discusses how to use the Auto Assign Mode feature in Inspire Planner....
2/19/2024
Karen Guanzon
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Admin Guide - Migrating from Role to Multi-Role
This help article will walk you through the necessary steps to migrate values from the existing Role picklist to the multi-select Role picklist....
8/23/2022
Karen Guanzon
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Admin Guide - Project Team - Add Total Planned and Total Actual Effort Fields
This help article will walk you through how to add the Total Planned and Total Actual Effort fields for Project Teams....
12/3/2021
Karen Guanzon
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Auto Add Project Team Members as Project Collaborators
This help article will walk you through how to automatically add Project Team Members as Collaborators on the Project....
12/2/2021
Karen Guanzon
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Admin Guide - Project Team - Enable Option to Add as Collaborator
This help article will walk you through the necessary configurations to enable the option to add Project Team members as Project Collaborators....
12/2/2021
Karen Guanzon
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Configure Roles for Project Tasks and Project Teams
This help article will walk you through how to configure the Role field on Project Tasks and Project Teams....
4/27/2020
Karen Guanzon
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