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Administration
Admin Guide - Add the Project and Project Task History LWC to the Project Lightning Record Page
Admin Guide - Add Reconcile Project Collaborator Button to Project
Salesforce - Migrate to Flow Tool
Admin Guide - Enable File Sharing in External Project Portal
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Agile Projects
Project - How % Complete is Calculated
Projects Types and Project Layout Management Custom Settings
Agile Projects - User Guide
Agile Projects - Admin Guide
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Chatter & File Attachment
Salesforce Task - Adding the Project Task Chatter Feed
Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)
File Attachments
Chatter Collaboration
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Checklist Items
Admin Guide - Add Custom Fields to Checklist Items
Create Checklist Items for Project Tasks
Admin Guide - Enable Checklist Feature
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Data Import
Disable Triggers for Data Migration
Data Import Guide Using Project Import Wizard
Project Import Wizard Configuration Guide
Data Import Guide Using Salesforce Data Loader
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Gantt Chart
Gantt LWC - Creating Predecessors in the Gantt Chart
Gantt VF - Managing Predecessors in the Gantt Chart View
Gantt VF - How to Print a Project
Gantt VF - Creating Dependencies with Predecessors
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Gantt LWC Conversion
STEP 3: Gantt LWC - Full Conversion Process
STEP 2: Gantt LWC - Validation Process for Converting Gantt Visualforce to Gantt LWC
STEP 1: Gantt LWC - Conversion Guide for Existing Inspire Planner Customers
Gantt Lightning Web Component (LWC) - An Introduction
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Gantt Visualforce
Project Milestones
Inspire Planner - Glossary of Terms
Parent Projects
Gantt VF - Define Non-Working Days and Weeks for a Project
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Getting Started
Project - Change Owner
Inspire Planner - Glossary of Terms
Updating Task Lightning Record Page
How to Schedule Inspire Planner System Jobs
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Getting Started - Gantt LWC
Project - Change Owner
Project Milestones
Project - Project and Project Task History LWC
Gantt LWC - Supported Keyboard Shortcuts
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Glossary
Inspire Planner - Glossary of Terms
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Inspire Planner External Portal
External Project Portal - Share Project Files
Admin Guide - Enable File Sharing in External Project Portal
Admin Guide - Enable Inspire Planner External Project Portal
Admin Guide - Hide Effort Columns in Inspire Planner External Portal
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Installing Inspire Planner
How to Install Inspire Planner
Post Install Instructions
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Known Issues
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Portable Components
Adding the Inspire Planner Portable Gantt (Gantt LWC) to a Lightning Page
Adding the Inspire Planner Portable Kanban to a Lightning Page
Adding the Inspire Planner Portable Gantt Visualforce to a Lightning Page
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Portfolio
Portfolio Lightning Web Component (LWC)
Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
Admin Guide - Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
In-Line Editing within a Portfolio
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Predecessors
Gantt LWC - Creating Predecessors in the Gantt Chart
Project Scheduling Modes - Manual vs. Automatic
Gantt VF - Managing Predecessors in the Gantt Chart View
Gantt VF - Creating Dependencies with Predecessors
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Process Automation
Salesforce - Migrate to Flow Tool
Auto Assign Tasks to Project Team Members using Roles
Process Flow - Auto Create Projects from Opportunities
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Project Collaboration
Gantt LWC - Share Projects by Adding Project Collaborators
Auto Add Project Team Members as Project Collaborators
Change the Org-Wide Sharing Settings for Projects
Gantt VF - Share Projects by Adding Project Collaborators
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Project Import Wizard
Disable Triggers for Data Migration
Data Import Guide Using Project Import Wizard
Project Import Wizard Configuration Guide
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Project Plan
Project - Change Owner
Project - Project and Project Task History LWC
Gantt LWC - Creating Predecessors in the Gantt Chart
Gantt LWC - Adding Constraints to Your Project Schedule
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Project Risks & Issues
Project Risk Register
Configuring the Project Risk Register
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Project Settings
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Project Task Assignment
Gantt LWC - Assign Project Tasks
Project Team - Total Allocated Effort and Total Actual Effort
Auto Assign Mode
Set Salesforce Task Record Type for Inspire Planner
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Project Task List
Gantt LWC - Copy and Paste Tasks
Set Project Task as Internal Only
Deleting Project Tasks and Salesforce Tasks
Gantt LWC - Set Non-Working Days and Weeks for a Project
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Project Teams & Roles
Admin Guide - Customize Role Picklist
Admin Guide - Resource LWC - BETA - Auto-Create Attributes for Roles
Resource LWC - BETA - Add Resource to Project Team
Project Team - Total Allocated Effort and Total Actual Effort
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Project Template
Gantt LWC - Insert Multiple Templates
Project Templates - What Gets Inherited
Set Global Default Project Settings
Applying a Template to an Existing Project via Project Template Lookup Field
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Release Notes
FEB 2025 - Maintenance 2 - 1.373.10
FEB 2025 - Maintenance 1 - 1.373.3
FEB 2025 - Major Release - 1.371
OCT 2024 - Maintenance 2 - 1.367.10
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Reports
Inspire Planner Custom Report Types
Inspire Planner Dashboards
Inspire Planner Reports
Report on Time Entries
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Resource LWC - BETA
Admin Guide - Resource LWC - BETA - Auto-Create Attributes for Roles
Admin Guide - Resource LWC - BETA - Portable Utilization Component
Resource LWC - BETA - Add Resource to Project Team
Resource LWC - BETA - Project Allocation
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Resource Management
Gantt LWC - Assign Project Tasks
Resource LWC - BETA - Project and Resource Hierarchy
Resource LWC - BETA - Additional Filters
Resource LWC - BETA - Resource Scheduler
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Salesforce Trailheads
Salesforce Trailheads
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Saving & Printing
Add a Company Logo to your Print Header, Project Status Report and External Project Portal
Save As (Cloning) Function
Gantt VF - How to Print a Project
Export a Project to MS Excel
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Slack and Constraints
Gantt LWC - Adding Constraints to Your Project Schedule
Set Field-Level Security for Free Slack & Total Slack
Admin Guide - Set Field-Level Security for Constraint & Constraint Date
Adding Constraints to Your Project Schedule
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Task List Projects
Project - How % Complete is Calculated
Projects Types and Project Layout Management Custom Settings
Inspire Planner Projects - Task Lists
Agile & Task List - Things to Consider
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Time Tracker
Time Tracker - User Settings
Admin Guide - User Can Only Edit Own Time Entries
How to Set a Time Entry Email Reminder
Admin Guide - Exclude Task Status from Time Tracker
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Timesheets
Timesheets
Enable Timesheet Feature
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User Admin & Licensing
Understanding the Need for an Inspire Planner License in Salesforce
Uninstalling Inspire Planner
Enable Inspire Planner User Setting for Inspire Planner Users
Admin Guide - Assigning Inspire Planner Permission Set
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Administration
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Getting Started - Gantt LWC
Glossary
Inspire Planner External Portal
Installing Inspire Planner
Known Issues
Portable Components
Portfolio
Predecessors
Process Automation
Project Collaboration
Project Import Wizard
Project Plan
Project Risks & Issues
Project Settings
Project Task Assignment
Project Task List
Project Teams & Roles
Project Template
Release Notes
Reports
Resource LWC - BETA
Resource Management
Salesforce Trailheads
Saving & Printing
Slack and Constraints
Task List Projects
Time Tracker
Timesheets
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