Highlights
WATERFALL, AGILE & TASK LIST PROJECTS
Manage Waterfall, Agile, or simple task list projects—all within Salesforce. Inspire Planner provides a complete project management solution for basic tasks, complex implementations, and product development lifecycle
ADVANCED GANTT CHART FOR PROJECT SCHEDULING
Define advanced task dependencies (FS, FF, SS, SF), multiple predecessors, milestones, and constraints. Identify critical paths, compare baselines, and add lead/lag time—all within our drag-and-drop Gantt chart
BOOST PRODUCTIVITY WITH AUTOMATION AND PROJECT TEMPLATES
Automatically create projects from templates when opportunities are closed/won. Auto-assign tasks based on roles, stitch multiple templates together, and automate other manual work to save time
RESOURCE MANAGEMENT AND CAPACITY PLANNING
View resource capacity and utilization in an easy, color-coded way. Manage internal and external resources, PTO, and hard/soft bookings with advanced search and filtering to ensure optimal resource allocation
TIME TRACKING FOR PROFITABILITY ANALYSIS
Easily track time against project tasks or any Salesforce object with the built-in stopwatch or daily/weekly views for rapid entry. Accurately measure planned vs. actual effort for better project/resource tracking
CLIENT COLLABORATION THROUGH SECURE PORTAL
Share projects with clients or external contacts through a secure portal. External users can update task status, log time, and add comments without having Salesforce licenses, enhancing customer collaboration
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