The People Planner lists all the people in your organization. It shows their availability and utilization over time.
The planner helps you find the right person to schedule assignments based on their available hours or utilization rate.
It also gives you a bird's-eye view of overall availability and utilization across teams and roles for high-level strategic planning.
How to read the People Planner?
By default, the People Planner displays the Availability in hours of the people and placeholders grouped by Team:
This provides a quick visual summary that instantly highlights over- or under-allocations by team.
Here's what the different colors mean:
Green = 75–100% available
Light Blue = 50–74% available
Mid Blue = 25–49% available
Strong Blue = 1–24% available
Dark Blue with Red Bar = Overbooked
As you click on the team name to expand the team, you will see a Summary of allocation for each person in the team:
You will also see the required workload added to placeholders under the team (placeholder workload represents unmet demand):
Please note that the Availability Summary on the People Planner is based on Scheduled Hours (Assignments), even in the past. If you have added actual hours to the past, note that the availability and utilization % displayed will be different from the reports.
Timeline Navigation
By default, you are viewing the current month's timeframe. The date of today is highlighted in blue:
Click on the dropdown menu on the top right to select a timeframe in the current view:
The options are:
Week (5 days)
Month (5 weeks)
Quarter (3 months)
Half Year (6 months)
Year (12 months)
Click on the arrow on the top right to navigate across the timeline:
Single left arrow - view previous week
Double left arrow - view previous month
Today - view the timeframe that covers Today
Single right arrow - view next week
Double right arrow - view next month
⌨ Keyboard Shortcut
left arrow key on your keyboard - view previous week
right arrow key on your keyboard - view next week
Display Mode
In addition to Availability in Hours, you can select other display modes. Click on the grey arrow to open the drop-down menu to select other metrics:
Display modes available:
Availability (h)
Availability (FTE)
Utilization - the Group Utilization Charts is displayed
Time Off - All time-offs of all people are displayed (no grouping is applied)
When Availability (h) or Availability (FTE) is selected, the summaries are displayed based on the timeframe selected:
Timeframe | Availability Summaries are displayed |
Week | Daily |
Month | Weekly
|
Quarter | Monthly
|
Half Year | Monthly
|
Year | Monthly
|
Group By
Group By lets you view your people on the planner based on their commonalities. The default grouping is Team. Click on the grey arrow to open the drop-down menu to select other grouping options:
Options available under Group by:
All (display everyone on the planner as one group)
Default Role
Team
Employment Type
Skills
Tags
Projects
Workstreams
Single-select or Multi-select Custom Fields
If you are grouping by an attribute and would like to expand all the groupings at once, you can click this icon to expand or collapse all:
Example: How to view Utilization % based on scheduled hours by Default Role?
You can:
Change the display mode to Utilization %
Change Group by to Default Role
By doing so, the Group Utilization charts will be displayed. You can view high-level utilization charts for people and placeholders in each default role:
Chart
The Chart gives you an overview of the future workload (scheduled assignments) for your people, so you can plan ahead and notice if there are any resource gaps or overbooking.
In Runn, there are 3 types of charts for you to get visual forecasts of your people's time: Capacity, Availability, and Utilization.
To learn more about Runn's charts, see How to Use Charts.
Tentative Toggle
The Tentative Toggle lets you include or exclude workload added to tentative projects when calculating availability or utilization in the People Planner and in the Charts.
When turned on, both workload of confirmed and tentative projects are included when calculating the availability/ utilization
When turned off, the availability/ utilization displayed will only factor in all the workload added to confirmed projects
To learn more about tentative projects, see Tentative Projects.
Sort By
Sort By lets you sort the order of the people and placeholders as they appear in a grouping. The list is sorted by People's First Names by default. Click on the grey arrow to open the drop-down menu to select other sorting options:
For People, choose from sorting by Availability or by the alphabetical order of First Name, Default role, or Team.
For Placeholders, choose from sorting by the assignment start date of the placeholder, or by the alphabetical order of the Placeholder Name, Project Name, Default Role or Team.
The order of availability is determined by the total available hours in the visible period on the timeline. If you have adjusted the time period or added new assignments to people on the list, click on the refresh button so Runn can display the list sorted by the most up-to-date availability:
Sorting at the group level (e.g. Team, Default Role) is not available at the moment. The Sort by setting here only applies to the list of individual people and placeholders within a group.
People Settings (Advanced Display Settings)
The cogwheel icon lets you configure advanced display settings. Click on the icon to open or close the People Settings side panel:
👥 Grouping
Summary Toggle
When turned on, the availability summary / group utilization chart at the group level is displayed (Default):
When turned off, only the person and placeholder count per grouping is displayed
🗓️ Assignments
Unit
Choose how to display assignment units when you expand a person and view their individual assignments:
Hours per day
Hours per week
FTE
Capacity %
Note that this does not apply to the group-level availability summary. Adjust the Display Mode setting in the top-left corner to change the group-level metric.
Show Total Effort
Adding a project to a person
To add a project to a person, expand the person, then click Assign Project.
You can choose any project and change the person's role for that project from their default role.
Learn more about scheduling assignments.
Searching and filtering
Type in keywords (e.g. Name of the person, team name) in the Search people... field to filter the people list
Apply one or multiple filters to customize the list of people based on your needs, and save the filtered list if needed:
For more information, see Searching and filtering.
Add to Favorite (Star icon)
You can also use the star icon to denote your favorite people. When you "star" a person, they are starred only in your view, not in other users' views.
Placeholders
Expand on each placeholder to see what assignments have been planned and for what project.
For more information about placeholders, see Placeholders
Forecast your hiring needs on the People Planner
The Placeholder Grouping is a very useful tool for you to forecast your hiring needs. See Hiring Report - how to see my future hiring needs? to learn more.
































