This feature is currently available for Professional, Premium and Enterprise plans.
If you wish to give this a try but are on a legacy plan, contact your CSM or email success @runn.io for more details.
My View is a preset View tailored to show projects and people that are most relevant to Contributors with Planner access and Restricted Managers (Team Managers) who only need to regularly view the projects or people they manage.
Admin users will not see My Views as Admins can manage all Projects and People.
Key Benefits of My View
Automatic Filtering: Predefined filters for Contributors with Planner access and Team Managers that allow the user to focus on their relevant people and projects.
Simplified Access: Allow users to quickly and easily access key information without the need for manual filtering, streamlining your team's workflow.
Enhanced Usability: Experience a focused view that updates dynamically.
🚨 My View is not a permission-based feature; it does not modify any existing access permissions. My View is a filtering feature for better visibility.
Please note that users can still access some project and people data outside of 'My View' through split screens and dashboards.
No Manual Setup Required
Admins are not required to manually assign access to users for My View as it is a preset view based on the user's permission settings.
Note that only Contributors with Planner access and Managers (Project Access = Restricted/ View-only; People Access = Restricted/ View-only) can see a filtered list of My View.
Please update users' permission levels if you wish them to only see projects/people relevant to them under My View.
Permissions and My View
My View for Contributor with Planner access
Permission Settings
User Type | View Planner |
Contributor | On |
Projects
The user will see:
Projects and Project Templates they're assigned to as a Project Team member
Names and schedules of other people on the same projects
Placeholders and Resourcing Requests linked to the projects they are on
🙈 Other Projects and Project Templates not assigned to the user will not be visible under My View by default. Users can still access this information outside of My View.
⚠️ If the user clicks on the names of other people listed under a project, they will see the full schedule of other resources as well.
People
The user will see:
Their personal information (tags, skills, custom fields)
Their Project schedules
Their personal time off
Placeholders and Resourcing Requests linked to the projects visible on the Project Planner
🙈 Other people will not be visible under My View by default. Users can still access this information outside of My View.
For Contributors with NO planner access (View Planner = Off), My View is not available as the user will not have access to the Planners. They continue to only be able to view timesheets.
My View for View-only Manager
Permission Settings
User Type | Manage Projects | Manage People |
Manager | Off / View Only | Off/ View Only |
Projects
The user will see:
Projects and Project Templates they're assigned to as a Project Team member
Names and schedules of other people on the same projects
Placeholders and Resourcing Requests linked to the projects they are on
🙈 Other Projects and Project Templates not assigned to the user will not be visible under My View by default. Users can still access this information outside of My View.
⚠️ If the user clicks on the names of other people listed under a project, they will see the full schedule of other resources as well.
People
The user will see:
Their personal information (tags, skills, custom fields)
Their Project schedules
Their personal time off
Placeholders and Resourcing Requests linked to the projects visible on the Project Planner
My View for Restricted Manager (Team Manager)
Permission Settings
User Type | Manage Projects | Manage People | Can assign All People to Managed Projects |
Manager | Restricted | Restricted | No |
Projects
The user will see:
Projects they are added as a Manager
Projects and Project templates they are assigned to as a Project team member
Projects and Project templates assigned to their managed people
🙈 Other Projects and Project Templates not assigned to the user will not be visible under My View by default. Users can still access this information outside of My View.
⚠️ If the user clicks on the names of other people listed under a project, they will see the full schedule of other resources as well.
Pro Tip: My Managed Project Filter
If you want to isolate the projects that you manage, you can click on Filter > My Managed Projects:
Switch to other Views when Finding a Person to fulfill Placeholders
When My View is selected, the user will only see the people they managed who meet the criteria listed on the Placeholder/ Resourcing Request.
The user needs to switch to other views if they want to see other resources that they don't manage.
People
The user will see:
Their managed people (project schedules and time offs)
All placeholders assigned to projects that are visible on the Project Planner
All people assigned to their Managed Projects
Their own personal information, project schedules and time off (if the user is also a resource)
🙈 Other people will not be visible under My View by default. Users can still access this information outside of My View.
Pro Tip: My Managed People Filter
If you want to isolate the people that you manage, you can click on Filter > My Managed People:
Charts
When My View is applied, the results of the Chart are based on all the people and placeholders visible on the People Planner. The Charts do NOT reflect just the workload of the user.
Please click on Filter People under Charts to apply relevant filters and narrow down the results further.
My View for Other User Types
Admin users do not have access to My View as they have access to all people and projects by default.
Manager users with Manage Projects set as 'All' will see all projects on the Project Planner, and people assigned to all projects on the People Planner.
For Manager users who can assign all people in the account to managed projects, they can see all people in the account under My Views.
Manager users with Manage People set as 'All' will see all people on the People Planner, and projects that all people are assigned to on the Project Planner under My View.
Contributor users with no View Planner access will not see My View.
Reports & Restrictions
Users cannot create saved reports using the My View filter.
Users will need to switch to other Views to see Saved Reports.
My View will always be available, even if there are no projects or people in it. Users can switch to another View if needed.