Project Management & Powerful Gantt Charts - 100% Native in Salesforce

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

What Project Management & Powerful Gantt Charts - 100% Native in Salesforce does

Inspire Planner offers easy to use Project Management features that project managers have come to love and depend on:

✔ Integration with native Salesforce tasks

✔ Project Templates

✔ Time tracking and time sheets

✔ Gantt chart and Kanban board interfaces

✔ Agile backlog, sprints, releases, burndown, etc.

✔ Project portfolios

✔ Project portal for non-Salesforce users

✔ Analytics with Salesforce reports & dashboards

✔ Upload project documents/files with version history

✔ Task dependencies with Predecessors

✔ Project team collaboration via Chatter

✔ Budget and expenses for billing and costing

✔ Schedule baseline

✔ Critical path map

✔ Export PDF or Excel

✔ Project task hierarchy with milestones & checklists

✔ Project risks and issues

✔ Resource skills, capacity, and utilization management

✔ Task alerts and reminders

✔ Project automation using FLOWs

✔ Intuitive drag and drop interface

Plus many more project management and customer onboarding features. An ideal tool transition from Milestones PM, (MS) Microsoft Project, Smartsheet, Monday, Asana, ClickUp, Jira etc.

Click “Get It Now” for a 30-day trial of our Salesforce Project Management app.

Demo: inspireplanner.com/request-a-demo

Screenshots