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

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