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Administration
Admin Guide - Disable Parent Task Rollup Job
Admin Guide - Parent Rollup Beacon Logic
Admin Guide - Gantt LWC - Scheduling Direction
Using Batch Create Process
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Agile Projects
Projects Types and Project Layout Management Custom Settings
Agile Projects - User Guide
Agile Projects - Admin Guide
Inspire Planner Projects - Agile
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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
Creating 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
Gantt LWC - How to Print a Project
Gantt LWC - Task Notifications and Reminders
Gantt LWC - Save As (Clone) Function
Gantt LWC - Project Templates
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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
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Process Automation
Auto Assign Tasks to Project Team Members using Roles
Process Flow - Auto Create Projects from Opportunities
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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)
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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
Gantt LWC - How to Print a Project
Gantt LWC - Project Scheduling Modes - Manual vs. Automatic
Using Batch Create Process
Admin Guide - Adding the Kanban Board to Waterfall Projects
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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
Project Team - Total Allocated Effort and Total Actual Effort
Auto Assign Mode
Set Salesforce Task Record Type for Inspire Planner
Migrating from Role to Multi-select Role
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Project Task List
Project and Project Task - % Complete
Auto Assign Mode
Project Tasks - Actual Start and Actual Finish Date
Adding Custom Fields to Checklist Items
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Project Teams & Roles
Project Team - Total Allocated Effort and Total Actual Effort
Auto Assign Mode
Project Team - Add Total Planned and Total Actual Effort Fields
Auto Add Project Team Members as Project Collaborators
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Project Template
Project Templates - What Gets Inherited
Set Global Default Project Settings
Applying a Template to an Existing Project
Set the Project Timezone
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Release Notes
JUN 2024 - Maintenance 2 - 1.357.10
JUN 2024 - Maintenance 1 - 1.357.7
JUN 2024 - Major Release - 1.356 - 1.357
FEB 2024 - Maintenance 2 - 1.353.4
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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
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Resource Management
How to Set a Default Planned Effort
Resource Lightning Web Component (Resource LWC)
Configuring Project Team Hourly Rate
Resource Hourly Rate
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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
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
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
How to Set a Time Entry Email Reminder
Admin Guide - Exclude Task Status from Time Tracker
Add Option to Exclude Projects from Time Tracker
Exclude Project 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
Assigning Inspire Planner Permission Set
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