💎 What are tentative projects?
Tentative projects are projects that you have not confirmed. You may be in discussion with your client about the project or you may be waiting for the final sign-off to begin it.
Runn lets you set a project status as either confirmed or tentative. By creating project plans for your tentative projects, you'll be able to see how potential work will impact your confirmed workload and bottom-line.
You can also do what-if scenario planning with tentative projects, so you can see how different combinations of projects in your pipeline will affect your people.
📐 Adding tentative projects
When creating a new project, choose Tentative under the project status.
To change an existing project's status, click on the three-dot menu next the the project on the Project Planner and select Set Tentative or Set Confirmed.
👀 Viewing tentative projects
All tentative projects appear on the planner in a light blue color.
Use the tentative project toggles to either exclude or include it in the planner's calculations. If a tentative project has been excluded, it will be grayed out in the planner.
Use the tentative dropdown. You can also search for a tentative project here.
Use the toggles next to each project down the Project Planner
Use the toggles next to each project under each person in the People Planner. Toggling the project here will include/exclude the project from the calculations of everyone assigned to the project.
Different combinations of tentative projects let you see the impact of different scenarios. Runn will recalculate your team's workload on the planner to help you figure out how the new work will best fit in.
Capacity, Availability and Utilization Charts
Take a look at the charts in the Projects and People Planner. See the effects of your tentative project scenarios on the wider business and team.
Bird's-Eye View on the People Planner
Go to the People Planner to see how availability and utilization change with different combinations of tentative projects.
Group Utilization Charts
See how various groups of people are affected by your tentative project scenarios. Head to the People Planner, turn on Group Utilization and choose how to group the people in your business.
⏱️ Timesheets in Tentative Projects
As Tentative Projects are for planning purposes, you cannot log actual hours to a tentative project. You will see the Timesheet button greyed out in the Project Dashboard:
If your staff is actually working on the project, please set this project as Confirmed. Then the Timesheet function will be enabled.
📜 Tentative Projects in Reports
As Tentative Project is designed for future planning, any past assignments in a tentative project will not be calculated in the reports. Runn assumes that these hours did not materialize.
The metrics in the project dashboard will still include past assignments. In this case, you will observe a difference between the metrics in the Project Dashboard and the Project Report.
Example
Today is March 12th.
I set up a tentative project with the following scheduled assignments:
2 billable hours on Feb 14th (in the past)
3 billable hours on Apr 20th (in the future)
In the Project Dashboard
5 total billable hours will show up on the Project Performance Chart
In the Project Report
Since the billable hours in the past would not count, it will show as just 3 billable hours. The project, revenue, cost and profits will be calculated based on future assignments only in the report.
Set as confirmed if needed
If you want the report to also reflect the past assignments, please set the project as confirmed.
Still have questions? We’re happy to help!