At any one time, dozens of projects are underway. Each with their own deadlines, milestones, budgets, and often sharing people. Runn's Project Planner provides a bird's-eye view of all those projects and helps you understand your projects' performance at a glance.
The quickest way to get familiar with the Project Planner is to watch our introduction video.
Creating New Projects, People, Clients, and Roles
The Create button found on the top right corner of the Planner allows you to create all the types within Runn.
For projects and people, you can choose to add them one-by-one or use Runn's Bulk Add functionality to create several projects or people at the same time.
Adding a person to a project
To add a person to a project, expand the project, then click Assign person.
- You can search for a specific person by their name or role.
- You can add multiple people at once, or
- Click the person's avatar to instantly add them to the project.
For more information on assignments and related functions see Working with Assignments
Searching and filtering
Using the Search projects... field, you can filter the project list by
- project name,
- client name,
- the name of a person working on the project,
- the team name, or
You can also use the person icon to only see the projects you are assigned on, or the star icon to see your favorite projects.
For more information on how to search and filter projects and people see Searching and filtering projects and people
In Runn, there are six types of charts for you to visually track your performance and projections. They allow you to see how you’re going across all your projects and people. There are multiple options to narrow down the scope of the charts, e.g. to only see availability for a specific role.
For more information on Runn's charts, see Project and People Charts.
Tentative projects are projects that are planned but haven't been confirmed yet. They allow you to see how potential new work will impact your existing workload and bottom-line.
At the top of the Planner, click on the Tentative Projects button to toggle on Tentative projects.
When tentative projects are shown, Runn will recalculate your team's workload and all your project metrics to help you figure out how the new work will best fit in.
For more information on Tentative Projects, see Tentative Projects.
Project overview lines and milestones
The project line shows the start and end date of a project based on the start of the first and the end of the last assignment on a project. Clicking on a specific date will allow you to add a milestone to record important events related to the project.
For more information about milestones, see What are project milestones?
Project phases help you to segment and plan out your project’s workflow in Runn.
Simply expand your project, then click-and-drag to create a phase, or use the calendar option to select the start and end dates. You can have multiple phases running in parallel with each other and color co-ordinate them.
Project budget tracking
If your project has a budget, you will see a ring around the project icon on the Project Planner. As you create assignments and use up your budget, the ring will update automatically. This is a great way to instantly see how your assignments are impacting your budget in terms of hours and dollars. When you start going over-budget, the ring becomes red. Hover over the ring to check out how you're going in financial terms.
For more information about Project budgets, see Project Budgets