What is a project?
A project is something you and your team are working on over a period of time.
You will have two basic types of projects - external projects and internal projects.
Your external projects are for your clients and bring in revenue, while your internal projects won't. Internal projects can be any project that uses internal labor, but doesn't generate revenue - from sales proposals to your companies office move.
Managing your Projects
➡️ Adding a New Project
There are 4 ways to add a new project:
a) Manage tab:
Go to Manage > Projects
Click +New Project
Enter the Project Name
Select the Client. If the client doesn't exist, you'll be able to add a new client.
Select the Status, Pricing Model, Rate Card, Primary Team (optional) and Project Tags (optional)
Click Create
Auto-notification subscription is based on the Primary Team field
It is recommended to fill out the Primary Team field even though it is optional. If users would like to get project-related notifications, they can subscribe to a Team once and will automatically be subscribed to all the new projects linked to the team. Learn more about Notifications here.
b) Global +New button on the Planner:
From the Projects or People Planner, click New in the top-left.
Select Project
Enter the Project Name
Select the Client. If the client doesn't exist, you'll be able to add a new client.
Select the Status, Pricing Model, Rate Card, Primary Team (optional) and Project Tags (optional)
Click Create
c) From the Project Planner:
From the Project Planner, click the New Project at the bottom of the Project list
Enter the Project Name
Select the Client. If the client doesn't exist, you'll be able to add a new client.
Select the Status, Pricing Model, Rate Card, Primary Team (optional) and Project Tags (optional.
Click Create
d) Bulk Add:
Click on either the global New button or New Project button
Select the Bulk Add tab
Enter the Project Names and select the Client Names and Pricing Models for all new projects
Click Create
➡️ Edit your Projects Details
There are 2 ways to edit a project:
1. From the Project Dashboard
Select the project you want to edit from the Projects list
Click the cog button
Select Edit Details
Update details
Click Save
2. From the Project Planner
Find the project on the Project Planner
Right-click on the project's icon
Select Project Details
Click the cog button
Select Edit Details
Update details
Click Save
➡️ Viewing Project Details
Click Details next to the project you want to view from the Projects list to get information on:
A forecast of the key financial project metrics
The project's budget estimate.
A projection of your project's performance.
An overview of actual hours worked vs. what was planned.
Who on your team is working on the project.
➡️ Assigning People to Projects
Check out this article to learn more about scheduling your projects: Project Scheduling
➡️ Project Activity
In the project dashboard; click on "Activity" to see events linked to the project. Click here to learn more about Runn's activity log.
Archiving Projects
To keep your projects list up-to-date and manageable, you can archive projects that are complete, on hold, or are no longer relevant.
When you archive a project, all associated historic project data will be saved. You can still view project details for an archived project. To do so, filter your projects list to only show archived projects and select the project you want to view.
You cannot archive a project that has people or placeholders scheduled for the present day or any time in the future. In order to archive the project, head over to the Projects Planner and remove any future assignments.
Once archived, projects are removed from the Projects Planner and you will no longer be able to schedule people or placeholders on that project.
Note that any capacity and financial forecasts in Runn includes active projects only.
To archive a project:
Select the project you want to archive from the Projects list
Click the cog button
Click Archive
To unarchive a project:
Go to Manage > Projects
In the filter, select Archived
Click on the 3-dot icon next to the project name and select Unarchive
Deleting Projects
We don’t recommend you delete a project. Instead, if you no longer require a project, we recommend you archive it to retain any associated historic project data.
If you still choose to delete, note that deleting a project is permanent. There’s no undo, so use this action with care.
You can delete a project from the:
Project planner
Project dashboard
Manage Projects page
Note: In Runn, you can delete projects even if they have past and future assignments. However, if the project has actuals, you have to remove the actuals before the project can be deleted. The reason for this is because the timesheet entries represent actual hours that have been worked on the project - this data has to be removed before you can delete the project, otherwise, you would be deleting historic data.
Still have questions? We're happy to help!