Project Management & Powerful Gantt Charts

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 customer onboarding.
• 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
• INTEGRATION WITH SALESFORCE TASKS AND KANBAN VIEW Leverage native Salesforce tasks enhanced by Inspire Planner to manage project work effectively in a centralized task list. Organize tasks with list views in preferred layouts like Split, Kanban, or Table
• PROJECT PORTFOLIO MANAGEMENT Gain full visibility and track progress across multiple projects with our portfolio management view. Expand any project to quickly gain insights into high-level details like milestone status or progress of key project phases
• INSIGHTS WITH SALESFORCE REPORTS AND DASHBOARDS Harness native Salesforce reports and dashboards for deep insights into project performance. Use pre-built reports and dynamic dashboards to track key metrics, make data-driven decisions, and ensure success