Knowledge Base

This help article shows you how to customize the Role picklist....

This help article will show you how to run the Inspire Planner Job that automatically creates attributes for roles....

This help article will show you how to you can add resources as project team members directly from Resource Utilization....

This help article explains how planned and actual effort values are rolled up to Project Team records....

This help article discusses how to use the Auto Assign Mode feature in Inspire Planner....

This help article will walk you through the necessary steps to migrate values from the existing Role picklist to the multi-select Role picklist....

This help article will walk you through how to add the Total Planned and Total Actual Effort fields for Project Teams....

This help article will walk you through how to automatically add Project Team Members as Collaborators on the Project....

This help article will walk you through the necessary configurations to enable the option to add Project Team members as Project Collaborators....

This help article will walk you through how to configure the Role field on Project Tasks and Project Teams....