In Runn, there are three types of real-time charts for you to visually track your performance and projections as you draw out your plans.
They allow you to see how you’re going across all your projects, people and placeholders, so you can see how your overall business or department is going.
Since Charts are for forecasting purposes, the hours (Total Workload) and all the metrics displayed in Charts are based on scheduled hours only.
We recommend only viewing the Chart for a time period set in the future, not the past.
Actual hours on the timesheet are not used in the calculation on the Charts.
Here is a video on how charts work:
Types of Charts
Learn more about the metrics definitions, such as Effective Capacity, Workload, Availability here: Runn Metrics Glossary
Note that the metrics here are calculated based on scheduled hours, so they may be different from Reports, which are based on actual hours.
Workload vs Capacity Chart
The Workload vs Capacity Chart provides visibility into your team’s Effective Capacity and upcoming workload based on scheduled hours added to people and placeholders.
Hover over a data point in the chart to view how your confirmed and tentative projects' workload (if the Tentative toggle is turned on) is compared to the Effective Capacity.
Availability Chart
The Availability chart provides an overview of how many hours your team members are available on any given day or week, accounting for the scheduled workload added to them and placeholders.
Hover over a data point to view the day/ week's Effective Capacity, Scheduled Workload (Workload Total) and Availability. Note that anything in red indicates NO MORE availability.
Use this as a quick Bench Report to see which days are in the "green":
Utilization Chart
The Utilization chart shows you the billable and non-billable utilization percentages based on scheduled hours added to your people and placeholders, so you can see if your team will be under-utilized, over-utilized or tracking just right. Hover over a data point to see how the workload is split between billable and non-billable work.
Learn more about the calculations of the Utilization Chart here.
How to use charts
Click on the chart button on the Planner
A chart will pop up from the bottom
Adjust the size as needed by dragging the grey bar
Determine if you want to see the information by day or week
You can also go through different time periods by using the navigation tools at the top.
Choose the type of Chart you'd like to see on the far right side:
Apply Filters to the Chart
Apply filters to narrow down to a specific list of people
If you're using the People Planner, any filters you apply to the charts will also be reflected in the planner filter. This allows you to drill down into the data seamlessly:
Filter by Projects or Project Custom Fields Filters
If you applied filters from the Projects or Project Custom Fields category:
The people and placeholders working on projects that match the filter criteria will be filtered
The Capacity Chart will display:
Workload of the projects that meet the filter criteria (Workload for Selected Project Filters) and
Workload of other projects that are also scheduled for the people filtered
