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  • Administration


    Add Option to Exclude Projects from Time Tracker
    Agile Projects - Admin Guide
    Disable Triggers for Data Migration
    Adding the Inspire Planner Portable Kanban to a Lightning Page
    ...view all articles (91)

    Agile Projects


    Agile Projects - User Guide
    Agile Projects - Admin Guide
    Inspire Planner Projects - Agile
    Agile & Task List - Things to Consider
    ...view all articles (6)

    Chatter & File Attachment


    Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)
    File Attachments
    Chatter Collaboration
    ...view all articles (3)

    Checklist Items


    Adding Custom Fields to Checklist Items
    Creating Checklist Items for Project Tasks
    Enable Checklist Feature
    ...view all articles (3)

    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
    ...view all articles (4)

    Gantt Chart


    Managing Predecessors in the Gantt Chart View
    Printing the Project Plan
    Creating Dependencies with Predecessors
    Understanding the Inspire Planner Gantt Chart
    ...view all articles (4)

    Getting Started


    Inspire Planner - Glossary of Terms
    Updating Task Lightning Record Page
    How to Schedule Inspire Planner Apex Jobs
    Parent Projects
    ...view all articles (16)

    Glossary


    Inspire Planner - Glossary of Terms
    ...view all articles (1)

    Inspire Planner External 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
    ...view all articles (3)

    Installing Inspire Planner


    How to Install Inspire Planner
    Post Install Instructions
    ...view all articles (2)

    Known Issues


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    Portfolio


    Add New Values to Project KPI
    Sharing Portfolios by Adding Portfolio Collaborators
    Portfolio Viewer Home Page Lightning Component - Define Columns
    Define Portfolio Columns
    ...view all articles (6)

    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
    ...view all articles (2)

    Project Collaboration


    Change the Org-Wide Sharing Settings for Projects
    Share Projects by Adding Project Collaborators
    Share Projects by Creating a Global Sharing Rule
    Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)
    ...view all articles (6)

    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


    Adding the Inspire Planner Portable Kanban to a Lightning Page
    Adding the Inspire Planner Portable Gantt to a Lightning Page
    Projects - Multi-Currency Overview
    Project Tasks - Actual Finish Date
    ...view all articles (33)

    Project Risks & Issues


    Project Risk Register
    Configuring the Project Risk Register
    ...view all articles (2)

    Project Task Assignment


    Migrating from Role to Multi-select Role
    Project Team - Add Total Planned and Total Actual Effort Fields
    Auto Add Project Team Members as Project Collaborators
    Project Team - Enable Option to Add as Collaborator
    ...view all articles (11)

    Project Task List


    Project Tasks - Actual Finish Date
    Adding Custom Fields to Checklist Items
    Creating Checklist Items for Project Tasks
    Enable Checklist Feature
    ...view all articles (28)

    Project Teams & Roles


    Project Team - Add Total Planned and Total Actual Effort Fields
    Auto Add Project Team Members as Project Collaborators
    Project Team - Enable Option to Add as Collaborator
    Configure Roles for Project Tasks and Project Teams
    ...view all articles (5)

    Project Template


    Project Templates - What Gets Inherited
    Set Global Default Project Settings
    Applying a Template to an Existing Project
    Set the Project Timezone
    ...view all articles (5)

    Release Notes


    February '23 - Major Release
    Maintenance Release Notes - Jan 17 2023
    Maintenance Release Notes - November 8 2022
    Summer 22 - Release Notes
    ...view all articles (15)

    Reports


    Inspire Planner Custom Report Types
    Inspire Planner Dashboards
    Inspire Planner Reports
    Report on Time Entries
    ...view all articles (7)

    Resource Management


    Configuring Project Team Hourly Rate
    Resource Hourly Rate
    Creating Placeholder Resources for Resource Management
    Resource Allocation Configurations
    ...view all articles (10)

    Salesforce Trailheads


    Salesforce Trailheads
    ...view all articles (1)

    Saving & Printing


    Add a Company Logo to your Print Header
    Save As (Cloning) Function
    Printing the Project Plan
    Export a Project to MS Excel
    ...view all articles (4)

    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
    ...view all articles (4)

    Task List Projects


    Inspire Planner Projects - Task Lists
    Agile & Task List - Things to Consider
    ...view all articles (2)

    Time Tracker


    Add Option to Exclude Projects from Time Tracker
    Exclude Project from Time Tracker
    Enable Timesheet Feature
    Configuring Stopwatch Active Flag
    ...view all articles (14)

    Timesheets


    Timesheets
    Enable Timesheet Feature
    ...view all articles (2)

    User Admin & Licensing


    Uninstalling Inspire Planner
    Enable Inspire Planner User Setting for Inspire Planner Users
    Assigning Inspire Planner Permission Set
    Purchasing or Modifying Inspire Planner Licenses
    ...view all articles (7)

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