Articles

Administration

Admin Guide - Enable Internal Only Tasks
Admin Guide - Set the Gantt Lightning Web Component (LWC) to Read-only
Admin Guide - Customize Role Picklist
Admin Guide - Resource LWC - BETA - Auto-Create Attributes for Roles
...view all articles (136)
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

Adding Custom Fields to Checklist Items
Create Checklist Items for Project Tasks
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

Managing Predecessors in the Gantt Chart View
Printing the Project Plan
Creating Dependencies with Predecessors
Understanding the Inspire Planner Gantt Chart
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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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Getting Started

Inspire Planner - Glossary of Terms
Updating Task Lightning Record Page
How to Schedule Inspire Planner System Jobs
Parent Projects
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Getting Started - Gantt LWC

Deleting Project Tasks and Salesforce Tasks
Gantt LWC - Set Non-Working Days and Weeks for a Project
Gantt LWC - Assign Project Tasks
Gantt LWC - Share Projects by Adding Project Collaborators
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Glossary

Inspire Planner - Glossary of Terms
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Inspire Planner External Portal

Admin Guide - Enable Inspire Planner External Project Portal
Hide Effort Columns in Inspire Planner External Portal
Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)
Using the Inspire Planner External Project 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 LWC - Portfolio View (Milestones or Parent Tasks)
Admin Guide - Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
In-Line Editing within a Portfolio
Dynamic Portfolios
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Predecessors

Project Scheduling Modes - Manual vs. Automatic
Managing Predecessors in the Gantt Chart View
Creating Dependencies with Predecessors
...view all articles (3)
Process Automation

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
Share Projects by Adding Project Collaborators
...view all articles (8)
Project Import Wizard

Disable Triggers for Data Migration
Data Import Guide Using Project Import Wizard
Project Import Wizard Configuration Guide
...view all articles (3)
Project Plan

Set Project Task as Internal Only
Deleting Project Tasks and Salesforce Tasks
Gantt LWC - Set Non-Working Days and Weeks for a Project
Gantt LWC - Scheduling Engine - An Overview
...view all articles (60)
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
...view all articles (16)
Project Task List

Set Project Task as Internal Only
Deleting Project Tasks and Salesforce Tasks
Gantt LWC - Set Non-Working Days and Weeks for a Project
Project and Project Task - % Complete
...view all articles (33)
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
...view all articles (11)
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
...view all articles (5)
Release Notes

OCT 2024 - Maintenance 1 - 1.367.7
OCT 2024 - Major Release - 1.367
JUN 2024 - Maintenance 2 - 1.357.10
JUN 2024 - Maintenance 1 - 1.357.7
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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-Based 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
...view all articles (18)
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
Printing the Project Plan
Export a Project to MS Excel
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Slack and Constraints

Set Field-Level Security for Free Slack & Total Slack
Set Field-Level Security for Constraint & Constraint Date
Adding Constraints to Your Project Schedule
Understanding Free and Total Slack
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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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